Andrew Murdoch is a financial advisor with Edward Jones in Ames, IA, holding a Series 66 designation and 18 years of industry experience. His prior roles include six years at Principal Securities Inc and involvement with the Story County Boys and Girls Club for six years. Outside of finance, he serves as Assistant Director for the USA Hockey Select Bantam Camp and is an instructor at the Bob Johnson Hockey School in Aspen, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages over $1 trillion in assets and combines a large retail advisor network with affiliated capabilities such as trust services and securities-based lending.

Emily Calvert is a financial advisor with Ameriprise in Ames, Iowa, holding a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2020 and has prior experience in various roles at Iowa State University and Des Moines Christian Early Education. Calvert is also employed at Integrity Point LLC as a financial advisor on the sales and advice team. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Stewart Hinerfeld is a financial advisor with Green Belt Investment Services in Ames, IA, holding a Series 63 designation and 23 years of industry experience. He has held roles at Ameriprise and American Express Financial Advisors Inc. since 1996. Outside of his advisory work, he volunteers as a paramedic specialist at Mary Greeley Medical Center. Green Belt Investment Services is an independent, state-registered investment adviser serving a limited number of high-net-worth clients. The firm provides portfolio management and financial advisory services with a focus on personalized client supervision and account administration through Charles Schwab.