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 financial advising. He is the sole advisor at Strategic Wealth Solutions LLC, where he has worked since 2011. Prior to that, he held roles at Kestra Advisory Services, Kestra Investment Services, Principal Securities, Principal Life Insurance, Northwestern Mutual Investment Management, VSR Financial Services, and Ameriprise. Outside of his advisory work, he is involved in insurance marketing and consulting, including roles with Advisors Excel and AIG/American General. Strategic Wealth Solutions provides wealth management, financial planning, investment management, and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm serves primarily individual (non–high-net-worth) clients and uses a subadvisory relationship with AE Wealth Management to implement model portfolios across managed accounts.

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.

Brian Thompson is a financial advisor at Rockway Wealth Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and VisionPoint Advisory Group. Thompson also serves in the Iowa Air National Guard. Rockway Wealth Partners provides financial planning, portfolio management, and wealth management services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and participants. The firm manages accounts on a discretionary, asset-allocation basis using proprietary portfolios and integrates held-away accounts through technology partnerships, serving about 100 clients with a four-advisor team.

Emily Koonce is a CFP® with six years of industry experience and has been with Boyle Capital since 2018. She previously worked at Sterling Financial Advisory Services and held roles in the Johnston and Clarke Community School Districts. Boyle Capital provides investment advisory services to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm uses fundamental analysis and offers portfolio management through a wrap-fee program, manager-of-managers selections, and fee-based financial planning.

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.

Tara Amundson is a financial advisor at AIM Advisors with a Series 65 designation and three years of industry experience. She has worked at AIM Advisors and AIM Advisors LLC since 2021 and has been with Wells Fargo Bank, N.A. since 2014. AIM Advisors provides asset management and financial planning services to individuals, high-net-worth clients, and institutional entities such as pension and profit-sharing plans. The firm operates as a fiduciary, managing discretionary accounts with a long-term buy-and-hold investment approach and includes tax-aware planning as part of its financial services.

Patrick Freund is a CFA® charterholder with eight years of industry experience. He has worked at Ballast Capital Advisors, LLC since 2017 and previously spent eight years at American Equity Investment. Freund is a member-manager of Spire Capital, LLC, a private investment holdings entity that is currently dormant. Ballast Capital Advisors serves primarily high-net-worth individuals and institutional clients, offering discretionary investment management and comprehensive financial planning. The firm emphasizes a liability-driven investment approach centered on fixed income, combining top-down and bottom-up research, and provides access to affiliated private investment opportunities.

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.