Brett Halley is a CFA® charterholder and holds the Series 66 designation, with four years of industry experience. He has been with Private Wealth Asset Management since 2021 and previously worked at Wells Fargo Investments for 19 years. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofits, business entities, and retirement plans, managing approximately $1.85 billion in discretionary assets. The firm emphasizes strategic asset allocation supported by quantitative and fundamental analysis and offers a range of investment and wealth management services, including specialized offerings such as oil and gas holdings management and business transition planning.

Skyler Otto is a financial advisor at MDRN Capital with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Nationwide Securities, LLC for 15 years. Otto is also appointed with a non-affiliated insurance company to sell fixed insurance, critical illness, disability, and accident insurance products. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing oversight.

Benjamin Heckart is a financial advisor with RIA Advisory Group, LLC in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Iea Wealth Management LLC and Cambridge Investment Research Advisors. Outside of his advisory work, he operates a small farming business and holds a 20% ownership stake in Brokerstreet Insurance Services. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management, combining charting, fundamental, and technical analysis in both long- and short-term trading strategies. The firm is noted for its affiliations with accounting and legal professionals, as well as maintaining an affiliated research entity.

Sara Klaessy is a financial advisor at 1834 Investment Advisors Co. in Des Moines, IA, with 24 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for Princor Financial Services Corporation and Principal Mutual Life Insurance. 1834 Investment Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and structured client relationships supported by written Investment Policy Statements.

Brian Hood is a CFP® with 38 years of industry experience, currently with Legacy Financial Group in Des Moines, IA. He has worked at Legacy Financial Group since 2002 and previously held roles at Broker Dealer Financial Services and Brokers International Financial Services. Outside of financial advising, Hood is involved as a head coach for Central Iowa Scholastic Shooters and is a member-owner of Quad B Flying, where he pilots airplanes. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach tailored through written policy statements and also provides financial education services.

Connor Peck is a financial advisor at Wilon Wealth Management with five years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Wilon Wealth Management, Peck worked at Purshe Kaplan Sterling and Securities America Advisors. He has also been involved in entrepreneurial ventures related to golf, including CP Golf Group, LLC. Wilon Wealth Management is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, typically requiring about $250,000 in investable assets. The firm offers comprehensive wealth management services focused on planning-driven, diversified asset allocation aligned with clients’ goals, risk tolerance, and time horizon, emphasizing tax efficiency and low fees.

Austin Harris is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation with one year of industry experience. Prior to joining West Financial Advisors, he held positions at Sonora Quest Laboratories, Hach Chemical Company, Heska Corporation, and Clinical Pathology Laboratories. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies with broad diversification. The firm offers discretionary and non-discretionary portfolio management, financial planning, and tax preparation, supported by regular client communication and educational initiatives.

Emilee Derifield is a CFP® professional with seven years of experience in financial advisory roles, currently with West Financial Advisors, L.L.C. in Des Moines, IA. Her prior roles include positions at Gilbert & Cook, Inc., Vision Financial Group, and AO Wealth Advisory. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on portfolios typically valued at $1 million or more. The firm emphasizes long-term investment strategies and broad diversification, offering portfolio management, financial planning, and tax preparation services.

Elizabeth Pennington is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Atwood Financial Planning LLC since 2019 and previously worked for U.S. Wheat Associates from 2014 to 2019. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs with a buy-and-hold strategy and offers non-discretionary investment support alongside programs such as concierge and accountability services.

Joseph Fiorentino is a financial advisor at DMKC Advisory Services, LLC in Des Moines, IA, holding a Series 66 designation with one year of industry experience. Before joining DMKC Advisory Services and its affiliated broker-dealer D.M. Kelly & Company in 2025, he was involved with Ironbound Farm & Cider House in 2023. DMKC Advisory Services provides fee-based investment advisory and financial planning to individuals, corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million for around 473 clients through a six-advisor team, employing a long-term buy-and-hold investment approach with diversified portfolios and both discretionary and non-discretionary services.

