Kevin Mcguire is a financial advisor at Rockway Wealth Partners with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of M3 Marketing Inc., a commercial printing business he founded in 2018. Rockway Wealth Partners provides financial planning, portfolio management, and wealth management services to individual clients and retirement plan sponsors. The firm manages accounts primarily on a discretionary, asset-allocation basis and sponsors its own wrap fee program, overseeing approximately $26.6 million in discretionary assets.

Adam Bormann is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Paladin Wealth Partners since 2017. He previously worked at Ausdal Financial Partners, Inc. and HJN Advisors, LLP. Outside of his advisory role, he is also involved in insurance sales as an independent contractor. Paladin Wealth Partners provides wealth management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis along with modern portfolio theory to manage customized portfolios, primarily composed of mutual funds and ETFs.

Seth Fulton is a financial advisor with Van Diest Capital, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. Outside of his advisory work, he serves as Treasurer for Johnston Youth Football. 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 employs a range of investment strategies and offers Socially Responsible Investing options, with an affiliation to an accounting practice and a team-based approach.

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.

Mark Kline is a financial advisor at Fiat Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked at Cintas for 12 years. In addition to his advisory role, he is active as an insurance agent with Fiat Insurance Services. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning. Their investment approach includes using third-party model portfolios, tax-sensitive tools, and a range of investment products, with custody recommendations centered on Schwab.

Christian Voigtlander is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Gibraltar Capital Management, Inc. since 2018, following earlier roles at Helmerich & Payne, Inc. and Rustic Cuff. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach with a focus on in-house fundamental research, tax efficiency, and limited portfolio turnover, while also providing integrated accounting, consulting, and private fund advisory services.

Matthew Onstot is a CFP® professional with 21 years of industry experience. He is a wealth advisor at Wilon Wealth Management, where he has worked since 2007, and has held roles at Purshe Kaplan Sterling Investments and Securities America Advisors. Outside of financial advising, he is involved in several business ventures including farming through Whistling Ridge Farms, LLC, and manufacturing and distribution with KO Distributing d/b/a Burtek Dry Ice. Wilon Wealth Management provides financial planning and asset management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a planning-driven, goal-focused approach, emphasizing diversified, passive, low-cost, and tax-efficient investment strategies tailored to client objectives.

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.

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.

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.

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.

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.

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.