James Lee is a financial advisor with Primerica Advisors in Urbandale, IA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at GreenState Credit Union, PFS Investments Inc., and EMC Insurance. He also has experience selling non-investment related products through Primerica Mortgage and related affiliates. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Alec Nielsen is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the ChFC® designation and Series 66 license. His previous roles include positions at Symetra Securities, Inc. and Symetra Life Insurance Company. Outside of finance, he was involved with Reclaimed Rails Brewing in 2019. 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 Wells Fargo Investment Institute and third-party sources to evaluate investment options, and offers both brokerage and advisory solutions.

Dave Jones is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Prior to that, he worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by in-house research and third-party analytics.

Jordan Sullivan is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Edward Jones and Dubuque Bank and Trust. Outside of advising, he has been involved in playing live music at festivals, bars, and private parties in Cedar Rapids, IA. 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.

Lee Leonard is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, and has 41 years of industry experience. He has worked at LPL Financial since 2009 and has prior experience with Morgan Stanley and its affiliates from 1999 to 2009. Leonard also operates a DBA under the name Aspen Financial Services, Inc. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joel Shaner is a financial advisor at UBS Financial Services with a Series 66 designation. He joined UBS in 2025 after six years at Tim Ford State Farm Insurance Agency and has previous experience in education at the University of Northern Iowa and Valley High School. In his spare time, he collaborates with a friend to produce music that is distributed on streaming platforms. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and comprehensive capital markets services.

Jaylen De Vries is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Prior to joining Mass Mutual, he worked at AEI Capital Corporation and served in various roles including teaching positions at Southern Illinois University and Concordia St. Paul University. In addition to his advisory role, he is an insurance agent with the First Gabrielson Agency. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using advanced analytics and a range of investment programs.

William Schmidt is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Schmidt consults for a hunting lodge that offers guided tours and rentals. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored reports that include income, Social Security, and tax strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Samson Demoss is a CFP®-designated financial advisor with five years of industry experience. He is currently with Wells Fargo Advisors, where he has been since 2023, following prior roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his role at Wells Fargo, Samson owns and operates Samson Wealth Management LLC, an investment-related business based in Sioux City, IA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options that address various client needs, including retirement, education, business-owner transition, and special-niche planning, using proprietary research and tools to develop tailored recommendations.

Jon Hallman is a financial advisor at Morgan Stanley in West Des Moines, IA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Athene and Palmer Group. Outside of his advisory role, Hallman has worked as a contractor for DoorDash and Amazon in non-investment-related capacities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support client financial plans.

Peter Smith is a financial advisor at Edward Jones in Grimes, IA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at the City of Urbandale. He serves as a volunteer treasurer for Folds of Honor organizations in both Oklahoma and Iowa, acting as a liaison without handling assets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.

Dirk Dixon is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Ameritas Investment Company, LLC and New England Securities. Dixon also operates Advanced Tax Solutions, providing tax preparation and accounting services in West Des Moines, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and research tools.

Lori Keech is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 23 years of industry experience. Her career includes multiple roles at Wells Fargo Clearing and Principal Life Insurance Company. Outside of her advisory work, she is involved as a sales associate for TMK Consulting LLC, a business selling and delivering t-shirts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm’s approach includes the use of proprietary research and planning tools, with options for brokerage or advisory implementation.

Matthew Hammes is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor, Townsend & Kent, LLC and LPL Financial. He is based in West Des Moines, Iowa. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform combining discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a diverse range of investment strategies and client needs.

Timothy Cox is a financial advisor with LPL Financial based in Des Moines, IA, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for nine years. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Brown is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes positions at A. G. Edwards & Sons, Inc., RBC Capital Markets, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Steven Freking is a financial advisor with Cetera, holding the CFP® and ChFC® designations and possessing 28 years of industry experience. He has held roles at Cetera since 2021 and previously worked at Voya Financial Advisors and Partners Advantage Insurance Services. In addition to his advisory work, he is co-owner and vice president of Independent Brokerage Network and serves as senior vice president at Partners Advantage Midwest. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a network of over 10,000 advisors and managing more than $256 billion in assets.

Eric Raasch is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameritas Advisory Services, Midwest Financial Solutions, RK Wealth Management, and Ameritas Investment Company. Raasch serves as a director for Norwich Housing Corporation, a nonprofit lender that provides housing loans to fraternity-affiliated alumni organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides comprehensive planning solutions using proprietary research and tools, with services tailored to clients meeting specific net-worth criteria.

James O'Connor is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jaila Skinner is a Series 66-licensed advisor at Edward Jones with 23 years of experience at the firm, located in Carlisle, IA. She has worked exclusively with Edward Jones since 2003. 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, supported by a large network of financial advisors and branch offices across the country.