Ashley Rogers is a financial advisor at Cambridge Investment Research Advisors with 6 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with Primerica Advisors and Primerica Financial Services. Outside of financial advising, she is the founder of Iowa Storm, a sports and fitness-related business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary portfolio management.

Amanda Moorman is a Series 66 licensed financial advisor with Morgan Stanley, based in West Des Moines, IA, and has nine years of industry experience. She has worked at Morgan Stanley since 2016 and previously held a position at Deere & Company from 2009 to 2016. Outside of her advisory work, she serves on the Stewardship Committee of Ames Ascension Lutheran Church, where she is involved in budget review. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a wide range of financial planning and advisory services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Michael Landgrebe is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior career includes roles in various businesses such as Ranko LLC and 360 MedSpas. He operates Clarity Financial Planning as a DBA for his LPL business in Johnston, IA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by extensive research and technology.

Ashley Peter is a financial advisor with UBS Financial Services in West Des Moines, IA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with UBS Financial Services since 2011. 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, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jeffrey Hatlevig is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 18 years of industry experience. He has been with Thrivent since 2007. Outside of his advisory role, he is involved as a director and board member of Love and Legacy, LLC, an organization focused on producing legacy videos for cancer patients and others, and he owns and manages a multi-suite property in Johnston, IA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans across a broad range of topics without including implementation. The firm allows clients to combine planning with managed-account programs under consolidated billing while keeping these services separate.

Laura Howe is a financial advisor at Wells Fargo Clearing with a Series 66 designation and over 22 years of experience at Wells Fargo. She has been with Wells Fargo Clearing since 2026. 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 offers both brokerage and advisory solutions.

John Mortimer is a Series 66-credentialed advisor with Thrivent Investment Management and has been in the industry since 2025. Prior to joining Thrivent, he held positions at Iowa State University and in the automotive and agriculture sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm supports clients through a consolidated billing option that combines planning with managed-account services while maintaining them as separate engagements.

Elisabeth O Connor is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, she worked at Starbucks for six years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Nicole Gobert is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, with prior experience at Bank of America N.A. and Alvarez & Marsal. Outside of advising, she is co-owner of residential real estate holding companies with her spouse. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional plans.

David Elwell is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2007. Elwell is a retired member of the US Army Reserve and a sole owner of Elwell Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Stephanie Buscher is a financial advisor with RBC Capital Markets in Clive, Iowa, holding a Series 63 designation and 27 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, using tailored investment strategies and a combination of in-house and third-party managers.

Matthew Marckmann is a financial advisor with Morgan Stanley in West Des Moines, Iowa. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to his current role, he has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he is an owner and operator of a family farm in Adel, Iowa. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

David Suzzan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management and The Northwestern Mutual Life Insurance Company. He is also an insurance agent involved with Lenox Advisors, focusing on individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented planning using firm-approved analytical tools.

Mark Atkinson is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 designations and possessing 38 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank since 2020. Outside of his advisory role, Atkinson serves as president of the Atkinson Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies, integrating in-house and third-party investment managers along with a range of portfolio management and financial planning services.

Andrew Reinders is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Voya Financial Advisors and Directed Services LLC. Outside of his advisory role, he is the CEO of Reinders Property Management, LLC, which owns and rents residential real estate. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform that includes affiliated and third-party investment strategies.

Cory Taylor is a financial advisor at Edward Jones in Urbandale, IA, with seven years of industry experience. Prior to joining Edward Jones in 2025, he worked at Wells Fargo Bank, NA for nine years. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Pete Scheurman is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, AXA Advisors, Mass Mutual Investors Services, and MetLife Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management programs, combining advisory services with brokerage and insurance products through an integrated platform.

Jill Lansing is a financial advisor at Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses with five years of industry experience. Her prior roles include positions at A. H. Susanin LLC, GWFS Equities, and Prudential Investment Management Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Webster Lehmann Jr. is a financial advisor at LPL Financial with 32 years of industry experience and holds a Series 63 designation. He has been with LPL Financial since 2001. He also operates a business under the name Aspen Financial Services, Inc. in West Des Moines, IA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.