Daniel Kelly is a financial advisor with DMKC Advisory Services, LLC in Des Moines, Iowa, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has been associated with DMKC Advisory Services and its affiliated firm, D.M. Kelly & Company, in various roles since 2003. Outside of his advisory work, he serves as a part-time job coach at Candeo in Des Moines. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million through a six-advisor team, employing a long-term, buy-and-hold investment approach using diversified portfolios composed of no-load mutual funds, ETFs, equities, and fixed income.

Michael Mcclimon is a financial advisor at FMSA with 29 years of industry experience. He holds a Series 63 designation and has previously worked at GWN Securities Inc. Mcclimon also owns and operates a tax services business that prepares tax returns and assists with FAFSA applications for college students. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trusts. The firm provides discretionary portfolio management and financial planning using a fundamental, research-driven investment approach.

Tamara Smith is a Series 66 licensed financial advisor with 21 years of industry experience. She has worked at Legacy Financial Group since 2018 and previously held roles at Peterson Financial Group, Inc. and Princor Financial Services Corporation. Outside of advising, she is involved in direct insurance sales, focusing on life and fixed insurance products. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach with tailored written policy statements and also provides financial education services.

Jeanna Nation is a CFP® with eight years of industry experience, currently serving as an advisor at West Financial Advisors, L.L.C. in Des Moines, Iowa, where she has worked since 2017. Prior to this, she was affiliated with Iowa State University for eight years. She is also a partner in Rare Breed Kettlebell, a fitness business she co-founded with her spouse. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies and broad diversification. The firm offers portfolio management, financial planning, and tax preparation services, supported by a team holding multiple professional credentials.

Chris Weston is a CFP® and ChFC® with 28 years of industry experience, currently serving as an advisor at RIA Advisory Group, LLC since 2024. He previously worked at Securities America Advisors and Waddell & Reed, Inc. Weston is a part owner of Community Educators, LLC, a company providing continuing education credits and ethics courses for insurance agents and CFP professionals. He also serves as the current president of the Society of Financial Services Professionals. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, and corporations. The firm employs a mix of equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, managing accounts on a discretionary basis using fundamental and technical analysis combined with both long- and short-term trading strategies.

Abby Belvin is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at West Financial Advisors, L.L.C. in Des Moines, IA. Her prior experience includes roles at Vision Financial Group and Voya Financial Advisors. Outside of her advisory role, she is involved as a sales associate at the Heart of Iowa Marketplace, where she creates gift baskets and handles merchandise stocking. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on portfolios generally valued at $1 million or more. The firm employs a long-term, diversified investment approach supported by various analytical methods and offers a range of services including portfolio management, financial planning, and tax preparation.

Anthony Gensler is a financial advisor with Legacy Financial Group holding a Series 66 designation and three years of industry experience. He has worked at Legacy Financial Group and Brokers International Financial Services since 2023 and was previously with Ameriprise for one year. Outside of financial advising, he works as a food delivery driver for Door Dash. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach and develops written investment policy statements tailored to individual objectives.

Scott Nelson is a Series 65 licensed financial advisor with Legacy Financial Group in Des Moines, Iowa, and has nine years of industry experience. He has worked at Legacy Financial Group since 2016 and previously spent one year at Select Medical. Nelson is also licensed to sell life insurance and fixed annuity products. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach tailored through written policy statements and also provides financial education services.

Jason Wiltse is a financial advisor at Wilon Wealth Management with 20 years of industry experience. He holds a Series 66 credential and has worked at firms including Purshe Kaplan Sterling Investments and Securities America Advisors. Wiltse serves on the board of directors and as compensation committee chair for Fareway Stores, Inc., and is a board member of the Paul S and Maryellen L Beckwith Charitable Foundation. Wilon Wealth Management provides financial planning and asset management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a planning-driven, goal-focused investment approach that emphasizes diversified, passive, low-cost, and tax-efficient strategies tailored to client objectives.

Zachary Veenstra is a financial advisor at RIA Advisory Group, LLC in Des Moines, IA, holding a Series 65 license with no prior industry experience before joining the firm. His work history includes roles at Performance Financial, Pella Corp, and DeBoer & Associates. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management using a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies. The firm is notable for its formal affiliations with accounting and legal professionals and its affiliated research entity, which provides research services paid by the firm.