Hailey Broten is a financial advisor with LSB Wealth Management, holding Series 66 and Series 63 licenses and 13 years of industry experience. Her prior roles include positions at Principal Securities Inc., Principal Funds Distributor, and Lincoln Savings Bank. Outside of financial advising, she owns Broten Travel, a travel-related business. LSB Capital Management, Inc., a wholly owned subsidiary of Lincoln Savings Bank, provides discretionary asset management, financial planning, and sub-advisory services to a diverse client base. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach, utilizing a variety of investment vehicles and third-party managers to construct client portfolios.

Eric Dawson is a financial advisor at Van Diest Capital with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, he coaches boys golf at a local school and owns a thoroughbred racehorse through a family partnership. 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 based on modern portfolio theory and other analyses, offering tailored advisory programs that include Socially Responsible Investing options.

Ramon Reyes is a financial advisor at LSB Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial Services and U.S. Bancorp Investments. Reyes is also a notary public. LSB Capital Management, Inc., where Reyes provides advisory services, manages discretionary asset management and financial planning for individuals, retirement plans, trusts, charities, and institutions. The firm emphasizes personalized, long-term portfolio management and utilizes various investment vehicles alongside third-party managers and model platforms.

Paul Katsion is a financial advisor at RIA Advisory Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NYLife Securities LLC and New York Life. Outside of his advisory role, Katsion serves as a board member for the Henry County Optimist Club, supporting local youth through fundraising and volunteer activities. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management and investment supervisory services. The firm uses a combination of charting, fundamental, and technical analysis alongside both long- and short-term trading strategies.

Brian Vestal is a financial advisor at RIA Advisory Group, LLC with 23 years of industry experience. He holds a Series 63 designation and has been involved with Iea Wealth Management, LLC and its related entities since 2005. Outside of advisory services, he is a 20% owner of Brokerstreet Insurance Services, a non-variable insurance business. 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 using fundamental and technical analysis, managing a diversified mix of asset types while maintaining formal affiliations with legal and accounting professionals.

Ryan Gerardy is a financial advisor at Van Diest Capital with 12 years of industry experience. He holds the CFP® designation and Series 65 and Series 63 licenses. Prior to joining Van Diest Capital, he worked at Thrivent Financial and Principal Advised Services. Outside of advising, he is involved in real estate investing, focusing on identifying and managing property renovations. 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 comprehensive investment process that incorporates modern portfolio theory and various analysis methods, offering tailored strategies including Socially Responsible Investing options.

Brian Heying is a financial advisor with LSB Wealth Management and holds the ChFC® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, having worked with LSB Capital Management, LPL Financial, and Lincoln Savings Bank. Outside of his advisory role, he serves as treasurer for a local recycling organization in Urbandale, IA. LSB Capital Management, Inc. is a registered investment adviser that provides discretionary asset management, financial planning, and sub-advisory services to individuals, retirement plans, trusts, charitable organizations, and other institutions. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach, utilizing a range of investment vehicles and third-party managers through multiple advisory platforms.

Nicholas Haselhuhn is a financial advisor at LSB Wealth Management with Series 63 and Series 65 credentials and three years of industry experience. He has worked at LPL Financial since 2023 and is also associated with LSB Capital Management, Inc. and Lincoln Savings Bank. LSB Capital Management, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm provides discretionary asset management and financial planning with a focus on long-term portfolio management using a range of investment vehicles and third-party platforms.

Patrick Kelly is a financial advisor with DMKC Advisory Services, LLC in Des Moines, IA, holding Series 63 and Series 66 credentials and having four years of industry experience. He is also a trustee of Lemonade Springs, a non-investment-related entity, where he spends part-time hours. DMKC Advisory Services, LLC is a six-advisor team managing approximately $902.5 million for individuals, businesses, and charitable organizations. The firm provides fee-based investment advisory and financial planning services, employing a long-term buy-and-hold strategy with diversified portfolios that include mutual funds, ETFs, equities, and fixed income.

Amy Deever is a financial advisor with West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Morgan Stanley, Wright Service Corp, Eide Bailly LLP, and Mid-America Sales Group. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm emphasizes long-term investment strategies with broad diversification, providing discretionary and non-discretionary portfolio management, financial planning, and tax preparation under separate agreements.

