Dean Khatib is a financial advisor at Desla Wealth Management in West Des Moines, IA, holding a Series 66 designation with 15 years of industry experience. Prior to joining Desla in 2021, he worked at LPL Financial and VisionPoint Advisory Group from 2015 to 2021. Desla Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, corporations, trusts, estates, and other business entities. The firm offers portfolio management through its Wealth Management Wrap Fee Program and standalone financial planning, focusing on tailored portfolios based on documented risk tolerance and investment objectives.

Zachary Veenstra is affiliated with RIA Group, LLC and holds a Series 65 credential. He has experience working at multiple firms including Performance Financial and Pella Corp. Veenstra’s industry experience is noted as three years in financial advisory roles. RIA Group, LLC is a newly registered SEC investment adviser that plans to serve individuals, high net worth clients, trusts, estates, qualified retirement plans, and business entities. The firm offers personalized financial planning and discretionary and non-discretionary investment management, utilizing a combination of fundamental analysis and third-party quantitative research.

Anastasia Taber is a CFP® with five years of industry experience, currently serving at Taber Asset Management L.L.C. in Des Moines, IA. Prior to joining Taber Asset Management, she worked at Cleary Gottlieb Steen & Hamilton and Bernstein Management Corp. The firm’s advisory team also produces a public educational podcast called “Creating Wealth.” Taber Asset Management provides investment and wealth management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach grounded in fundamental analysis and actively manages portfolios with a focus on fixed income, risk-managed equity strategies, and customized balanced allocations.

Matthew Evans is a financial advisor at BSC Capital Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and previously spent 13 years with Edward Jones. Outside of his advisory role, he serves as a finance board committee member at Oakwood Church. BSC Capital Partners provides investment advice and portfolio management primarily to individual and high-net-worth clients, as well as certain corporate entities. The firm uses a Modern Portfolio Theory-based approach emphasizing global diversification, periodic rebalancing, and discretionary asset management.

Thomas Breitbach is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Vivid Wealth Management, LLC and has prior experience at Brokers Financial and Vivid Tax Advisory Services. Vivid Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a variety of analytical approaches and typically uses ETFs, mutual funds, equities, and fixed income in client portfolios, offering both one-time financial plans and ongoing asset management.

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.

Thomas Weissenburger is a financial advisor with Weis Advisory in Clive, Iowa, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at LPL Financial and his own ventures such as Weiss Accounting & Tax Preparation and Touch And Go LLC, a car wash business. Outside of finance, he has worked as a basketball and football coach. Weis Advisory provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of technical, fundamental, cyclical, and charting analyses to create tailored portfolios and offers both discretionary and non-discretionary account management.

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.

Joshua Hildman is a financial advisor with Weis Advisory, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Weis Advisory since 2017 and previously held roles at LPL Financial, Park Avenue Securities, Guardian Life Insurance, Hy-Vee, and Metro Waste Authority. Weis Advisory is a fee-based, fiduciary registered investment adviser serving individual and high-net-worth clients with portfolio management, integrated financial planning, and retirement plan consulting. The firm manages approximately $225.6 million in assets across 716 client relationships, employing a four-person team that uses strategic asset allocation and a range of investment instruments, and maintains affiliations with accounting professionals, including some Certified Public Accountants.

David Harkin is a financial advisor with Des Moines Investments, LLC, holding the CFP® and ChFC® designations and over 31 years of industry experience. He has worked with Cambridge Investment Research, Inc. and Fort Des Moines Financial Services, Inc. for 20 years each. In addition to his advisory roles, he has managed John Well's Farm since 1995. Des Moines Investments provides discretionary portfolio management and financial planning services to individuals, custodial accounts, business owners, and trusts. The firm develops individualized investment profiles and employs a forward-looking, economy-aware approach, offering a range of securities and optional insurance and tax-preparation services.

David Amundson is a financial advisor at AIM Advisors in Waukee, IA, holding a Series 65 designation with four years of industry experience. He has been with AIM Advisors since 2021 and also maintains a long-term affiliation with Town Financial since 2007. AIM Advisors provides asset management and financial planning services to individuals, high-net-worth clients, and institutional clients such as pension plans and charitable organizations. The firm operates as a fiduciary with a long-term, buy-and-hold investment approach, incorporating tax-aware planning and managing discretionary accounts across a range of asset types.

Casey Malloy is a CFP® with 12 years of experience in financial advising, currently serving at Midwest Heritage Financial Advisors. Prior to this, Malloy held roles at Primerica Advisors and Securities America, Inc. Outside of finance, Malloy and his wife run a small family business teaching their children entrepreneurial skills through a recurring lemonade stand. Midwest Heritage Financial Advisors is a registered investment adviser affiliated with Midwest Heritage Bank, FSB, providing financial planning and investment management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs an active, diversified Strategy Diversification approach and manages approximately $398.7 million in discretionary client assets.

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 over 26 years of industry experience. He has worked at several firms, including Cambridge Investment Research Advisors and RDA Financial Network, Inc., and has been with BSC Capital Partners since 2007. BSC Capital Partners provides investment advice and portfolio management primarily to individual and high-net-worth clients, as well as certain corporate entities. The firm’s investment approach emphasizes global diversification based on Modern Portfolio Theory, utilizing mutual funds and ETFs with discretionary asset management and periodic rebalancing.

Timothy Kadlec is a financial advisor at Legacy Bridge Private Family Offices with 10 years of industry experience. He holds a Series 65 designation and has been with Legacy Bridge since 2015. The firm serves high-net-worth families and individuals by providing discretionary investment management and comprehensive private family office services, including trust oversight and strategic philanthropic planning. Legacy Bridge manages approximately $326 million in discretionary assets and emphasizes diversified, multi-asset portfolios tailored to client objectives and risk tolerances.