Christina Cochran is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2008. Outside of her advisory role, she serves as the secretary of the Mitchellville Elementary PTA, where she coordinates meeting agendas, takes minutes, and manages PTA social media communications. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternatives through a centralized operational structure.

Mark Aasen is a financial advisor with Osaic Wealth, Inc. He holds Series 65 and Series 66 licenses and has 24 years of industry experience. His prior work includes roles at Diversified Financial Advisory Group, FSC Securities, and Diversified Financial Group. Outside of his advisory work, he has served with the Pleasant Hill Fire Department since 2009. Osaic Wealth, Inc. serves a broad range of clients, including retail and institutional investors, offering integrated brokerage and advisory services supported by multiple platforms and third-party investment solutions. The firm employs a variety of portfolio construction tools and manages accounts on both discretionary and non-discretionary bases.

Connor Hogan is a financial advisor at Edward Jones in Des Moines, IA, holding the CFP® and ChFC® designations with 31 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Russell Investments and Transamerica Capital Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Devon Douvikas is a financial advisor with LPL Financial in Grimes, IA, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial and Dupaco Financial Services since 2016. 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 advanced research and operational tools.

Brianna Ernzen is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 designation and has previously worked at VOYA Financial before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Donald Pick Jr. is a financial advisor with Ameriprise in Ankeny, IA, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and utilizes algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.

Hiller Olsen is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 20 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers.

Christine Korte is a CFP® professional with 28 years of experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves as treasurer on the board of the St Vincent de Paul Society Des Moines District Council and is a foundation member of the Des Moines AM Rotary Foundation. She also contributes to the Loras College CFP Advisory Council, providing insights into the financial planning profession. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering annual written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor plans and provides a broad range of advisory, brokerage, and insurance solutions.

Grant Lair is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has previously worked at Stonebridge Financial Advisors and Truman State University. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers, using various tools and platforms to construct and manage portfolios.

Crystal Hou is a financial advisor with Primerica Advisors in West Des Moines, IA, holding Series 65 and Series 63 licenses and having two years of industry experience. Her prior work includes roles at Community CPA & Associates, Inc. and PFS Investments Inc., along with experience in animation and education sectors. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for execution and custody.

David Barzen is a financial advisor with Ameriprise in Des Moines, IA, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise since 2005, working through both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Barzen serves as president on the board of the Des Moines Historical Society and supports local arts through the Gabriel House Sessions, a recurring art and music event held at a historic mansion. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data to deliver personalized recommendations within a defined investment universe influenced by affiliated products and distribution arrangements.

Anthony Ketcham is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2019. Prior to that, he has worked at Wells Fargo Bank, NA since 2014. 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 incorporates modern portfolio theory, with options for both non-discretionary and discretionary plan-level investment management.

Derrick Young is a CFP® professional with 17 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he holds power of attorney responsibilities for his parents’ investment matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Callie Held is a Series 66-licensed financial professional with five years of industry experience. She is currently affiliated with Cetera and Guide Financial Group, where she serves as a financial professional. Callie also engages in fixed insurance sales through a general brokerage agency. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors.

Matthew Kennedy is a financial advisor with LPL Financial, holding a Series 66 designation and having 10 years of industry experience. His prior work includes roles at Securities America, Inc. and Edward Jones. Outside of his advisory work, Kennedy owns Kennedy Lawn & Landscape, a landscaping business in Indianola, 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Harriet Hubbell is a Series 66-registered financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, bringing three years of industry experience. Prior to joining Cambridge in 2026, she worked at D.M. Kelly & Company and DMKC Advisory Services from 2021 to 2025. Outside of her advisory work, she has held part-time roles in customer service and administrative support. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Erin Ort is a financial advisor at Ameriprise with 24 years of industry experience and holds the Series 66 designation. She has worked at Ameriprise and its predecessor firm since 2002. Ort is a co-owner of Integrity Point, LLC, a business managing her Ameriprise advisory activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Daniel Trerotola Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 47 years of industry experience. He previously worked at Waddell & Reed and Wells Fargo Clearing. He is involved with Trerotola Wealth Management, an entity related to his advisory business. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies and operational support tools.

Regis Rasmussen is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Securities America, Questar Asset Management, and Edward Jones. Rasmussen also operates Rasmussen Financial, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and a range of portfolio management options supported by proprietary research and technology, with a broad platform that includes advisory, insurance, credit, and banking services.