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 held a position at Raymond James & Associates for 10 years before founding his independent advisory firm in 2026. Outside of his advisory work, he is involved with Lozier Lake Cottage LLC, a family-related business. Polson Wealth Management is an independent registered investment adviser serving individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers customized portfolio management and integrates financial planning with a primarily long-term, fundamental investment approach, while also accommodating shorter-term trading when appropriate.

John Flynn is the sole advisor at Prospective Value Partners LLC in Des Moines, IA, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has led the firm since its founding in 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, with occasional shorter-term special situations, managing approximately $76 million across 36 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 and a financial advisor with Koios Private Family Offices, LLC in Des Moines, Iowa, with one year of industry experience. His prior work includes roles at Principal Global Investors, Stategy Capital, LP, and Koios Management Group, LLC. Outside of advisory work, he is co-owner and CFO of Koios Management Group, a management consulting firm, and co-owner of Ultra Skin Science, a beauty product distribution company. Koios Private Family Offices is an independent registered investment adviser that provides discretionary asset management and financial planning to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental and quantitative analysis to construct diversified portfolios with an emphasis on risk management and reduced volatility.

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® professional with 11 years of industry experience. He is the sole advisor at Sherrod Wealth Management in Urbandale, IA, having previously worked at Fisher Investments, Charles Schwab, Merrill, Arvest Wealth Management, and Scottrade. Sherrod Wealth Management provides portfolio management and financial planning services for individual and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis, modern portfolio theory, and quantitative methods, and offers both discretionary and non-discretionary portfolio management tailored to client needs.

Peter Rothamel is the principal advisor at Rothamel Wealth Management, LLC in Urbandale, IA, holding Series 63 and Series 66 registrations with 25 years of industry experience. Before founding his current firm in 2019, he worked at Investacorp Inc. for five years and has been involved with Successful Resource Management, Ltd. since 2013. Outside of advising, Rothamel is an author of the book "Let's Blame Everybody" and serves as an officer at Cartright & Kennedy, Inc. Rothamel Wealth Management provides portfolio management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm employs a value-oriented, primarily long-term investment approach combined with tactical and strategic asset allocation, actively monitoring and rebalancing accounts as needed.

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 with Des Moines Investments, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He previously worked at Des Moines Wealth Management LLC and Royal Alliance Associates, INC. Kimberley also operates Kimberley Tax Preparation, providing tax preparation services. Outside of finance, he coaches youth softball, offering private lessons in pitching and hitting. Des Moines Investments manages approximately $264.8 million in discretionary assets for around 700 clients, including individuals, business owners, and trusts. The firm offers portfolio management and financial planning services, creating tailored investment profiles and utilizing a range of securities such as ETFs, stocks, bonds, mutual funds, and REITs.

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 financial advisor at Legacy Bridge Private Family Offices with 16 years of industry experience. He holds the CFA® designation as well as Series 66 and Series 63 licenses. His prior roles include positions at Northwestern Mutual Investment Services LLC and Victory Capital Management. Legacy Bridge Private Family Offices serves high-net-worth families, related entities, and select trusts, estates, and foundations by providing discretionary investment management alongside comprehensive private family office services. The firm emphasizes diversified, asset-allocation driven portfolios tailored to client objectives and risk tolerance and offers detailed consolidated performance reporting and negotiated performance-based fee arrangements.

Mark Gelbman is a CFP® with 23 years of industry experience and the principal advisor at Strategic Wealth Solutions, LLC. He previously worked at Kestra Advisory Services and Kestra Investment Services from 2020 to 2023, and held roles at Principal Securities Inc. and Principal Life Insurance Co. from 2011 to 2021. Outside of advising, Gelbman engages in consulting related to fixed insurance and annuity referrals, and acts as an agent for AIG/American General to sell single premium immediate annuities. Strategic Wealth Solutions provides wealth management, financial planning, investment management, and consulting services to individual clients as well as retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $15.3 million in assets, primarily serving individual (non–high-net-worth) clients, and uses a subadvisory relationship to implement customized portfolios with a combination of fundamental and technical analysis.