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.

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.

Mark Vance is a financial planner at Midwest Heritage Financial Advisors with 22 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at firms including First National Bank of Omaha, UBS Financial Services, and Ally Invest Advisors. Outside of his advisory role, he serves on the board of Millard United Sports, supporting local girls’ fastpitch softball programs. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, serving individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $398.7 million through a total portfolio approach called Strategy Diversification, employing active, diversified allocation across asset classes and strategies aimed at managing volatility and seeking consistent returns.

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.

Kiley Ingersoll is an Investment Adviser Representative at FBL Wealth Management, LLC with a Series 66 designation and no prior industry experience. Before joining FBL, Kiley worked at the Wyoming Business Council and Uinta B.O.C.E.S. #1. Outside of advising, Kiley is involved in insurance sales and owns an insurance services LLC. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers, and offers written financial planning along with educational seminars and newsletters.

Sarah Schechinger is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. She is currently associated with FBL Marketing Services, LLC and FBL Financial Group. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities, offering investment management primarily through third-party portfolio managers and sub-advisers. The firm emphasizes a mostly non-discretionary investment approach and provides written financial planning alongside educational seminars and newsletters.

Timothy Hawkins is a CFP® professional with 26 years of experience in financial advisory roles, currently serving at Lexaurum Advisors. His previous work includes long tenures at The Masters Group Inc and Brokers International Financial Services. Outside of his advisory work, he is involved in managing multiple real estate-related business activities. LexAurum Advisors is a multi-advisor firm managing approximately $1.27 billion for individuals, families, businesses, and institutions. The firm employs a diversified investment approach aligned with modern portfolio theory and offers standardized model portfolios typically implemented with low-cost ETFs.

Brenton Collins is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Advisors and Arete Wealth Management since 2014. Collins is also president and owner of Collins Capital Management, Inc. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management, proprietary model allocations, and third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Eric Hanson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with FBL Financial Group since 2019 and has been involved with Equitrust Marketing Serv LLC and Farm Bureau since 2000. Outside of his advisory role, Hanson is an owner and operator of a row crop farming business in Pomeroy, Iowa. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers to implement day-to-day investment decisions while providing written financial planning and educational resources.

Kate Juelfs is a financial advisor with Foster Group, INC. in West Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. She has worked with Foster Group since 2013 and was previously employed at Investment Advisors Corp. Foster Group advises individuals, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm’s investment approach is long-term and asset-allocation driven, utilizing diversified mutual funds, ETFs, and independent managers, and offers tiered services including CoreWealth, SignatureWealth, and SelectWealth.

Angel Love is a financial advisor at Principal Advised Services in Des Moines, IA, holding Series 65 and Series 63 licenses with nine years of industry experience. Angel has worked with Principal Securities and Principal Life Insurance Company since 2017 and previously held roles at Inverness Technologies and Serco Inc. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and is part of the Principal Financial Group family, which provides access to a broad range of affiliated financial products and services.

Justin Drake is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation with two years of industry experience. His work history includes roles at FBL Financial Services, FBL Marketing Services, FBL Financial Group, and HomeServices Lending. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, financial plans, retirement-plan services, and educational seminars, emphasizing individualized advice and utilizing a combination of strategic asset allocation and third-party discretionary managers for trade execution.