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 and Veridian Credit Union. Nicholas is also a licensed life and health insurance agent in Iowa, appointed with various carriers to provide insurance and fixed annuity products. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach tailored through written policy statements and offers financial education services including employer and classroom presentations.

Hayden Zeidler is a CFA® charterholder affiliated with Gilbert & Cook, Inc. He has six years of industry experience, including roles at Miles Capital, Inc. and PMA Financial Network LLC. Zeidler has been with Gilbert & Cook since 2020. Gilbert & Cook serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering financial planning, discretionary investment management, and retirement plan consulting. The firm employs a tailored investment approach using both active and passive strategies across a broad range of public and private instruments, integrating insurance capabilities and alternative-investment due diligence into its advisory services.

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 CFP®, CFA®, and Series 66-registered financial advisor with 11 years of industry experience. He has been with Gilbert & Cook, Inc. since 2016. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, providing financial planning, investment advisory, portfolio management, and retirement plan consulting. The firm uses a mix of active and passive strategies across various asset classes and performs separate due diligence for private and alternative investments.

Andrew Susanin is a financial advisor at RIA Advisory Group, LLC with 28 years of industry experience. He holds the Series 63 designation and has worked at firms including LPL Financial and VisionPoint Advisory Group. Susanin has been involved in fixed insurance sales and operates an investment-related business entity for tax and investment purposes. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management and investment supervisory services. The firm employs a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies, while maintaining formal affiliations with accounting and legal professionals.

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 serving as an advisor at Gilbert & Cook, Inc. since 2016. Outside of financial advising, he is involved as the business manager for Andrea Oleson Photography. Gilbert & Cook, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, estates, corporations, and employer retirement plans. The firm employs a combination of active and passive investment strategies and conducts due diligence on private and alternative investments offered to clients.

Rachel Wood is a financial advisor with Legacy Financial Group in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked with Legacy Financial Group since 2016 and Brokers International Financial Services since 2018. Outside of her advisory role, Wood serves as treasurer for the Indianola Church of Christ and is involved in fixed and traditional insurance sales through related business activities. Legacy Financial Group provides investment management, financial planning, pension consulting, and divorce-related financial consulting services to individuals, high-net-worth clients, families, and retirement plans. The firm employs an active, diversified investment approach, developing written investment policy statements tailored to client objectives and offering financial education through employer and classroom presentations.

Daniel Kelly is a financial advisor with DMKC Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 55 years of industry experience. He has been with DMKC Advisory Services since 2007 and also maintains a long-standing affiliation with D.M. Kelly & Company dating back to 1995. Outside of his advisory work, he serves as a non-voting board member for a real estate development group in Des Moines. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals, including high-net-worth clients, as well as corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million across about 473 clients through a six-advisor team using a long-term buy-and-hold approach grounded in fundamental analysis and diversified portfolio construction.

Tiffany Scharfenkamp is a CFP® professional with four years of experience at Gilbert & Cook, Inc., following prior roles at Vision Financial Group and Iowa Realty - Midland Title & Escrow. She is based in West Des Moines, IA. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a tailored investment approach combining active and passive strategies across a broad range of public and private instruments, integrating insurance capabilities and alternative-investment due diligence within its advisory services.

Katherine Gudgel is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Gilbert & Cook, Inc. She previously worked at Princor Financial and Principal Financial Group for nine years. Outside of her advisory role, she is a franchise owner of Juice Plus Company. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a combination of active and passive investment strategies tailored to clients’ objectives and integrates insurance capabilities and alternative-investment due diligence into its advisory platform.

William Elson is a CFP® with 38 years of experience in the financial services industry. He is affiliated with Legacy Financial Group and Brokers International Financial Services and has been involved with Spectrum Advisory Services since 1993. Outside of financial advising, he owns and manages several insurance and farming-related businesses. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with discretionary and non-discretionary investment management, financial planning, and pension and divorce-related consulting. The firm employs an active, diversified investment approach tailored through written policy statements and provides financial education services.

Kevin Shires is a CFP®, CFA®, and ChFC® professional with 21 years of experience in financial advisory. He has been with DMKC Advisory Services, LLC and its affiliated broker-dealer, D.M. Kelly & Company, since 2012. Shires served as President and Director of Member Value for the CFA Society in Des Moines, overseeing committees and organizing events for local industry professionals. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals, corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million for about 473 clients through a six-advisor team, employing a long-term buy-and-hold investment approach using diversified portfolios constructed with mutual funds, ETFs, equities, and fixed income.

Michael Skinner is a financial advisor at 1834 Investment Advisors Co. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at T. Rowe Price Investment Services, Inc. and LPL Financial LLC. Outside of his advisory work, he serves as writer and content director for the nonprofit Gratia Reflections. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation within a framework guided by written Investment Policy Statements.

Kevin Mclean is a CFA® with one year of experience at Syverson Strege and previously spent 19 years at Principal Financial. He holds the Series 63 designation and is based in West Des Moines, IA. Syverson Strege is a team-based wealth management firm serving individuals, families, trusts, and estates, including high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and utilizes an institutional automated platform for model portfolios with features such as automated rebalancing and optional tax-loss harvesting.

Kailey Hanson is a financial advisor at Merkle Retirement Planning with three years of industry experience. She holds a Series 65 designation and has previously worked at Mokosak Advisory Group and Sammons Financial Group. Hanson also serves as a Client Service Administrator at Financial Advisory Service, Inc. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm offers tailored financial planning, discretionary asset management through model portfolios and direct security management, and retirement-plan consulting under ERISA standards.

Nkiru Nwachukwu is a financial advisor at Merkle Retirement Planning with a Series 65 designation and two years of industry experience. Prior to joining Merkle, Nwachukwu held positions at Arizona State University and the University of Arizona College of Pharmacy. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, offering tailored financial plans and model-driven portfolio management implemented through proprietary and third-party models. The firm also conducts educational workshops and publishes periodic client communications.

Stacey Perkins is a financial advisor at Merkle Retirement Planning with five years of industry experience. She holds Series 65 and Series 63 credentials. Prior to joining Merkle, she worked at Northwestern Mutual and Gilbert and Cook Inc. Outside of her advisory role, Perkins is involved in a multi-level marketing business related to online workout subscriptions and nutritional products. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, offering tailored financial planning, model-portfolio solutions, and discretionary portfolio management. The firm emphasizes asset allocation and model-driven strategies implemented through internally developed and third-party portfolios.