Zachary Morrissey is a financial advisor with LSB Wealth Management in Ankeny, IA, holding Series 65 and Series 66 designations and eight years of industry experience. His prior work includes roles at Sammons Retirement Solutions, LPL Financial, and Lincoln Savings Bank. Morrissey is also involved with LSB Capital Management, an independent registered investment advisor affiliated with his firm. LSB Capital Management provides discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on personalized, long-term portfolio management using a buy-and-hold strategy combined with active trading as needed, employing a variety of investment vehicles and third-party managers.

Tyler Bookin Nosbisch is a CFP® professional with five years of industry experience, currently affiliated with RIA Advisory Group, LLC. He has worked at several firms including LPL Financial and New York Life Insurance Co. Outside of his advisory role, he volunteers on a farm assisting with seasonal planting and harvesting activities. RIA Advisory Group serves individuals, high-net-worth individuals, corporations, trusts, and estates by providing discretionary investment supervisory services and portfolio management. The firm employs a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies, and maintains formal affiliations with accounting and legal professionals.

Paul Chamberlain is a financial advisor at Wellesley Asset Management, Inc. in Pleasant Hill, IA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Principal Mutual Life Insurance Company and Foreside Fund Services, LLC. Wellesley Asset Management provides discretionary portfolio management services to individuals, pension and retirement plans, institutional clients, and investment companies. The firm focuses on convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

David Suntken is a financial advisor with RIA Advisory Group, LLC, holding Series 63, 65, and 66 licenses and totaling 33 years of industry experience. He has worked at RIA Advisory Group since 2020 and previously spent six years with Visionpoint Advisory Group and over two decades with LPL Financial. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages diversified portfolios using discretionary strategies informed by charting, fundamental, and technical analysis, and maintains formal affiliations with legal and accounting professionals alongside operating affiliated technology and research businesses.

Aaron Scibona is a financial advisor at Lucas Group Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at U.S. Bank and Haber Technologies. Outside of financial advising, he is the founder and CEO of Uptown Dairy, an ice cream shop in Ankeny, IA. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm follows a long-term, evidence-based investment approach using diversified mutual funds and ETFs, and coordinates closely with its affiliated accounting firm.

Hailey Broten is a financial advisor with LSB Wealth Management, holding Series 66 and Series 63 licenses and 13 years of industry experience. Her prior roles include positions at Principal Securities Inc., Principal Funds Distributor, and Lincoln Savings Bank. Outside of financial advising, she owns Broten Travel, a travel-related business. LSB Capital Management, Inc., a wholly owned subsidiary of Lincoln Savings Bank, provides discretionary asset management, financial planning, and sub-advisory services to a diverse client base. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach, utilizing a variety of investment vehicles and third-party managers to construct client portfolios.

Ramon Reyes is a financial advisor at LSB Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial Services and U.S. Bancorp Investments. Reyes is also a notary public. LSB Capital Management, Inc., where Reyes provides advisory services, manages discretionary asset management and financial planning for individuals, retirement plans, trusts, charities, and institutions. The firm emphasizes personalized, long-term portfolio management and utilizes various investment vehicles alongside third-party managers and model platforms.

Paul Katsion is a financial advisor at RIA Advisory Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NYLife Securities LLC and New York Life. Outside of his advisory role, Katsion serves as a board member for the Henry County Optimist Club, supporting local youth through fundraising and volunteer activities. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management and investment supervisory services. The firm uses a combination of charting, fundamental, and technical analysis alongside both long- and short-term trading strategies.

Brian Vestal is a financial advisor at RIA Advisory Group, LLC with 23 years of industry experience. He holds a Series 63 designation and has been involved with Iea Wealth Management, LLC and its related entities since 2005. Outside of advisory services, he is a 20% owner of Brokerstreet Insurance Services, a non-variable insurance business. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm employs a discretionary investment approach using fundamental and technical analysis, managing a diversified mix of asset types while maintaining formal affiliations with legal and accounting professionals.

