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.

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.

Edward Smith is a financial advisor with RIA Advisory Group, LLC in Des Moines, IA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Visionpoint Advisory Group, LPL Financial, and Edward Jones. He is also licensed as a non-variable insurance agent. 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 combining fundamental and technical analysis across various asset classes and maintains formal affiliations with legal and accounting professionals.

Brett Halley is a financial advisor at Private Wealth Asset Management in West Des Moines, IA, holding CFA® and Series 66 designations with five years of industry experience. He previously worked at Wells Fargo Investments, LLC for 19 years before joining his current firm in 2021. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, and retirement plans by offering investment advisory and wealth management services. The firm employs a multi-disciplinary investment process emphasizing strategic asset allocation with tactical adjustments and provides access to private placements and alternative investments.

Skyler Otto is a financial advisor at MDRN Capital with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Nationwide Securities, LLC for 15 years. Otto is also appointed with a non-affiliated insurance company to sell fixed insurance, critical illness, disability, and accident insurance products. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing oversight.

Benjamin Heckart is a financial advisor with RIA Advisory Group, LLC in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Iea Wealth Management LLC and Cambridge Investment Research Advisors. Outside of his advisory work, he operates a small farming business and holds a 20% ownership stake in Brokerstreet Insurance Services. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management, combining charting, fundamental, and technical analysis in both long- and short-term trading strategies. The firm is noted for its affiliations with accounting and legal professionals, as well as maintaining an affiliated research entity.

Sara Klaessy is a financial advisor at 1834 Investment Advisors Co. in Des Moines, IA, with 24 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for Princor Financial Services Corporation and Principal Mutual Life Insurance. 1834 Investment Advisors offers 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 structured client relationships supported by written Investment Policy Statements.

Brian Hood is a CFP® professional with 38 years of experience in financial advisory. He has been with Legacy Financial Group since 2002 and previously worked at Brokers International Financial Services and Broker Dealer Financial Services. Outside of his advisory role, he is involved as head coach for Central Iowa Scholastic Shooters, a nonprofit supporting junior shooters, and is a member and owner at Quad B Flying, where he flies airplanes. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with financial planning, investment management, and consulting services. The firm uses an active, diversified investment approach focused on long-term purchases, supplemented by analysis and tailored investment policy statements.

Austin Harris is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation with one year of industry experience. Prior to joining West Financial Advisors, he held positions at Sonora Quest Laboratories, Hach Chemical Company, Heska Corporation, and Clinical Pathology Laboratories. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies with broad diversification. The firm offers discretionary and non-discretionary portfolio management, financial planning, and tax preparation, supported by regular client communication and educational initiatives.

Benjamin Rasmussen is a financial advisor at Van Diest Capital with a Series 66 designation and four years of industry experience. Before joining Van Diest Capital in 2025, he worked at Dawson & Bertran Investment Advisors for three years. Outside of his advisory role, Rasmussen serves as a coach at Webster City Schools. 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 incorporates Socially Responsible Investing options and uses a process combining modern portfolio theory with fundamental, cyclical, and quantitative analysis.

Emilee Derifield is a CFP® professional with seven years of experience in financial advisory roles, currently with West Financial Advisors, L.L.C. in Des Moines, IA. Her prior roles include positions at Gilbert & Cook, Inc., Vision Financial Group, and AO Wealth Advisory. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on portfolios typically valued at $1 million or more. The firm emphasizes long-term investment strategies and broad diversification, offering portfolio management, financial planning, and tax preparation services.