Keri Blake is a financial advisor at Wealthcare Capital Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Arkadios Capital. Blake is also involved in financial planning through Fellows & Blake Financial and participates in annuity sales and life insurance services related to estate planning. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools.

Chase Geiger is a financial advisor at Wealthcare Capital Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Arkadios Capital, Amazon, the University of Northern Iowa, and TruBank. Wealthcare Capital Partners provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process supported by a patented web-based planning platform and uses evidence-based manager selection alongside behavioral-economics tools to align strategies with client preferences.

Dylan Tejral is a Series 66-licensed financial advisor with Principal Advised Services, bringing two years of industry experience. Prior to joining Principal, he held roles at Wesco, Northwestern Mutual, and Wells Fargo. His activities include providing one-on-one investment advice to retirement plan participants as a Retirement Consultant. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining proprietary models with third-party methodologies. The firm is part of the Principal Financial Group family, which provides integrated access to affiliated products and services.

Jesse Froning is a financial advisor at Principal Advised Services with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various Principal affiliates since 2007, including Principal Financial Services and Principal Life Insurance Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

Matthew Doherty is a financial advisor at Principal Advised Services with 12 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked with Principal Financial Services and Principal Life Insurance Company since 2014. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both nondiscretionary recommendations and a discretionary wrap-fee investment management program, utilizing a combination of third-party methodologies and proprietary models, and is part of the Principal Financial Group family.

Gabriel Capps is a financial advisor with Principal Advised Services and Principal Financial Services, holding a Series 66 credential and offering 20 years of industry experience. He has worked at multiple Principal entities since 2006 and serves as an Investment Adviser Representative. Outside of his advisory roles, he officiates high school and Division III college football and wrestling games. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models while leveraging its affiliation with Principal Financial Group entities to deliver a range of investment and banking products.

Jannifer Shull is a financial advisor at Compound Planning, Inc. with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. She also has a long-standing business ownership unrelated to investment activities. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program that includes in-house and third-party investment models, integrating risk-based strategies tailored to client goals.

Megan Christiansen is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has previously worked at Sammons Financial Network, Sammons Retirement Solutions, and Voya Financial Advisors. Outside of her advisory role, she works part-time as a retail associate at Yarn Junction Co in West Des Moines, IA. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary methodologies, leveraging its integration within the Principal Financial Group family to offer access to proprietary funds and affiliated products.

Kathleen Dennis is a financial advisor with Valic Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Her previous roles include positions at Agia, Investment Planners, Inc., Ipi Wealth Management, Inc., Sii Investments, and Financial Services/Simple Solutions. She serves as president of St Charles Development Corp, a nonprofit organization involved in organizing volunteers and leading meetings. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over $26 billion in discretionary assets.

Fredrick Studer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His career includes roles at Ameritas Insurance Company, Ameritas Investment Company, Northwestern Mutual, and Midwest Financial Solutions. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and uses multiple custodial platforms and third-party tools to support portfolio construction and management.

Andrew Leech is a financial advisor with Edward Jones in Indianola, IA, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Grant Mc Graw is a financial advisor at Edward Jones in Indianola, IA, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns a few farms and the building where his office is located. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Nielsen is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Broker Dealer Financial Services, and Edward Jones. Outside of his advisory work, he is involved with the Nielsen Family Farm in Winterset, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, combining large-scale operations with diverse financial products and technology tools.

Alan Bentley is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Ixonia Bank and JB Hunt Transport. Outside of advising, he is the owner and president of InvestRite Group, LLC, a real estate business based in West Des Moines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory services and investment options through a nationwide network of over 23,000 financial advisors.

Ross Rethmeier is a financial advisor at Edward Jones in Winterset, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Farmers & Merchants State Bank and has had multiple self-employed roles, including billing for a mental health practice and overseeing hay production on a farm he owns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large network of financial advisors across the United States.

Peter Loiler is a financial advisor at Edward Jones in Winterset, IA, with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as Treasurer for the Madison County Foundation for Community Arts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Todd Lappe is a financial advisor with Edward Jones in Indianola, IA, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. 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 under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Karin Holder is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 18 years before joining Ameriprise in 2022. Outside of her advisory role, she is involved in real estate management through her own LLC, serves on several nonprofit boards, and is an author of two published books focusing on faith, family, and hunting. She also leads Karin Holder Ministries, providing leadership and faith-based personal development for women. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm serves a large client base with a range of advisory, brokerage, and insurance solutions, emphasizing managed accounts and algorithmic support in its retirement planning approach.

Whitney Messerschmitt is a CFP® and holds a Series 66 license with nine years of industry experience, all at Edward Jones. Based in Winterset, IA, Messerschmitt has been with Edward Jones since 2017 and previously worked at the same firm from 2003 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of financial advisors and branch offices.

Griffin Hatten is a Series 66-credentialed financial advisor with 13 years of industry experience, currently serving at Ameriprise in Norwalk, Iowa. He has been with Ameriprise since 2013, including its prior affiliated entity Ameriprise Financial Services, Inc. Outside of his advisory role, Hatten umpires college baseball games for NCAA and NAIA and is involved in high school baseball as both an umpire and assistant coach. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement income planning advice based on proprietary investment research and algorithmic tools.

Kolby Moore is a Series 66-licensed financial advisor with Edward Jones in Indianola, IA, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Primerica, Triplett Lawn Care LLC, Lake Erie Crushers, and Home Improvers Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jason Kleemeier is a CFP® professional with 27 years of industry experience. He is currently with Cetera and has previously worked at Cambridge Investment Research and Investment Centers of America, among other firms. Outside of his advisory role, he serves in several fiduciary positions within his community, including treasurer of the Lakeview Country Club and financial deacon for Winterset Community Church. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors.

Emily Bates is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked six years at Indianola Preschool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Kimberly Guilford is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, operating under a fiduciary standard and supported by a network of over 23,000 financial advisors nationwide.

Eric Johnson is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 licenses and 14 years of industry experience. His career includes roles at Cetera Financial Specialists, Principal Securities, Principal Life Insurance, Directed Services, LLC, and Voya prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and firm research support.

Sarah Dory is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 16 years of industry experience. She has worked at OSAIC since 2024 and concurrently serves as president of Dawney Financial, where she assists clients with health coverage, life insurance, and long-term care needs. Prior to joining OSAIC, she worked at Woodbury Financial Services and Millang Financial Group. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to build portfolios with a range of investment options managed on discretionary or non-discretionary bases.

Kent Powgnas is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at LPL Financial since 2008. His prior roles include positions at Principal Financial Services and SII Investments, Inc. outside of his advisory work, he is involved with Legacy Asset Management, Inc. LPL Financial is a national broker-dealer and registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Kevin Mullins is a financial advisor at Edward Jones in Norwalk, IA, holding a Series 66 designation. He has been with Edward Jones since 2023 and has prior experience at Daugherty Business Solutions, BJC HealthCare, and Cardinal Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

John Ruddy is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 credentials and 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2023 and has prior experience at PFS Investments Inc and Primerica Financial Services. Outside of his advisory work, Ruddy is the owner of a cattle operation and serves as president and board member of a local basketball club. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, 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 strategies and platform arrangements.