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 MassMutual Investors Services, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at MassMutual Investors Services since 2017 and also is affiliated with Lenox Advisors Inc and MassMutual Life Insurance Co. Outside of his advisory role, he is an insurance agent specializing in individual and group life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

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 with Cetera, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Voya Financial Advisors and Directed Services LLC. He is also the CEO of Reinders Property Management, LLC, a residential real estate business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering diverse portfolio management and financial planning services through a large nationwide network of advisors.

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 with LPL Enterprise based in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, AXA Advisors, Mass Mutual Investors Services, MetLife Securities Inc, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products through a broad network of investment adviser representatives.

Jill Lansing is a financial advisor at Morgan Stanley with five years of industry experience. She previously worked at A. H. Susanin LLC, GWFS Equities, Inc., and held multiple roles at Prudential Investment Management Services and Prudential Insurance Company of America. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering financial planning services that utilize firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment solutions alongside its advisory offerings.

Webster Lehmann Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He has been with LPL Financial since 2001 and holds a Series 63 designation. He operates a DBA called Aspen Financial Services, Inc. in West Des Moines, 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 provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with an emphasis on both discretionary and non-discretionary strategies supported by advanced operational tools.