Cory Dawkins is a financial advisor with Elite Wealth Partners, LLC in Johnston, Iowa. He holds a Series 66 designation and has 14 years of industry experience, including prior work at Lincoln Financial Securities Corporation. Outside of advising, Dawkins is involved in consulting on alternative investments, assists clients with debt reduction strategies through United Financial Freedom, and supports estate planning services with Estate Docs Pro. Elite Wealth Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm manages client assets primarily through model portfolios with third-party sub-advisors and structures client engagements around a comprehensive financial health checklist covering various planning areas.

Jay Polson is the principal advisor at Polson Wealth Management in Des Moines, IA, with 14 years of industry experience. He previously worked at Raymond James & Associates for ten years and held positions at Balefire, LLC and Securian Financial Services, Inc. Jay holds Series 63 and Series 66 registrations. Polson Wealth Management serves individuals, high-net-worth clients, family offices, trusts, estates, private foundations, qualified retirement plans, and institutional clients. The firm offers discretionary and non-discretionary investment management and financial planning, employing a primarily fundamental, long-term investment approach and managing a proprietary wrap fee program.

John Flynn is the sole advisor at Prospective Value Partners LLC in Des Moines, IA, holding Series 65 and Series 66 registrations with 11 years of industry experience. He has been with Prospective Value Partners since 2015. Prospective Value Partners provides discretionary asset management and portfolio supervision to individuals, retirement plans, trusts, estates, charitable organizations, and some institutional clients. The firm employs a fundamental, value-oriented investment approach focused on long-only positions in publicly traded companies and occasional shorter-term special situations, managing approximately $76 million across about 36 client accounts.

Kevin Klein is a financial advisor at LIS Inc in Urbandale, IA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lifestyles Investment Strategies since 2017, following three years at RIA Advisory Group. Klein is also a licensed life insurance agent, dedicating a small portion of his time to this activity. LIS Inc is an independent registered investment adviser that provides portfolio management and financial and estate planning advice to a diverse client base, including individuals, businesses, trusts, and nonprofits. The firm employs a rules-based, globally diversified investment approach, primarily using low-cost ETFs alongside selected stocks and bonds, with most accounts managed on a discretionary basis.

Joel Fortney is a CFA® charterholder with one year of experience as an advisor at Koios Private Family Offices, LLC. He previously served as Chief Executive Officer of Stategy Capital, LP and is a co-owner of Ultra Skin Science, LLC, a company involved in the distribution of beauty products. He is also co-owner and Chief Financial Officer of Koios Management Group, LLC, a management consulting firm providing outsourced CFO services to private businesses. Koios Private Family Offices is an independent registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm offers discretionary asset management and financial planning, utilizing a mix of fundamental and quantitative analysis with long- and short-term holdings to manage risk.

Graham Jepsen is a financial advisor with The Planners Professional Services, Inc. in West Des Moines, IA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at LPL Financial LLC, Cetera Investment Advisers LLC, and VOYA Financial Advisors. The Planners Professional Services, Inc. provides financial planning and consulting to individuals, trusts, estates, pension and profit-sharing plan participants, and small business entities. The firm serves a primarily retail client base with written plans, hourly consultations, and investment and insurance recommendations, using fundamental, technical, and cyclical analysis in forming investment advice.

Hello, I'm Mike. I founded Teacher Wealth to raise the standard of financial advice to educators. As a former teacher, I understand the challenges that educators face with their finances; as well as the unique opportunities. Unfortunately, in many ways, the financial services community has ignored the profession. I am trying to change that. Teachers deserve better! Many families just need someone to walk with them as they make important decisions. To really get to know them. To ask them the right questions. To challenge them. To offer them accountability. I am honored to be this person for my clients. At Teacher Wealth, we like to say that "it's not just about the money." Instead, the focus is on how money can best create clarity, security, and fulfillment in our lives. The K-12 financial literacy education movement is a passion of mine and I try to help with that by serving on the board of the Iowa Jump$tart Coalition. On the personal side, I've been married to my best friend Tisa for over 20 years. We live in chaos most of the time in our Des Moines, Iowa home as we raise our four awesome kids. We do our best to prioritize our marriage over everything else except our faith. We are active members of Holy Trinity Catholic Church in Des Moines.

Jonathan Sherrod is a CFP® with 11 years of industry experience, currently operating Sherrod Wealth Management in Urbandale, IA. His prior experience includes roles at Fisher Investments, Charles Schwab, Merrill, Arvest Wealth Management, and Scottrade. Sherrod Wealth Management LLC is an independent registered investment adviser focusing on portfolio management and financial planning for individuals and high-net-worth clients. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading horizon, and works with third-party managers through Altruist’s Model Marketplace.

Peter Rothamel is the sole advisor at Rothamel Wealth Management, LLC in Urbandale, IA, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior work includes roles at Investacorp Inc, Successful Resource Management, Ltd., Investment Advisors Corp, and Wells Fargo Investments. Outside of advising, he is an author of a book titled "Let's Blame Everybody" and serves as an officer at Cartright & Kennedy, Inc. Rothamel Wealth Management is an independent firm managing approximately $40 million for around 100 clients, including individuals, high-net-worth clients, trusts, and pension/profit-sharing plans. The firm offers discretionary portfolio management, financial planning, retirement plan services, and educational events, focusing on long-term, value-oriented equity selection combined with tactical asset allocation.

