Aaron Scibona is a financial advisor at Lucas Group Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at U.S. Bank and Haber Technologies. Outside of financial advising, he is the founder and CEO of Uptown Dairy, an ice cream shop in Ankeny, IA. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm follows a long-term, evidence-based investment approach using diversified mutual funds and ETFs, and coordinates closely with its affiliated accounting firm.

Hailey Broten is a financial advisor with LSB Wealth Management, holding Series 66 and Series 63 licenses and 13 years of industry experience. Her prior roles include positions at Principal Securities Inc., Principal Funds Distributor, and Lincoln Savings Bank. Outside of financial advising, she owns Broten Travel, a travel-related business. LSB Capital Management, Inc., a wholly owned subsidiary of Lincoln Savings Bank, provides discretionary asset management, financial planning, and sub-advisory services to a diverse client base. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach, utilizing a variety of investment vehicles and third-party managers to construct client portfolios.

Eric Dawson is a financial advisor at Van Diest Capital with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Royal Alliance Associates and Signator Investors. Outside of his advisory role, he coaches boys golf at a local school and owns a thoroughbred racehorse in partnership. Van Diest Capital is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analysis within a modern portfolio theory framework, incorporating ESG/SRI considerations and delivering customized investment strategies through discretionary portfolio management and financial planning.

Ramon Reyes is a financial advisor at LSB Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial Services and U.S. Bancorp Investments. Reyes is also a notary public. LSB Capital Management, Inc., where Reyes provides advisory services, manages discretionary asset management and financial planning for individuals, retirement plans, trusts, charities, and institutions. The firm emphasizes personalized, long-term portfolio management and utilizes various investment vehicles alongside third-party managers and model platforms.

Ryan Gerardy is a CFP® with 11 years of industry experience, currently serving as an advisor at Van Diest Capital since 2026. His prior experience includes roles at Thrivent Financial and Principal Advised Services. Outside of his advisory work, he is involved in real estate investing, focusing on identifying properties and working with contractors. Van Diest Capital is an SEC-registered adviser providing discretionary portfolio management, financial planning, and retirement-plan consulting to individuals and institutional clients. The firm integrates fundamental, quantitative, and cyclical analysis within a modern portfolio theory approach and incorporates ESG considerations in its investment process.

Brian Heying is a financial advisor with LSB Wealth Management and holds the ChFC® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, having worked with LSB Capital Management, LPL Financial, and Lincoln Savings Bank. Outside of his advisory role, he serves as treasurer for a local recycling organization in Urbandale, IA. LSB Capital Management, Inc. is a registered investment adviser that provides discretionary asset management, financial planning, and sub-advisory services to individuals, retirement plans, trusts, charitable organizations, and other institutions. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach, utilizing a range of investment vehicles and third-party managers through multiple advisory platforms.

Nicholas Haselhuhn is a financial advisor at LSB Wealth Management with Series 63 and Series 65 credentials and three years of industry experience. He has worked at LPL Financial since 2023 and is also associated with LSB Capital Management, Inc. and Lincoln Savings Bank. LSB Capital Management, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm provides discretionary asset management and financial planning with a focus on long-term portfolio management using a range of investment vehicles and third-party platforms.

James Van Diest is a financial advisor with Van Diest Capital in Polk City, IA, holding a Series 66 license and three years of industry experience. His background includes roles at Dawson & Bertran Investment Advisors, Principal Financial Group, and Iowa State University. Van Diest is active in several nonprofit and community organizations, serving on multiple boards focused on leadership development and community growth. Van Diest Capital is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm combines fundamental, quantitative, and cyclical analysis within a modern portfolio theory framework, offering tailored investment strategies that include ESG and socially responsible investing considerations.

Timothy Hawkins is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LexAurum Advisors and has held roles at WealthCharter Retirement Planning, Brokers International Financial Services, and The Masters Group Inc. Outside of advisory work, he is involved in managing tax preparation and various non-investment-related real estate ventures. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms with investment management, financial planning, and retirement-plan services. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, offering model allocations typically implemented with low-cost ETFs.

Drew Rankin is a financial advisor with LexAurum Advisors holding a Series 65 credential and no prior industry experience. His work history includes roles at WealthCharter Retirement Planning and Polk County Conservation, as well as time employed at Iowa State University and as a soccer club referee. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement-plan services. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, offering both discretionary and non-discretionary management.

Jeremy Fernandez is a financial advisor with Principal Advised Services in Ames, IA, holding Series 63, Series 65, and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Principal Advised Services in 2023, he held roles at Principal Life Insurance Company and Principal Securities Inc since 2019, as well as positions in education and consulting. Outside of his advisory work, 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, utilizing both third-party and proprietary models to deliver non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm leverages its affiliation with the Principal Financial Group family to offer access to proprietary products and integrated services, supported by governance and supervision structures to manage conflicts of interest.

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.

Robert Mccoy is a financial advisor with Avantax Planning Partners, Inc. in Ankeny, Iowa, holding a Series 63 designation and over 27 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax Investment Services, Proequities, and founding McCoy Investment Services. He serves as a trustee of an irrevocable life insurance trust and is a director on the board of a condominium association. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm uses proprietary style allocation models and offers tax-sensitive strategies, serving individual, institutional, and charitable clients with approximately $7.57 billion in assets under management.

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 bringing 19 years of industry experience. His prior experience includes roles at Principal Life Insurance Co. and Principal Securities Inc. from 2016 to 2021, followed by his current positions at Thrivent Investment Management Inc. and Thrivent Financial since 2021. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers customized asset allocations and long-term investment strategies, utilizing a range of investment options including low-cost diversified mutual funds and ETFs, and provides discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan advisory services.

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.