Cory Millmier is a financial advisor at BSC Capital Partners, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Athene USA from 2014 to 2019. Outside of his advisory role, he serves on the finance committee of St Ambrose Catholic Cathedral in Des Moines, Iowa. 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 employs a Modern Portfolio Theory-based investment approach focused on global diversification and discretionary asset management.

Bradley Clark is a CFA® charterholder with 12 years of industry experience. He has been with Paladin Wealth Partners since 2016 and previously worked at HJN Advisors, LLP from 2014 to 2016. Paladin Wealth Partners provides wealth management and advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and charting analysis alongside modern portfolio theory to build customized portfolios primarily composed of mutual funds and exchange-traded funds.

Stephen Musser is a financial advisor at Legacy Bridge Private Family Offices with 16 years of industry experience. He holds the CFA® designation as well as Series 66 and Series 63 licenses. His prior roles include positions at Northwestern Mutual Investment Services LLC and Victory Capital Management. Legacy Bridge Private Family Offices serves high-net-worth families, related entities, and select trusts, estates, and foundations by providing discretionary investment management alongside comprehensive private family office services. The firm emphasizes diversified, asset-allocation driven portfolios tailored to client objectives and risk tolerance and offers detailed consolidated performance reporting and negotiated performance-based fee arrangements.

Mark Gelbman is a CFP® with 24 years of industry experience, currently serving as the sole advisor at Strategic Wealth Solutions, LLC in Urbandale, Iowa. His prior roles include positions at Kestra Advisory Services, Principal Securities, and Northwestern Mutual Investment Management. Outside of his advisory practice, he works as a marketer for AIG/American General, focusing on fixed insurance products such as single premium immediate annuities. Strategic Wealth Solutions provides wealth management, financial planning, investment management, and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm primarily serves individual clients with customized discretionary portfolios and utilizes a subadvisory relationship with AE Wealth Management for model portfolio implementation.

Sarah Zimmerman is a PFS™ credentialed advisor with seven years of industry experience. She is part of the Kane Company Wealth Management, Inc. team in Johnston, IA. Zimmerman has been associated with Kane Company, P.C. since 2001. Kane Company Wealth Management, Inc. serves individuals, high-net-worth clients, families, trusts, estates, charitable foundations, and company-sponsored retirement plans. The firm focuses on long-term, low-cost, tax-efficient portfolios primarily using passive vehicles and institutional mutual funds and ETFs, with investment strategies guided by Dimensional Fund Advisors and Modern Portfolio Theory.

Brian Thompson is a financial advisor at Rockway Wealth Partners with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wealth Advisors of Iowa, VisionPoint Advisory Group, and LPL Financial LLC. Thompson also serves in the Iowa Air National Guard. Rockway Wealth Partners is a state-registered investment adviser serving individuals, retirement plans, corporations, and trusts. The firm manages approximately $25.1 million in discretionary assets and offers portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and LPL Research–designed strategies.

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.

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.

Tara Amundson is a financial advisor at AIM Advisors with a Series 65 designation and three years of industry experience. She has worked at AIM Advisors and AIM Advisors LLC since 2021 and has been with Wells Fargo Bank, N.A. since 2014. AIM Advisors provides asset management and financial planning services to individuals, high-net-worth clients, and institutional entities such as pension and profit-sharing plans. The firm operates as a fiduciary, managing discretionary accounts with a long-term buy-and-hold investment approach and includes tax-aware planning as part of its financial services.

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.

David Olberding is a financial advisor at Weis Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Weis Advisory since 2015. Outside his advisory role, he is involved in the sale of fixed insurance products. Weis Advisory provides fee-based investment advisory and financial planning services primarily for individual and high-net-worth clients, along with retirement plan consulting and portfolio management. The firm manages approximately $187.9 million in assets and employs a combination of technical, fundamental, cyclical, and charting analyses to construct and supervise individualized portfolios.

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.