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.

Travis specializes in working with those nearing and in retirement. He takes a transparent and collaborative approach to helping clients define their best life and outlining the steps necessary to get there. His services include cash flow analysis, tax planning, investment management, risk management, and estate planning. This can be offered via one-time Planning Engagements or ongoing Full-Service Advisory offerings.

Cameron Mccarty is a financial advisor with Vivid Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Vivid Wealth Management since 2022 and also operates Vivid Tax Advisory Services, which he founded in 2015. In addition to his advisory roles, Mccarty is an independent insurance agent specializing in fixed insurance products and owns a tax preparation business. Vivid Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a combination of ETFs, mutual funds, equities, and fixed income. The firm employs a disciplined investment approach that includes fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses, and offers educational workshops on retirement and financial topics.

Kevin Frette is a financial advisor at Custom Wealth Planners with 14 years of industry experience. He holds a Series 66 designation and previously worked at Northwest Wealth Management LLC for 11 years. Custom Wealth Planners is a fee-only registered investment adviser serving individuals, charitable organizations, corporations, and employer plan sponsors. The firm employs an investment approach based on asset allocation and modern portfolio theory, offering both passive and active strategies tailored to client goals, risk tolerance, and tax considerations.

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.

Larry King is a financial professional at Des Moines Investments, LLC with a Series 65 designation and 15 years of experience at Athene. He is based in Des Moines, Iowa. Des Moines Investments manages approximately $264.8 million in discretionary assets for about 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm offers portfolio management and financial planning services tailored to client goals, using ETFs, stocks, bonds, mutual funds, and REITs, with reviews typically conducted quarterly.

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.

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 with BSC Capital Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Edward Jones since 2008 and joined BSC Capital Partners in 2021. Outside of his advisory work, he serves on the Finance Board Committee at Oakwood Methodist Church and operates an insurance agency selling life insurance and related products. 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 uses a Modern Portfolio Theory-based approach emphasizing global diversification, periodic rebalancing, and discretionary asset management, complemented by financial planning and consulting services.

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 and Vivid Tax Advisory Services. Vivid Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm utilizes a range of analytical approaches and typically invests in ETFs, mutual funds, equities, and fixed income, offering regular portfolio reviews and rebalancing.

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.

William Taber is a financial advisor with Taber Asset Management L.L.C. in Des Moines, Iowa, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Taber Asset Management since 1999. Outside of his advisory role, he is a member of Taber Virtual Global Investment Network LLC, a general consulting business that is currently inactive. 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 based on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning.

Tyler Bookin Nosbisch is a CFP® certificant with five years of industry experience, currently affiliated with RIA Group, LLC since 2026. His prior roles include positions at RIA Advisory Group, LLC, LPL Financial, and New York Life Insurance Company. Outside of his advisory work, he volunteers seasonally on a family farm assisting with planting, harvesting, and equipment operation. RIA Group, LLC is a recently registered SEC investment adviser that plans to serve individuals, trusts, estates, retirement plans, and business entities with personalized financial planning and investment management. The firm utilizes a client-focused approach, combining fundamental and quantitative research, and offers a range of investment vehicles tailored to client objectives.

Clay Budach is a CFP® with five years of experience in financial advising, currently with Custom Wealth Planners. His prior roles include positions at Northwestern Mutual Investment Services LLC and Ameriprise. Custom Wealth Planners is a fee-only registered investment adviser serving individuals, charitable organizations, corporations, and employer plan sponsors. The firm employs an investment approach based on asset allocation and modern portfolio theory, combining passive and active strategies tailored to client goals and risk tolerance.

Phillip Ramsey is a financial advisor at Uncommon Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Summit Financial Group Inc. and Vsr Advisory Services. Outside of advising, he serves as president of a homeowners association and promotes the sport of Spikeball as an ambassador. Uncommon Wealth Partners serves individuals, small businesses, trusts, and retirement-plan clients by providing financial planning, investment portfolio management, and consulting services. The firm primarily implements recommendations on a non-discretionary basis using model portfolios and third-party managers, with a client base that includes corporate and pension/profit-sharing plan relationships.

Cody Kowalski is a financial advisor at Uncommon Wealth Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles in various service and hospitality businesses, including Thrive Fencing and Cornbred Barbecue. Uncommon Wealth Partners serves individual clients, small businesses, and fiduciary entities by offering financial planning, portfolio management, consulting, and referrals to third-party money managers. The firm emphasizes non-discretionary management using model portfolios and third-party managers, combining multiple investment approaches and servicing a high client-to-advisor ratio.

David Harkin is a CFP® and ChFC® with 30 years of industry experience. He is affiliated with Des Moines Investments, LLC and has worked at Cambridge Investment Research, Inc. and Fort Des Moines Financial Services, Inc. for the past 20 years. Outside of his advisory roles, he is involved with John Well's Farm. Des Moines Investments manages approximately $264.8 million in discretionary assets for around 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm provides portfolio management and financial planning services, constructing individualized investment profiles and implementing portfolios using ETFs, stocks, bonds, mutual funds, and REITs.