James Weiss is a financial advisor with Weiss Financial Group, LLC in Johnston, Iowa, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience and previously worked at Global Financial Private Capital and Weiss-Merkle Financial, LLC. Outside of his advisory role, he is the owner of JW Elite Holdings, Inc., a holding company that includes branding and insurance businesses. Weiss Financial Group, LLC is a state-registered investment adviser providing discretionary asset management, financial planning, newsletters, and educational seminars primarily to individual and corporate clients. The firm employs a value-oriented, long-term investment approach combined with tactical and strategic asset allocation, utilizing a variety of instruments and offering a proprietary wrap-fee program that integrates advisory and execution services.

Matthew Kimberley is a financial advisor at Des Moines Investments, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Des Moines Wealth Management LLC and Royal Alliance Associates, INC. In addition to his advisory work, he operates Kimberley Tax Preparation, providing tax preparation services. Kimberley also coaches youth softball, offering private lessons in pitching and hitting. Des Moines Investments advises individuals, business owners, and trusts with discretionary portfolio management and financial planning services tailored to clients’ goals and risk tolerance. The firm emphasizes a forward-looking, economy-aware investment approach and manages a high volume of client relationships per advisor.

Stephen Forrest is a CFP® professional with 25 years of industry experience. He has been with Forrest Financial Services since 1996, where he serves as a principal. Forrest Financial Services manages approximately $154 million in client assets and serves individual and high-net-worth clients through discretionary investment management, financial planning, and tax planning services. The firm emphasizes strategic asset allocation and fundamental analysis, combining diversified, risk-based portfolios with a long-term investment approach that incorporates tax considerations.

Loren Sherman is a financial advisor at Integrity Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge and Broker Dealer Financial Services. Sherman is also an independent insurance agent representing various companies. Integrity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, focusing on mutual funds, ETFs, and insurance products. The firm applies modern portfolio theory and a long-term trading approach, tailoring investment strategies to each client’s written plan and conducting regular portfolio reviews.

Gregory Carstensen is a CFA® charterholder with 13 years of industry experience. He has been with Ballast Capital Advisors, LLC since 2016. Outside of his advisory role, he is involved as sole member of Veritas Capital, LLC, which serves as General Partner of the Ballast Distressed Opportunity Fund, LLLP, and holds leadership positions in other investment-related partnerships. Ballast Capital Advisors serves primarily high-net-worth and institutional clients through discretionary investment management and comprehensive financial planning. The firm emphasizes a liability-driven investment approach centered on individual bonds and asset-liability matching, supplemented by indexed ETFs and selective active equity or credit positions.

Elizabeth Johnson is a financial advisor at Iowa Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Iowa Wealth Management since 2018, following positions at LPL Financial and SII Investments, Inc. Outside of advising, she is the owner and founder of the Stylin' Iowan blog. Iowa Wealth Management is a small, supported wealth management firm serving individuals, institutional clients, and various entities with tailored financial planning, personalized investment management, and consulting. The firm employs a combination of fundamental and technical analysis, computerized portfolio models, and periodic rebalancing, managing accounts typically on a discretionary basis and reviewing them at least quarterly.

Michael Delzell is a financial advisor at Total Wealth with a Series 65 designation and one year of industry experience. Before joining Total Wealth, he held positions at Nikulski Financial, Inc. and worked in education and community services for several years. He has been involved with organizations including Morningside University and Blue Grass Lawns LLC. Total Wealth provides investment advice and financial planning primarily to individual clients and small businesses, combining ongoing portfolio management with one-time project-based plans. The firm follows Modern Portfolio Theory, favoring passively managed mutual funds and ETFs, and offers customized financial plans with regular reviews.

Cory Millmier is a financial advisor at BSC Capital Partners, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Athene USA from 2014 to 2019. Outside of his advisory role, he serves on the finance committee of St Ambrose Catholic Cathedral in Des Moines, Iowa. BSC Capital Partners provides investment advice and portfolio management primarily to individual clients, including high-net-worth households, as well as certain corporate entities. The firm employs a Modern Portfolio Theory-based investment approach focused on global diversification and discretionary asset management.

Bradley Clark is a CFA® charterholder with 12 years of industry experience. He has been with Paladin Wealth Partners since 2016 and previously worked at HJN Advisors, LLP from 2014 to 2016. Paladin Wealth Partners provides wealth management and advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and charting analysis alongside modern portfolio theory to build customized portfolios primarily composed of mutual funds and exchange-traded funds.

Stephen Musser is a CFA® charterholder with 16 years of industry experience. He is currently with Legacy Bridge Private Family Offices in West Des Moines, IA. His prior work includes roles at Northwestern Mutual Investment Services LLC and Victory Capital Management. Legacy Bridge Private Family Offices serves high-net-worth families, related family entities, and select trusts, estates, and foundations with fully discretionary investment management and comprehensive private family office services. The firm’s approach focuses on diversified, asset-allocation driven portfolios tailored to client objectives and risk tolerance, offering detailed consolidated performance reporting and negotiated performance-based fee arrangements.

Mark Gelbman is a CFP® with 24 years of experience in the financial services industry. He has worked at several firms, including Kestra Advisory Services and Principal Securities, and has been with Strategic Wealth Solutions LLC since 2011. Gelbman also provides consulting related to fixed insurance and annuities and serves as a marketer for AIG/American General annuity products. Strategic Wealth Solutions offers wealth management, financial planning, and investment management primarily to individual clients. The firm utilizes customized discretionary portfolios with a subadvisory relationship to AE Wealth Management and requires client custody at Charles Schwab or Fidelity.