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 financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding CFP®, Series 63, and Series 65 designations and bringing 34 years of industry experience. She previously worked with Wells Fargo Investments, LLC for 10 years before joining her current firm in 2016. Outside of her advisory role, she is involved as a consultant in direct sales for Mary Kay cosmetics. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions leveraging research from Wells Fargo Investment Institute and third-party sources.

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., holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Diversified Financial Advisory Group and FSC Securities. Outside of finance, he serves with the Pleasant Hill Fire Department. Osaic Wealth, Inc. serves retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, managing 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.

Devon Douvikas is a financial advisor with LPL Financial in Grimes, IA, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial and Dupaco Financial Services since 2016. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Henry Kinney Jr. is a Series 63-registered financial advisor with LPL Financial in West Des Moines, IA, with 36 years of industry experience. He has been with LPL Financial and its predecessor entities since 1998 and has operated RetireRight, LLC, an independent registered investment advisory firm, since 2019. Kinney has also been involved in the sales of non-variable insurance products through local brokerage offices. 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 financial planning and investment management services through its network of advisers, utilizing both proprietary and third-party investment strategies across various account types.

Brianna Ernzen is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 designation and has previously worked at VOYA Financial before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Donald Pick Jr. is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 63 designation and 38 years of industry experience. He has worked with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and third-party data to provide recommendations on income sources and withdrawal strategies.

Hiller Olsen is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 20 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers.

Christine Korte is a CFP® professional with 28 years of experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves as treasurer on the board of the St Vincent de Paul Society Des Moines District Council and is a foundation member of the Des Moines AM Rotary Foundation. She also contributes to the Loras College CFP Advisory Council, providing insights into the financial planning profession. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering annual written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor plans and provides a broad range of advisory, brokerage, and insurance solutions.

Grant Lair is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has previously worked at Stonebridge Financial Advisors and Truman State University. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers, using various tools and platforms to construct and manage portfolios.

Crystal Hou is a financial advisor with Primerica Advisors in West Des Moines, IA, holding Series 63 and Series 65 credentials and two years of industry experience. Her work history includes roles at Community CPA & Associates, Inc and PFS Investments Inc. Outside of finance, she has experience in animation and education, having worked with Yowza! Animation and Rochester Institute of Technology. Primerica Advisors is a large institutional firm serving primarily individual investors and some corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by third-party asset managers and provides various investment models, including recently added cryptocurrency ETF allocations.

David Barzen is a financial advisor with Ameriprise in Des Moines, IA, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise since 2005, working through both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Barzen serves as president on the board of the Des Moines Historical Society and supports local arts through the Gabriel House Sessions, a recurring art and music event held at a historic mansion. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data to deliver personalized recommendations within a defined investment universe influenced by affiliated products and distribution arrangements.

Anthony Ketcham is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2019. Prior to that, he has worked at Wells Fargo Bank, NA since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both non-discretionary and discretionary plan-level investment management.

Derrick Young is a CFP®-certified financial advisor with 17 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC from 2009 to 2011. Outside of his advisory role, he holds power of attorney responsibilities related to investment matters for family members. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party analytics.

Cory Warmuth is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Warmuth owns a tax preparation business and is involved in a hunting and guiding venture. Ameriprise serves clients primarily through its retirement-income planning services aimed at individuals approaching or in retirement, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Callie Held is a Series 66-licensed financial professional with five years of industry experience. She is currently affiliated with Cetera and Guide Financial Group, where she serves as a financial professional. Callie also engages in fixed insurance sales through a general brokerage agency. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors.