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 65 and Series 63 licenses and having two years of industry experience. Her prior work includes roles at Community CPA & Associates, Inc. and PFS Investments Inc., along with experience in animation and education sectors. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for execution and custody.

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® professional with 17 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he holds power of attorney responsibilities for his parents’ investment matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Matthew Kennedy is a financial advisor with LPL Financial based in West Des Moines, IA, holding a Series 66 credential and having ten years of industry experience. He previously worked at Securities America, Inc. and Edward Jones. Outside of financial advising, he owns and operates Kennedy Lawn & Landscape, a landscaping business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

Harriet Hubbell is a Series 66-registered financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, bringing three years of industry experience. Prior to joining Cambridge in 2026, she worked at D.M. Kelly & Company and DMKC Advisory Services from 2021 to 2025. Outside of her advisory work, she has held part-time roles in customer service and administrative support. Cambridge Investment Research Advisors serves 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 professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Erin Ort is a financial advisor at Ameriprise with 24 years of industry experience and holds the Series 66 designation. She has worked at Ameriprise and its predecessor firm since 2002. Ort is a co-owner of Integrity Point, LLC, a business managing her Ameriprise advisory activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Daniel Trerotola Jr. is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2015. Trerotola operates Trerotola Wealth Management, an affiliated business entity used for investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, leveraging both proprietary and third-party research to support diversified investment strategies.

Regis Rasmussen is a financial advisor with LPL Financial based in West Des Moines, IA. He holds the Series 66 credential and has 17 years of industry experience, including prior roles at Securities America and Questar Asset Management. Rasmussen operates Rasmussen Financial, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios and research from various sources.

Jason Egge is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Securities America Advisors and Banker's Trust. Outside of his advisory work, Egge volunteers with organizations including Greater Des Moines Habitat for Humanity, Meals from the Heartland, and serves as vice-president and board member of the Theodore Roosevelt High School Foundation. OSAIC Wealth, Inc. serves a diverse client base comprising retail and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of asset classes.

Matthew Mullenix is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to in-house and third-party research and model portfolios.

Kyle Ellingson is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Cambridge Investment Research Advisors since 2018 and Investment Advisors Corp from 2006 to 2018. In addition to his advisory work, Ellingson operates as an independent insurance agent under Capital Financial Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers a range of investment management and financial planning services through independent financial professionals, utilizing both proprietary models and third-party strategies across multiple platform arrangements.

James Odson is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1995. In addition to his advisory role, Odson is involved in health insurance representation through Pipac and GBL in Iowa. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services via advisory and brokerage channels. The firm combines adviser programs with active sales of financial products and delivers investment advice primarily through investment adviser representatives using LPL’s research and model portfolios.

Dennis Rustad is a financial advisor with Mass Mutual Investors Services in West Des Moines, IA, holding a Series 63 designation and bringing 44 years of industry experience. His career includes long tenures at Metlife Securities Inc. and Mass Mutual Life Insurance Company. He also works as an independent insurance agent specializing in property and casualty insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational programs.

Jeffrey Engelhardt is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes roles in school districts as well as ongoing work with PFS Investments Inc. Outside of advising, he is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services.