Jerit Tripp is a CFP® with 18 years of industry experience, currently serving at Gilbert & Cook, Inc. He previously worked at Cerity Partners LLC, VSR Financial Services, Inc., Dewaay Capital Management, and Ameriprise. He serves as a board member for First Tee Central Iowa. Gilbert & Cook, Inc. provides financial planning, investment advisory, and retirement plan consulting services to individuals, trusts, estates, corporations, and employer retirement plans. The firm employs a mix of active and passive strategies tailored through household-level asset allocation and offers distinct due-diligence processes for private and alternative investments.

Steven Tallman is an advisor with Compass Financial Services in West Des Moines, IA, holding a Series 66 designation and beginning his financial advisory career in 2025. Prior to joining Compass and LPL Financial, he worked at Chevron, Inc. for seven years and has experience in auditing and property management. Compass Financial Services provides investment advice and wealth-management services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm uses an active, diversified approach with proprietary model portfolios and manages accounts on a discretionary basis, conducting regular reviews and rebalancing as needed.

Jennifer Scheck is a CFP® professional at Syverson Strege with seven years of experience at the firm and a total of ten years in the financial industry. Prior to joining Syverson Strege in 2019, she worked at Principal Financial and Stamatelos & Tolekson. Syverson Strege provides wealth management and comprehensive financial planning services to individuals, families, trusts, and estates, including high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, an automated ETF/mutual fund program, and utilizes an institutional automated platform with model portfolios, rebalancing, and optional tax-loss harvesting.

Kellie Masters is a CFP® and holds a Series 65 license, with 14 years of industry experience. She has been with Wealth Advisors of Iowa, LLC since 2007. In addition to her advisory role, she is a licensed agent selling fixed insurance products including long-term care, disability income, and life insurance. Wealth Advisors of Iowa provides portfolio management, financial planning, and qualified retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process using various analytical methods and offers services such as discretionary account management, participant-level retirement plan advice, and a wrap-fee program.

Loren Merkle is a CFP® professional with 16 years of industry experience, currently serving at Merkle Retirement Planning. He has worked with Elite Retirement Planning, LLC and Global Financial Private Capital. Merkle is the owner of MRP Holdings, Inc., which includes several related businesses such as a tax preparation firm and an insurance agency. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning, discretionary asset management through model portfolios and direct security management, and offers client education through workshops, newsletters, and media appearances.

Brandon Grimm is a CFA® charterholder with 17 years of industry experience. He is affiliated with Gilbert & Cook, Inc., where he has worked for a combined 15 years, and previously worked at VSR Financial Services, Inc. Grimm is a passive investor in Artisan Foundry, LLC and Summit SI Holdings LLC. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and retirement plans with financial planning, investment advisory, and wealth management services. The firm employs a combination of active and passive strategies across multiple asset classes and provides distinct due diligence for private and alternative investments.

Haley Danforth is a financial advisor at Merkle Retirement Planning with six years of industry experience. She holds a Series 65 credential and has worked at Elite Retirement Planning since 2018. Outside of advising, Danforth serves as Chair of the West Des Moines Chamber's Young Professionals Program and is the Alumni Chair for the West Des Moines Leadership Academy advisory council. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning and offers discretionary asset management through model portfolios and direct security management, with operational implementation delegated to a sub-advisor.

Colby Dotzler is a financial advisor with Midwest Heritage Financial Advisors in West Des Moines, IA. He holds Series 63 and Series 65 licenses and has been in the industry for one year. Prior to joining the firm, he held positions at Northwestern Mutual Wealth Management Company and Patterson Dental Logistics. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, serving individuals, trusts, estates, charitable organizations, and business entities. The five-advisor team manages about $398.7 million across approximately 334 client relationships using a “total portfolio” approach that emphasizes active, diversified allocation across asset classes and strategies to address volatility and seek consistent returns.

Jarrett Sheets is a CFP® professional with 15 years of industry experience. He is currently with Gilbert & Cook, Inc., where he has worked since 2019. His prior experience includes roles at Cerity Partners, Brokers International Financial Services, and Lone Wolf Financial, LLC. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, offering financial planning, investment advisory, and private wealth services. The firm provides individualized advice with a focus on household-level asset allocation, using a combination of active and passive investment strategies across multiple asset classes.

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.

