Daniel Kelly is a financial advisor with DMKC Advisory Services, LLC in Des Moines, Iowa, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has been associated with DMKC Advisory Services and its affiliated firm, D.M. Kelly & Company, in various roles since 2003. Outside of his advisory work, he serves as a part-time job coach at Candeo in Des Moines. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million through a six-advisor team, employing a long-term, buy-and-hold investment approach using diversified portfolios composed of no-load mutual funds, ETFs, equities, and fixed income.

Tyler Dawson is a financial advisor at Van Diest Capital with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Transamerica Financial Advisors and Signator Investors, Inc. Outside of his advisory role, he serves as an elder and board member at Missionary Alliance Church, where he is involved in teaching and public speaking. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm incorporates Socially Responsible Investing options and uses a comprehensive investment process drawing from modern portfolio theory and various analytical approaches.

Michael Mcclimon is a financial advisor at FMSA with 29 years of industry experience. He holds a Series 63 designation and has previously worked at GWN Securities Inc. Mcclimon also owns and operates a tax services business that prepares tax returns and assists with FAFSA applications for college students. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trusts. The firm provides discretionary portfolio management and financial planning using a fundamental, research-driven investment approach.

Bryce Littler is a financial advisor at Van Diest Capital in Polk City, IA, with four years of industry experience and a Series 65 designation. His prior roles include positions at WealthCharter Retirement Planning, Principal, and HK Solutions Group. In addition to his advisory work, he runs a tax and accounting practice through VDC Accounting, LLC. Van Diest Capital provides portfolio management, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including Socially Responsible Investing, and integrates accounting services through its affiliated tax practice.

Tamara Smith is a financial advisor with Legacy Financial Group in Des Moines, IA, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Peterson Financial Group, Inc. and Principal Financial Services. She is also involved in direct insurance sales focused on life and fixed insurance products. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach tailored through written policy statements and offers financial education services to employers and classrooms.

Jeanna Nation is a CFP® with eight years of industry experience, currently serving as an advisor at West Financial Advisors, L.L.C. in Des Moines, Iowa, where she has worked since 2017. Prior to this, she was affiliated with Iowa State University for eight years. She is also a partner in Rare Breed Kettlebell, a fitness business she co-founded with her spouse. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies and broad diversification. The firm offers portfolio management, financial planning, and tax preparation services, supported by a team holding multiple professional credentials.

Chris Weston is a CFP® and ChFC® with 28 years of industry experience, currently serving as an advisor at RIA Advisory Group, LLC since 2024. He previously worked at Securities America Advisors and Waddell & Reed, Inc. Weston is a part owner of Community Educators, LLC, a company providing continuing education credits and ethics courses for insurance agents and CFP professionals. He also serves as the current president of the Society of Financial Services Professionals. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, and corporations. The firm employs a mix of equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, managing accounts on a discretionary basis using fundamental and technical analysis combined with both long- and short-term trading strategies.

Abby Belvin is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at West Financial Advisors, L.L.C. in Des Moines, IA. Her prior experience includes roles at Vision Financial Group and Voya Financial Advisors. Outside of her advisory role, she is involved as a sales associate at the Heart of Iowa Marketplace, where she creates gift baskets and handles merchandise stocking. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on portfolios generally valued at $1 million or more. The firm employs a long-term, diversified investment approach supported by various analytical methods and offers a range of services including portfolio management, financial planning, and tax preparation.

Anthony Gensler is a financial advisor with Legacy Financial Group in Des Moines, IA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Legacy, he worked at Brokers International Financial Services and Ameriprise. Outside of finance, Gensler works as a driver for a food delivery service. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm uses an active, diversified investment approach and develops written investment policy statements tailored to individual objectives.

Scott Nelson is a financial advisor at Legacy Financial Group with nine years of industry experience. He holds a Series 65 designation and has been with Legacy Financial Group since 2016. Outside of his advisory role, he also provides life insurance and fixed annuity product sales as an agent. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm uses an active, diversified approach with tailored written investment policy statements and emphasizes long-term purchases supported by fundamental and technical analysis.

William Bertran is a financial advisor at Van Diest Capital with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including OSAIC and Signator Investors, Inc. Outside of his advisory role, Bertran serves as an elder at Missionary Alliance Church, providing spiritual oversight for the congregation. Van Diest Capital offers portfolio management, financial planning, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm incorporates a range of investment strategies and maintains a formal affiliation with an accounting practice and related business activities.

Taylor Pfannebecker is a financial advisor with LSB Wealth Management in Ankeny, IA. He holds Series 65 and Series 63 licenses and has one year of experience in the industry. His prior work includes roles at Sammons Financial Group, Enterprise Holdings, and LPL Financial. LSB Capital Management, Inc. provides discretionary asset management, financial planning, and sub-advisory services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm focuses on personalized, long-term portfolio management using a buy-and-hold strategy, implementing portfolios with mutual funds, stocks, bonds, ETFs, and third-party managers across multiple advisory platforms.

Michael Finnegan is a CFA® charterholder with nine years of industry experience. He is currently with Prairie Wealth Advisors, Inc., where he has worked since 2026. Prior to that, he spent six years at ManchesterStory Fund Management. Prairie Wealth Advisors, Inc. is a team-based registered investment adviser managing approximately $558 million in client assets. The firm serves individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and pension consulting, offering tailored investment solutions and conducting formal reviews at least quarterly.

Annette Utterback is a financial advisor with LSB Wealth Management, holding Series 63 and Series 65 credentials and over 34 years of industry experience. She has been associated with LSB Capital Management, Inc. since 2021 and has prior experience with LPL Financial, Lincoln Savings Bank, and Broker Dealer Financial Services Corp. LSB Capital Management, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and institutions. The firm focuses on personalized, long-term portfolio management using a variety of investment vehicles and third-party managers, operating across multiple offices and advisory platforms.

Laura West is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with West Financial Advisors, L.L.C. since 2006. 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 strategies and broad diversification, using fundamental and technical analysis along with third-party research, and offers a range of services including portfolio management, financial planning, and tax preparation.

Scott Arnburg is a financial advisor with Legacy Financial Group in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. He has been associated with LPL Financial and Legacy Financial Group since 2010. Outside of his advisory role, Arnburg serves on the Board of Directors for the Dragoon Trail Chapter of the Iowa Wildlife Association, a conservation nonprofit. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with discretionary and non-discretionary investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach and develops written investment policy statements tailored to individual objectives.

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.

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.

Madison Vestweber is a financial advisor at Private Wealth Asset Management with a Series 65 credential and one year of industry experience. Prior to joining Private Wealth Asset Management, Madison worked at The 20 MSP and has a background that includes academic roles at the University of Iowa and John F. Kennedy High School. Private Wealth Asset Management serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, managing approximately $1.85 billion in discretionary assets. The firm employs a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis, and offers specialized services such as oil and gas holdings management and business transition planning.