Andrew Harrison is a financial advisor with DMKC Advisory Services, LLC in Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His career includes roles at Fidelity Investments, Principal Financial, Thrivent Financial, and Affiliates before joining DMKC Advisory Services and D.M. Kelly & Company. Outside of finance, he writes fiction publications. DMKC Advisory Services, LLC is a six-advisor team managing approximately $902.5 million for individuals, businesses, and charitable organizations. The firm offers fee-based investment advisory and financial planning services with a focus on long-term buy-and-hold strategies using diversified portfolios across mutual funds, ETFs, equities, and fixed income.

Nicholas Hemsted is a financial advisor at Legacy Financial Group with three years of industry experience. He holds a Series 65 designation and previously worked at Bankers Trust for five years. Nicholas is also a licensed life and health insurance agent in Iowa, appointed with multiple carriers to provide insurance and fixed annuity products. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans through discretionary and non-discretionary investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach and develops written investment policy statements tailored to individual objectives.

Erin Roberts is a financial advisor at RIA Advisory Group, LLC with a Series 65 designation and two years of industry experience, including prior work at RCM Capital. Before entering the advisory field, Roberts spent 17 years at Southeastern Community College. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages a diverse range of investments and employs a discretionary approach based on documented client objectives, utilizing both fundamental and technical analysis.

John Peak Jr. is a financial advisor with RIA Advisory Group, LLC in Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. He has worked at RIA Advisory Group since 2012 and has also been involved with EA Advisors LLC and Advisor Back Office Technologies, LLC. Additionally, he is a CPA and Managing Member of John Peak Jr CPA PC. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with investment supervisory services and portfolio management. The firm uses a combination of charting, fundamental and technical analysis, and both long-term and short-term trading strategies, often operating under discretionary authority while maintaining affiliations with accounting and legal professionals.

James Van Diest is a financial advisor at Van Diest Capital with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Principal Financial Group and Dawson & Bertran Investment Advisors. Van Diest serves as a board member and treasurer for several community and professional organizations, including Ankeny Young Professionals and the Phoebe Foundation Africa. 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’s approach incorporates modern portfolio theory and multiple investment strategies, offering tailored advisory programs and options such as Socially Responsible Investing.

Rachel Wood is a financial advisor with Legacy Financial Group in Des Moines, IA, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has been with Legacy Financial Group since 2016 and also has prior experience with Brokers International Financial Services and Broker Dealer Financial Services Corp. Outside of advisory work, she serves as treasurer for the Indianola Church of Christ, where she reviews budget and cash flow. 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 focused on long-term holdings, supported by fundamental and technical analysis, and develops written investment policy statements tailored to individual client objectives.

Daniel Kelly is a financial advisor with DMKC Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 55 years of industry experience. He has been with DMKC Advisory Services since 2007 and also maintains a long-standing affiliation with D.M. Kelly & Company dating back to 1995. Outside of his advisory work, he serves as a non-voting board member for a real estate development group in Des Moines. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals, including high-net-worth clients, as well as corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million across about 473 clients through a six-advisor team using a long-term buy-and-hold approach grounded in fundamental analysis and diversified portfolio construction.

William Elson is a CFP® with 38 years of industry experience. He is currently with Legacy Financial Group and has held roles at Brokers International Financial Services, Broker Dealer Financial Services Corp, and Spectrum Advisory Services, Inc. Outside of his advisory work, he is involved in insurance sales and farm business management. Legacy Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and retirement plans. The firm employs an active, diversified investment approach and develops written investment policy statements to tailor portfolios to client objectives.

Kevin Shires is a CFP®, CFA®, and ChFC® professional with 21 years of experience in financial advisory. He has been with DMKC Advisory Services, LLC and its affiliated broker-dealer, D.M. Kelly & Company, since 2012. Shires served as President and Director of Member Value for the CFA Society in Des Moines, overseeing committees and organizing events for local industry professionals. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals, corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million for about 473 clients through a six-advisor team, employing a long-term buy-and-hold investment approach using diversified portfolios constructed with mutual funds, ETFs, equities, and fixed income.

Michael Skinner is a financial advisor at 1834 Investment Advisors Co. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at T. Rowe Price Investment Services, Inc. and LPL Financial LLC. Outside of his advisory work, he serves as writer and content director for the nonprofit Gratia Reflections. 1834 Investment Advisors provides 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 asset allocation within a framework guided by written Investment Policy Statements.