Gregory Hefner is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 12 years of industry experience. He previously worked at Commonwealth Financial Network for 14 years before joining Raymond James Financial Services Advisors, Inc. Hefner is also an associate and employee at Hefner Financial, where he is involved in investment advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs, with specialized services in municipal and public finance and SIMPLE IRA employer advisory consulting.

Larry Laughlin is a CFP® with over 31 years of experience in the financial industry. He has worked at Edward Jones since 2018 and previously held roles at White Oak Wealth Management, Successful Resource Management, and AIG Capital Services. Laughlin is a co-founder and executive board member of the Family Cancer Network in Des Moines, where he is involved in fundraising and grant management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Blake is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1981. Over his career, he has worked with a high-net-worth clientele, including business owners, physicians, attorneys, widows, widowers, and multiple generations of families. Currently, he leads The Blake Group, which provides a holistic, goals-based wealth management approach to clients across the country. David holds a Chartered Retirement Planning Counselor™ designation and is a qualified Senior Portfolio Advisor within Merrill Lynch's Wealth Management Investment Advisory Program. He specializes in managing discretionary custom investment strategies, selecting from a wide range of model portfolios and third-party investment strategies. His focus areas include legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He and his team emphasize transparency, client education, and the incorporation of clients' motivations and aspirations into long-term financial strategies. David earned his bachelor's degree from the University of Iowa. In his personal time, he enjoys basketball, football, and golfing.

Lewis Vasey is a financial advisor at LPL Financial with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Lincoln Financial Securities Corporation and Signator Investors, Inc. He is also involved as an insurance agent in non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Rodney Potratz is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Stonebridge Financial Advisors since 2003 and was associated with FSC Securities Corporation for 20 years. In addition to his advisory work, he is an insurance agent for various carriers. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to multiple investment vehicles and third-party solutions.

Kristin Meyer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. She has been with Thrivent Financial since 2016 and with Thrivent Investment Management since 2015. Outside of her advisory role, she operates a business selling custom bracelets. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without managing client accounts directly.

Jacque Richards is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Richards serves as a poll worker for the Polk County Auditor in Des Moines, IA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support client financial plans.

Peter Wills is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 66 designation and has been with RBC since 2022. Prior to his advisory role, he worked for over a decade at the family business, Wills Family Orchard, where he was involved in production management and agricultural operations. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with customized investment strategies managed through both in-house and third-party resources.

Joseph Chambers is a financial advisor with Wells Fargo Clearing in Davenport, IA, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm's advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Terry Mccormick is a financial advisor at Raymond James Financial with 43 years of industry experience. He holds the Series 63 designation and has been with Raymond James Financial and its affiliate since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jacob Oberender is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds a Series 65 designation and has worked previously at RSM and Mokosak Advisory Group, LLC. Outside of finance, he serves as an agent and member of the board of advisors for Outsmoked, LLC, a food service business. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Mark Raney is a financial advisor with Raymond James & Associates in Clive, IA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Jeffrey Harrold is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 2002 and previously worked at Morgan Stanley DW Inc. from 1999 to 2002. Outside of his advisory role, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management services using both proprietary and third-party strategies, supported by a broad platform that includes advisory and non-advisory financial products.

James Wessels is a CFA®, PFS™, and Series 66 credentialed financial advisor affiliated with Cambridge Investment Research Advisors. He has 29 years of industry experience, including prior roles at VOYA Financial Advisors and ownership of Gremler Financial Group. Wessels serves as an adjunct professor in wealth management at the University of Iowa and holds board positions with Central Iowa Shelter & Services and the University of Iowa Krause Fund. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base through independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a range of customizable strategies and platform options, including proprietary model strategies and access to unaffiliated managers.

Ronald Barnes is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been tenured since 2005. He specializes in developing strategies and providing advice tailored to the financial objectives of individuals, their families, and businesses. His client focus areas include divorce transition planning, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Ron holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a qualified Portfolio Manager, managing personalized or defined strategies on a discretionary basis that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He earned a Bachelor of Science in Business Administration from Iowa State University in 1987 and a Master's Degree in Business Administration from Southern Methodist University in 1994. Ron grew up on a family farm in Iowa, where he remains involved, and currently lives in Altoona, Iowa with his wife and two children. His personal interests include biking, football, hunting, and spending time with his family.

Michael Hammen is a CFP® professional with 28 years of experience in financial advising. He is currently affiliated with Cetera and has held roles at multiple firms, including Vision Financial Services LLC and Avantax. Outside of his advisory work, he serves as president of the West Des Moines Lions Club, leading community and civic activities. Cetera is an SEC-registered adviser operating a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Karen Neff is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors, LLC earlier that year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, combining proprietary research and third-party analytics to inform its investment approach.

Reagan Bates is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 66 and Series 63 licenses and 21 years of industry experience. He has been with Wells Fargo firms since 2015. Outside of advising, he is involved in several entrepreneurial activities, including working as a stylist selling nail polish strips and lipstick, operating a personal shopper business, and creating content as a TikTok affiliate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad asset base.

Kurt Cole is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at First Financial Advisors, LLC for 16 years and has been involved with the First Financial Education Center of Iowa for over two decades. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides diverse investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategists across multiple platform arrangements.

Lance Eddie is a CFP® professional with 17 years of experience in the financial services industry. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.