Thomas Mccaffrey is a financial advisor at Gilbert & Cook, Inc. with 12 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at Cerity Partners LLC and VSR Financial Services, Inc. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and retirement plans with financial planning, investment advisory, and portfolio management services. The firm employs a household-level asset allocation approach using both active and passive strategies and conducts due diligence on private and alternative investments for clients.

Reece Oleson is a CFP® professional with eight years of industry experience, currently affiliated with Gilbert & Cook, Inc. He has worked at Gilbert & Cook since 2016 and was previously with Cerity Partners LLC. Outside of his advisory role, Oleson is involved in Andrea Oleson Photography, where he manages bookkeeping and tax filing. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, offering financial planning, investment advisory, portfolio management, and private wealth services. The firm employs a mix of active and passive strategies across various asset classes and conducts due diligence on private and alternative investments, providing distinct disclosures and implementation options to clients.

Tiffany Scharfenkamp is a CFP® with experience at Gilbert & Cook, Inc., Cerity Partners LLC, Vision Financial Group, and Iowa Realty - Midland Title & Escrow. She has been working in the financial services industry since 2018. Gilbert & Cook, Inc. provides financial planning, investment advisory, and private wealth services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a combination of active and passive investment strategies and conducts periodic account reviews, with additional due diligence for private and alternative investments.

Katherine Gudgel is a CFA® charterholder with seven years of industry experience. She is currently with Gilbert & Cook, Inc., where she has worked since 2022, following prior roles at Cerity Partners LLC and Principal Financial Group. Outside of her advisory work, she is a franchise owner of Juice Plus Company. 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 combination of active and passive strategies across various asset classes and conducts due diligence on private and alternative investments offered to clients.

Kailey Hanson is a financial advisor at Merkle Retirement Planning with three years of industry experience. She holds a Series 65 designation and has previously worked at Mokosak Advisory Group and Sammons Financial Group. Hanson also serves as a Client Service Administrator at Financial Advisory Service, Inc. 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.

Nkiru Nwachukwu is a financial advisor at Merkle Retirement Planning with a Series 65 designation and two years of industry experience. Prior to joining Merkle, Nwachukwu held positions at Arizona State University and the University of Arizona College of Pharmacy. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, offering tailored financial plans and model-driven portfolio management implemented through proprietary and third-party models. The firm also conducts educational workshops and publishes periodic client communications.

Stacey Perkins is a financial advisor at Merkle Retirement Planning with five years of industry experience. She holds Series 65 and Series 63 credentials. Prior to joining Merkle, she worked at Northwestern Mutual and Gilbert and Cook Inc. Outside of her advisory role, Perkins is involved in a multi-level marketing business related to online workout subscriptions and nutritional products. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, offering tailored financial planning, model-portfolio solutions, and discretionary portfolio management. The firm emphasizes asset allocation and model-driven strategies implemented through internally developed and third-party portfolios.

Kiley Ingersoll is an Investment Adviser Representative at FBL Wealth Management, LLC with a Series 66 designation and no prior industry experience. Before joining FBL, Kiley worked at the Wyoming Business Council and Uinta B.O.C.E.S. #1. Outside of advising, Kiley is involved in insurance sales and owns an insurance services LLC. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers, and offers written financial planning along with educational seminars and newsletters.

Sarah Schechinger is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. She is currently associated with FBL Marketing Services, LLC and FBL Financial Group. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities, offering investment management primarily through third-party portfolio managers and sub-advisers. The firm emphasizes a mostly non-discretionary investment approach and provides written financial planning alongside educational seminars and newsletters.

Brenton Collins is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Advisors and Arete Wealth Management since 2014. Collins is also president and owner of Collins Capital Management, Inc. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management, proprietary model allocations, and third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Eric Hanson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with FBL Financial Group since 2019 and has been involved with Equitrust Marketing Serv LLC and Farm Bureau since 2000. Outside of his advisory role, Hanson is an owner and operator of a row crop farming business in Pomeroy, Iowa. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers to implement day-to-day investment decisions while providing written financial planning and educational resources.

