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 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and VisionPoint Advisory Group. Thompson also serves in the Iowa Air National Guard. Rockway Wealth Partners provides financial planning, portfolio management, and wealth management services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and participants. The firm manages accounts on a discretionary, asset-allocation basis using proprietary portfolios and integrates held-away accounts through technology partnerships, serving about 100 clients with a four-advisor team.

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.

Colby Dotzler is a financial advisor at Midwest Heritage Financial Advisors in West Des Moines, IA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Midwest Heritage, he held roles at Northwestern Mutual and DoorDash. Midwest Heritage Financial Advisors is a registered investment adviser affiliated with Midwest Heritage Bank, providing investment advice and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm manages discretionary client assets using an active, diversified approach tailored to client objectives and employing multiple analytical methods across various investment vehicles.

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 in West Des Moines, IA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Vivid Wealth Management since 2022 and previously was with Integrity Alliance, LLC for 11 years. Cameron is also active as an independent insurance agent and owns Vivid Tax Advisory Services, where he provides tax planning and financial services. Vivid Wealth Management serves individual and high-net-worth clients offering discretionary portfolio management and financial planning, utilizing ETFs, mutual funds, equities, and fixed-income securities. The firm employs multiple analytical approaches and provides educational workshops and ongoing asset management with regular portfolio reviews and rebalancing.

Matthew Watters is a financial advisor with Midwest Heritage Financial Advisors in West Des Moines, IA. He holds the CFP® and ChFC® designations and has 30 years of industry experience. Watters serves as an investment board member for the Iowa Public Employees' Retirement System, providing oversight on investment performance and policies. He also serves on several committees at Midwest Heritage Bank related to wealth management. Midwest Heritage Financial Advisors operates as a department of Midwest Heritage Bank, offering investment advice and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $398.7 million in discretionary assets and employs an active, diversified investment approach tailored to client objectives.

Ryan O’Hare is a financial advisor with Boyle Capital in West Des Moines, IA, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked at Boyle Capital since 2014 and previously held positions at Wells Fargo Clearing, Dewaay Capital Management, and VSR Financial Services. Boyle Capital provides investment advisory services to individual and high-net-worth clients, as well as trusts and retirement plans, offering portfolio management through a wrap-fee program and manager-of-managers selections. The firm employs fundamental analysis and various strategies, including options writing and the use of leverage, while overseeing third-party managers and asset allocation.

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.

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.

Levi Cyphers is a financial planner with Midwest Heritage Financial Advisors in West Des Moines, IA, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at several firms including Cetera, Foresters Financial Services, and Bridgeforth LLP. Outside of advising, he co-owns a small-town hotel in Clifton, Kansas, with his brother. Midwest Heritage Financial Advisors operates as a department of Midwest Heritage Bank, providing investment advice and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $398.7 million in discretionary client assets using an active, diversified Strategy Diversification approach across multiple investment vehicles.

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 CFP® professional with 32 years of experience in financial services. He has been with Mokosak Advisory Group, LLC since 2017 and previously worked at Cambridge Investment Research Advisors and Ameriprise. Mokosak is a licensed insurance agent and occasionally offers insurance products to clients. Mokosak Advisory Group, LLC is a small SEC-registered firm providing comprehensive financial planning and discretionary portfolio management to individuals and families, including medical professionals and charitable organizations. The firm uses a multi-step planning process and emphasizes broadly diversified, low-cost, tax-efficient, and largely passive investment strategies.