Steven Conard is a CFP® professional with 24 years of experience in the financial services industry. He has been with Compass Financial Services since 2012 and also has a long-standing affiliation with LPL Financial, LLC dating back to 2004. Conard serves as a general agent for life and health insurance products and acts as a referee outside of his advisory work. Compass Financial Services provides investment advice and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an active, diversified approach using proprietary model portfolios and manages accounts on a discretionary basis, conducting regular reviews and adjustments based on client objectives and market conditions.

Ryan Bierma is a financial advisor at Merkle Retirement Planning in Grimes, Iowa, holding a Series 65 designation with three years of industry experience. He has been with Merkle Retirement Planning since 2021, following a period as a student. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm offers tailored financial planning, discretionary asset management through model portfolios and direct security management, and retirement-plan consulting under ERISA standards.

Clint Huntrods is a financial advisor at Merkle Retirement Planning with three years of industry experience. He holds a Series 65 designation and previously worked at Simpson College and the University of Iowa. Outside of advisory work, he is the owner of Stone Ridge Farms, LLC, a farming operation where he manages land and farming activities. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning, discretionary asset management through model portfolios and direct security management, and retirement-plan consulting under ERISA standards.

Mark Nelson is a financial advisor at Bridgeport Financial Solutions with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and Principal Financial Group. BridgePort Financial Solutions serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory, and tax preparation services. The firm constructs model portfolios through an Investment Committee and provides discretionary management with access to third-party and affiliated strategists, including specialized market-timing and option strategies as appropriate.

Todd Henningsen is a CFP®, CFA®, and Series 65-licensed advisor at Gilbert & Cook, Inc. with 17 years of industry experience. His prior roles include positions at Cerity Partners LLC, BerganKDV Wealth Management, LLC, and Heartwood Investments, Inc. He is based in West Des Moines, IA. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, providing financial planning, investment advisory, portfolio management, and retirement plan consulting. The firm employs a mix of active and passive strategies across various asset classes and conducts due diligence on private and alternative investments.

Justin Van Houten is a financial advisor with LPL Financial based in West Des Moines, IA. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he was associated with Compass Financial Services. Outside of his advisory work, Van Houten serves as an assistant football coach for the Waukee Community School District. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Blake Holtmeier is a CFA® charterholder at Gilbert & Cook, Inc. with experience at Cerity Partners LLC, BHE Renewables, Eaton Corporation, and prior roles at the University of Nebraska. He has been with Gilbert & Cook since 2022. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans by providing financial planning, investment advisory, portfolio management, and retirement plan consulting. The firm uses a combination of active and passive strategies across multiple asset classes and conducts due diligence on private and alternative investments.

Alan Ryerson is a financial advisor with Gilbert & Cook, Inc. in West Des Moines, IA, holding a Series 65 designation and totaling seven years of industry experience. He has worked at Gilbert & Cook since 2018 and previously spent time at Cerity Partners LLC and BCC Advisers. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and retirement plans by providing financial planning, investment advisory, and private wealth services. The firm uses a combination of active and passive strategies across multiple asset classes and conducts due diligence on private and alternative investments.

Christopher Cook is a CFA® charterholder with 27 years of industry experience. He is currently affiliated with Cerity Partners LLC and was previously with Gilbert & Cook, Inc. for ten years, among other firms. Cook serves on the board and investment committee of Youth Homes of Mid-America, a philanthropic organization supporting children in need. Gilbert & Cook, Inc. provides financial planning, investment advisory, and retirement plan consulting services to individuals, trusts, estates, corporations, and employer retirement plans. The firm uses a combination of active and passive investment strategies and conducts due diligence on private and alternative investments offered to clients.

Jeremy Lyons is a financial advisor at Merkle Retirement Planning with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including J. Lyons Capital, LLC, IFP Securities, LLC, Independent Financial Partners, Advantage Investment Management LLC, and LPL Financial LLC. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, and trusts. The firm emphasizes individualized planning and offers discretionary asset management through model portfolios and direct security management, with operational implementation delegated to a sub-advisor.

Brian Newton is a financial advisor at Wealth Advisors of Iowa, LLC, holding a Series 65 designation with nine years of industry experience. He has been with Wealth Advisors of Iowa since 2016 and is also affiliated with McGowen, Hurst, Clark & Smith, PC, where he has worked since 2001. Wealth Advisors of Iowa serves individuals, including high-net-worth clients, pension plans, trusts, banks, and business entities by providing portfolio management, financial planning, and qualified retirement plan services. The firm employs a fiduciary investment approach using various analytical methods and offers services such as ongoing account monitoring, participant education, and a wrap-fee program.

