Thomas Breitbach is a CFA® charterholder with 11 years of experience in the financial industry. He currently serves as an advisor at Vivid Wealth Management, LLC, and previously worked at Brokers Financial and Vivid Tax Advisory Services. Vivid Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm utilizes a range of analytical approaches and typically invests in ETFs, mutual funds, equities, and fixed income, offering regular portfolio reviews and rebalancing.

Joseph Longenecker is a financial advisor at Longenecker Financial Services with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Legacy Financial Group, Broker Dealer Financial Services, and Summit Financial Group. Outside of his advisory role, he is a co-owner and silent partner of Turf Tamers, a lawn care and snow removal business. Longenecker Financial Services provides financial planning and personalized investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm sponsors a wrap-fee program and integrates discretionary portfolio management with retirement plan consulting and insurance-related services.

Jayden Moore is a CFP® professional with six years of industry experience, currently serving as an advisor at Rockway Wealth Partners. Before joining Rockway in 2025, he worked with Northwestern Mutual in various capacities from 2020 to 2025 and had earlier roles at Mass Mutual in 2019. Outside of his advisory work, Moore is the president of Cedar Valley Young Professionals, a nonprofit organization based in Waterloo, Iowa. Rockway Wealth Partners is a state-registered investment adviser managing approximately $25.1 million in discretionary assets across around 90 client relationships. The firm offers financial planning, portfolio management, and qualified retirement plan advisory services, utilizing its own model portfolios alongside LPL Research–designed strategies and providing specialized retirement-plan services.

William Taber is a financial advisor with Taber Asset Management L.L.C. in Des Moines, Iowa, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Taber Asset Management since 1999. Outside of his advisory role, he is a member of Taber Virtual Global Investment Network LLC, a general consulting business that is currently inactive. 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.

Daycen Douglass is a financial advisor at AO Wealth Advisory with a Series 65 credential and four years of industry experience. His prior work includes positions at Fareway Stores and Menards, as well as over a decade at Union Community Schools. AO Wealth Advisory serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing financial planning, personalized investment management, and consulting services. The firm employs a combination of fundamental and technical analysis along with quantitative modeling to build customized portfolios and typically manages accounts on a discretionary basis.

Tyler Bookin Nosbisch is a CFP® certificant with five years of industry experience, currently affiliated with RIA Group, LLC since 2026. His prior roles include positions at RIA Advisory Group, LLC, LPL Financial, and New York Life Insurance Company. Outside of his advisory work, he volunteers seasonally on a family farm assisting with planting, harvesting, and equipment operation. RIA Group, LLC is a recently registered SEC investment adviser that plans to serve individuals, trusts, estates, retirement plans, and business entities with personalized financial planning and investment management. The firm utilizes a client-focused approach, combining fundamental and quantitative research, and offers a range of investment vehicles tailored to client objectives.

Clay Budach is a CFP® with five years of experience in financial advising, currently with Custom Wealth Planners. His prior roles include positions at Northwestern Mutual Investment Services LLC and Ameriprise. Custom Wealth Planners is a fee-only registered investment adviser serving individuals, charitable organizations, corporations, and employer plan sponsors. The firm employs an investment approach based on asset allocation and modern portfolio theory, combining passive and active strategies tailored to client goals and risk tolerance.

Phillip Ramsey is a financial advisor at Uncommon Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Summit Financial Group Inc. and Vsr Advisory Services. Outside of advising, he serves as president of a homeowners association and promotes the sport of Spikeball as an ambassador. Uncommon Wealth Partners serves individuals, small businesses, trusts, and retirement-plan clients by providing financial planning, investment portfolio management, and consulting services. The firm primarily implements recommendations on a non-discretionary basis using model portfolios and third-party managers, with a client base that includes corporate and pension/profit-sharing plan relationships.

Cody Kowalski is a financial advisor at Uncommon Wealth Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles in various service and hospitality businesses, including Thrive Fencing and Cornbred Barbecue. Uncommon Wealth Partners serves individual clients, small businesses, and fiduciary entities by offering financial planning, portfolio management, consulting, and referrals to third-party money managers. The firm emphasizes non-discretionary management using model portfolios and third-party managers, combining multiple investment approaches and servicing a high client-to-advisor ratio.

Alec Jackson is a financial advisor at Valiant Wealth, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at Cetera Financial Group and Wells Fargo. Valiant Wealth provides portfolio management and financial planning services to individuals, pension plans, pooled investment vehicles, and charitable organizations. The firm employs a buy-and-hold, diversified investment approach and offers discretionary management of separately managed accounts tailored to clients' risk tolerances.

James Strege Jr. is a financial advisor at Rockway Wealth Partners with one year of industry experience. He holds a Series 65 designation and has worked in various roles including at Iowa State Daily and several restaurant positions prior to joining Rockway. Rockway Wealth Partners offers financial planning, portfolio management, and wealth management services to individual clients and retirement plan sponsors. The firm manages accounts on a discretionary, asset-allocation basis using proprietary and third-party model portfolios, and integrates held-away accounts to provide comprehensive advice.

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.

Adam Obrecht is a CFP® with 26 years of industry experience, currently serving as an advisor at AO Wealth Advisory. He has worked with the firm since 2010 and previously held roles at Broker Dealer Financial Services Corp. and Investment Advisor Corp. He serves as a board member for the Financial Planning Association, contributing to membership activities. AO Wealth Advisory provides financial planning, investment management, and consulting services to individual investors, retirement plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with quantitative modeling to create customized portfolios and serves clients through discretionary and non-discretionary arrangements.

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.

Jonathan Glaser is a CFP® with 40 years of industry experience. He has been with Iowa Wealth Management, LLC since 2017 and previously worked at Investment Centers of America for seven years. Iowa Wealth Management is a small, supported firm with two advisors managing approximately $124 million for around 136 clients. The firm serves individuals, retirement plans, trusts, foundations, charitable organizations, and corporations, employing a fiduciary approach with customized financial planning and both fundamental and technical investment strategies.

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.

Michael Jiskoot is a CFP® and Series 65 registered advisor with five years of industry experience. He is currently with Valiant Wealth, LLC, where he has worked since 2021, and has held roles at affiliated firms including Valiant Tax Solutions, LLC and Valiant Capital Solutions, LLC. Prior to joining Valiant Wealth, he worked at Pella Corporation and LCS. Valiant Wealth, LLC provides portfolio management and financial planning services to individuals, pension plans, pooled investment vehicles, and charitable organizations. The firm employs a buy-and-hold, diversified investment approach using proprietary tools and data from Dimensional Fund Advisors, and manages accounts on a discretionary basis with regular performance reporting.