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.

James Van Diest is a financial advisor at Van Diest Capital with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Principal Financial Group and Dawson & Bertran Investment Advisors. Van Diest serves as a board member and treasurer for several community and professional organizations, including Ankeny Young Professionals and the Phoebe Foundation Africa. 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’s approach incorporates modern portfolio theory and multiple investment strategies, offering tailored advisory programs and options such as Socially Responsible Investing.

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.