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 at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and has worked in various roles within Wells Fargo Clearing, Principal Life Insurance Company, and Principal Securities. Outside of her advisory work, she is involved in a small retail business selling and delivering T-shirts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and tools to create tailored recommendations that clients may implement through various brokerage or advisory programs.

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 holding Series 63 and Series 66 registrations and has 31 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Brooke Martin is a financial advisor with LPL Financial in Ankeny, IA, holding a Series 66 designation and 11 years of industry experience. Her previous roles include positions at Wealthcare Advisory Partners, CUNA Brokerage Services, CUNA Mutual Group, INVEST Financial Corporation, and Deere Employees Credit Union. 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.

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.

Angelo Provenza is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved with Tavern Holdings, LLC and Universal Metrics, LLC, where he advises on the acquisition of small, non-public, non-financial companies. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Debra Alberto is a CFP® professional with 34 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is involved as a Mary Kay consultant. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by investment policy statements and modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin Mullins is a financial advisor at Edward Jones in Norwalk, IA, holding a Series 66 designation. He has been with Edward Jones since 2023 and has prior experience at Daugherty Business Solutions, BJC HealthCare, and Cardinal Health. 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, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Matthew Wesolowski is a financial advisor with Merrill, holding a Series 66 designation and based in West Des Moines, IA. He has been with Merrill since 2016 and has prior experience at Bank of America, N.A. since 2025. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Christina Cochran is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2008. Outside of her advisory role, she serves as the secretary of the Mitchellville Elementary PTA, where she coordinates meeting agendas, takes minutes, and manages PTA social media communications. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternatives through a centralized operational structure.

Mark Aasen is a financial advisor with Osaic Wealth, Inc. He holds Series 65 and Series 66 licenses and has 24 years of industry experience. His prior work includes roles at Diversified Financial Advisory Group, FSC Securities, and Diversified Financial Group. Outside of his advisory work, he has served with the Pleasant Hill Fire Department since 2009. Osaic Wealth, Inc. serves a broad range of clients, including retail and institutional investors, offering integrated brokerage and advisory services supported by multiple platforms and third-party investment solutions. The firm employs a variety of portfolio construction tools and manages accounts on both discretionary and non-discretionary bases.

Connor Hogan is a financial advisor at Edward Jones in Des Moines, IA, holding the CFP® and ChFC® designations with 31 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Russell Investments and Transamerica Capital Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.