David Suntken is a financial advisor at RIA Advisory Group, LLC with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Visionpoint Advisory Group, LPL Financial LLC, and Piper Sandler & Co. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts in-house using fundamental, technical, and charting analysis, typically on a discretionary basis, and serves nearly 2,000 clients through a multi-office team structure.

Hailey Broten is a financial advisor with LSB Wealth Management and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including prior roles at Principal Life Insurance Company, Principal Securities Inc., and Principal Funds Distributor. Outside of her advisory work, she owns Broten Travel, a non-investment-related business. LSB Capital Management, Inc., the firm through which she provides investment advisory services, offers discretionary asset management and financial planning to individuals, retirement plans, trusts, and other entities. The firm focuses on personalized, long-term portfolio management and utilizes various investment vehicles and third-party managers to meet client objectives.

Eric Dawson is a financial advisor at Van Diest Capital with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, he coaches boys golf at a local school and owns a thoroughbred racehorse through a family partnership. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies based on modern portfolio theory and other analyses, offering tailored advisory programs that include Socially Responsible Investing options.

Ramon Reyes is a financial advisor with LSB Wealth Management, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Raymond James Financial Services, U.S. Bancorp Investments, and Great Western Bank. Reyes also serves as a notary and provides non-variable insurance services. LSB Capital Management, Inc. is a registered investment adviser offering discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm focuses on personalized, long-term portfolio management using a buy-and-hold approach, supplemented by third-party managers and model platforms.

Ryan Gerardy is a CFP®-certified financial advisor with 12 years of industry experience, currently with Van Diest Capital. His prior experience includes roles at Thrivent Financial and Principal Life Insurance Co. Outside of advising, he has been involved in real estate investing activities focused on identifying properties and working with contractors. Van Diest Capital provides portfolio management, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates multiple investment strategies and offers Socially Responsible Investing options, with a distinctive affiliation to an accounting practice and related business entities.

Brian Heying is a financial advisor with LSB Wealth Management and holds the ChFC® designation along with Series 63 and 65 licenses. He has 28 years of industry experience, including roles at Lincoln Savings Bank, Guardian Life, and LPL Financial. Outside of his advisory work, he serves as treasurer for Can Due, a recycling organization in Urbandale, IA. LSB Capital Management, Inc. is a registered investment adviser providing discretionary asset management, financial planning, and sub-advisory services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach and utilizes multiple platforms and third-party managers to construct client portfolios.

Nicholas Haselhuhn is a financial advisor with LSB Wealth Management, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with LPL Financial, LSB Capital Management, and Lincoln Savings Bank throughout his career. LSB Capital Management, Inc. is a registered investment adviser that offers discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on personalized, long-term portfolio management with ongoing monitoring and quarterly reporting, utilizing a variety of investment vehicles and third-party managers across multiple advisory platforms.

James Van Diest is a financial advisor at Van Diest Capital with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Principal Financial Group and Dawson & Bertran Investment Advisors. Van Diest serves as a board member and treasurer for several community and professional organizations, including Ankeny Young Professionals and the Phoebe Foundation Africa. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm’s approach incorporates modern portfolio theory and multiple investment strategies, offering tailored advisory programs and options such as Socially Responsible Investing.

Timothy Hawkins is a CFP® professional with 26 years of experience in financial advisory roles, currently serving at Lexaurum Advisors. His previous work includes long tenures at The Masters Group Inc and Brokers International Financial Services. Outside of his advisory work, he is involved in managing multiple real estate-related business activities. LexAurum Advisors is a multi-advisor firm managing approximately $1.27 billion for individuals, families, businesses, and institutions. The firm employs a diversified investment approach aligned with modern portfolio theory and offers standardized model portfolios typically implemented with low-cost ETFs.

Drew Rankin is a financial advisor at Lexaurum Advisors in Ankeny, IA, holding a Series 65 designation. He has recent experience at WealthCharter Retirement Planning and has worked in various roles including at Polk County Conservation and Iowa State University. Outside of finance, he was a soccer club referee for Dallas Center-Grimes Soccer Club. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion through a multi-advisor team, utilizing diversified portfolios aligned with modern portfolio theory and offering both discretionary and non-discretionary engagements.

