Ann Merkley is a financial advisor with Cetera, holding a Series 63 designation and 32 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company for 15 years before joining Cetera Financial Specialists LLC. Merkley is also the owner of Woman of Worth LLC, a women business owner networking group. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, employing a multi-manager platform with discretionary and non-discretionary program options.

Mark Hentschel is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors Inc., Principal Securities, Inc., and Voya. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed solutions and advisory services supported by a large network of financial advisors and branch offices nationwide.

Michael Berry is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2020 and previously served at VOYA Financial Advisors from 2014 to 2020. Berry is also president of Wealth Builders, Inc., a firm engaged in investment advising and independent insurance agency activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals who utilize a range of portfolio management strategies and custody arrangements.

John Martin is a financial advisor at Cambridge Investment Research Advisors with 46 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cambridge Investment Research Advisors since 2018. Martin has also been involved with Martin Capital Management, LLC since 2007. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Jed Mengel is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2010, previously affiliated with Axa Advisors, LLC. He serves as co-president and board member of the Des Moines Hinderclub Handball Club and is treasurer of the Theodore Roosevelt High School PTA. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through a network of Investment Adviser Representatives using both proprietary and third-party investment programs.

Arron Cramer is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His background includes roles at Uncommon Wealth Partners, LLC, Royal Alliance Associates, Inc., and FEDEX. 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 advisory and brokerage services with a range of portfolio management options, supported by extensive operational and research tools.

Joel Hall is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked with Guide Financial Group since 2015 and joined Cetera in 2023. In addition to his advisory work, Hall is employed by the Polk City Police Department and holds roles as a fixed insurance agent/broker and a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party money managers.

Ilua Karulage is a financial advisor at Wells Fargo Clearing with a Series 63 designation and no prior industry experience. Ilua has been with Wells Fargo Bank since 2020 and previously worked at BestBuy from 2016 to 2020. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors, providing both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jasen Dahm is a CFA® charterholder and Series 66 licensee with 11 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2020 and previously spent six years with VOYA Financial Advisors. Dahm serves on the executive committee of the Junior Achievement of Central Iowa nonprofit board and is a minority owner of Iowa DreamView Fund, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of tailored portfolio management solutions across multiple platforms.

Andrew Behnkendorf is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has previously worked at Sii and Ameritas Investment Corp and maintains an independent insurance agent role through Central Financial Group. OSAIC serves a diverse client base including individual, high-net-worth, corporate, and institutional investors through a large network of advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managed portfolios using a range of investment strategies and technologies.

Ashley Rogers is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Cambridge, she worked at Primerica Advisors and Primerica Financial Services. Outside of financial services, she is the founder of Iowa Storm, a sports and fitness-related enterprise. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management models and platform arrangements tailored to client objectives.

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 Series 66-licensed financial advisor with LPL Financial, based in Johnston, Iowa, and has one year of industry experience. Prior to joining LPL Financial in 2025, he held roles at several businesses including 360 MedSpas and Ranko Equipment. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research models, third-party subadvisors, and technology tools.

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 with LPL Financial in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Citigroup Global Markets from 2000 to 2007. Elwell is a retired member of the U.S. Army Reserve. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.