Maggie Anthony is a financial advisor at Edward Jones in Ames, IA, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she co-owns a screen printing business with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

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.

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.

Kevin James is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and holds additional roles at First State Bank, where he serves as Vice President of Agricultural Lending. Outside of his advisory work, he is active as a high school athletics referee and serves as the treasurer of the Kiwanis Club of Brooklyn. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Mitchem Clefisch is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Nicholas Stanley is a financial advisor with Ameriprise who holds a Series 66 designation and has 18 years of industry experience. His prior work includes roles at Nielsen Financial Management, Ameriprise Financial Services, and Schnurr & Company, LLP. Outside of his advisory work, he is the owner of TrustPoint, LLP, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Justin Bjerke is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Ankeny, IA. Outside of his advisory role, he owns and manages a rental property. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erik Nilius is a CFP®-designated financial advisor at Edward Jones with 11 years of industry experience. His career includes prior roles at LPL Financial and United Bank & Trust NA, in addition to multiple periods at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Mitchel Peterson is a Series 66-licensed financial advisor at Stifel with 28 years of industry experience. He has been with Stifel since 2009. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analyses and forward-looking capital market assumptions developed by its Investment Strategy Group.

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.