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.

Jason Shaw is a financial advisor with BSC Capital Partners, LLC, holding a Series 66 designation and 26 years of industry experience. He has been with BSC Capital Partners since 2007 and has also been associated with Boelman Shaw and Co and RDA Financial Network, Inc. during his career. BSC Capital Partners provides investment advice and portfolio management primarily to individual clients, including high-net-worth households, as well as certain corporate or business entities. The firm’s investment approach emphasizes global diversification through mutual funds and ETFs, periodic rebalancing, and discretionary asset management while offering financial planning and consulting services.

Jason Kane is a CFP® with nine years of industry experience. He is currently with Kane Company Wealth Management, Inc., where he has worked since 2018, following prior roles at Creative Planning, Summit Wealth Advisors, and Engage Advisors. Kane Company Wealth Management, Inc. provides investment advisory and wealth management services to individuals, families, trusts, estates, charitable foundations, and retirement plans. The firm manages approximately $284.7 million and focuses on long-term, low-cost, tax-efficient portfolios primarily using passive vehicles and institutional mutual funds and ETFs, with an emphasis on Dimensional Fund Advisors’ strategies and Modern Portfolio Theory.

Steven Kane is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with Kane Company Wealth Management, Inc. since 1993. Kane Company Wealth Management, Inc. provides investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, charitable foundations, and company-sponsored retirement plans. The firm manages approximately $284.7 million and focuses on long-term, low-cost, tax-efficient portfolios primarily using passive vehicles and institutional funds, with an emphasis on Dimensional Fund Advisors’ strategies and Modern Portfolio Theory.

Shera Erickson is a financial advisor at Vivid Wealth Management, LLC in West Des Moines, IA, holding a Series 65 designation with one year of industry experience. Prior to joining Vivid Wealth Management, she worked at Vivid Tax & Wealth Advisors and has experience outside the financial sector at Lenz Heating & Cooling. Vivid Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, offering both one-time financial plans and ongoing asset management. The firm employs a variety of analytical approaches and emphasizes ETF investments, providing regular portfolio reviews and educational workshops.

Dashle Kelley is a financial advisor at Calibrate Wealth, LLC in Des Moines, IA, with one year of industry experience. He holds a Series 65 designation and previously worked at Principal Financial Group from 2014 to 2023. He has also been affiliated with Grandview University since 2023. Calibrate Wealth manages approximately $9.5 million in client assets for a select group of individuals, trusts, estates, pension and profit-sharing plans, nonprofit organizations, and business entities. The firm employs a top-down, sector-driven investment process with active trading strategies and discretionary portfolio management.

Brooklyn Vitiritto is a CFP® and Series 65 licensed financial advisor with seven years of industry experience. She has been with Longenecker Financial Services since 2018, including its predecessor Legacy Financial Group, and has prior experience at Principal Financial Group and Iowa State University. Brooklyn also provides life insurance services as part of her professional activities. Longenecker Financial Services serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations with financial planning and personalized investment management. The firm offers discretionary portfolio management and retirement plan consulting, using both fundamental and technical analysis, and operates a wrap-fee program alongside insurance-related services.

Jared Stines is a financial advisor with Peterson Financial Group, Inc. in Des Moines, IA, holding a Series 66 designation and 15 years of industry experience. He has worked with firms including Cetera Investment Services, Regions Bank, Directed Services, LLC, and Voya Financial. Outside of advisory work, he is a managing member of Lee Mountain Co., LLC. Peterson Financial Group serves individual and high-net-worth clients by offering retirement income planning, discretionary investment management, and integrated financial planning. The firm uses a structured Retirement Readiness Review to guide asset allocation and implements portfolios through model managers with ongoing oversight.

Peter Deacon is a CFP® and Series 65-registered financial advisor with Forrest Financial Services, where he has worked since 2001. He has 21 years of experience in the industry. Forrest Financial Services provides discretionary investment management, financial planning, and tax planning primarily to individual and high-net-worth clients. The firm combines fundamental analysis and strategic asset allocation to manage diversified portfolios and offers in-house tax preparation and planning services alongside investment advice.

