Madison Vestweber is a financial advisor at Private Wealth Asset Management with one year of industry experience. He holds a Series 65 credential and previously worked at The 20 MSP and at the University of Iowa. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofits, and retirement plans. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide its investment process and typically manages accounts on a discretionary basis, offering access to alternative investments and private placements.

Brian Newton is a Series 65-licensed advisor with Wealth Advisors of Iowa, LLC, based in West Des Moines, Iowa. He has 10 years of experience at Wealth Advisors of Iowa and over 25 years of experience with McGowen, Hurst, Clark & Smith, PC. Wealth Advisors of Iowa is an SEC-registered advisory firm serving individuals, high-net-worth clients, pension and profit sharing plans, trusts, and corporate entities. The firm provides portfolio management, financial planning, qualified retirement plan services, and a sponsor wrap-fee program, employing a range of analytic approaches and strategies while acting as an ERISA/IRC fiduciary.

Lance Gunkel is a CFP® and CFA® with 12 years of industry experience. He has been with Syverson Strege & Company since 2003. Syverson Strege provides wealth management and comprehensive financial planning to individuals, families, trusts, and estates, including high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, utilizes an institutional automated platform for model portfolios, and incorporates third-party managers following due diligence.

Thomas Mc Bride III is a CFP® with 46 years of industry experience. He is currently with Legacy Financial Group and has previously worked with United Planners Financial Services and RDA Financial Network. He is also associated with Monetary Strategies in Des Moines, IA. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and financial education services. The firm employs an active, diversified portfolio management approach tailored to individual objectives through written investment policy statements.

Drake Ellgren is a financial advisor at Wilon Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Iowa State University, Strahan Construction, HyVee, and in education. Wilon Wealth Management provides financial planning and asset management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is planning-driven and goal-focused, emphasizing diversified, passive, low-cost, and tax-efficient strategies tailored to client objectives.

Gregory Bendinger is a ChFC® credentialed financial advisor with 16 years of industry experience, currently practicing at Five Talents Financial Management Group LLC in West Des Moines, IA. He has been with Five Talents since 2020 and has also worked with LPL Financial LLC since 2013. Outside of his advisory role, he serves as a Staff Sergeant in the Iowa Air National Guard. Five Talents Financial Management Group advises individuals, corporations, and retirement plans, managing approximately $210 million in discretionary assets. The firm employs a mix of analytical techniques and both short- and long-term strategies, delivering advice through a Wealth Management Program that includes investor profiling and limited discretionary trading authority.

Matthew Springer is a financial advisor with Wealth Advisors of Iowa, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Services LLC. Outside of finance, he has been involved with fitness businesses including Cornfed Strength And Conditioning LLC and OPEX Fitness, and he also sells fixed insurance products. Wealth Advisors of Iowa is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, trusts, and corporate entities. The firm offers portfolio management, financial planning, and retirement plan services, employing diverse analytic approaches and investment strategies while working with sub-advisors and using technology to support personalized advice and monitoring.

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.

Hailey Broten is a financial advisor with LSB Wealth Management and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including prior roles at Principal Life Insurance Company, Principal Securities Inc., and Principal Funds Distributor. Outside of her advisory work, she owns Broten Travel, a non-investment-related business. LSB Capital Management, Inc., the firm through which she provides investment advisory services, offers discretionary asset management and financial planning to individuals, retirement plans, trusts, and other entities. The firm focuses on personalized, long-term portfolio management and utilizes various investment vehicles and third-party managers to meet client objectives.

Wayne Johnson is a CFP® professional with 21 years of experience in the financial industry. He has been with Syverson Strege & Company since 2007. Syverson Strege provides wealth management and comprehensive financial planning services to individuals, families, trusts, and estates, including high-net-worth clients. The firm offers a range of portfolio management options, utilizes an institutional automated platform for model portfolios, and employs a multidisciplinary advisory team.

Katharine Bertness is a financial advisor at Merkle Retirement Planning with a Series 65 credential and three years of industry experience. She previously worked at Mercer from 2018 to 2021 and has experience outside finance at Pagliai's Pizza. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning through model portfolios, tactical and strategic asset allocation, and direct-indexing, while offering educational workshops and maintaining a media presence.

