Peter Deacon is a CFP® and Series 65-registered financial advisor with Forrest Financial Services, where he has worked since 2001. He has 21 years of experience in the industry. Forrest Financial Services provides discretionary investment management, financial planning, and tax planning primarily to individual and high-net-worth clients. The firm combines fundamental analysis and strategic asset allocation to manage diversified portfolios and offers in-house tax preparation and planning services alongside investment advice.

Richard Rademacher is a financial advisor with Peterson Financial Group, Inc. in Des Moines, IA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. from 2015 to 2024. Outside of his advisory role, he is a licensed insurance agent offering life, health, and annuity products. Peterson Financial Group serves individual and high-net-worth clients with retirement income planning, discretionary investment management, and integrated financial planning. The firm’s investment approach includes a structured Retirement Readiness Review process and portfolio implementation through third-party model managers, along with sponsorship of wrap-fee programs and donor-advised funds.

Carla Albers is a financial advisor at Taber Asset Management L.L.C. in Des Moines, IA, holding Series 63 and Series 65 licenses with 13 years of industry experience. She has been with Taber Asset Management since 1998. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach based on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning.

Martin Kelly is a CFP® professional with six years of industry experience, currently serving at Mokosak Advisory Group, LLC since 2019. His prior experience includes multiple roles at Iowa State University and a position at Firefly Credit Union. Mokosak Advisory Group is a small SEC-registered firm that provides comprehensive financial planning and discretionary portfolio management to individuals and families, including medical professionals and charitable organizations. The firm uses a structured, multi-step planning process and emphasizes broadly diversified, low-cost, and tax-efficient investment strategies tailored to client goals and risk tolerance.

Mark Vance is a financial planner with Midwest Heritage Financial Advisors in West Des Moines, IA, holding Series 65 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at First National Bank of Omaha, Ally Invest Advisors, LPL Financial, and Securities America, Inc. He serves on the board of Millard United Sports, contributing to the organization of local girls fastpitch softball teams. Midwest Heritage Financial Advisors operates as the investment advisory division of Midwest Heritage Bank, FSB, providing discretionary portfolio management, financial planning, retirement planning, and tax and estate planning to individuals, trusts, charitable organizations, and business entities. The firm employs a “total portfolio” approach with active, diversified strategies implemented through mutual funds, ETFs, options, and structured notes, with management tailored to client objectives.

Caroline Evans is a financial advisor at Mokosak Advisory Group, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Vision Financial Group and Evereve. Her background also includes roles at Des Moines Golf & Country Club and Drake University. Mokosak Advisory Group is an SEC-registered firm serving individuals and families, including medical professionals, business owners, and charitable organizations. The firm provides comprehensive financial planning and discretionary portfolio management using a multi-step process and emphasizes diversified, low-cost, tax-efficient investment strategies aligned with client goals and risk tolerance.

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.

Dillon Kimberley is a financial advisor at Des Moines Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Des Moines Investments in 2023, he worked at Shelter Insurance for two years. Des Moines Investments is an SEC-registered investment adviser managing approximately $265 million in discretionary assets for around 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm provides portfolio management and financial planning services tailored to clients' goals, risk tolerance, and tax considerations.

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.

David Arens is a financial advisor at Private Wealth Asset Management with 13 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA, accumulating a total of 17 years in related roles. Arens holds Series 65 and Series 66 licenses. He serves on several early childhood education boards in Iowa, including the State Board for Early Childhood and the Polk County Early Childhood board, and participates in the Governor’s Early Childhood Taskforce. Private Wealth Asset Management provides investment advisory and wealth management services to individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm utilizes a combination of quantitative, fundamental, technical, and economic analysis with a focus on strategic asset allocation and tactical adjustments.

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.

Brian West is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation with 18 years of industry experience. He has been with West Financial Advisors since 2008. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm focuses on long-term investment strategies with broad diversification and employs a combination of charting, fundamental and technical analysis, and third-party research to inform its recommendations.

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.

Megan Rosenstiel is a CFP® and holds a Series 66 license with 20 years of industry experience. She has been with Gilbert & Cook, Inc. since 2016. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, providing financial planning, investment advisory, portfolio management, and retirement plan consulting. The firm uses a mix of active and passive strategies and conducts periodic account reviews, with a focus on individualized household-level asset allocation.

Michael Leabo is a financial advisor at Private Wealth Asset Management with a Series 66 designation and four years of industry experience. He previously worked at LPL Financial, IH Mississippi Valley Credit Union, and the Department of Veterans Affairs. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, and retirement plans, offering investment advisory and wealth management services. The firm utilizes a combination of quantitative, fundamental, technical, and economic analysis to manage portfolios, often employing discretionary management and access to alternative investments.

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.

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.

Jerit Tripp is a CFP® with 18 years of industry experience and has been with Gilbert & Cook, Inc. since 2016. He holds a Series 66 designation and serves as a board member for First Tee Central Iowa. Gilbert & Cook, Inc. provides financial planning, investment advisory, retirement plan consulting, and private wealth services to individuals, trusts, estates, corporations, and employer retirement plans. The firm employs a blend of active and passive strategies across multiple asset classes and conducts due diligence on 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.

Brett Halley is a CFA® charterholder and holds the Series 66 designation, with four years of industry experience. He has been with Private Wealth Asset Management since 2021 and previously worked at Wells Fargo Investments for 19 years. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofits, business entities, and retirement plans, managing approximately $1.85 billion in discretionary assets. The firm emphasizes strategic asset allocation supported by quantitative and fundamental analysis and offers a range of investment and wealth management services, including specialized offerings such as oil and gas holdings management and business transition planning.