Scott Arnburg is a financial advisor at Legacy Financial Group in Des Moines, Iowa, with 16 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for four years. Arnburg serves on the board of directors for the Dragoon Trail Chapter of the Iowa Wildlife Federation, a conservation nonprofit. 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 focused on long-term portfolio management and tailors strategies through written investment policy statements.

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.

Madison Vestweber is a financial advisor at Private Wealth Asset Management with one year of industry experience. He holds a Series 65 credential and previously worked at The 20 MSP and at the University of Iowa. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofits, and retirement plans. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide its investment process and typically manages accounts on a discretionary basis, offering access to alternative investments and private placements.

Thomas Mc Bride III is a CFP® with 46 years of industry experience. He is currently with Legacy Financial Group and has previously worked with United Planners Financial Services and RDA Financial Network. He is also associated with Monetary Strategies in Des Moines, IA. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and financial education services. The firm employs an active, diversified portfolio management approach tailored to individual objectives through written investment policy statements.

Drake Ellgren is a financial advisor at Wilon Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Iowa State University, Strahan Construction, HyVee, and in education. Wilon Wealth Management provides financial planning and asset management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is planning-driven and goal-focused, emphasizing diversified, passive, low-cost, and tax-efficient strategies tailored to client objectives.

Keri Blake is a financial advisor at Wealthcare Capital Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Arkadios Capital. Blake is also involved in financial planning through Fellows & Blake Financial and participates in annuity sales and life insurance services related to estate planning. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools.

Brian Vestal is a financial advisor with RIA Advisory Group, LLC who holds a Series 63 designation and has 23 years of industry experience. He has worked at firms including LPL Financial and Iea Wealth Management, where he has been active since 2005. Outside of advising, Mr. Vestal is a 20% owner of Brokerstreet Insurance Services. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts on a discretionary basis using a combination of charting, fundamental, and technical analysis, with all assets overseen in-house.

Patrick Kelly is a financial advisor at DMKC Advisory Services, LLC in Des Moines, IA, with four years of industry experience. He holds Series 63 and Series 66 licenses and works within a team of six advisors. Outside of his advisory role, he serves as a trustee for Lemonade Springs and is involved with the Daniel M. Kelly 2004 Trust. 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 for about 473 clients, employing a long-term buy-and-hold investment approach with diversified portfolios across mutual funds, ETFs, equities, and fixed income.

Amy Deever is a financial advisor with West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Morgan Stanley, Wright Service Corp, Eide Bailly LLP, and Mid-America Sales Group. 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 investment strategies with broad diversification, providing discretionary and non-discretionary portfolio management, financial planning, and tax preparation under separate agreements.

Andrew Harrison is a financial advisor with DMKC Advisory Services, LLC in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Fidelity Investments, Principal Financial, Thrivent Financial, and D.M. Kelly & Company. Outside of finance, he is also an author of fiction publications. DMKC Advisory Services, LLC is a six-advisor team managing approximately $902.5 million for nearly 473 clients, offering fee-based investment advisory and financial planning to individuals, including high-net-worth clients, corporations, businesses, and charitable organizations. The firm employs a long-term buy-and-hold investment approach using diversified portfolios composed of mutual funds, ETFs, equities, and fixed income, supported by managed platforms and customized strategies.

Nicholas Hemsted is a financial advisor at Legacy Financial Group with three years of industry experience. He holds a Series 65 designation and previously worked at Bankers Trust for five years. Nicholas is also a licensed life and health insurance agent in Iowa, appointed with multiple carriers to provide insurance and fixed annuity products. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans through 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.

Rachel Wood is a financial advisor with Legacy Financial Group in Des Moines, IA, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has been with Legacy Financial Group since 2016 and also has prior experience with Brokers International Financial Services and Broker Dealer Financial Services Corp. Outside of advisory work, she serves as treasurer for the Indianola Church of Christ, where she reviews budget and cash flow. 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 focused on long-term holdings, supported by fundamental and technical analysis, and develops written investment policy statements tailored to individual client objectives.

Daniel Kelly is a financial advisor with DMKC Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 55 years of industry experience. He has been with DMKC Advisory Services since 2007 and also maintains a long-standing affiliation with D.M. Kelly & Company dating back to 1995. Outside of his advisory work, he serves as a non-voting board member for a real estate development group in Des Moines. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals, including high-net-worth clients, as well as corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million across about 473 clients through a six-advisor team using a long-term buy-and-hold approach grounded in fundamental analysis and diversified portfolio construction.

William Elson is a CFP® with 38 years of industry experience. He is currently with Legacy Financial Group and has held roles at Brokers International Financial Services, Broker Dealer Financial Services Corp, and Spectrum Advisory Services, Inc. Outside of his advisory work, he is involved in insurance sales and farm business management. Legacy Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and retirement plans. The firm employs an active, diversified investment approach and develops written investment policy statements to tailor portfolios to client objectives.

Kevin Shires is a CFP®, CFA®, and ChFC® professional with 21 years of experience in financial advisory. He has been with DMKC Advisory Services, LLC and its affiliated broker-dealer, D.M. Kelly & Company, since 2012. Shires served as President and Director of Member Value for the CFA Society in Des Moines, overseeing committees and organizing events for local industry professionals. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals, corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million for about 473 clients through a six-advisor team, employing a long-term buy-and-hold investment approach using diversified portfolios constructed with mutual funds, ETFs, equities, and fixed income.

Michael Skinner is a financial advisor with 18 years of industry experience, currently serving as a Senior Managing Director at 1834 Investment Advisors Co. He holds a Series 66 designation and previously worked at T. Rowe Price Investment Services, Inc., Merrill, and LPL Financial LLC. Outside of his advisory role, he is involved as a writer and content director for the nonprofit organization 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, operating as a wholly owned subsidiary of Old National Bancorp with specialized services in cash-balance defined benefit plans and private investment consulting.

Chase Geiger is a financial advisor at Wealthcare Capital Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Arkadios Capital, Amazon, the University of Northern Iowa, and TruBank. Wealthcare Capital Partners provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process supported by a patented web-based planning platform and uses evidence-based manager selection alongside behavioral-economics tools to align strategies with client preferences.

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 at Principal-affiliated firms since 2017, including Principal Securities and Principal Life Insurance Company. Prior to that, she spent a year at Inverness Technologies. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program, utilizing a combination of third-party methodologies and proprietary models, supported by an integrated network of affiliated entities within the Principal Financial Group.

Richard Debartolo is a financial advisor at Principal Advised Services with seven years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Principal Securities, LPL Financial, and Global Retirement Partners. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary and discretionary investment management services. The firm integrates proprietary models with third-party tools and operates within the Principal Financial Group family, providing access to affiliated products and services.

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.