Kate Juelfs is a financial advisor at Foster Group, INC. with 19 years of industry experience. She holds a Series 66 designation and has been with Foster Group in various roles since 2013. Prior to that, she worked at Investment Advisors Corp from 2007 to 2011. Foster Group, INC. advises individuals, including high-net-worth clients, corporate and institutional clients, and retirement plans. The firm manages approximately $4.78 billion across nearly 2,000 client relationships, offering investment supervisory services, financial planning, and qualified plan consulting with a long-term, asset-allocation-driven approach.

Justin Drake is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation with two years of industry experience. His work history includes roles at FBL Financial Services, FBL Marketing Services, FBL Financial Group, and HomeServices Lending. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, financial plans, retirement-plan services, and educational seminars, emphasizing individualized advice and utilizing a combination of strategic asset allocation and third-party discretionary managers for trade execution.

Chad Terry is a CFP® professional with 27 years of industry experience, currently affiliated with Nicolet Wealth Management in West Des Moines, IA. His prior roles include positions at Legacy Financial Group, Brokers International Financial Services, AMERIPRISE FINANCIAL SERVICES, and Blackrock Investments. Terry serves on the board of Revelton Distilling Company and Junior Achievement of Central Iowa. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm performs investment research and manager selection through an internal team and oversees plan implementation with discretionary fiduciary authority.

Andrew Endelman is a financial advisor with Independent Wealth Network, Inc., holding a Series 65 credential and over 10 years of industry experience. He previously worked at Investment Advisors Corp from 2013 to 2017 before joining Independent Wealth Network, where he has been since 2017. Outside of his advisory role, he serves as a board member of the Villas of Ashworth Glen Homeowners Association and owns a golf simulator business and commercial real estate holdings. Independent Wealth Network advises individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, providing wealth management, financial planning, and consulting services. The firm’s 30 investment adviser representatives oversee approximately $518 million in client assets and implement portfolio strategies using a combination of third-party managers, models, and discretionary authority.

Nicholas Smith is a CFP® with 14 years of industry experience, currently serving as an Investment Adviser Representative at FBL Wealth Management, LLC in West Des Moines, IA. He has been involved with FBL Marketing Services, LLC and Farm Bureau since 2011. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily offers investment management through third-party portfolio managers and provides written financial planning and educational resources within a non-discretionary advisory framework.

Jeremy Vanderzyl is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, with three years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience with FBL Marketing Services and FBL Financial Group. Outside of advisory, he provides technical agricultural consulting on specialty crop production through Diamond Block Services and works as an insurance agent affiliated with Farm Bureau Financial Services. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm delivers investment management via wrap-fee programs, financial planning, and non-fiduciary retirement services, emphasizing individualized advice and utilizing third-party discretionary managers for trading execution.

Matthew Moklestad is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has worked at Foster Group in various capacities since 2016 and previously held roles at Principal Funds Distributor, Inc. and Principal Financial Services. Foster Group, INC. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans through a team of 54 advisors. The firm employs a long-term, asset-allocation driven investment approach using diversified mutual funds, ETFs, independent managers, and institutional strategies, while offering tailored service tiers and leveraging digital platforms for portfolio management and estate planning.

Jeffrey Bradley is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with FBL Financial Group since 2022 and was previously associated with Farm Bureau Financial Services. Outside of his advisory role, he owns a real estate sales business through a closely held LLC. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management via wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized advice without discretionary authority, using third-party sub-advisers for trade execution, and leverages its affiliation with FBL Financial Group and the Farm Bureau distribution network.

Anna Lawless is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked as an agent with Farm Bureau Financial Services for ten years and has been affiliated with FBL Financial Group and FBL Marketing Services for seven and eight years, respectively. Outside of her advisory role, she volunteers assisting with bookkeeping for Clear Choice Auto Glass, a business operated by her spouse. FBL Wealth Management serves a broad range of clients including individuals, high-net-worth families, retirement plans, trusts, nonprofits, and corporations. The firm provides personalized investment management and financial planning through wrap-fee programs and program arrangements, emphasizing non-discretionary advisory relationships with discretionary execution handled by third-party managers.