Brian Heying is a financial advisor with LSB Wealth Management and holds the ChFC® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, having worked with LSB Capital Management, LPL Financial, and Lincoln Savings Bank. Outside of his advisory role, he serves as treasurer for a local recycling organization in Urbandale, IA. LSB Capital Management, Inc. is a registered investment adviser that provides discretionary asset management, financial planning, and sub-advisory services to individuals, retirement plans, trusts, charitable organizations, and other institutions. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach, utilizing a range of investment vehicles and third-party managers through multiple advisory platforms.

Nicholas Haselhuhn is a financial advisor at LSB Wealth Management with Series 63 and Series 65 credentials and three years of industry experience. He has worked at LPL Financial since 2023 and is also associated with LSB Capital Management, Inc. and Lincoln Savings Bank. LSB Capital Management, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm provides discretionary asset management and financial planning with a focus on long-term portfolio management using a range of investment vehicles and third-party platforms.

Amy Deever is a Series 66-licensed financial advisor at West Financial Advisors, L.L.C. in Des Moines, Iowa, with three years of industry experience. Her prior roles include positions at Morgan Stanley and Eide Bailly LLP. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm emphasizes long-term, diversified investment strategies supported by multiple analytical approaches and offers a range of services including portfolio management, financial planning, and tax preparation.

Erin Roberts is a financial advisor at RIA Advisory Group, LLC with a Series 65 designation and two years of industry experience, including prior work at RCM Capital. Before entering the advisory field, Roberts spent 17 years at Southeastern Community College. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages a diverse range of investments and employs a discretionary approach based on documented client objectives, utilizing both fundamental and technical analysis.

Andrew Susanin is a financial advisor at RIA Advisory Group, LLC with 28 years of industry experience. He holds the Series 63 designation and has worked at firms including LPL Financial and VisionPoint Advisory Group. Susanin has been involved in fixed insurance sales and operates an investment-related business entity for tax and investment purposes. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management and investment supervisory services. The firm employs a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies, while maintaining formal affiliations with accounting and legal professionals.

John Peak Jr. is a financial advisor with RIA Advisory Group, LLC in Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. He has worked at RIA Advisory Group since 2012 and has also been involved with EA Advisors LLC and Advisor Back Office Technologies, LLC. Additionally, he is a CPA and Managing Member of John Peak Jr CPA PC. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with investment supervisory services and portfolio management. The firm uses a combination of charting, fundamental and technical analysis, and both long-term and short-term trading strategies, often operating under discretionary authority while maintaining affiliations with accounting and legal professionals.

Michael Skinner is a financial advisor at 1834 Investment Advisors Co. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at T. Rowe Price Investment Services, Inc. and LPL Financial LLC. Outside of his advisory work, he serves as writer and content director for the nonprofit Gratia Reflections. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation within a framework guided by written Investment Policy Statements.

Michael Gasperi is a financial advisor with Avantax Planning Partners, Inc. in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Cetera Wealth Services, LLC, Avantax Investment Services, Inc., Proequities, Inc., and Honkamp Krueger Financial Services Inc, where he has also served as a financial planning consultant and wholesaler to CPA representatives. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered representatives, serving individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $7.57 billion in assets and focuses on tax-intelligent strategies and discretionary management guided by firm-designed style allocation models.

Timothy Hawkins is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LexAurum Advisors and has held roles at WealthCharter Retirement Planning, Brokers International Financial Services, and The Masters Group Inc. Outside of advisory work, he is involved in managing tax preparation and various non-investment-related real estate ventures. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms with investment management, financial planning, and retirement-plan services. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, offering model allocations typically implemented with low-cost ETFs.

Angel Love is a financial advisor at Principal Advised Services with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Principal Securities and Principal Life Insurance Company since 2017. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party tools, serving clients through operational connections within the Principal Financial Group family.

Ryan Steffen is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Wells Fargo Advisors for five years and operated a sole proprietorship before joining Principal. Outside of his advisory role, Steffen was owner and operator of an e-commerce business selling items through Amazon. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates proprietary and third-party models and benefits from its membership in the Principal Financial Group family, which supports access to affiliated products and operational resources.