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 three years of industry experience. Before joining AO Wealth Advisory, he worked at Fareway Stores and Menards, and previously spent 14 years at Union Community Schools. AO Wealth Advisory serves individual investors, including high-net-worth clients, as well as retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides financial planning, personalized investment management, and consulting using a mix of fundamental and technical analysis, quantitative modeling, and various investment strategies.

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 is a financial advisor at Rockway Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining Rockway Wealth Partners in 2025, he held various roles in the food service and media industries, including positions at Iowa State Daily and several restaurants. Rockway Wealth Partners is a state-registered investment adviser serving individuals, retirement plans, corporations, trusts, and other entities. The firm provides financial planning, portfolio management, and qualified retirement plan advisory services, managing approximately $25.1 million in discretionary assets across about 90 client relationships.

Joshua Hildman is a financial advisor at Weis Advisory with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial, Park Avenue Securities, and Guardian Life Insurance. Hildman also maintains an investment advisory business under Weissennburger Investments and Financial Planning in Clive, IA. 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 about 716 client relationships and employs a four-person team to construct portfolios using strategic asset allocation and diverse investment instruments.

David Harkin is a CFP® and ChFC® with 30 years of industry experience. He is affiliated with Des Moines Investments, LLC and has worked at Cambridge Investment Research, Inc. and Fort Des Moines Financial Services, Inc. for the past 20 years. Outside of his advisory roles, he is involved with John Well's Farm. Des Moines Investments manages approximately $264.8 million in discretionary assets for around 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm provides portfolio management and financial planning services, constructing individualized investment profiles and implementing portfolios using ETFs, stocks, bonds, mutual funds, and REITs.

Casey Malloy is a CFP® professional with 11 years of industry experience, currently serving as a financial planner at Midwest Heritage Financial Advisors. His prior experience includes roles at Pfs Investments Inc. and Primerica Financial Services. Outside of his advisory work, he is involved in a family business teaching his children entrepreneurial skills through a recurring lemonade stand. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, providing discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, and business entities. The firm employs an active, diversified investment approach and manages portfolios using mutual funds, ETFs, options, and structured notes tailored to client objectives.

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.

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.

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. She holds a Series 65 designation and has been in the industry since 2023, with prior experience at Vivid Tax & Wealth Advisors and Lenz Heating & Cooling. Vivid Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a variety of investment strategies and offers both discretionary and non-discretionary asset management, with a focus on ETFs, mutual funds, individual equities, and fixed income.

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.