Chase Geiger

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.

Stephen Musser is a CFA® charterholder with 16 years of industry experience. He is currently with Legacy Bridge Private Family Offices in West Des Moines, IA, and has previously worked at Northwestern Mutual Investment Services LLC, Victory Capital Management, and Principal Financial Group. Legacy Bridge Private Family Offices serves high-net-worth families and related entities by providing discretionary investment management and comprehensive private family office services, including bill-pay, trust oversight, consolidated reporting, and strategic philanthropic planning. The firm emphasizes diversified, multi-asset allocation portfolios tailored to client objectives and risk tolerances.

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.

Timothy Kadlec is a financial advisor at Legacy Bridge Private Family Offices with 10 years of industry experience. He holds a Series 65 designation and has been with Legacy Bridge since 2015. The firm serves high-net-worth families and individuals by providing discretionary investment management and comprehensive private family office services, including trust oversight and strategic philanthropic planning. Legacy Bridge manages approximately $326 million in discretionary assets and emphasizes diversified, multi-asset portfolios tailored to client objectives and risk tolerances.

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.

Megan Rosenstiel is a CFP® with 20 years of industry experience, currently serving at Gilbert & Cook, Inc. since 2007. She holds the Series 66 designation and has worked previously with Vsr Advisory Services. Gilbert & Cook serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a tailored investment approach combining active and passive strategies across a wide range of public and private instruments, integrating insurance capabilities and alternative-investment due diligence into its advisory platform.