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.

Timothy Kadlec is a financial advisor at Legacy Bridge Private Family Offices with 10 years of industry experience. He holds a Series 65 designation and has been with Legacy Bridge since 2015. The firm serves high-net-worth families and individuals by providing discretionary investment management and comprehensive private family office services, including trust oversight and strategic philanthropic planning. Legacy Bridge manages approximately $326 million in discretionary assets and emphasizes diversified, multi-asset portfolios tailored to client objectives and risk tolerances.

Adam Obrecht is a CFP® with 26 years of industry experience, currently serving as an advisor at AO Wealth Advisory. He has worked with the firm since 2010 and previously held roles at Broker Dealer Financial Services Corp. and Investment Advisor Corp. He serves as a board member for the Financial Planning Association, contributing to membership activities. AO Wealth Advisory provides financial planning, investment management, and consulting services to individual investors, retirement plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with quantitative modeling to create customized portfolios and serves clients through discretionary and non-discretionary arrangements.

Jonathan Glaser is a CFP® with 40 years of industry experience. He has been with Iowa Wealth Management, LLC since 2017 and previously worked at Investment Centers of America for seven years. Iowa Wealth Management is a small, supported firm with two advisors managing approximately $124 million for around 136 clients. The firm serves individuals, retirement plans, trusts, foundations, charitable organizations, and corporations, employing a fiduciary approach with customized financial planning and both fundamental and technical investment strategies.

Michael Jiskoot is a CFP® and Series 65 registered advisor with five years of industry experience. He is currently with Valiant Wealth, LLC, where he has worked since 2021, and has held roles at affiliated firms including Valiant Tax Solutions, LLC and Valiant Capital Solutions, LLC. Prior to joining Valiant Wealth, he worked at Pella Corporation and LCS. Valiant Wealth, LLC 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 using proprietary tools and data from Dimensional Fund Advisors, and manages accounts on a discretionary basis with regular performance reporting.

Scott Snyder is a CFP®, CFA®, and Series 63 registered advisor with 14 years of industry experience. He has been with Acadia Legacy Group since 2017 and previously worked at Foster Group, Inc. from 2013 to 2017. Acadia Legacy Group provides financial planning, discretionary portfolio management, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes a long-term, buy-and-hold investment approach and offers specialized family office services for complex client needs.

Tyler Kromkowski is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Paladin Wealth Partners since 2018 and briefly at Bridgepoint Investment Banking in 2018. Paladin Wealth Partners offers wealth management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios using a combination of fundamental, technical, and charting analysis alongside modern portfolio theory, tailoring allocations to clients’ objectives and risk tolerance.

Eric Williams is a Series 65-licensed financial advisor with AO Wealth Advisory in Urbandale, IA, bringing nine years of industry experience. He has worked with AO Wealth Advisory since 2017 and has been associated with Investment Advisors Corp since 2015. Outside of his advisory work, Williams is the owner and creator of the writing and marketing website Words of Williams and is involved with affiliated marketing through You Need a Budget. 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 uses a combination of fundamental and technical analysis along with quantitative modeling to build customized portfolios and manages accounts primarily on a discretionary basis.

Mitchell Moser is a financial advisor with Weis Advisory in Clive, Iowa, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with Weis Advisory for the same period. He is a co-owner of Weissenburger Investments and Financial Planning, an independent business supporting his advisory activities. Weis Advisory is a fiduciary registered investment adviser serving individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm’s four-person team employs strategic asset allocation, security selection, and regular rebalancing, offering a broad range of investment instruments and maintaining affiliations with accounting professionals to support comprehensive financial planning.

Martin Kelly is a CFP® professional with six years of industry experience, currently serving at Mokosak Advisory Group, LLC since 2019. His prior experience includes multiple roles at Iowa State University and a position at Firefly Credit Union. Mokosak Advisory Group is a small SEC-registered firm that provides comprehensive financial planning and discretionary portfolio management to individuals and families, including medical professionals and charitable organizations. The firm uses a structured, multi-step planning process and emphasizes broadly diversified, low-cost, and tax-efficient investment strategies tailored to client goals and risk tolerance.

Caroline Evans is a financial advisor at Mokosak Advisory Group, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Vision Financial Group and Evereve. Her background also includes roles at Des Moines Golf & Country Club and Drake University. Mokosak Advisory Group is an SEC-registered firm serving individuals and families, including medical professionals, business owners, and charitable organizations. The firm provides comprehensive financial planning and discretionary portfolio management using a multi-step process and emphasizes diversified, low-cost, tax-efficient investment strategies aligned with client goals and risk tolerance.

Kevin Mcguire is a financial advisor at Rockway Wealth Partners with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of M3 Marketing Inc., a commercial printing business he founded in 2018. Rockway Wealth Partners provides financial planning, portfolio management, and wealth management services to individual clients and retirement plan sponsors. The firm manages accounts primarily on a discretionary, asset-allocation basis and sponsors its own wrap fee program, overseeing approximately $26.6 million in discretionary assets.

Adam Bormann is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Paladin Wealth Partners since 2017. He previously worked at Ausdal Financial Partners, Inc. and HJN Advisors, LLP. Outside of his advisory role, he is also involved in insurance sales as an independent contractor. Paladin Wealth Partners provides wealth management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis along with modern portfolio theory to manage customized portfolios, primarily composed of mutual funds and ETFs.

Lance Knaack is a CFP® with 13 years of experience in financial advising. He has been with Syverson Strege since 2020 and previously worked at Voya Financial Partners and Directed Services LLC. Syverson Strege is a multidisciplinary wealth management firm serving individuals, families, trusts, and estates, including high-net-worth clients. The firm offers a range of services including discretionary and non-discretionary portfolio management, automated ETF/mutual fund programs, and comprehensive financial planning, using an institutional automated platform and a fee-based fiduciary model.

Christian Voigtlander is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Gibraltar Capital Management, Inc. since 2018, following earlier roles at Helmerich & Payne, Inc. and Rustic Cuff. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach with a focus on in-house fundamental research, tax efficiency, and limited portfolio turnover, while also providing integrated accounting, consulting, and private fund advisory services.

Megan Rosenstiel is a CFP® with 21 years of industry experience, currently serving at Gilbert & Cook, Inc. She has previously worked at Cerity Partners LLC, VSR Financial Services, Inc., and Ameriprise. Rosenstiel holds the Series 66 designation and is based in West Des Moines, IA. Gilbert & Cook, Inc. serves individuals—including high-net-worth clients—trusts, estates, corporations, and employer retirement plans, providing financial planning, investment advisory, and portfolio management services. The firm employs a combination of active and passive strategies across multiple asset classes and conducts due diligence on private and alternative investments offered to clients.

Scott Barsness is a financial advisor with Five Talents Financial Management Group LLC in West Des Moines, IA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Barsness previously worked at Wells Fargo from 2011 to 2019 before joining Five Talents Financial Management Group and LPL Financial LLC in 2020. Five Talents Financial Management Group advises individuals, including high-net-worth clients, as well as profit-sharing and pension plans, corporations, and trusts. The firm manages approximately $210 million in discretionary assets for over 1,000 clients, offering wealth management, financial planning, and qualified retirement plan services through a combination of analytical techniques and both short- and long-term investment strategies.