Matthew Springer is a financial advisor at Wealth Advisors of Iowa, LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab & Co., Inc. and Northwestern Mutual Wealth Management Company. Outside of advising, he has experience as an agent selling fixed insurance products, including long-term care, disability, and life insurance. Wealth Advisors of Iowa provides portfolio management, financial planning, and retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process using various analytical methods and offers discretionary account management, participant-level retirement advice, and a wrap-fee program.

Katharine Bertness is a financial advisor at Merkle Retirement Planning with a Series 65 credential and three years of industry experience. She previously worked at Mercer from 2018 to 2021 and has experience outside finance at Pagliai's Pizza. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning through model portfolios, tactical and strategic asset allocation, and direct-indexing, while offering educational workshops and maintaining a media presence.

Michael Brinker is a financial advisor with Wealth Advisors of Iowa, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He has been with Wealth Advisors of Iowa since 2012 and is also a partner at the CPA firm McGowen Hurst Clark & Smith, where he has worked since 1992. Outside of his advisory roles, Brinker serves as a board member of the Greater Des Moines Leadership Institute and is a member of the Board of Directors and Chair of the Audit Committee at VisionBank Iowa. Wealth Advisors of Iowa provides portfolio management, financial planning, and qualified retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process utilizing fundamental, technical, and quantitative analysis alongside modern portfolio theory, offering a range of strategies from long-term investing to short sales and options.

Alisha Mullin is a financial advisor at Merkle Retirement Planning with eight years of industry experience. She holds a Series 65 designation and has worked previously at Elite Retirement Planning and Principal Securities. Merkle Retirement Planning offers investment advisory and financial planning services to individuals, trusts, estates, and business entities, focusing on asset allocation and model-driven portfolio management. The firm implements strategies through both internally developed and third-party model portfolios, providing tailored financial planning, portfolio management, educational workshops, and periodic performance reporting.

Jessica Swaim is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. She has worked at firms including Cerity Partners LLC, Gilbert & Cook, Inc., Equitable Advisors, Axa Advisors, J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets. She has been with Gilbert & Cook, Inc. for six years and is based in West Des Moines, IA. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, providing financial planning, investment advisory, and wealth management services. The firm uses a household-level asset allocation approach, combining active and passive strategies across various asset classes, and conducts due diligence on private and alternative investments offered to clients.

Nicholas Capobianco is a CFP® with 24 years of industry experience, currently serving at Wealth Advisors of Iowa, LLC since 2019. He previously worked at LPL Financial and VisionPoint Advisory Group for six years each. Outside of his advisory role, he is licensed to sell fixed insurance products, including long-term care, disability, and life insurance. Wealth Advisors of Iowa is an SEC-registered advisory firm with approximately $539 million in discretionary assets, serving individuals, high-net-worth clients, pension and profit sharing plans, trusts, and corporate entities. The firm offers portfolio management, financial planning, and qualified retirement plan services using a variety of analytic approaches and strategies, including long- and short-term trading, options, and short sales.

Nathan Beck is a Series 65-licensed financial advisor with Wealth Advisors of Iowa, LLC, where he has worked since 2021. He has four years of industry experience and also maintains an ongoing role with MHCS PC. Wealth Advisors of Iowa provides portfolio management, financial planning, and qualified retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process using a combination of analytical methods and offers discretionary account management, participant-level retirement plan advice, and a wrap-fee program.

Hayden Zeidler is a CFA® charterholder affiliated with Gilbert & Cook, Inc. He has been in the financial services industry since 2014, with prior experience at Miles Capital, Inc., PMA Financial Network LLC, and Cerity Partners LLC. Zeidler works as part of an 18-advisor team based in West Des Moines, IA. Gilbert & Cook, Inc. provides financial planning, investment advisory, and portfolio management services to individuals—including high-net-worth clients—trusts, estates, corporations, and employer retirement plans. The firm employs a combination of active and passive strategies across various asset classes and performs separate due diligence and disclosures for private and alternative investment opportunities.

Guy Leman is a CFP® professional with 12 years of experience in the financial services industry. He is affiliated with Compass Financial Services and LPL Financial, where he has worked since 2013. Outside of his advisory roles, he is involved with Barrick Family Farms LLP, a pig farming operation in Minnesota. Compass Financial Services provides investment advice and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, diversified investment approach using proprietary model portfolios and offers services including investment management, financial planning, and fiduciary guidance.