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.

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.

Sarah Zimmerman is a PFS™ credentialed advisor with seven years of industry experience. She is part of the Kane Company Wealth Management, Inc. team in Johnston, IA. Zimmerman has been associated with Kane Company, P.C. since 2001. Kane Company Wealth Management, Inc. serves individuals, high-net-worth clients, families, trusts, estates, charitable foundations, and company-sponsored retirement plans. The firm focuses on long-term, low-cost, tax-efficient portfolios primarily using passive vehicles and institutional mutual funds and ETFs, with investment strategies guided by Dimensional Fund Advisors and Modern Portfolio Theory.

Colby Dotzler is a financial advisor at Midwest Heritage Financial Advisors in West Des Moines, IA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Midwest Heritage, he held roles at Northwestern Mutual and DoorDash. Midwest Heritage Financial Advisors is a registered investment adviser affiliated with Midwest Heritage Bank, providing investment advice and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm manages discretionary client assets using an active, diversified approach tailored to client objectives and employing multiple analytical methods across various investment vehicles.

Ryan Page is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. He has been with Mokosak Advisory Group, LLC since 2014 and also has a history with Cambridge Investment Research, Inc. He is based in Urbandale, IA. Mokosak Advisory Group is an SEC-registered firm serving individuals and families, including medical professionals, business owners, and charitable organizations, through comprehensive financial planning and discretionary portfolio management. The firm employs a proprietary planning process and focuses on diversified, low-cost, tax-efficient investment strategies aligned with client goals.

Benjamin Young is a financial advisor at Central States Capital Markets, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Central States since 2017 following six years at Northland Securities, Inc. Outside of his advisory role, he is involved as an associate and consultant in a commercial appraisal management company and owns a holding company related to that business. Central States Capital Markets provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and families. The firm employs a value-oriented investment approach using fundamental analysis, technical tools, and economic research, with portfolios held for longer-term horizons and rebalanced as needed.

Cameron Mccarty is a financial advisor with Vivid Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Vivid Wealth Management since 2022 and previously was with Integrity Alliance, LLC for 11 years. Cameron is also active as an independent insurance agent and owns Vivid Tax Advisory Services, where he provides tax planning and financial services. Vivid Wealth Management serves individual and high-net-worth clients offering discretionary portfolio management and financial planning, utilizing ETFs, mutual funds, equities, and fixed-income securities. The firm employs multiple analytical approaches and provides educational workshops and ongoing asset management with regular portfolio reviews and rebalancing.

Matthew Watters is a financial advisor with Midwest Heritage Financial Advisors in West Des Moines, IA. He holds the CFP® and ChFC® designations and has 30 years of industry experience. Watters serves as an investment board member for the Iowa Public Employees' Retirement System, providing oversight on investment performance and policies. He also serves on several committees at Midwest Heritage Bank related to wealth management. Midwest Heritage Financial Advisors operates as a department of Midwest Heritage Bank, offering investment advice and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $398.7 million in discretionary assets and employs an active, diversified investment approach tailored to client objectives.

Levi Cyphers is a financial planner with Midwest Heritage Financial Advisors in West Des Moines, IA, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at several firms including Cetera, Foresters Financial Services, and Bridgeforth LLP. Outside of advising, he co-owns a small-town hotel in Clifton, Kansas, with his brother. Midwest Heritage Financial Advisors operates as a department of Midwest Heritage Bank, providing investment advice and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $398.7 million in discretionary client assets using an active, diversified Strategy Diversification approach across multiple investment vehicles.

William Taber is a Series 65-licensed financial advisor with Taber Asset Management L.L.C. in Des Moines, IA, and has 10 years of industry experience. He is also involved with the Foxdale Condominiums Owners Association, serving as its president and director. In addition, he works as a scoreboard operator for Des Moines Public Schools. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning services.

Eric Peterson is a financial advisor at Peterson Financial Group, Inc. in Des Moines, Iowa, with 19 years of industry experience. He has been with Peterson Financial Group since 2013 and previously worked at Apollo Delivery Services, LLC. Outside of advising, he serves as president of ETTN Marketing Group, Inc., which provides marketing services including consumer education events. Peterson Financial Group serves individual and high-net-worth clients, focusing on retirement income planning, discretionary investment management, and integrated financial planning. The firm employs a structured Retirement Readiness Review process to guide asset allocation and offers portfolio management primarily through model managers on third-party platforms.

Richard Mokosak is a CFP® professional with 32 years of experience in financial services. He has been with Mokosak Advisory Group, LLC since 2017 and previously worked at Cambridge Investment Research Advisors and Ameriprise. Mokosak is a licensed insurance agent and occasionally offers insurance products to clients. Mokosak Advisory Group, LLC is a small SEC-registered firm providing comprehensive financial planning and discretionary portfolio management to individuals and families, including medical professionals and charitable organizations. The firm uses a multi-step planning process and emphasizes broadly diversified, low-cost, tax-efficient, and largely passive investment strategies.

Zachary Veenstra is affiliated with RIA Group, LLC and holds a Series 65 credential. He has experience working at multiple firms including Performance Financial and Pella Corp. Veenstra’s industry experience is noted as three years in financial advisory roles. RIA Group, LLC is a newly registered SEC investment adviser that plans to serve individuals, high net worth clients, trusts, estates, qualified retirement plans, and business entities. The firm offers personalized financial planning and discretionary and non-discretionary investment management, utilizing a combination of fundamental analysis and third-party quantitative research.

Anastasia Taber is a CFP® with five years of industry experience, currently serving at Taber Asset Management L.L.C. in Des Moines, IA. Prior to joining Taber Asset Management, she worked at Cleary Gottlieb Steen & Hamilton and Bernstein Management Corp. The firm’s advisory team also produces a public educational podcast called “Creating Wealth.” Taber Asset Management provides investment and wealth management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach grounded in fundamental analysis and actively manages portfolios with a focus on fixed income, risk-managed equity strategies, and customized balanced allocations.

Matthew Evans is a financial advisor at BSC Capital Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and previously spent 13 years with Edward Jones. Outside of his advisory role, he serves as a finance board committee member at Oakwood Church. BSC Capital Partners provides investment advice and portfolio management primarily to individual and high-net-worth clients, as well as certain corporate entities. The firm uses a Modern Portfolio Theory-based approach emphasizing global diversification, periodic rebalancing, and discretionary asset management.

Thomas Breitbach is a CFA® charterholder with 11 years of experience in the financial industry. He currently serves as an advisor at Vivid Wealth Management, LLC and previously worked at Brokers Financial. Breitbach holds Series 65 and Series 63 licenses. Vivid Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, along with educational workshops and webinars. The firm employs a variety of analytical approaches and typically constructs portfolios using ETFs, mutual funds, equities, and fixed income.

Joseph Longenecker is a financial advisor at Longenecker Financial Services with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Legacy Financial Group, Broker Dealer Financial Services, and Summit Financial Group. Outside of his advisory role, he is a co-owner and silent partner of Turf Tamers, a lawn care and snow removal business. Longenecker Financial Services provides financial planning and personalized investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm sponsors a wrap-fee program and integrates discretionary portfolio management with retirement plan consulting and insurance-related services.