Dillon Kimberley is a financial advisor at Des Moines Investments, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include two years at Shelter Insurance and a period as a full-time student. Des Moines Investments provides discretionary portfolio management and financial planning services to individuals, custodial accounts, business owners, and trusts, tailoring solutions to clients' goals, time horizons, and risk tolerances. The firm employs a forward-looking, economy-aware investment approach and offers additional services such as insurance product recommendations and tax preparation.

Lance Knaack is a CFP® with 13 years of experience in financial advising. He has been with Syverson Strege since 2020 and previously worked at Voya Financial Partners and Directed Services LLC. Syverson Strege is a multidisciplinary wealth management firm serving individuals, families, trusts, and estates, including high-net-worth clients. The firm offers a range of services including discretionary and non-discretionary portfolio management, automated ETF/mutual fund programs, and comprehensive financial planning, using an institutional automated platform and a fee-based fiduciary model.

David Arens is a financial advisor with Private Wealth Asset Management in West Des Moines, IA, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA, where he spent a combined 17 years. Arens serves on multiple Iowa early childhood education boards, including the State Board and Polk County Early Childhood Iowa, and is an appointee of the Governor's Early Childhood Taskforce. Private Wealth Asset Management provides investment advisory and wealth management services to individuals, family offices, trusts, estates, nonprofits, and retirement plans. The firm employs a comprehensive investment approach that integrates quantitative, fundamental, technical, and economic analysis and offers access to private placements and alternative investments as part of its discretionary portfolio management.

Christian Voigtlander is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at Gibraltar Capital Management, Inc. since 2018, with prior experience at Helmerich & Payne, Inc. and Rustic Cuff. Christian is based in Urbandale, IA. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective and offers a broad range of services including portfolio management, financial planning, tax preparation, bookkeeping, and business consulting.

Brian West is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation with 18 years of industry experience. He has been with West Financial Advisors since 2008. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm focuses on long-term investment strategies with broad diversification and employs a combination of charting, fundamental and technical analysis, and third-party research to inform its recommendations.

Matthew Onstot is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He is affiliated with Wilon Wealth Management and has held previous roles at Purshe Kaplan Sterling Investments, Securities America Advisors, Berthel, Fisher & Company Financial Services, and Waddell & Reed. Outside of his advisory work, he owns and manages several non-investment-related businesses, including a farming operation and a dry ice manufacturing and distribution company. Wilon Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, typically requiring about $250,000 in investable assets. The firm offers comprehensive wealth management services focused on planning-driven, diversified asset allocation portfolios tailored to client goals, risk tolerance, and time horizons, emphasizing low fees and tax efficiency.

Michael Leabo is a financial advisor at Private Wealth Asset Management with a Series 66 designation and four years of industry experience. He previously worked at LPL Financial, IH Mississippi Valley Credit Union, and the Department of Veterans Affairs. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, and retirement plans, offering investment advisory and wealth management services. The firm utilizes a combination of quantitative, fundamental, technical, and economic analysis to manage portfolios, often employing discretionary management and access to alternative investments.

Scott Barsness is a financial advisor with Five Talents Financial Management Group LLC in West Des Moines, IA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Barsness previously worked at Wells Fargo from 2011 to 2019 before joining Five Talents Financial Management Group and LPL Financial LLC in 2020. Five Talents Financial Management Group advises individuals, including high-net-worth clients, as well as profit-sharing and pension plans, corporations, and trusts. The firm manages approximately $210 million in discretionary assets for over 1,000 clients, offering wealth management, financial planning, and qualified retirement plan services through a combination of analytical techniques and both short- and long-term investment strategies.

Eric Ott is a Series 65-credentialed financial advisor with Five Talents Financial Management Group LLC in West Des Moines, IA. He has one year of industry experience and a diverse background including roles in education and retail. Five Talents Financial Management Group provides wealth management, financial planning, and qualified retirement plan advisory services to individuals, plan sponsors, corporations, and trusts. The firm utilizes a variety of analytical methods to tailor portfolios and emphasizes client education, particularly in retirement-plan participant support.

Brett Halley is a financial advisor at Private Wealth Asset Management in West Des Moines, IA, holding CFA® and Series 66 designations with five years of industry experience. He previously worked at Wells Fargo Investments, LLC for 19 years before joining his current firm in 2021. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, and retirement plans by offering investment advisory and wealth management services. The firm employs a multi-disciplinary investment process emphasizing strategic asset allocation with tactical adjustments and provides access to private placements and alternative investments.

