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 credentials and 39 years of industry experience. He previously worked at Citigroup Global Markets from 2000 to 2007 before joining LPL Financial. Elwell is a retired member of the US Army Reserve and is involved in managing a family business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of strategic and tactical investment approaches supported by research and technology tools.

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.

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 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. 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.