Austin Harris is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation with one year of industry experience. Prior to joining West Financial Advisors, he held positions at Sonora Quest Laboratories, Hach Chemical Company, Heska Corporation, and Clinical Pathology Laboratories. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies with broad diversification. The firm offers discretionary and non-discretionary portfolio management, financial planning, and tax preparation, supported by regular client communication and educational initiatives.

Emilee Derifield is a CFP® professional with seven years of experience in financial advisory roles, currently with West Financial Advisors, L.L.C. in Des Moines, IA. Her prior roles include positions at Gilbert & Cook, Inc., Vision Financial Group, and AO Wealth Advisory. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on portfolios typically valued at $1 million or more. The firm emphasizes long-term investment strategies and broad diversification, offering portfolio management, financial planning, and tax preparation services.

Elizabeth Pennington is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Atwood Financial Planning LLC since 2019 and previously worked for U.S. Wheat Associates from 2014 to 2019. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs with a buy-and-hold strategy and offers non-discretionary investment support alongside programs such as concierge and accountability services.

Jeanna Nation is a CFP® with eight years of industry experience, currently serving as an advisor at West Financial Advisors, L.L.C. in Des Moines, Iowa, where she has worked since 2017. Prior to this, she was affiliated with Iowa State University for eight years. She is also a partner in Rare Breed Kettlebell, a fitness business she co-founded with her spouse. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies and broad diversification. The firm offers portfolio management, financial planning, and tax preparation services, supported by a team holding multiple professional credentials.

Abby Belvin is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at West Financial Advisors, L.L.C. in Des Moines, IA. Her prior experience includes roles at Vision Financial Group and Voya Financial Advisors. Outside of her advisory role, she is involved as a sales associate at the Heart of Iowa Marketplace, where she creates gift baskets and handles merchandise stocking. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on portfolios generally valued at $1 million or more. The firm employs a long-term, diversified investment approach supported by various analytical methods and offers a range of services including portfolio management, financial planning, and tax preparation.

Taylor Pfannebecker is a financial advisor at LSB Wealth Management with Series 63 and Series 65 credentials. He began his financial services career in 2023 at Sammons Financial Group and has held roles at LPL Financial, Lincoln Savings Bank, and LSB Capital Management since 2026. Prior to entering the industry, he worked at Enterprise Holdings and Fastenal, and he has experience as a university employee at Buena Vista University. LSB Capital Management, Inc. is a registered investment adviser that offers discretionary asset management, financial planning, and sub-advisory services to individuals, retirement plans, trusts, charitable organizations, and institutions. The firm focuses on personalized, long-term portfolio management with a buy-and-hold strategy, utilizing mutual funds, stocks, bonds, ETFs, and third-party managers across multiple advisory platforms.

Michael Finnegan is a CFA® charterholder with nine years of industry experience. He is currently with Prairie Wealth Advisors, Inc., where he has worked since 2026. Prior to that, he spent six years at ManchesterStory Fund Management. Prairie Wealth Advisors, Inc. is a team-based registered investment adviser managing approximately $558 million in client assets. The firm serves individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and pension consulting, offering tailored investment solutions and conducting formal reviews at least quarterly.

Annette Utterback is a financial advisor with LSB Wealth Management, holding Series 63 and Series 65 credentials and over 34 years of industry experience. She has been associated with LSB Capital Management, Inc. since 2021 and has prior experience with LPL Financial, Lincoln Savings Bank, and Broker Dealer Financial Services Corp. LSB Capital Management, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and institutions. The firm focuses on personalized, long-term portfolio management using a variety of investment vehicles and third-party managers, operating across multiple offices and advisory platforms.

Laura West is a CFP® and holds a Series 65 license, with 20 years of experience in financial advising. She has been with West Financial Advisors, L.L.C. since 2006, working as part of a seven-advisor team based in Des Moines, IA. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, primarily managing portfolios of $1 million or more. The firm emphasizes long-term investment strategies and broad diversification, offering discretionary and non-discretionary portfolio management, financial planning, and tax preparation through separate engagements.

