Michael Skinner is a financial advisor with 17 years of industry experience, currently serving as Senior Managing Director at 1834 Investment Advisors Co. He holds a Series 66 designation and has worked previously at T. Rowe Price Investment Services, LPL Financial, and Old National Bank. Outside of his advisory roles, he is a writer and content director for the nonprofit organization Gratia Reflections. 1834 Investment Advisors Co. is an SEC-registered firm and a wholly owned subsidiary of Old National Bancorp, managing approximately $1.03 billion across individuals, retirement plans, institutions, and banking clients. The firm emphasizes asset-allocation driven strategies implemented through discretionary portfolio management and supports clients with ongoing financial planning and proprietary research.

James Berg is a financial advisor with Principal Advised Services in Carlisle, IA, holding Series 63 and Series 65 designations and with 32 years of industry experience. His career includes roles at Principal Securities INC and Principal Life Insurance Company, where he has worked for over two decades. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, providing both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies and proprietary models, serving clients in employer plans recordkept by Principal Financial Group as well as other retail clients.

Scott Mergen is a financial advisor at Empower Advisory Group with credentials including Series 63 and Series 66. He has experience spanning over a decade with prior roles at Legacy Bank, Iowa Realty, and Scott's Roofing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Amy De Haai is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting using a combination of passive and active investment strategies guided by an internal Investment Committee.

Deborah Jackson is a financial advisor with OSAIC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Royal Alliance Associates since 2016 and is involved in volunteer leadership roles with the Lutheran Women Mission League, where she organizes fundraisers and coordinates funeral planning for members. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to support discretionary and non-discretionary account management across a wide range of investment products.

Lucas Peterson is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Brokers International Financial Services and Cambridge Investment Research, Inc. Outside of his advisory work, Peterson owns LSP Vending LLC and operates an independent insurance agency, Luke Peterson Insurance. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory through a large network of independent professionals.

Mitch Seiberling is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and nine years at Estes Express Lines. He holds a Series 66 designation. Outside of his advisory role, he is involved in managing and auditing the books for Seiberling Real Estate Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on providing a range of advisory services through a large network of financial advisors and branch offices nationwide.

George Wells is a financial advisor at Charles Schwab with eight years of industry experience. He has held roles at Charles Schwab since 2020 and previously worked at USAA Investment Management Company and affiliated USAA financial planning and advisory entities. Outside of his advisory work, he creates and posts videos on TikTok discussing religious and political topics unrelated to finance. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Stephani Garrison is a financial advisor at Cetera with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several Cetera affiliates since 2023, following prior roles at BFC Planning, Inc. and Berthel Fisher & Company Financial Services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, leveraging a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Jesse Mason is a financial advisor at Edward Jones with two years of industry experience. He previously worked for S. Josephs & Sons for 15 years. Outside of his advisory role, Jesse is a part owner of an in-home daycare business operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Deborah Mc Reynolds is a financial advisor with Edward Jones in Altoona, IA, holding a Series 66 designation and 17 years of experience with the firm. She has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Christopher Schonridge is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Central Standard, Star Destinations, Pinstripes, Greater Iowa Baseball (Iowa Cubs), and Schon Feedlots. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kaden Miedema is a financial advisor with Edward Jones in Newton, IA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at McKay Group and Woodbury Financial Services INC. He has a background that includes work at the City of Pella and experience as a full-time student. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Zachary Daly is a financial advisor with Thrivent Investment Management based in Newton, IA. He holds the Series 66 designation and has recently entered the industry with experience beginning in 2024. Prior to his current role, he worked in insurance services and held various positions outside of finance. Daly is also the owner of a DJ and event entertainment business called CatSmile Entertainment and serves as a Notary Public. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm emphasizes holistic planning across a range of topics and offers clients the option to combine planning with managed-account programs under a consolidated billing structure.

Lucas Sibley is a financial advisor with Edward Jones in Altoona, Iowa, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he is involved as a member in several local rental property ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

James Wilterdink is a financial advisor with LPL Financial in Runnells, Iowa, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Vision Point Advisory Group. Outside of his advisory role, he is the owner of X Factor Labs LLC, a vitamin and supplement business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team, combining large-scale advisory operations with additional product offerings such as insurance and credit services.

Lori Baldwin is a Series 66 licensed financial advisor with Edward Jones in Altoona, Iowa, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she is involved in agriculture as the owner of a farmland operation and acts as a bookkeeper for a transportation business. 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 through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Mark Allen is a financial advisor with Edward Jones in Newton, Iowa, holding Series 63 and Series 66 credentials and totaling 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as an 8th grade football coach for the Newton Community School District and is an inventor with a recently patented product related to The Moose Fireplace/Grill. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Travis Padget is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. He has worked with Edward Jones since 2014. Outside of his advisory role, he serves as a director on the Newton Community School District board, where he assists with financial oversight and district development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Nathan Milone is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Newton, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services through a nationwide network of approximately 23,701 financial advisors.

Matthew Mc Culla is a financial advisor with Ameriprise in Otley, IA, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mc Culla serves as Treasurer on the Board of Directors for the Pella Preservation Trust and is involved in managing a consulting business related to guided pheasant hunting and lodge rentals. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet certain asset thresholds, delivering tailored written recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Suzanne Runyon is a Series 66 licensed financial advisor with Edward Jones in Altoona, IA, and has three years of industry experience. She has been with Edward Jones since 2009, including her current role starting in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated funds supported by a large national network of financial advisors and branch offices.

Joseph Schettler is a financial advisor with Edward Jones in Carlisle, IA, holding Series 63 and Series 66 registrations and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of advising, Schettler owns and operates a farm in Carlisle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and has a nationwide network of more than 23,700 financial advisors.

Darcy Stroinski is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera since 2013. Outside of his advisory role, Stroinski volunteers with Iowa Bird Rehabilitation and serves as a statistician for the Central Iowa D League adult hockey league. Cetera serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Matthew Armstrong is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and previously worked at Principal Life Insurance Co. and Principal Securities Inc. from 2016 to 2021 before joining Thrivent in 2021. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs while maintaining separate services and conducting periodic reviews.

Karen Neff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services including investment policy statement preparation, investment recommendations, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brendan Lamont is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds the Series 66 designation and is based in Newton, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jaila Skinner is a financial advisor at Edward Jones with over 20 years of experience at the firm. She holds the Series 66 designation and is based in Carlisle, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Mitchem Clefisch is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Adam Kline is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2004, accumulating 21 years of industry experience. He holds Series 63 and 66 licenses and is based in Bondurant, IA. Outside of his advisory role, he serves as president of the Bondurant Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Robert Mccarey is a financial advisor with LPL Enterprise, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Birchcorp Financial and Principal Securities. Outside of advising, he is a notary public. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, model portfolios, and access to third-party asset management programs.

Darin Graber is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Veridian Fiscal Solutions and Steve Ver Meer, as well as long-term involvement with PFS Investments Inc. and Primerica Financial Services. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.