Melissa Gray is a financial advisor at Merkle Retirement Planning with 23 years of industry experience. She holds a Series 65 designation and has worked at Elite Retirement Planning since 2019, following a tenure at VOYA Financial Advisors from 2014 to 2018. Merkle Retirement Planning serves individuals, retirement-plan sponsors, trusts, and other entities, offering tailored financial planning, discretionary asset management, and retirement-plan consulting under ERISA standards. The firm uses a model-driven investment approach combined with direct security management and provides client education through workshops, webinars, and media appearances.

Caleb Pearson is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Compass Financial Services since 2012 alongside his roles at LPL Financial. Outside of his advisory work, he is involved with Brokers Clearing House, providing non-variable insurance services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a variety of investment and service options tailored to client needs.

Herbert Modglin is a financial advisor with Five Talents Financial Management Group LLC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Five Talents since 2020 and has prior experience at LPL Financial and VisionPoint Advisory Group. Modglin is also licensed as an insurance agent, soliciting life and term insurance. 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 and employs a Wealth Management Program that combines various analytical techniques and both short- and long-term strategies, serving a high client load with standardized processes and offering retirement plan education and support.

Wendy Moran is a financial advisor with Wealth Advisors of Iowa, LLC, holding a Series 65 designation and three years of industry experience. She is also a shareholder of MHCS, P.C., a CPA firm in West Des Moines, where she oversees assurance services, quality control, and risk management. Moran has been affiliated with Wealth Advisors of Iowa since 2002 and with MHCS since 2015. Wealth Advisors of Iowa provides portfolio management, financial planning, and qualified retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process using a combination of analytical methods and offers discretionary account management, participant-level retirement plan advice, and a wrap-fee program.

Chawn Honkomp is a financial advisor at Merkle Retirement Planning with 11 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Princor Financial Services Corporation and United Planners Financial Services of America. Outside of his advisory role, he operates an independent insurance agency focused on non-variable insurance products. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm offers tailored financial planning, discretionary asset management through model portfolios and direct security management, and retirement-plan consulting under ERISA standards.

Matthew Watters is a financial advisor at Midwest Heritage Financial Advisors with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Midwest Heritage Financial Advisors since 2019, with prior roles at Securities America Advisors, Inc. and Invest Financial Corporation. He serves as an investment board member for the Iowa Public Employees’ Retirement System (IPERS) and is a FINRA arbitrator. Watters also participates on various committees at Midwest Heritage Bank. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a “total portfolio” approach called Strategy Diversification, focusing on active, diversified allocation to manage volatility and seek consistent returns while operating as a fiduciary for advisory accounts.

Jonathan Pearson is a financial advisor with Wealth Advisors of Iowa, LLC, holding a Series 66 license and 21 years of industry experience. He previously worked at LPL Financial LLC and VisionPoint Advisory Group. Outside of advisory services, he is licensed to sell fixed insurance products including long-term care, disability, and life insurance. Wealth Advisors of Iowa provides portfolio management, financial planning, and qualified retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment approach using a combination of fundamental, technical, and quantitative analysis, and offers services such as wrap-fee programs and participant-level retirement plan advice.

Ryan Simpson is a CFP® professional with two years of industry experience, currently serving at Syverson Strege. He previously worked for nine years at Simpson Design Group before joining Syverson Strege, where he has been part of the team for five years. Syverson Strege provides wealth management and comprehensive financial planning services to individuals, families, trusts, and estates, including high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, automated ETF/mutual fund programs, and utilizes an institutional automated platform with tax-loss harvesting and due diligence on outside managers.

Jessica Hoffman is a financial advisor at Wealthcare Capital Partners, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Edward D. Jones & Co., L.P., LPL Financial LLC, and Arkadios Capital. Outside of her advisory role, she works as a dental hygienist at Waukee Dental. 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 using a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Nicholas Waller is a CFP® professional at Wealth Advisors of Iowa, LLC with one year of experience at the firm and a prior five-year tenure at Gilbert and Cook. He has also worked at US Health Advisors and The Harvester Club. Wealth Advisors of Iowa is an SEC-registered advisory firm with ten advisors managing approximately $539 million in discretionary assets. The firm serves individuals, high-net-worth clients, pension and profit sharing plans, trusts, and corporate entities, offering portfolio management, financial planning, and qualified retirement plan services.