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.

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 Series 66 licensed advisor with 19 years of industry experience. He is with RIA Advisory Group, LLC and has held roles at multiple firms, including EA Advisors LLC and Berthel, Fisher & Company Financial Services, Inc. He is also 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 discretionary investment supervisory services and portfolio management. The firm uses a combination of charting, fundamental and technical analysis, managing accounts with both long- and short-term trading strategies while operating under discretionary authority for supervised accounts.

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.

Rachel Wood is a financial advisor with Legacy Financial Group in Des Moines, IA, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has been with Legacy Financial Group since 2016 and also has prior experience with Brokers International Financial Services and Broker Dealer Financial Services Corp. Outside of advisory work, she serves as treasurer for the Indianola Church of Christ, where she reviews budget and cash flow. 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 focused on long-term holdings, supported by fundamental and technical analysis, and develops written investment policy statements tailored to individual client objectives.

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® with experience at Gilbert & Cook, Inc., Cerity Partners LLC, Vision Financial Group, and Iowa Realty - Midland Title & Escrow. She has been working in the financial services industry since 2018. Gilbert & Cook, Inc. provides financial planning, investment advisory, and private wealth services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a combination of active and passive investment strategies and conducts periodic account reviews, with additional due diligence for private and alternative investments.

Katherine Gudgel is a CFA® charterholder with seven years of industry experience. She is currently with Gilbert & Cook, Inc., where she has worked since 2022, following prior roles at Cerity Partners LLC and Principal Financial Group. Outside of her advisory work, she is a franchise owner of Juice Plus Company. Gilbert & Cook, Inc. provides financial planning, investment advisory, and retirement plan consulting services to individuals, trusts, estates, corporations, and employer retirement plans. The firm employs a combination of active and passive strategies across various asset classes and conducts due diligence on private and alternative investments offered to clients.

William Elson is a CFP® with 38 years of industry experience. He is currently with Legacy Financial Group and has held roles at Brokers International Financial Services, Broker Dealer Financial Services Corp, and Spectrum Advisory Services, Inc. Outside of his advisory work, he is involved in insurance sales and farm business management. Legacy Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and retirement plans. The firm employs an active, diversified investment approach and develops written investment policy statements to tailor portfolios to client objectives.