Michelle Bieber is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Ameriprise Financial from 2014 to 2018 and spent eleven years at 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jay Sohn is a Series 66-licensed financial advisor with Edward Jones, based in West Des Moines, IA. He has 18 years of industry experience, including 19 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee 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 with LPL Financial who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has previously worked at Principal Securities Inc. and Principal Life Insurance Co. Outside of his advisory role, he operates a DBA for his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs with access to model portfolios, research, and various management services.

John Rowe is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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 at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Joseph Greenfield is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, where he has worked since 2013. He has 13 years of industry experience and serves as an adjunct mathematics instructor at Iowa Central Community College since 2010. Greenfield is also involved in community activities, holding board positions with homeowners associations in Iowa and Nebraska. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement advisory services to a diverse client base. The firm offers a range of investment solutions through independent financial professionals, including proprietary models and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

Patrick St John is a Financial Advisor with the Ranallo Group at Merrill Lynch Wealth Management. He works with individuals and families to simplify complexity and bring structure to their financial lives. His client base primarily includes households with assets ranging from $500,000 to $5 million, many of whom are approaching retirement, managing multiple accounts across institutions, or navigating major transitions such as career changes, business sales, or generational wealth planning. With over 25 years of experience in the financial services industry, Patrick focuses on providing clarity, discipline, and a coordinated approach rather than market timing or individual security selection. Utilizing Merrill's advisory platform and his team's collaborative process, he helps clients achieve their goals through professionally managed portfolios aligned to their risk tolerance and long-term strategy. His personalized services include defining and prioritizing financial goals, consolidating assets, building tax-aware investment strategies, and preparing for retirement income and wealth transfer. Patrick holds a Bachelor's Degree from the University of Iowa and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also associated with the Iowa High School Athletic Association. Outside of his professional role, Patrick engages in various activities such as baseball, basketball, biking, football, hiking, refereeing, skiing, soccer, and traveling. He is family-focused and has a blended family of five.

Jason Henderson is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Henderson serves on the board and finance and investment committees at Grand View University in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Ryan Bishop is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Bankers Life and its related entities from 2016 to 2023. Outside of his advisory work, he is involved with Aspen Financial Services, Inc., a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, research from various sources, and both discretionary and non-discretionary management approaches.

Troy Randall is a financial advisor with RBC Capital Markets and holds the CFP® and ChFC® designations, along with Series 63, 65, and 66 licenses. He has 36 years of industry experience, with prior roles at Morgan Stanley, Securities America Advisors, Investacorp, Highland, and Principal Financial Group. He serves as a board member for the nonprofit 100 Men of Norwalk and on the board of a local homeowners association. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored portfolio management programs using a combination of in-house and third-party managers and is supported by RBC’s capital-markets capabilities and affiliated asset managers.

Benjamin Breeding is a financial advisor with RBC Capital Markets in Clive, IA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at RBC Wealth Management and Northwestern Mutual. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party managers and investment models.

Cody Phelps is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and has prior experience at Broker Dealer Financial Services Corp. since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and maintains both proprietary and unaffiliated investment strategies tailored to client objectives.

Michael Weston is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dwight Hakala is a financial advisor with Mass Mutual Investors Services in West Des Moines, IA, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. His career includes 25 years at Metlife Securities Inc. and over a decade with Massachusetts Mutual Life Insurance Company. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved tools to support client goal analysis and planning.