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.

Travis specializes in working with those nearing and in retirement. He takes a transparent and collaborative approach to helping clients define their best life and outlining the steps necessary to get there. His services include cash flow analysis, tax planning, investment management, risk management, and estate planning. This can be offered via one-time Planning Engagements or ongoing Full-Service Advisory offerings.

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.

Jon Christensen is a financial advisor at Christensen Capital, LLC with 27 years of industry experience. He holds a Series 63 designation and has been involved with both Christensen Capital and the Target 3 Fund, LP for over three decades. Christensen Capital provides discretionary investment management to a private pooled investment vehicle and separately managed individual accounts. The firm primarily serves high-net-worth individuals, focusing on value stocks and special situations through detailed fundamental analysis and a low-turnover investment approach.

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.

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, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Vivid Wealth Management since 2022 and also operates Vivid Tax Advisory Services, which he founded in 2015. In addition to his advisory roles, Mccarty is an independent insurance agent specializing in fixed insurance products and owns a tax preparation business. Vivid Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a combination of ETFs, mutual funds, equities, and fixed income. The firm employs a disciplined investment approach that includes fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses, and offers educational workshops on retirement and financial topics.

Ryan O'Hare is a financial advisor at Boyle Capital in West Des Moines, Iowa, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Boyle Capital since 2014. Boyle Capital serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers investment advisory and financial planning services, managing approximately $298 million in client assets through a range of portfolio management strategies, including a wrap-fee program and discretionary portfolio management.

David Merritt is a financial advisor with Boyle Capital in West Des Moines, IA, holding a Series 65 designation and 26 years of industry experience. He has been with Boyle Capital since 2016 and also maintains roles in CPA firms, including Sterling Financial Advisory Services, where he is a majority owner and CPA, and Brinkman & Reed, CPAs, where he is a part owner and CPA. Boyle Capital serves individual and high-net-worth clients, as well as trusts and retirement plans, offering portfolio management through a wrap-fee program, manager-of-managers selections, and fee-based financial planning. The firm employs a fundamental analysis approach and uses strategies including options writing and leverage, with ongoing portfolio rebalancing and third-party manager oversight.

Kevin Frette is a financial advisor at Custom Wealth Planners with 14 years of industry experience. He holds a Series 66 designation and previously worked at Northwest Wealth Management LLC for 11 years. Custom Wealth Planners is a fee-only registered investment adviser serving individuals, charitable organizations, corporations, and employer plan sponsors. The firm employs an investment approach based on asset allocation and modern portfolio theory, offering both passive and active strategies tailored to client goals, risk tolerance, and tax considerations.

Logan Queck is a Chartered Financial Consultant (ChFC®) with 10 years of industry experience, currently serving as an advisor at Total Wealth. He has previously worked at Integrity Wealth Management LLC, Royal Fund Management, and other firms. Outside of advisory services, Mr. Queck owns Everything Insurance, a licensed insurance agency. Total Wealth provides investment advice and financial planning primarily to individual clients and small businesses, focusing on portfolio management combined with financial planning using a long-term, risk-tolerant approach based on Modern Portfolio Theory.

Jose Leon III is a CFA® charterholder with experience at Principal Financial Group, Security Benefit, and Minnervas before joining AO Wealth Advisory. He has worked in the financial industry since 2013. AO Wealth Advisory serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations by providing financial planning, personalized investment management, and consulting. The firm uses a combination of fundamental and technical analysis, quantitative modeling, and strategies including option writing to build customized portfolios, managing accounts primarily on a discretionary basis.

William Taber is a Series 65-licensed financial advisor with Taber Asset Management L.L.C. in Des Moines, IA, and has 10 years of industry experience. He is also involved with the Foxdale Condominiums Owners Association, serving as its president and director. In addition, he works as a scoreboard operator for Des Moines Public Schools. 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 focused on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning services.

Eric Peterson is a financial advisor at Peterson Financial Group, Inc. in Des Moines, Iowa, with 19 years of industry experience. He has been with Peterson Financial Group since 2013 and previously worked at Apollo Delivery Services, LLC. Outside of advising, he serves as president of ETTN Marketing Group, Inc., which provides marketing services including consumer education events. Peterson Financial Group serves individual and high-net-worth clients, focusing on retirement income planning, discretionary investment management, and integrated financial planning. The firm employs a structured Retirement Readiness Review process to guide asset allocation and offers portfolio management primarily through model managers on third-party platforms.

Zachary Marsh is a financial advisor with Calibrate Wealth, LLC in Clive, Iowa, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before founding Calibrate Wealth in 2017. Calibrate Wealth manages approximately $9.5 million in assets for a select group of clients, including individuals, trusts, pension plans, nonprofits, and business entities. The firm employs a sector-driven, top-down investment approach with active trading strategies and discretionary portfolio management.

Richard Mokosak is a financial advisor with Mokosak Advisory Group, LLC in Urbandale, Iowa, holding CFP® and Series 63 licenses with 32 years of industry experience. He previously worked at Ameriprise and Cambridge Investment Research Advisors before joining Mokosak Advisory Group in 2017. Mokosak is also a licensed insurance agent and occasionally offers insurance products alongside his advisory services. Mokosak Advisory Group is a small SEC-registered firm providing comprehensive financial planning and discretionary portfolio management to individuals, families, and charitable organizations. The firm uses a structured multi-step planning process and focuses on broadly diversified, low-cost, tax-efficient investment strategies combined with ongoing client education and review.

Dean Khatib is a financial advisor at Desla Wealth Management in West Des Moines, IA, holding a Series 66 designation with 15 years of industry experience. Prior to joining Desla in 2021, he worked at LPL Financial and VisionPoint Advisory Group from 2015 to 2021. Desla Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, corporations, trusts, estates, and other business entities. The firm offers portfolio management through its Wealth Management Wrap Fee Program and standalone financial planning, focusing on tailored portfolios based on documented risk tolerance and investment objectives.

Zachary Veenstra is affiliated with RIA Group, LLC and holds a Series 65 credential. He has experience working at multiple firms including Performance Financial and Pella Corp. Veenstra’s industry experience is noted as three years in financial advisory roles. RIA Group, LLC is a newly registered SEC investment adviser that plans to serve individuals, high net worth clients, trusts, estates, qualified retirement plans, and business entities. The firm offers personalized financial planning and discretionary and non-discretionary investment management, utilizing a combination of fundamental analysis and third-party quantitative research.

Anastasia Taber is a CFP® with five years of industry experience, currently serving at Taber Asset Management L.L.C. in Des Moines, IA. Prior to joining Taber Asset Management, she worked at Cleary Gottlieb Steen & Hamilton and Bernstein Management Corp. The firm’s advisory team also produces a public educational podcast called “Creating Wealth.” Taber Asset Management provides investment and wealth management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach grounded in fundamental analysis and actively manages portfolios with a focus on fixed income, risk-managed equity strategies, and customized balanced allocations.

Matthew Evans is a financial advisor with BSC Capital Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Edward Jones since 2008 and joined BSC Capital Partners in 2021. Outside of his advisory work, he serves on the Finance Board Committee at Oakwood Methodist Church and operates an insurance agency selling life insurance and related products. 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 uses a Modern Portfolio Theory-based approach emphasizing global diversification, periodic rebalancing, and discretionary asset management, complemented by financial planning and consulting services.