Stephen Houg is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Cetera and has held roles at Guide Financial Group and Securian Financial Services, Inc. Outside of his advisory work, he serves as a board member of the nonprofit Alpha Women’s Center and volunteers with Financial Peace University. Cetera Investment Advisers LLC is a national SEC-registered advisor that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Scott Adams is a financial advisor with LPL Financial who holds a Series 66 designation and has 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell and Reed, Inc. and various insurance carriers. He serves on the board of the Za Ga Zig Shrine, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Bradley Renberg is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2009, including its affiliate Ameriprise Financial Services, Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized retirement-income consulting team in partnership with its financial advisors.

Logan Palmitier is a financial advisor with LPL Financial, holding the Series 66 designation and five years of industry experience. He has been associated with Scott Adams LLC DBA Movement Wealth Partners since 2021 and maintains a notary role through Movement Wealth Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and investment management supported by research and technology.

Jeffrey Franke is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise since 1996, serving in various capacities within the firm. Franke holds Series 63 and Series 65 designations and is involved in compliance supervision as a Registered Principal Delegate for another advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s retirement income service integrates proprietary research and third-party data within a non-discretionary implementation framework.

Kimberly Guilford is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, operating under a fiduciary standard and supported by a network of over 23,000 financial advisors nationwide.

Anthony Fisette is a financial advisor at Edward Jones with four years of industry experience. His prior roles include six years at State Farm/James Lunders Insurance Agency and four years at NCMIC. He holds Series 66, 63, and 65 licenses and is based in Des Moines, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Austin Walther is a financial advisor with Thrivent Investment Management in Johnston, IA, holding a Series 66 designation and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019, following three years at Viridiant. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a broad range of financial topics. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Denise Daugherty is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her work history includes roles at Transamerica Financial Advisors and Voya Financial Advisors. Outside of her advisory work, she serves on the board of directors and as safety director for the Des Moines Rowing Club, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform with access to affiliated and third-party managers.

Isaac Dunlap is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has previously worked at Cambridge Investment Research and holds experience in digital intelligence systems and education. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and a broad range of investment options, including insurance-related vehicles and bank deposit sweep products.

Dylan Lang is a financial advisor with OSAIC based in West Des Moines, IA, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC, he worked at Woodbury Financial Services and has held dual roles at Expedition Wealth Management as both Director of Operations and Financial Advisor. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to create diversified portfolios and supports a complex platform footprint with multiple mergers and private-equity ownership.

Matthew Kneifl is a financial advisor with Edward Jones in Windsor Heights, IA, holding the CFP® designation and Series 63 and 66 licenses. He has 23 years of industry experience, all with Edward Jones since 2002. Outside of his advisory work, he manages farmland and residential properties in Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory and wealth management solutions supported by a large nationwide network of financial advisors.

Joseph Harrell is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation. He has experience in logistics and fleet management, having worked at BlueGrace Logistics, Bison Transport, and Enterprise Fleet Management prior to rejoining Edward Jones. Harrell also spent four years affiliated with Truman State University. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

William Goodwin is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Anthony Gordon is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2020. Prior to joining Thrivent, he held roles at Graceland University, Des Moines Public Schools, and Simpson College. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based analyses and planning across various financial topics, with clients able to combine planning and managed-account services under a consolidated billing option called WealthPlan.

Brian Hagedorn is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked in various roles at Wells Fargo Bank and Wells Fargo Clearing since 2001. Outside of his advisory work, he serves as a power of attorney for his parents on investment-related matters. 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.

Jill Greiner is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo entities since 2014. Outside of her advisory work, she is involved in farming animals and livestock through a separate consulting activity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and managing approximately $671 billion in assets.

Zachary Bouslog is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously was with Transamerica Capital Inc. and Jackson National Life Distributors LLC. Bouslog serves as an advisory board member for the City of Urbandale Economic Development Advisory Board. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with a broad array of retail and institutional investment products.

Eric Johnson is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 licenses and 14 years of industry experience. His career includes roles at Cetera Financial Specialists, Principal Securities, Principal Life Insurance, Directed Services, LLC, and Voya prior to joining Raymond James. 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, institutional investors, charitable organizations, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and firm research support.

Dennis Burns is a financial advisor with LPL Enterprise in West Des Moines, IA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and Axa Advisors. He has worked in both advisory and brokerage capacities throughout his career. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory services with financial product sales.