Skyler Otto is a financial advisor at MDRN Capital with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Nationwide Securities, LLC for 15 years. Otto is also appointed with a non-affiliated insurance company to sell fixed insurance, critical illness, disability, and accident insurance products. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing oversight.

Jennifer Scheck is a CFP® professional with seven years of industry experience. She has worked at Syverson Strege since 2019 and previously held a position at Principal Financial from 2016 to 2019. Jennifer is based in West Des Moines, IA. Syverson Strege provides wealth management and comprehensive financial planning services to individuals, families, trusts, and estates, including high-net-worth clients. The firm employs an institutional automated platform for model portfolios, offers discretionary and non-discretionary portfolio management, and conducts regular reporting and investment reviews.

Sara Klaessy is a financial advisor at 1834 Investment Advisors Co. in Des Moines, IA, with 24 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for Princor Financial Services Corporation and Principal Mutual Life Insurance. 1834 Investment Advisors offers 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 structured client relationships supported by written Investment Policy Statements.

Brian Hood is a CFP® professional with 38 years of experience in financial advisory. He has been with Legacy Financial Group since 2002 and previously worked at Brokers International Financial Services and Broker Dealer Financial Services. Outside of his advisory role, he is involved as head coach for Central Iowa Scholastic Shooters, a nonprofit supporting junior shooters, and is a member and owner at Quad B Flying, where he flies airplanes. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with financial planning, investment management, and consulting services. The firm uses an active, diversified investment approach focused on long-term purchases, supplemented by analysis and tailored investment policy statements.

Connor Peck is a financial advisor at Wilon Wealth Management with five years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Wilon Wealth Management, Peck worked at Purshe Kaplan Sterling and Securities America Advisors. He has also been involved in entrepreneurial ventures related to golf, including CP Golf Group, LLC. Wilon Wealth Management is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, typically requiring about $250,000 in investable assets. The firm offers comprehensive wealth management services focused on planning-driven, diversified asset allocation aligned with clients’ goals, risk tolerance, and time horizon, emphasizing tax efficiency and low fees.

Austin Harris is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation with one year of industry experience. Prior to joining West Financial Advisors, he held positions at Sonora Quest Laboratories, Hach Chemical Company, Heska Corporation, and Clinical Pathology Laboratories. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies with broad diversification. The firm offers discretionary and non-discretionary portfolio management, financial planning, and tax preparation, supported by regular client communication and educational initiatives.

Emilee Derifield is a CFP® professional with seven years of experience in financial advisory roles, currently with West Financial Advisors, L.L.C. in Des Moines, IA. Her prior roles include positions at Gilbert & Cook, Inc., Vision Financial Group, and AO Wealth Advisory. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on portfolios typically valued at $1 million or more. The firm emphasizes long-term investment strategies and broad diversification, offering portfolio management, financial planning, and tax preparation services.

Elizabeth Pennington is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Atwood Financial Planning LLC since 2019 and previously worked for U.S. Wheat Associates from 2014 to 2019. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs with a buy-and-hold strategy and offers non-discretionary investment support alongside programs such as concierge and accountability services.

Cameron Pietzsch is a CFP® professional with four years of experience at Syverson Strege and prior roles spanning financial services and other industries. He has worked at Athene, Willis Auto, Equifax, and held various positions connected to the University of Iowa. Syverson Strege is a multidisciplinary wealth management firm serving individuals, families, trusts, and estates, including high-net-worth clients. The firm provides comprehensive financial planning and discretionary and non-discretionary portfolio management using an institutional automated platform, with a fee-based fiduciary approach.

Joseph Fiorentino is a financial advisor at DMKC Advisory Services, LLC in Des Moines, IA, holding a Series 66 designation with one year of industry experience. Before joining DMKC Advisory Services and its affiliated broker-dealer D.M. Kelly & Company in 2025, he was involved with Ironbound Farm & Cider House in 2023. DMKC Advisory Services provides fee-based investment advisory and financial planning to individuals, corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million for around 473 clients through a six-advisor team, employing a long-term buy-and-hold investment approach with diversified portfolios and both discretionary and non-discretionary services.