Jeremy Fernandez is a financial advisor with Principal Advised Services, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His background includes roles at Principal Life Insurance Company and Principal Securities Inc., where he has worked since 2019. Outside of his advisory duties, he and his spouse serve as caregivers for an adult with special needs through Easterseals Iowa. Principal Advised Services primarily provides investment advice and related services to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm leverages proprietary models and third-party tools, operating within the Principal Financial Group family to access a range of affiliated financial products and services.

Michelle Blenderman is a Series 66-credentialed financial advisor with 23 years of industry experience. She has been with Nations Financial Group, Inc. since 2007. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Pierce Kienitz is a financial advisor at First Heartland Consultants, Inc. with a Series 66 designation. He has been with the firm since 2026 and has experience working at the University of Iowa and in education roles at various schools from 2015 to 2023. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, utilizing a blend of fundamental, technical, and cyclical analysis along with both strategic and tactical asset allocation.

Nicholas Tremain is a financial advisor with Principal Advised Services holding a Series 66 designation and two years of industry experience. His prior experience includes positions at Principal Life Insurance Company, Principal Financial Services, the Federal Deposit Insurance Corporation, and service in the United States Air Force. He also holds roles within Principal as a retirement consultant and assistant vice president for advice, education, and sales. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models and third-party methodologies and operates within the Principal Financial Group family, offering access to affiliated products and services.

Troy Thompson is a CFP® professional with 37 years of industry experience, currently serving at First Heartland Consultants, Inc. in Boone, IA. He has been with First Heartland Capital Inc since 2002. Thompson is a volunteer member of the Boone County Hospital Board of Trustees. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Matthew Armstrong is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Thrivent Investment Management Inc, Principal Life Insurance Co, Principal Securities Inc, Integrity Alliance, LLC, and VOYA Financial Advisors, Inc. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers ongoing portfolio management, financial planning, and access to both independent managers and model portfolios, typically utilizing diversified portfolios with low-cost mutual funds and ETFs.

Jacob Bergman is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked across multiple entities within the Principal Financial Group since 2022, including roles at Principal Bank and Principal Life Insurance Company. Bergman’s current position involves providing one-on-one investment advice to retirement plan participants regarding their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models to deliver both non-discretionary recommendations and a discretionary investment management program, leveraging its affiliation with Principal Financial Group to provide integrated product access and operational support.

Jacob Green is a financial advisor with Principal Advised Services in Ankeny, IA, holding a Series 66 credential with one year of industry experience. Prior to joining Principal, he worked in the renewable energy sector, including roles at Chevron Renewable Energy Group and Renewable Energy Group. At Principal, he provides one-on-one investment advice to retirement plan participants and supports sales of bank deposit products through Principal Bank. Principal Advised Services delivers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, offering access to affiliated products and a range of discretionary and non-discretionary investment solutions.

Holly Haaland is a financial advisor with Principal Advised Services in Ankeny, IA, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. She has held various roles within the Principal Financial Group family, including positions at Principal Bank, Principal Financial Services, and Principal Life Insurance Company. Her advisory activities include providing investment recommendations to retirement plan participants regarding distribution options. Principal Advised Services delivers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program, combining third-party tools and proprietary models while leveraging its affiliation with Principal Financial Group for operational integration and access to proprietary products.

Michael Murkins is a CFP® and holds the Series 66 designation with eight years of industry experience. He is currently with LexAurum Advisors, where he has been since 2026, following multiple roles at Syverson Strege and prior experience at U.S. Bancorp Investments, Marrs Wealth Management, Workiva, and Renewable Energy Group. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients, and also serves other advisory firms as a sub-adviser. The firm manages approximately $1.27 billion for about 2,189 clients, employing a multi-advisor team that focuses on diversified portfolios aligned with modern portfolio theory and offers model allocations typically implemented with low-cost ETFs.