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.

Brian Heying is a financial advisor with LSB Wealth Management and holds the ChFC® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, having worked with LSB Capital Management, LPL Financial, and Lincoln Savings Bank. Outside of his advisory role, he serves as treasurer for a local recycling organization in Urbandale, IA. LSB Capital Management, Inc. is a registered investment adviser that provides discretionary asset management, financial planning, and sub-advisory services to individuals, retirement plans, trusts, charitable organizations, and other institutions. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach, utilizing a range of investment vehicles and third-party managers through multiple advisory platforms.

Nicholas Haselhuhn is a financial advisor at LSB Wealth Management with Series 63 and Series 65 credentials and three years of industry experience. He has worked at LPL Financial since 2023 and is also associated with LSB Capital Management, Inc. and Lincoln Savings Bank. LSB Capital Management, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm provides discretionary asset management and financial planning with a focus on long-term portfolio management using a range of investment vehicles and third-party 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 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 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.

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.

Nicholas Hemsted is a financial advisor at Legacy Financial Group with three years of industry experience. He holds a Series 65 designation and previously worked at Bankers Trust for five years. Nicholas is also a licensed life and health insurance agent in Iowa, appointed with multiple carriers to provide insurance and fixed annuity products. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans through discretionary and non-discretionary investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach and develops written investment policy statements tailored to individual objectives.

Hayden Zeidler is a CFA® charterholder affiliated with Gilbert & Cook, Inc. He has been in the financial services industry since 2014, with prior experience at Miles Capital, Inc., PMA Financial Network LLC, and Cerity Partners LLC. Zeidler works as part of an 18-advisor team based in West Des Moines, IA. Gilbert & Cook, Inc. provides financial planning, investment advisory, and portfolio management services to individuals—including high-net-worth clients—trusts, estates, corporations, and employer retirement plans. The firm employs a combination of active and passive strategies across various asset classes and performs separate due diligence and disclosures for private and alternative investment opportunities.

Erin Roberts is a financial advisor at RIA Advisory Group, LLC with a Series 65 designation and two years of industry experience, including prior work at RCM Capital. Before entering the advisory field, Roberts spent 17 years at Southeastern Community College. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages a diverse range of investments and employs a discretionary approach based on documented client objectives, utilizing both fundamental and technical analysis.

Guy Leman is a CFP® professional with 12 years of experience in the financial services industry. He is affiliated with Compass Financial Services and LPL Financial, where he has worked since 2013. Outside of his advisory roles, he is involved with Barrick Family Farms LLP, a pig farming operation in Minnesota. Compass Financial Services provides investment advice and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, diversified investment approach using proprietary model portfolios and offers services including investment management, financial planning, and fiduciary guidance.

Thomas Mccaffrey is a financial advisor at Gilbert & Cook, Inc. with 12 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at Cerity Partners LLC and VSR Financial Services, Inc. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and retirement plans with financial planning, investment advisory, and portfolio management services. The firm employs a household-level asset allocation approach using both active and passive strategies and conducts due diligence on private and alternative investments for clients.

John Peak Jr. is a financial advisor with RIA Advisory Group, LLC in Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. He has worked at RIA Advisory Group since 2012 and has also been involved with EA Advisors LLC and Advisor Back Office Technologies, LLC. Additionally, he is a CPA and Managing Member of John Peak Jr CPA PC. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with investment supervisory services and portfolio management. The firm uses a combination of charting, fundamental and technical analysis, and both long-term and short-term trading strategies, often operating under discretionary authority while maintaining affiliations with accounting and legal professionals.

Jeff Jergens is a financial advisor with Five Talents Financial Management Group LLC in West Des Moines, IA. He holds a Series 66 designation and has 12 years of industry experience. His work history includes roles at Five Talents Financial Management Group since 2020, LPL Financial since 2014, and Jergens Investments, Inc. since 2013. Five Talents Financial Management Group advises individuals, including high-net-worth clients, as well as profit-sharing and pension plans, corporations, trusts, and other entities. The firm offers wealth management, financial planning, and qualified retirement plan services, managing approximately $210 million in discretionary assets for over 1,000 clients.

Reece Oleson is a CFP® professional with eight years of industry experience, currently affiliated with Gilbert & Cook, Inc. He has worked at Gilbert & Cook since 2016 and was previously with Cerity Partners LLC. Outside of his advisory role, Oleson is involved in Andrea Oleson Photography, where he manages bookkeeping and tax filing. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, offering financial planning, investment advisory, portfolio management, and private wealth services. The firm employs a mix of active and passive strategies across various asset classes and conducts due diligence on private and alternative investments, providing distinct disclosures and implementation options to clients.