Zachary Morrissey is a financial advisor with LSB Wealth Management in Ankeny, IA, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at Sammons Retirement Solutions and Axa Advisors, as well as experience outside finance at the United States Postal Service and Ankeny Golf & Country Club. He also provides investment advisory services through LSB Capital Management, Inc. LSB Capital Management, Inc. is a registered investment adviser offering discretionary asset management, financial planning, and sub-advisory services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on personalized, long-term portfolio management with ongoing monitoring, employing a buy-and-hold approach and utilizing various investment vehicles and third-party manager platforms.

Paul Chamberlain is a financial advisor at Wellesley Asset Management, Inc. in Pleasant Hill, IA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Principal Mutual Life Insurance Company and Foreside Fund Services, LLC. Wellesley Asset Management provides discretionary portfolio management services to individuals, pension and retirement plans, institutional clients, and investment companies. The firm focuses on convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Keri Blake is a financial advisor at Wealthcare Capital Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Arkadios Capital. Blake is also involved in financial planning through Fellows & Blake Financial and participates in annuity sales and life insurance services related to estate planning. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools.

Hailey Broten is a financial advisor with LSB Wealth Management and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including prior roles at Principal Life Insurance Company, Principal Securities Inc., and Principal Funds Distributor. Outside of her advisory work, she owns Broten Travel, a non-investment-related business. LSB Capital Management, Inc., the firm through which she provides investment advisory services, offers discretionary asset management and financial planning to individuals, retirement plans, trusts, and other entities. The firm focuses on personalized, long-term portfolio management and utilizes various investment vehicles and third-party managers to meet client objectives.

Ramon Reyes is a financial advisor with LSB Wealth Management, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Raymond James Financial Services, U.S. Bancorp Investments, and Great Western Bank. Reyes also serves as a notary and provides non-variable insurance services. LSB Capital Management, Inc. is a registered investment adviser offering discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm focuses on personalized, long-term portfolio management using a buy-and-hold approach, supplemented by third-party managers and model platforms.

Brian Vestal is a financial advisor with RIA Advisory Group, LLC who holds a Series 63 designation and has 23 years of industry experience. He has worked at firms including LPL Financial and Iea Wealth Management, where he has been active since 2005. Outside of advising, Mr. Vestal is a 20% owner of Brokerstreet Insurance Services. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts on a discretionary basis using a combination of charting, fundamental, and technical analysis, with all assets overseen in-house.

Brian Heying is a financial advisor with LSB Wealth Management and holds the ChFC® designation along with Series 63 and 65 licenses. He has 28 years of industry experience, including roles at Lincoln Savings Bank, Guardian Life, and LPL Financial. Outside of his advisory work, he serves as treasurer for Can Due, a recycling organization in Urbandale, IA. LSB Capital Management, Inc. is a registered investment adviser providing discretionary asset management, financial planning, and sub-advisory services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach and utilizes multiple platforms and third-party managers to construct client portfolios.

Nicholas Haselhuhn is a financial advisor with LSB Wealth Management, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with LPL Financial, LSB Capital Management, and Lincoln Savings Bank throughout his career. LSB Capital Management, Inc. is a registered investment adviser that offers discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on personalized, long-term portfolio management with ongoing monitoring and quarterly reporting, utilizing a variety of investment vehicles and third-party managers across multiple advisory platforms.

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.

Michael Skinner is a financial advisor with 18 years of industry experience, currently serving as a Senior Managing Director at 1834 Investment Advisors Co. He holds a Series 66 designation and previously worked at T. Rowe Price Investment Services, Inc., Merrill, and LPL Financial LLC. Outside of his advisory role, he is involved as a writer and content director for the nonprofit organization 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, operating as a wholly owned subsidiary of Old National Bancorp with specialized services in cash-balance defined benefit plans and private investment consulting.

Chase Geiger is a financial advisor at Wealthcare Capital Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Arkadios Capital, Amazon, the University of Northern Iowa, and TruBank. Wealthcare Capital Partners provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process supported by a patented web-based planning platform and uses evidence-based manager selection alongside behavioral-economics tools to align strategies with client preferences.