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. His prior work includes roles at Northwestern Mutual Investment Services LLC and Victory Capital Management. Legacy Bridge Private Family Offices serves high-net-worth families, related family entities, and select trusts, estates, and foundations with fully discretionary investment management and comprehensive private family office services. The firm’s approach focuses on diversified, asset-allocation driven portfolios tailored to client objectives and risk tolerance, offering detailed consolidated performance reporting and negotiated performance-based fee arrangements.

David Harkin is a financial advisor with Des Moines Investments, LLC, holding the CFP® and ChFC® designations and over 31 years of industry experience. He has worked with Cambridge Investment Research, Inc. and Fort Des Moines Financial Services, Inc. for 20 years each. In addition to his advisory roles, he has managed John Well's Farm since 1995. Des Moines Investments provides discretionary portfolio management and financial planning services to individuals, custodial accounts, business owners, and trusts. The firm develops individualized investment profiles and employs a forward-looking, economy-aware approach, offering a range of securities and optional insurance and tax-preparation services.

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, holding a Series 65 designation with one year of industry experience. His prior roles include two years at Shelter Insurance and a period as a full-time student. Des Moines Investments provides discretionary portfolio management and financial planning services to individuals, custodial accounts, business owners, and trusts, tailoring solutions to clients' goals, time horizons, and risk tolerances. The firm employs a forward-looking, economy-aware investment approach and offers additional services such as insurance product recommendations and tax preparation.

Megan Rosenstiel is a CFP® with 21 years of industry experience, currently serving at Gilbert & Cook, Inc. She has previously worked at Cerity Partners LLC, VSR Financial Services, Inc., and Ameriprise. Rosenstiel holds the Series 66 designation and is based in West Des Moines, IA. Gilbert & Cook, Inc. serves individuals—including high-net-worth clients—trusts, estates, corporations, and employer retirement plans, providing financial planning, investment advisory, and portfolio management services. The firm employs a combination of active and passive strategies across multiple asset classes and conducts due diligence on private and alternative investments offered to clients.