Jared Stines is a financial advisor with Peterson Financial Group, Inc. in Des Moines, IA, holding a Series 66 designation and 15 years of industry experience. He has worked with firms including Cetera Investment Services, Regions Bank, Directed Services, LLC, and Voya Financial. Outside of advisory work, he is a managing member of Lee Mountain Co., LLC. Peterson Financial Group serves individual and high-net-worth clients by offering retirement income planning, discretionary investment management, and integrated financial planning. The firm uses a structured Retirement Readiness Review to guide asset allocation and implements portfolios through model managers with ongoing oversight.

Richard Rademacher is a financial advisor with Peterson Financial Group, Inc. in Des Moines, IA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. from 2015 to 2024. Outside of his advisory role, he is a licensed insurance agent offering life, health, and annuity products. Peterson Financial Group serves individual and high-net-worth clients with retirement income planning, discretionary investment management, and integrated financial planning. The firm’s investment approach includes a structured Retirement Readiness Review process and portfolio implementation through third-party model managers, along with sponsorship of wrap-fee programs and donor-advised funds.

Carla Albers is a financial advisor at Taber Asset Management L.L.C. in Des Moines, IA, holding Series 63 and Series 65 licenses with 13 years of industry experience. She has been with Taber Asset Management since 1998. 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.

Dillon Kimberley is a financial advisor at Des Moines Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Des Moines Investments in 2023, he worked at Shelter Insurance for two years. Des Moines Investments is an SEC-registered investment adviser managing approximately $265 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 tailored to clients' goals, risk tolerance, and tax considerations.

Brian West is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation with 18 years of industry experience. He has been with West Financial Advisors since 2008. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm focuses on long-term investment strategies with broad diversification and employs a combination of charting, fundamental and technical analysis, and third-party research to inform its recommendations.

Edward Smith is a financial advisor with RIA Advisory Group, LLC in Des Moines, IA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Visionpoint Advisory Group, LPL Financial, and Edward Jones. He is also licensed as a non-variable insurance agent. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm employs a discretionary investment approach combining fundamental and technical analysis across various asset classes and maintains formal affiliations with legal and accounting professionals.

Skyler Otto is a financial advisor at MDRN Capital with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Nationwide Securities, LLC for 15 years. Otto is also appointed with a non-affiliated insurance company to sell fixed insurance, critical illness, disability, and accident insurance products. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing oversight.

Benjamin Heckart is a financial advisor with RIA Advisory Group, LLC in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Iea Wealth Management LLC and Cambridge Investment Research Advisors. Outside of his advisory work, he operates a small farming business and holds a 20% ownership stake in Brokerstreet Insurance Services. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management, combining charting, fundamental, and technical analysis in both long- and short-term trading strategies. The firm is noted for its affiliations with accounting and legal professionals, as well as maintaining an affiliated research entity.

Sara Klaessy is a financial advisor at 1834 Investment Advisors Co. in Des Moines, IA, with 24 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for Princor Financial Services Corporation and Principal Mutual Life Insurance. 1834 Investment Advisors offers 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 structured client relationships supported by written Investment Policy Statements.

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.

Chris Weston is a CFP® and ChFC® with 28 years of industry experience, currently serving as an advisor at RIA Advisory Group, LLC since 2024. He previously worked at Securities America Advisors and Waddell & Reed, Inc. Weston is a part owner of Community Educators, LLC, a company providing continuing education credits and ethics courses for insurance agents and CFP professionals. He also serves as the current president of the Society of Financial Services Professionals. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, and corporations. The firm employs a mix of equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, managing accounts on a discretionary basis using fundamental and technical analysis combined with both long- and short-term trading strategies.

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 with LSB Wealth Management in Ankeny, IA. He holds Series 65 and Series 63 licenses and has one year of experience in the industry. His prior work includes roles at Sammons Financial Group, Enterprise Holdings, and LPL Financial. LSB Capital Management, Inc. provides discretionary asset management, financial planning, and sub-advisory services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm focuses on personalized, long-term portfolio management using a buy-and-hold strategy, implementing portfolios with mutual funds, stocks, bonds, ETFs, and third-party managers across multiple advisory platforms.

Zachary Veenstra is a financial advisor at RIA Advisory Group, LLC in Des Moines, IA, holding a Series 65 license with no prior industry experience before joining the firm. His work history includes roles at Performance Financial, Pella Corp, and DeBoer & Associates. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management using a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies. The firm is notable for its formal affiliations with accounting and legal professionals and its affiliated research entity, which provides research services paid by the firm.

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 19 years of industry experience. She has been with West Financial Advisors, L.L.C. since 2006. 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 strategies and broad diversification, using fundamental and technical analysis along with third-party research, and offers a range of services including portfolio management, financial planning, and tax preparation.