Edward Smith is a financial advisor with RIA Advisory Group, LLC in Des Moines, IA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Visionpoint Advisory Group, LPL Financial, and Edward Jones. He is also licensed as a non-variable insurance agent. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm employs a discretionary investment approach combining fundamental and technical analysis across various asset classes and maintains formal affiliations with legal and accounting professionals.

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.

Benjamin Heckart is a financial advisor with RIA Advisory Group, LLC in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Iea Wealth Management LLC and Cambridge Investment Research Advisors. Outside of his advisory work, he operates a small farming business and holds a 20% ownership stake in Brokerstreet Insurance Services. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management, combining charting, fundamental, and technical analysis in both long- and short-term trading strategies. The firm is noted for its affiliations with accounting and legal professionals, as well as maintaining an affiliated research entity.

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.

Benjamin Rasmussen is a financial advisor at Van Diest Capital with a Series 66 designation and four years of industry experience. Before joining Van Diest Capital in 2025, he worked at Dawson & Bertran Investment Advisors for three years. Outside of his advisory role, Rasmussen serves as a coach at Webster City Schools. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm incorporates Socially Responsible Investing options and uses a process combining modern portfolio theory with fundamental, cyclical, and quantitative analysis.

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.

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.

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.

Daniel Kelly is a financial advisor with DMKC Advisory Services, LLC in Des Moines, Iowa, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has been associated with DMKC Advisory Services and its affiliated firm, D.M. Kelly & Company, in various roles since 2003. Outside of his advisory work, he serves as a part-time job coach at Candeo in Des Moines. 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 through a six-advisor team, employing a long-term, buy-and-hold investment approach using diversified portfolios composed of no-load mutual funds, ETFs, equities, and fixed income.

Tyler Dawson is a financial advisor at Van Diest Capital with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Transamerica Financial Advisors and Signator Investors, Inc. Outside of his advisory role, he serves as an elder and board member at Missionary Alliance Church, where he is involved in teaching and public speaking. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm incorporates Socially Responsible Investing options and uses a comprehensive investment process drawing from modern portfolio theory and various analytical approaches.

Michael Mcclimon is a financial advisor at FMSA with 29 years of industry experience. He holds a Series 63 designation and has previously worked at GWN Securities Inc. Mcclimon also owns and operates a tax services business that prepares tax returns and assists with FAFSA applications for college students. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trusts. The firm provides discretionary portfolio management and financial planning using a fundamental, research-driven investment approach.

Bryce Littler is a financial advisor at Van Diest Capital in Polk City, IA, with four years of industry experience and a Series 65 designation. His prior roles include positions at WealthCharter Retirement Planning, Principal, and HK Solutions Group. In addition to his advisory work, he runs a tax and accounting practice through VDC Accounting, LLC. Van Diest Capital provides portfolio management, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including Socially Responsible Investing, and integrates accounting services through its affiliated tax practice.

Tamara Smith is a financial advisor with Legacy Financial Group in Des Moines, IA, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Peterson Financial Group, Inc. and Principal Financial Services. She is also involved in direct insurance sales focused on life and fixed insurance products. 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 tailored through written policy statements and offers financial education services to employers and classrooms.

Jeanna Nation is a CFP® with eight years of industry experience, currently serving as an advisor at West Financial Advisors, L.L.C. in Des Moines, Iowa, where she has worked since 2017. Prior to this, she was affiliated with Iowa State University for eight years. She is also a partner in Rare Breed Kettlebell, a fitness business she co-founded with her spouse. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies and broad diversification. The firm offers portfolio management, financial planning, and tax preparation services, supported by a team holding multiple professional credentials.

Chris Weston is a CFP® and ChFC® with 28 years of industry experience, currently serving as an advisor at RIA Advisory Group, LLC since 2024. He previously worked at Securities America Advisors and Waddell & Reed, Inc. Weston is a part owner of Community Educators, LLC, a company providing continuing education credits and ethics courses for insurance agents and CFP professionals. He also serves as the current president of the Society of Financial Services Professionals. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, and corporations. The firm employs a mix of equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, managing accounts on a discretionary basis using fundamental and technical analysis combined with both long- and short-term trading strategies.