Mark Gremler is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 30 years of industry experience. He has worked at firms including VOYA Financial Advisors and Btl Network, and has operated Gremler Financial Group since 2004. Outside of advising, he is involved in farming and produce sales through Gremler Farms. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches.

David Harkin is a CFP® and ChFC® with 30 years of industry experience. He is affiliated with Des Moines Investments, LLC and has worked at Cambridge Investment Research, Inc. and Fort Des Moines Financial Services, Inc. for the past 20 years. Outside of his advisory roles, he is involved with John Well's Farm. Des Moines Investments manages approximately $264.8 million in discretionary assets for around 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm provides portfolio management and financial planning services, constructing individualized investment profiles and implementing portfolios using ETFs, stocks, bonds, mutual funds, and REITs.

Dillon Kimberley is a financial advisor at Des Moines Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Des Moines Investments in 2023, he worked at Shelter Insurance for two years. Des Moines Investments is an SEC-registered investment adviser managing approximately $265 million in discretionary assets for around 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm provides portfolio management and financial planning services tailored to clients' goals, risk tolerance, and tax considerations.

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 financial advisor with Principal Advised Services in Norwalk, IA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Wesco, Northwestern Mutual, and Wells Fargo. He also works as a retirement consultant, providing one-on-one investment advice to retirement plan participants at Principal. Principal Advised Services offers investment advice and related services mainly to retirement plan participants and retail IRA clients. The firm combines third-party tools and proprietary models to deliver both non-discretionary recommendations and discretionary investment management, leveraging its affiliation with the Principal Financial Group family.

Bradley Pull is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked extensively with Principal Life Insurance Co since 1998 and has been with Principal Advised Services since 2023. Outside of his advisory role, he is involved in a private family real estate arrangement, selling a home to his nephew under contract. 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 methodology with proprietary models and operates as part of the Principal Financial Group family, enabling access to affiliated products and integrated operational support.

Jesse Froning is a financial advisor with Principal Advised Services in Norwalk, IA, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Principal Securities INC, Principal Funds Distributor, Principal Life Insurance Company, and Princor Financial Services Corporation. 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 integrates proprietary models and third-party methodologies, serving clients through its affiliation with Principal Financial Group and its associated entities.

Matthew Doherty is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at 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, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party models and operates within the Principal Financial Group family, which offers access to a range of affiliated financial products and services.

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.

Gabriel Capps is a financial advisor with Principal Advised Services, holding a Series 66 designation and 20 years of industry experience. He has been affiliated with Principal Securities Inc. and Principal Life Insurance Company since 2006. Outside of his advisory role, he officiates high school football and wrestling through the Iowa High School Athletic Association and serves as a referee for NCAA Division III football games. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging proprietary and third-party models within the Principal Financial Group family.

Jannifer Shull is a financial advisor at Compound Planning, Inc. with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. In addition to her advisory role, she has been involved in a non-investment-related business based in Indianola, Iowa, since the late 1980s. Compound Planning, Inc. serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, separately managed account direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and offers a multi-advisor platform with both discretionary and non-discretionary portfolio management options.

Krystian Bajorek is a financial advisor with Principal Advised Services, holding a Series 66 credential and approximately one year of industry experience. He has held multiple roles within the Principal Financial Group family since 2025, including positions at Principal Life Insurance Company and Principal Financial Services. His other business activities include serving as Assistant Vice President for Advice, Education & Sales at Principal Bank. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, providing non-discretionary investment recommendations and a discretionary wrap-fee management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and leverages operational integration within the Principal Financial Group to offer access to affiliated products and services.

Robert Buckley is a financial advisor with Avantax Planning Partners, Inc., holding a Series 63 designation and over 26 years of industry experience. He has been with Avantax Planning Partners since 1999 and previously served as a shareholder and accountant at Denman & Company, a regional CPA firm. Outside of his advisory role, he manages a commercial real estate rental entity, SCOP, LLC. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays, operating within a larger corporate group that includes broker-dealer, investment adviser, insurance, and pension consulting affiliates.

Megan Christiansen is a financial advisor at Principal Advised Services with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at several firms including Principal Securities, 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, assisting customers with yarn-related inquiries. 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 proprietary models and third-party tools, serving clients with support from affiliated entities within the Principal Financial Group.