Ramon Reyes is a financial advisor with LSB Wealth Management, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Raymond James Financial Services, U.S. Bancorp Investments, and Great Western Bank. Reyes also serves as a notary and provides non-variable insurance services. LSB Capital Management, Inc. is a registered investment adviser offering discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm focuses on personalized, long-term portfolio management using a buy-and-hold approach, supplemented by third-party managers and model platforms.

Brian Heying is a financial advisor with LSB Wealth Management and holds the ChFC® designation along with Series 63 and 65 licenses. He has 28 years of industry experience, including roles at Lincoln Savings Bank, Guardian Life, and LPL Financial. Outside of his advisory work, he serves as treasurer for Can Due, a recycling organization in Urbandale, IA. LSB Capital Management, Inc. is a registered investment adviser providing discretionary asset management, financial planning, and sub-advisory services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach and utilizes multiple platforms and third-party managers to construct client portfolios.

Nicholas Haselhuhn is a financial advisor with LSB Wealth Management, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with LPL Financial, LSB Capital Management, and Lincoln Savings Bank throughout his career. LSB Capital Management, Inc. is a registered investment adviser that offers discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on personalized, long-term portfolio management with ongoing monitoring and quarterly reporting, utilizing a variety of investment vehicles and third-party managers across multiple advisory platforms.

Michael Brinker is a financial advisor with Wealth Advisors of Iowa, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He has been with Wealth Advisors of Iowa since 2012 and is also a partner at the CPA firm McGowen Hurst Clark & Smith, where he has worked since 1992. Outside of his advisory roles, Brinker serves as a board member of the Greater Des Moines Leadership Institute and is a member of the Board of Directors and Chair of the Audit Committee at VisionBank Iowa. Wealth Advisors of Iowa provides portfolio management, financial planning, and qualified retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process utilizing fundamental, technical, and quantitative analysis alongside modern portfolio theory, offering a range of strategies from long-term investing to short sales and options.

Patrick Kelly is a financial advisor at DMKC Advisory Services, LLC in Des Moines, IA, with four years of industry experience. He holds Series 63 and Series 66 licenses and works within a team of six advisors. Outside of his advisory role, he serves as a trustee for Lemonade Springs and is involved with the Daniel M. Kelly 2004 Trust. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million for about 473 clients, employing a long-term buy-and-hold investment approach with diversified portfolios across mutual funds, ETFs, equities, and fixed income.

Amy Deever is a financial advisor with West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Morgan Stanley, Wright Service Corp, Eide Bailly LLP, and Mid-America Sales Group. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm emphasizes long-term investment strategies with broad diversification, providing discretionary and non-discretionary portfolio management, financial planning, and tax preparation under separate agreements.

Alisha Mullin is a financial advisor at Merkle Retirement Planning with eight years of industry experience. She holds a Series 65 designation and has worked previously at Elite Retirement Planning and Principal Securities. Merkle Retirement Planning offers investment advisory and financial planning services to individuals, trusts, estates, and business entities, focusing on asset allocation and model-driven portfolio management. The firm implements strategies through both internally developed and third-party model portfolios, providing tailored financial planning, portfolio management, educational workshops, and periodic performance reporting.

Jessica Swaim is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. She has worked at firms including Cerity Partners LLC, Gilbert & Cook, Inc., Equitable Advisors, Axa Advisors, J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets. She has been with Gilbert & Cook, Inc. for six years and is based in West Des Moines, IA. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, providing financial planning, investment advisory, and wealth management services. The firm uses a household-level asset allocation approach, combining active and passive strategies across various asset classes, and conducts due diligence on private and alternative investments offered to clients.

Nicholas Capobianco is a CFP® with 24 years of industry experience, currently serving at Wealth Advisors of Iowa, LLC since 2019. He previously worked at LPL Financial and VisionPoint Advisory Group for six years each. Outside of his advisory role, he is licensed to sell fixed insurance products, including long-term care, disability, and life insurance. Wealth Advisors of Iowa is an SEC-registered advisory firm with approximately $539 million in discretionary assets, serving individuals, high-net-worth clients, pension and profit sharing plans, trusts, and corporate entities. The firm offers portfolio management, financial planning, and qualified retirement plan services using a variety of analytic approaches and strategies, including long- and short-term trading, options, and short sales.