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 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 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 financial advisor at Van Diest Capital with 12 years of industry experience. He holds the CFP® designation and Series 65 and Series 63 licenses. Prior to joining Van Diest Capital, he worked at Thrivent Financial and Principal Advised Services. Outside of advising, he is involved in real estate investing, focusing on identifying and managing property renovations. 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 comprehensive investment process that incorporates modern portfolio theory and various analysis methods, offering tailored strategies including Socially Responsible Investing options.

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 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 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.

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.

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.

Jeffrey Johnson is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Calton & Associates since 2019 and previously spent 16 years with Capital Financial Services, Inc. Outside of his advisory role, Johnson serves as a Division 1 college football official in the MAC and Big Ten Conferences. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options through various program structures and combines retail broker-dealer and insurance operations alongside advisory services.

Paul Roa is a financial advisor at Hornor, Townsend & Kent, LLC with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Hornor, Townsend & Kent in 2025, he held multiple roles at Northwestern Mutual and its affiliated entities from 1976 to 2025. Outside of advisory work, he is also involved in insurance brokerage, including sales and service of Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, supporting a range of account structures and third-party asset manager relationships.