Logan Palmitier is a financial advisor with LPL Financial holding a Series 66 credential and five years of industry experience. He has also been affiliated with Scott Adams LLC doing business as Movement Wealth Partners since 2021. In addition to his advisory work, he serves as a notary for Movement Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors utilizing a variety of discretionary and non-discretionary strategies supported by research and operational tools.

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.

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 Series 66-licensed financial advisor with five years of industry experience. He is currently affiliated with Wells Fargo Clearing Services LLC and has previously worked at Cambridge Investment Research. Outside of his advisory role, he is involved with Digital Intelligence Systems LLC. 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 combines research from the Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory to evaluate investment options, operating with more than 14,000 advisors and approximately $671 billion in assets under management.

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.

Tam Le is a financial advisor with Edward Jones in Ankeny, IA, holding Series 63 and Series 66 credentials and has 11 years of industry experience. Prior to joining Edward Jones in 2021, Tam worked for Wells Fargo Clearing from 2014 to 2021. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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, 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.