Aaron Lacona is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes roles at Wells Fargo Bank and Wells Fargo Clearing before joining Principal in 2023. He also serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering both non-discretionary guidance and a discretionary investment management program called SimpleInvest. The firm integrates proprietary and third-party models, operating within the Principal Financial Group family to provide access to affiliated products and services.

Fredrick Studer is a financial advisor with Ameritas Advisory Services, LLC in Norwalk, IA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at multiple Ameritas affiliates since 2022 and previously held roles at Northwestern Mutual and other firms. Studer is also licensed as an independent insurance agent with Midwest Financial Solutions, LLC/Central Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Benjamin Pearson is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Todd Chambers is a financial advisor at OSAIC with 18 years of industry experience. He has previously worked at Woodbury Financial, Inc. and SagePoint Financial and is a Series 66 license holder. Outside of his advisory role, he serves as a volunteer board member for Knoxville Hospital and Clinics and is on the board of Pine Knolls Golf Club. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

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.

Kevin Pearson is a financial advisor with Edward Jones in Des Moines, IA, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Pearson operates an agricultural business involving seasonal labor and farm equipment management in Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of investment advisory programs and affiliated financial services under a fiduciary standard.

Kristen De Joseph is a CFP® and Series 66 credentialed financial advisor with eight years of industry experience, all with Edward Jones in Des Moines, IA. She has been with Edward Jones since 2016. Outside of her advisory role, she is a member of NKCC Holdings LLC, involved in managing rental real estate properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Douglas Schulte is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. His prior roles include positions at Royal Alliance Associates, Ameritas Investment Corp, and First American Bank. He also serves as a board member for Fossing Farm LLC. 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 solutions supported by an in-house Research team and combines advisory operations with non-advisory product activities such as insurance and annuities.

Jeffrey W. Inslow is a financial advisor at Edward Jones with a Series 66 designation. He has prior experience at City State Bank, EBank, and Farm Credit Services of America. He has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Jeffery Lohmeier is a financial advisor with Edward Jones in Des Moines, IA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of needs. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

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.

Christopher Larson is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in various roles at Flyby LLC, Sun Country Airlines, Abbott Laboratories, and Medtronic. He also operates a small hobby aerial photography business outside of his financial advisory work. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Emily Stover is a financial advisor with Edward Jones in Des Moines, Iowa. She holds the Series 66 designation and has been in the industry since 2016, starting her career with Boone Bank and Trust before joining Edward Jones the same year. 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 advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Lappe is a financial advisor at Edward Jones in Indianola, Iowa, holding Series 63 and Series 66 licenses with 21 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 and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Griffin Hatten is a Series 66-licensed financial advisor with Ameriprise in Norwalk, IA, with 12 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Hatten is involved in umpiring college and high school baseball, and he also serves as a high school baseball assistant coach. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and emphasizes managed accounts and algorithmic automation in delivering retirement advice.

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.

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.

Andrew Dietz is a financial advisor with Edward Jones in Carlisle, IA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Emily Bates is a financial advisor with Edward Jones in Indianola, IA, holding a Series 66 designation. She has experience working within a large institutional firm that serves a diverse client base. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lance Eddie is a CFP® professional with 17 years of experience in the financial services industry. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kimberly Guilford is a financial advisor with Edward Jones in Indianola, IA, holding the Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2016. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Johnson is a financial advisor with Raymond James & Associates in Norwalk, IA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Cetera Financial Specialists, Principal Securities, Principal Life Insurance, Directed Services, LLC, and Voya. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and supports municipal clients through public-finance and investment banking capabilities.

Kent Powgnas is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2008. He holds Series 63 and Series 65 licenses. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a wide range of investment delivery options supported by an in-house research team.

Jason Siemens is a Certified Financial Planner™ (CFP®) with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the Indianola Police Department from 2006 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Christine Korte is a CFP® professional with 28 years of experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves as treasurer on the board of the St Vincent de Paul Society Des Moines District Council and is a foundation member of the Des Moines AM Rotary Foundation. She also contributes to the Loras College CFP Advisory Council, providing insights into the financial planning profession. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering annual written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor plans and provides a broad range of advisory, brokerage, and insurance solutions.