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.

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.

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.

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.

Thomas Breitbach is a CFA® charterholder with 11 years of experience in the financial industry. He currently serves as an advisor at Vivid Wealth Management, LLC, and previously worked at Brokers Financial and Vivid Tax Advisory Services. Vivid Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm utilizes a range of analytical approaches and typically invests in ETFs, mutual funds, equities, and fixed income, offering regular portfolio reviews and rebalancing.

Joseph Longenecker is a financial advisor at Longenecker Financial Services with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Legacy Financial Group, Broker Dealer Financial Services, and Summit Financial Group. Outside of his advisory role, he is a co-owner and silent partner of Turf Tamers, a lawn care and snow removal business. Longenecker Financial Services provides financial planning and personalized investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm sponsors a wrap-fee program and integrates discretionary portfolio management with retirement plan consulting and insurance-related services.

Jayden Moore is a CFP® professional with six years of industry experience, currently serving as an advisor at Rockway Wealth Partners. Before joining Rockway in 2025, he worked with Northwestern Mutual in various capacities from 2020 to 2025 and had earlier roles at Mass Mutual in 2019. Outside of his advisory work, Moore is the president of Cedar Valley Young Professionals, a nonprofit organization based in Waterloo, Iowa. Rockway Wealth Partners is a state-registered investment adviser managing approximately $25.1 million in discretionary assets across around 90 client relationships. The firm offers financial planning, portfolio management, and qualified retirement plan advisory services, utilizing its own model portfolios alongside LPL Research–designed strategies and providing specialized retirement-plan services.

Daycen Douglass is a financial advisor at AO Wealth Advisory with a Series 65 credential and four years of industry experience. His prior work includes positions at Fareway Stores and Menards, as well as over a decade at Union Community Schools. AO Wealth Advisory serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing financial planning, personalized investment management, and consulting services. The firm employs a combination of fundamental and technical analysis along with quantitative modeling to build customized portfolios and typically manages accounts on a discretionary basis.

Thomas Weissenburger is a financial advisor with Weis Advisory in Clive, Iowa, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at LPL Financial and his own ventures such as Weiss Accounting & Tax Preparation and Touch And Go LLC, a car wash business. Outside of finance, he has worked as a basketball and football coach. Weis Advisory provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of technical, fundamental, cyclical, and charting analyses to create tailored portfolios and offers both discretionary and non-discretionary account management.

Alec Jackson is a financial advisor at Valiant Wealth, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at Cetera Financial Group and Wells Fargo. Valiant Wealth provides portfolio management and financial planning services to individuals, pension plans, pooled investment vehicles, and charitable organizations. The firm employs a buy-and-hold, diversified investment approach and offers discretionary management of separately managed accounts tailored to clients' risk tolerances.

James Strege Jr. is a financial advisor at Rockway Wealth Partners with one year of industry experience. He holds a Series 65 designation and has worked in various roles including at Iowa State Daily and several restaurant positions prior to joining Rockway. Rockway Wealth Partners offers financial planning, portfolio management, and wealth management services to individual clients and retirement plan sponsors. The firm manages accounts on a discretionary, asset-allocation basis using proprietary and third-party model portfolios, and integrates held-away accounts to provide comprehensive advice.

Joshua Hildman is a financial advisor at Weis Advisory with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial, Park Avenue Securities, and Guardian Life Insurance. Hildman also maintains an investment advisory business under Weissennburger Investments and Financial Planning in Clive, IA. Weis Advisory is a fee-based, fiduciary registered investment adviser serving individual and high-net-worth clients with portfolio management, integrated financial planning, and retirement plan consulting. The firm manages approximately $225.6 million in assets across about 716 client relationships and employs a four-person team to construct portfolios using strategic asset allocation and diverse investment instruments.

David Amundson is a financial advisor at AIM Advisors in Waukee, IA, holding a Series 65 designation with four years of industry experience. He has been with AIM Advisors since 2021 and also maintains a long-term affiliation with Town Financial since 2007. AIM Advisors provides asset management and financial planning services to individuals, high-net-worth clients, and institutional clients such as pension plans and charitable organizations. The firm operates as a fiduciary with a long-term, buy-and-hold investment approach, incorporating tax-aware planning and managing discretionary accounts across a range of asset types.

Sean Stevens is a financial advisor with Latitude Investment Group in Windsor Heights, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at Triumph Wealth Advisors and several securities firms. Outside of his advisory work, Stevens owns and supervises a bar and an event center in Windsor Heights. Latitude Investment Group provides investment advisory and financial planning services to individual clients, focusing on tailored advice through managed accounts, portfolio reviews, and asset allocation strategies with no minimum account size.