Cody Phelps is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and has prior experience at Broker Dealer Financial Services Corp. since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and maintains both proprietary and unaffiliated investment strategies tailored to client objectives.

Kristen Reis is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has been with Primerica Financial Services since 1996 and has one year of experience at PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily 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 nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Michael Weston is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dwight Hakala is a financial advisor with Mass Mutual Investors Services in West Des Moines, IA, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. His career includes 25 years at Metlife Securities Inc. and over a decade with Massachusetts Mutual Life Insurance Company. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved tools to support client goal analysis and planning.

Raymond Hays is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he manages the Sherri Hays Memorial Funds, which involves investing and distributing memorial funds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Samuelson is a financial advisor with OSAIC in West Des Moines, Iowa, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously was with Signator Investors, Inc. from 2016 to 2018. Outside of finance, he performs as a guitar player at various venues. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and access to third-party money managers and managed account solutions.

Todd Sanftner is a financial advisor with LPL Financial, holding Series 63, 65, and 66 registrations and bringing 27 years of industry experience. He has been with LPL Financial since 2000. Sanftner also operates under the DBA Aspen Financial Services, Inc. in West Des Moines, IA. 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 portfolio programs, and third-party asset management, supported by a large network of advisors and technology tools.

Timmy Papadopoulos is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Bearence Management Group and Securities America Advisors, Inc., for 15 years each. His prior experience also includes roles at Brokers Clearing House and Nationwide Provident. 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 access to third-party asset managers, and supports its advisors with model portfolios and advanced operational tools.

Lyndon Crawford is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previous experience at Principal Securities, Principal Life Insurance, Cetera Advisors, and Waddell & Reed. Outside of his advisory work, Crawford serves as a coach at Lincoln High School in Des Moines, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party strategies.

Jakeb Bakken is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior work includes roles at Nationwide Insurance and the City of North Liberty. He also serves in the Iowa Army National Guard, where he has been a member since 2014. Edward Jones is a full-service wealth management firm with over $1 trillion in assets under management, serving individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Katrina Ellis is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing Services, LLC from 2015 to 2022 before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and unique client needs.

Jason Siemens is a Certified Financial Planner™ (CFP®) with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the Indianola Police Department from 2006 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Carl Hartson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2008, including Wells Fargo Advisors LLC and Wells Fargo Bank. 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 grounded in modern portfolio theory, with a fiduciary role when providing investment advice and a discretionary option for plan-level investment selection.

Steven Hustedt is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America since 1990 and at Pruco Securities, LLC from 1990 to 2024. Outside of advisory work, he is involved with health insurance brokerage through multiple entities offering group and individual health insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

James Lee is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at GreenState Credit Union, PFS Investments Inc., and EMC Insurance. He also has a background in self-employment with Prairie Design Solutions. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors 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 entities. The firm operates at scale with thousands of advisors and offers portfolio management based largely on model-delivery strategies from unaffiliated asset managers.

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 with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 in West Des Moines, IA, holding CFP® and Series 63 designations and bringing 40 years of industry experience. His prior career includes over a decade at Morgan Stanley in various capacities from 1999 to 2009. Leonard maintains a DBA under 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 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 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.