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 Series 66-licensed financial advisor with Edward Jones in Des Moines, IA, and has one year of industry experience. His prior work includes roles at Bison Transport, BlueGrace Logistics, Enterprise Fleet Management, and a previous tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

William Goodwin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

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 with Wells Fargo Clearing in West Des Moines, IA, holding a Series 66 designation and 24 years of industry experience. Her career includes multiple tenures at Wells Fargo Clearing, as well as positions at Edward Jones, Raymond James & Associates, and Citigroup Global Markets. Outside of her advisory work, she is involved in a farming and livestock consulting business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets through a network of over 14,000 advisors.

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 at Raymond James & Associates with 14 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at several firms, including Cetera Financial Specialists, Principal Securities, and Voya. Johnson is based in Norwalk, Iowa. Raymond James & Associates is a 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 and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Dennis Burns is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Equitable Advisors, AXA Advisors, and Waddell & Reed. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and institutional entities, utilizing model-driven portfolios and offering access to third-party asset managers and other financial services.

Michelle Bieber is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior roles include positions at Ameriprise Financial and Limited Brands. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Sohn is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007 in West Des Moines, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Nesbit is a Series 63-licensed financial advisor with 35 years of industry experience. He currently works at Osaic and previously spent 21 years at FSC Securities Corporation. He also operates a business under the name Diversified Financial Group. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm employs various tools and third-party services to construct diversified portfolios and offers both brokerage and investment advisory services.

Lori Rowan is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2018, following three years at Ameriprise Financial Services. Outside of her advisory work, she is involved in skincare consulting as an independent contractor with Rodan + Fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services supported by structured discovery processes and firm-approved modeling tools.

Thomas Alexander is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Securities and Principal Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

John Rowe is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 66 designations and 27 years of industry experience. He previously worked at Edward Jones for eight years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third‑party analytics.

Luke Aduddell is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has prior work history that includes roles at Bristol and ownership of Aduddell Consulting, LLC. Outside of his advisory work, he is involved in operating multiple business entities, including sports-related ventures and daycare services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of investment solutions across various platforms, combining proprietary and third-party strategies tailored to client objectives.

William Ziegler is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA. He holds the Series 66 designation and has been with Cambridge and related entities since 2024. His prior work includes roles at Central Iowa Sports and Bentonville Parks and Recreation. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, using both proprietary and third-party model strategies tailored to client objectives.

Jared Koch is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans since 2010. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm provides holistic, goal-based planning that covers a wide range of financial topics, allowing clients to combine planning with managed-account programs while keeping these services distinct.

Rachel Wilson is a Series 66-licensed financial advisor with Ameriprise in Urbandale, IA, with 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Matt Knoll is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at Wells Fargo Investments, Charles Schwab, and TD Ameritrade. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles to offer both brokerage and advisory solutions.