Ryan Page is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. He has been with Mokosak Advisory Group, LLC since 2014 and also has a history with Cambridge Investment Research, Inc. He is based in Urbandale, IA. Mokosak Advisory Group is an SEC-registered firm serving individuals and families, including medical professionals, business owners, and charitable organizations, through comprehensive financial planning and discretionary portfolio management. The firm employs a proprietary planning process and focuses on diversified, low-cost, tax-efficient investment strategies aligned with client goals.

Richard Mokosak is a CFP® professional with 32 years of experience in financial services. He has been with Mokosak Advisory Group, LLC since 2017 and previously worked at Cambridge Investment Research Advisors and Ameriprise. Mokosak is a licensed insurance agent and occasionally offers insurance products to clients. Mokosak Advisory Group, LLC is a small SEC-registered firm providing comprehensive financial planning and discretionary portfolio management to individuals and families, including medical professionals and charitable organizations. The firm uses a multi-step planning process and emphasizes broadly diversified, low-cost, tax-efficient, and largely passive investment strategies.

Martin Kelly is a CFP® professional with six years of industry experience, currently serving at Mokosak Advisory Group, LLC since 2019. His prior experience includes multiple roles at Iowa State University and a position at Firefly Credit Union. Mokosak Advisory Group is a small SEC-registered firm that provides comprehensive financial planning and discretionary portfolio management to individuals and families, including medical professionals and charitable organizations. The firm uses a structured, multi-step planning process and emphasizes broadly diversified, low-cost, and tax-efficient investment strategies tailored to client goals and risk tolerance.

Caroline Evans is a financial advisor at Mokosak Advisory Group, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Vision Financial Group and Evereve. Her background also includes roles at Des Moines Golf & Country Club and Drake University. Mokosak Advisory Group is an SEC-registered firm serving individuals and families, including medical professionals, business owners, and charitable organizations. The firm provides comprehensive financial planning and discretionary portfolio management using a multi-step process and emphasizes diversified, low-cost, tax-efficient investment strategies aligned with client goals and risk tolerance.