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 with LPL Financial in Des Moines, Iowa, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Voya Financial Advisors and Princor, as well as time spent as a self-employed advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, 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 in West Des Moines, Iowa, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models as part of its financial planning 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 with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Sammons Financial Network, and Sammons Retirement Solutions. Prior to his financial services career, he held positions outside the industry, including employment with Happy Joes Pizza and Grand View University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs focused on tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and employer-sponsored agreements.

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.

Keith Hunter is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. His career includes roles at Avantax Investment Services, Voya Financial Advisors, and Wells Fargo Clearing. He serves as a voting member of the board for the Christian Coalition of Iowa, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services across multiple program structures and custodial relationships, with access to both affiliated and third-party investment managers.

Brian Becker is a financial advisor at Edward Jones in Urbandale, Iowa, holding a Series 66 credential with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Cooper Schettler is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Renewal By Andersen and Carlisle High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the United States.

Robin Marshall is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as treasurer of The FISH20 GROUP LLC, where he helps maintain company books and provides financial planning advice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that delivers tailored retirement income planning and ongoing advice based on detailed analysis and research.

John Desmond is a financial advisor at Mass Mutual Investors Services with 44 years of industry experience. He holds a Series 63 designation and has worked with Metlife Securities Inc. for 31 years before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of advisory roles, he is also an independent insurance agent specializing in group life and health insurance as well as property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Adam Kline is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2004, accumulating 21 years of industry experience. He holds Series 63 and 66 licenses and is based in Bondurant, IA. Outside of his advisory role, he serves as president of the Bondurant Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Anthony Mauro is a financial advisor at Cetera with 34 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Avantax and Quad M Inc. Outside of advising, Mauro is president of Slick Inc., a hunting and outdoor equipment business, and leads Tax Doctor, a tax preparation and bookkeeping firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to use model portfolios, third-party managers, or create bespoke strategies across a variety of program structures and account types.

Daniel Bachman is a CFP® with 37 years of experience in the financial services industry. He currently works at Cetera and has held roles at Securian Financial Services, Minnesota Life Insurance Co., and Guide Financial Group. Outside of finance, he serves as a judge for men's gymnastics competitions at various levels, including NCAA and international events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Fryar is a CFP® professional with 29 years of industry experience, currently serving at Wells Fargo Advisors in West Des Moines, IA since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC, accumulating over 17 years within Wells Fargo-affiliated firms. Fryar owns and operates Fryar Private Wealth Corp and holds a majority stake in Fryar Private Wealth Holdings, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu for clients meeting net-worth thresholds, incorporating services such as retirement, education, business-owner transition, and special-needs planning.

Willis Gaer is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and previously worked at DMKC Advisory Services, LLC, D.M. Kelly & Company, EMC Insurance, Eastern Kentucky University, and Roosevelt High School. 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 municipalities, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research resources.

Jed Willoughby is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes 16 years at UBS Financial Services and 7 years at Piper Sandler & Co. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.