James Odson is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and bringing 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, he is involved in non-variable health insurance and group benefits through separate business activities in Iowa. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

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.

Julie Freeborn is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. She has worked with Ameriprise since 2003, including a current tenure beginning in 2021, and briefly with Iowa Workforce Development in 2020. Outside of her advisory role, she is involved with Young Living Essential Oils for personal use. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual planning focused on income sources and tax-aware withdrawal strategies.

Michelle Mackie is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is guided 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.

Geoffrey Lamb is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with RBC Capital Markets since 2005 and has also been associated with City National Bank since 2020. Outside of his financial advisory role, he serves on the board of the Ankeny Centennial High School Football Committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Brian Grefe is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2007. Grefe serves on the finance and investment committee of Wakonda Country Club, where he participates in reviewing financials and providing input on capital allocation decisions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michelle Martzahn is a financial advisor with Wells Fargo Clearing in West Des Moines, IA, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Clearing Services since 2021 and previously held roles at Walgreens and Wells Fargo Bank NA. 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Austin Joss is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career working with institutional retirement plans, partnering with employers to build workplace benefits that support their people. Over time, he expanded his focus to serve a broad range of clients including individuals, family offices, corporate executives, and small- to mid-sized businesses, providing disciplined and collaborative wealth planning. As a CERTIFIED FINANCIAL PLANNER® professional with additional designations including Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Accredited Financial Advisor, Austin leverages his institutional experience to simplify complex financial concepts. His expertise encompasses divorce transition planning, family wealth management strategies, personal retirement planning, and small business strategies. Education and clear understanding form the foundation of his approach, aiming to replace uncertainty with comprehension for his clients. Austin holds a Bachelor's degree in Finance from Iowa State University and a Master's degree from Capella University. He resides in Des Moines with his family and dog. Outside of work, he enjoys golfing, playing slow-pitch softball, and following baseball, football, and college sports. He is actively involved with Variety – The Children's Charity and contributes to the Young Variety chapter in Iowa.

John Gilliland is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and City National Bank. Gilliland serves on the board of the Van Meter Community School District and is a volunteer board member of the Dallas County Foundation. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and portfolio management through a mix of in-house and third-party managers.

Robert Hallgren is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, he worked for Invest Financial Corporation for nine years. He has also served as a substitute teacher at Dowling Catholic High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plans. The firm provides a wide range of financial planning and investment solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Joel Magruder II is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Sammons Financial Network, Sammons Retirement Solutions, and Midland National Life. Outside of his advisory role, he is involved in musical activities as a music artist and participates as a religious/faith speaker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions supported by technology tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Eric Danner is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a position he has held since 2021. In this role, he partners with executive clients to assist with personal and workplace planning aimed at helping them work towards their financial goals. Eric has extensive experience in the financial services industry, having held various roles since 1998. His previous positions include Relationship Manager at Legacy Financial Group, Associate Financial Consultant at Charles Schwab & Co., Registered Client Associate at Morgan Stanley, Senior Associate Portfolio Consultant at Charles Schwab & Co., Financial Services Representative at State Farm Insurance, Senior Investment Consultant at American Century Investments, and Brokerage Service Representative at Principal Financial Group.

Kathleen Hendershott is a financial advisor with UBS Financial Services in Urbandale, IA, holding a Series 63 designation and 28 years of industry experience. She has worked at UBS since 2006 and previously spent five years with RBC Capital Markets. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kornmueng Baccam is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Voya Financial Advisors, Inc., Princor, and operated as a self-employed advisor. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jacob Jaacks is a Series 66-licensed financial advisor with Morgan Stanley in West Des Moines, Iowa, and has 14 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by firm-approved planning tools and a broad range of investment products.

James Willer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. His career includes long-term roles at Citigroup Global Markets and Morgan Stanley entities since 1993. He is currently based in West Des Moines, Iowa. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its advisory process.

Jonathan Lutz is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Fischer Henderson is a financial advisor at Morgan Stanley with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sammons Retirement Solutions and Sammons Financial Network. Before beginning his career in finance, he held positions in education and the retail sector, including roles at Grand View University and Ramsey Mazda and Subaru. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Richard Keeling is a CFP®-certified financial advisor with Ameriprise, based in Johnston, Iowa, and has 23 years of industry experience. He has worked at Ameriprise and its related entities since 2002. Outside of his advisory role, he serves as president of a building association in Clear Lake, Iowa. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendations through a centralized consulting team.