Andrew Susanin is a financial advisor with RIA Group, LLC, holding a Series 63 designation and 28 years of industry experience. He previously worked at firms including LPL Financial, Visionpoint Advisory Group, Securian Financial Services, Inc., and Cauldwell Financial Group Inc. Outside of advisory roles, he has engaged in fixed insurance sales. RIA Group, LLC is a newly registered SEC investment adviser that intends to serve individuals, high net worth clients, trusts, estates, qualified retirement plans, and business entities. The firm offers personalized financial planning along with discretionary and non-discretionary investment management, utilizing fundamental analysis, third-party quantitative research, and a range of investment vehicles tailored to client objectives.

Richard Rademacher is a financial advisor with Peterson Financial Group, Inc. in Des Moines, IA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. from 2015 to 2024. Outside of his advisory role, he is a licensed insurance agent offering life, health, and annuity products. Peterson Financial Group serves individual and high-net-worth clients with retirement income planning, discretionary investment management, and integrated financial planning. The firm’s investment approach includes a structured Retirement Readiness Review process and portfolio implementation through third-party model managers, along with sponsorship of wrap-fee programs and donor-advised funds.

Carla Albers is a financial advisor at Taber Asset Management L.L.C. in Des Moines, IA, holding Series 63 and Series 65 licenses with 13 years of industry experience. She has been with Taber Asset Management since 1998. 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 based on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning.

Dillon Kimberley is a financial advisor at Des Moines Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Des Moines Investments in 2023, he worked at Shelter Insurance for two years. Des Moines Investments is an SEC-registered investment adviser managing approximately $265 million in discretionary assets for around 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm provides portfolio management and financial planning services tailored to clients' goals, risk tolerance, and tax considerations.

Seth Fulton is a financial advisor with Van Diest Capital, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. Outside of his advisory work, he serves as Treasurer for Johnston Youth Football. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies and offers Socially Responsible Investing options, with an affiliation to an accounting practice and a team-based approach.

Mark Kline is a financial advisor at Fiat Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked at Cintas for 12 years. In addition to his advisory role, he is active as an insurance agent with Fiat Insurance Services. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning. Their investment approach includes using third-party model portfolios, tax-sensitive tools, and a range of investment products, with custody recommendations centered on Schwab.

David Arens is a financial advisor at Private Wealth Asset Management with 13 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA, accumulating a total of 17 years in related roles. Arens holds Series 65 and Series 66 licenses. He serves on several early childhood education boards in Iowa, including the State Board for Early Childhood and the Polk County Early Childhood board, and participates in the Governor’s Early Childhood Taskforce. Private Wealth Asset Management provides investment advisory and wealth management services to individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm utilizes a combination of quantitative, fundamental, technical, and economic analysis with a focus on strategic asset allocation and tactical adjustments.

Brian West is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation with 18 years of industry experience. He has been with West Financial Advisors since 2008. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm focuses on long-term investment strategies with broad diversification and employs a combination of charting, fundamental and technical analysis, and third-party research to inform its recommendations.

Matthew Onstot is a CFP® professional with 21 years of industry experience. He is a wealth advisor at Wilon Wealth Management, where he has worked since 2007, and has held roles at Purshe Kaplan Sterling Investments and Securities America Advisors. Outside of financial advising, he is involved in several business ventures including farming through Whistling Ridge Farms, LLC, and manufacturing and distribution with KO Distributing d/b/a Burtek Dry Ice. 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 approach, emphasizing diversified, passive, low-cost, and tax-efficient investment strategies tailored to client objectives.

Michael Leabo is a financial advisor at Private Wealth Asset Management with a Series 66 designation and four years of industry experience. He previously worked at LPL Financial, IH Mississippi Valley Credit Union, and the Department of Veterans Affairs. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, and retirement plans, offering investment advisory and wealth management services. The firm utilizes a combination of quantitative, fundamental, technical, and economic analysis to manage portfolios, often employing discretionary management and access to alternative investments.

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.