Madison Vestweber is a financial advisor at Private Wealth Asset Management with a Series 65 credential and one year of industry experience. Prior to joining Private Wealth Asset Management, Madison worked at The 20 MSP and has a background that includes academic roles at the University of Iowa and John F. Kennedy High School. Private Wealth Asset Management serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, managing approximately $1.85 billion in discretionary assets. The firm employs a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis, and offers specialized services such as oil and gas holdings management and business transition planning.

Brian Newton is a financial advisor at Wealth Advisors of Iowa, LLC, holding a Series 65 designation with nine years of industry experience. He has been with Wealth Advisors of Iowa since 2016 and is also affiliated with McGowen, Hurst, Clark & Smith, PC, where he has worked since 2001. Wealth Advisors of Iowa serves individuals, including high-net-worth clients, pension plans, trusts, banks, and business entities by providing portfolio management, financial planning, and qualified retirement plan services. The firm employs a fiduciary investment approach using various analytical methods and offers services such as ongoing account monitoring, participant education, and a wrap-fee program.

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 McBride III is a CFP® with 46 years of industry experience. He is affiliated with RDA Financial Network, where he has been since 2001, and also works with Monetary Strategies. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies, and is notable for providing fiduciary plan-sponsor services and operating a Model Portfolio Advisor Program for other registered investment advisers.

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 at Wealth Advisors of Iowa, LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab & Co., Inc. and Northwestern Mutual Wealth Management Company. Outside of advising, he has experience as an agent selling fixed insurance products, including long-term care, disability, and life insurance. Wealth Advisors of Iowa provides portfolio management, financial planning, and retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process using various analytical methods and offers discretionary account management, participant-level retirement advice, and a wrap-fee program.

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.

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.

Paul Katsion is a financial advisor at RIA Advisory Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NYLife Securities LLC and New York Life. Outside of his advisory role, Katsion serves as a board member for the Henry County Optimist Club, supporting local youth through fundraising and volunteer activities. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management and investment supervisory services. The firm uses a combination of charting, fundamental, and technical analysis alongside both long- and short-term trading strategies.

Brian Vestal is a financial advisor at RIA Advisory Group, LLC with 23 years of industry experience. He holds a Series 63 designation and has been involved with Iea Wealth Management, LLC and its related entities since 2005. Outside of advisory services, he is a 20% owner of Brokerstreet Insurance Services, a non-variable insurance business. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm employs a discretionary investment approach using fundamental and technical analysis, managing a diversified mix of asset types while maintaining formal affiliations with legal and accounting professionals.

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 with DMKC Advisory Services, LLC in Des Moines, IA, holding Series 63 and Series 66 credentials and having four years of industry experience. He is also a trustee of Lemonade Springs, a non-investment-related entity, where he spends part-time hours. DMKC Advisory Services, LLC is a six-advisor team managing approximately $902.5 million for individuals, businesses, and charitable organizations. The firm provides fee-based investment advisory and financial planning services, employing a long-term buy-and-hold strategy with diversified portfolios that include mutual funds, ETFs, equities, and fixed income.

Amy Deever is a Series 66-licensed financial advisor at West Financial Advisors, L.L.C. in Des Moines, Iowa, with three years of industry experience. Her prior roles include positions at Morgan Stanley and Eide Bailly LLP. 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, diversified investment strategies supported by multiple analytical approaches and offers a range of services including portfolio management, financial planning, and tax preparation.

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 Series 66-licensed advisor at Gilbert & Cook, Inc. in West Des Moines, Iowa, with 17 years of industry experience. She has worked at Gilbert & Cook since 2020 and previously held roles at Equitable Advisors and Axa Advisors, LLC. Gilbert & Cook, Inc. serves individuals, including high-net-worth clients, as well as trusts, estates, corporations, and employer retirement plans. The firm provides financial planning, investment advisory, and portfolio management services with an approach that combines active and passive strategies across multiple asset classes and conducts due diligence for private and alternative investments.

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.

Nathan Beck is a Series 65-licensed financial advisor with Wealth Advisors of Iowa, LLC, where he has worked since 2021. He has four years of industry experience and also maintains an ongoing role with MHCS PC. 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 using a combination of analytical methods and offers discretionary account management, participant-level retirement plan advice, and a wrap-fee program.

Andrew Harrison is a financial advisor with DMKC Advisory Services, LLC in Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His career includes roles at Fidelity Investments, Principal Financial, Thrivent Financial, and Affiliates before joining DMKC Advisory Services and D.M. Kelly & Company. Outside of finance, he writes fiction publications. DMKC Advisory Services, LLC is a six-advisor team managing approximately $902.5 million for individuals, businesses, and charitable organizations. The firm offers fee-based investment advisory and financial planning services with a focus on long-term buy-and-hold strategies using diversified portfolios across mutual funds, ETFs, equities, and fixed income.