Casey Malloy is a financial planner at Midwest Heritage Financial Advisors with 12 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to rejoining Midwest Heritage Financial Advisors, Malloy worked at Primerica Advisors and Securities America, Inc. Outside of his advisory role, he is involved in a family business venture helping his children learn business skills through a recurring lemonade stand. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, serving individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $398.7 million for around 334 clients using a “total portfolio” approach that emphasizes diversification, active management, and a fiduciary standard.

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 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.

Hailey Broten is a financial advisor with LSB Wealth Management, holding Series 66 and Series 63 licenses and 13 years of industry experience. Her prior roles include positions at Principal Securities Inc., Principal Funds Distributor, and Lincoln Savings Bank. Outside of financial advising, she owns Broten Travel, a travel-related business. LSB Capital Management, Inc., a wholly owned subsidiary of Lincoln Savings Bank, provides discretionary asset management, financial planning, and sub-advisory services to a diverse client base. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach, utilizing a variety of investment vehicles and third-party managers to construct client portfolios.

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.

Eric Dawson is a financial advisor at Van Diest Capital with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, he coaches boys golf at a local school and owns a thoroughbred racehorse through a family partnership. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies based on modern portfolio theory and other analyses, offering tailored advisory programs that include Socially Responsible Investing options.

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 at LSB Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial Services and U.S. Bancorp Investments. Reyes is also a notary public. LSB Capital Management, Inc., where Reyes provides advisory services, manages discretionary asset management and financial planning for individuals, retirement plans, trusts, charities, and institutions. The firm emphasizes personalized, long-term portfolio management and utilizes various investment vehicles alongside third-party managers and model platforms.

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.

Ryan Gerardy is a financial advisor at Van Diest Capital with 12 years of industry experience. He holds the CFP® designation and Series 65 and Series 63 licenses. Prior to joining Van Diest Capital, he worked at Thrivent Financial and Principal Advised Services. Outside of advising, he is involved in real estate investing, focusing on identifying and managing property renovations. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process that incorporates modern portfolio theory and various analysis methods, offering tailored strategies including Socially Responsible Investing options.

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.