Sean Stevens is a financial advisor with Latitude Investment Group in Windsor Heights, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at Triumph Wealth Advisors and several securities firms. Outside of his advisory work, Stevens owns and supervises a bar and an event center in Windsor Heights. Latitude Investment Group provides investment advisory and financial planning services to individual clients, focusing on tailored advice through managed accounts, portfolio reviews, and asset allocation strategies with no minimum account size.

Jason Shaw is a financial advisor with BSC Capital Partners, LLC, holding a Series 66 designation and 26 years of industry experience. He has been with BSC Capital Partners since 2007 and has also been associated with Boelman Shaw and Co and RDA Financial Network, Inc. during his career. BSC Capital Partners provides investment advice and portfolio management primarily to individual clients, including high-net-worth households, as well as certain corporate or business entities. The firm’s investment approach emphasizes global diversification through mutual funds and ETFs, periodic rebalancing, and discretionary asset management while offering financial planning and consulting services.

Timothy Kadlec is a financial advisor at Legacy Bridge Private Family Offices with 10 years of industry experience. He holds a Series 65 designation and has been with Legacy Bridge since 2015. The firm serves high-net-worth families and individuals by providing discretionary investment management and comprehensive private family office services, including trust oversight and strategic philanthropic planning. Legacy Bridge manages approximately $326 million in discretionary assets and emphasizes diversified, multi-asset portfolios tailored to client objectives and risk tolerances.

Adam Obrecht is a CFP® with 26 years of industry experience, currently serving as an advisor at AO Wealth Advisory. He has worked with the firm since 2010 and previously held roles at Broker Dealer Financial Services Corp. and Investment Advisor Corp. He serves as a board member for the Financial Planning Association, contributing to membership activities. AO Wealth Advisory provides financial planning, investment management, and consulting services to individual investors, retirement plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with quantitative modeling to create customized portfolios and serves clients through discretionary and non-discretionary arrangements.

Jason Kane is a CFP® with nine years of industry experience. He is currently with Kane Company Wealth Management, Inc., where he has worked since 2018, following prior roles at Creative Planning, Summit Wealth Advisors, and Engage Advisors. Kane Company Wealth Management, Inc. provides investment advisory and wealth management services to individuals, families, trusts, estates, charitable foundations, and retirement plans. The firm manages approximately $284.7 million and focuses on long-term, low-cost, tax-efficient portfolios primarily using passive vehicles and institutional mutual funds and ETFs, with an emphasis on Dimensional Fund Advisors’ strategies and Modern Portfolio Theory.

Steven Kane is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with Kane Company Wealth Management, Inc. since 1993. Kane Company Wealth Management, Inc. provides investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, charitable foundations, and company-sponsored retirement plans. The firm manages approximately $284.7 million and focuses on long-term, low-cost, tax-efficient portfolios primarily using passive vehicles and institutional funds, with an emphasis on Dimensional Fund Advisors’ strategies and Modern Portfolio Theory.

Shera Erickson is a financial advisor at Vivid Wealth Management, LLC in West Des Moines, IA, holding a Series 65 designation with one year of industry experience. Prior to joining Vivid Wealth Management, she worked at Vivid Tax & Wealth Advisors and has experience outside the financial sector at Lenz Heating & Cooling. Vivid Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, offering both one-time financial plans and ongoing asset management. The firm employs a variety of analytical approaches and emphasizes ETF investments, providing regular portfolio reviews and educational workshops.

Jonathan Glaser is a CFP® with 40 years of industry experience. He has been with Iowa Wealth Management, LLC since 2017 and previously worked at Investment Centers of America for seven years. Iowa Wealth Management is a small, supported firm with two advisors managing approximately $124 million for around 136 clients. The firm serves individuals, retirement plans, trusts, foundations, charitable organizations, and corporations, employing a fiduciary approach with customized financial planning and both fundamental and technical investment strategies.

Dashle Kelley is a financial advisor at Calibrate Wealth, LLC in Des Moines, IA, with one year of industry experience. He holds a Series 65 designation and previously worked at Principal Financial Group from 2014 to 2023. He has also been affiliated with Grandview University since 2023. Calibrate Wealth manages approximately $9.5 million in client assets for a select group of individuals, trusts, estates, pension and profit-sharing plans, nonprofit organizations, and business entities. The firm employs a top-down, sector-driven investment process with active trading strategies and discretionary portfolio management.

Michael Jiskoot is a CFP® and Series 65 registered advisor with five years of industry experience. He is currently with Valiant Wealth, LLC, where he has worked since 2021, and has held roles at affiliated firms including Valiant Tax Solutions, LLC and Valiant Capital Solutions, LLC. Prior to joining Valiant Wealth, he worked at Pella Corporation and LCS. Valiant Wealth, LLC provides portfolio management and financial planning services to individuals, pension plans, pooled investment vehicles, and charitable organizations. The firm employs a buy-and-hold, diversified investment approach using proprietary tools and data from Dimensional Fund Advisors, and manages accounts on a discretionary basis with regular performance reporting.

Scott Snyder is a CFP®, CFA®, and Series 63 registered advisor with 14 years of industry experience. He has been with Acadia Legacy Group since 2017 and previously worked at Foster Group, Inc. from 2013 to 2017. Acadia Legacy Group provides financial planning, discretionary portfolio management, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes a long-term, buy-and-hold investment approach and offers specialized family office services for complex client needs.

Brooklyn Vitiritto is a CFP® and Series 65 licensed financial advisor with seven years of industry experience. She has been with Longenecker Financial Services since 2018, including its predecessor Legacy Financial Group, and has prior experience at Principal Financial Group and Iowa State University. Brooklyn also provides life insurance services as part of her professional activities. Longenecker Financial Services serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations with financial planning and personalized investment management. The firm offers discretionary portfolio management and retirement plan consulting, using both fundamental and technical analysis, and operates a wrap-fee program alongside insurance-related services.

Tyler Kromkowski is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Paladin Wealth Partners since 2018 and briefly at Bridgepoint Investment Banking in 2018. Paladin Wealth Partners offers wealth management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios using a combination of fundamental, technical, and charting analysis alongside modern portfolio theory, tailoring allocations to clients’ objectives and risk tolerance.

Eric Williams is a Series 65-licensed financial advisor with AO Wealth Advisory in Urbandale, IA, bringing nine years of industry experience. He has worked with AO Wealth Advisory since 2017 and has been associated with Investment Advisors Corp since 2015. Outside of his advisory work, Williams is the owner and creator of the writing and marketing website Words of Williams and is involved with affiliated marketing through You Need a Budget. AO Wealth Advisory serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing financial planning, personalized investment management, and consulting services. The firm uses a combination of fundamental and technical analysis along with quantitative modeling to build customized portfolios and manages accounts primarily on a discretionary basis.

Mitchell Moser is a financial advisor with Weis Advisory in Clive, Iowa, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with Weis Advisory for the same period. He is a co-owner of Weissenburger Investments and Financial Planning, an independent business supporting his advisory activities. Weis Advisory is a fiduciary registered investment adviser serving individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm’s four-person team employs strategic asset allocation, security selection, and regular rebalancing, offering a broad range of investment instruments and maintaining affiliations with accounting professionals to support comprehensive financial planning.

Jared Stines is a financial advisor with Peterson Financial Group, Inc. in Des Moines, IA, holding a Series 66 designation and 15 years of industry experience. He has worked with firms including Cetera Investment Services, Regions Bank, Directed Services, LLC, and Voya Financial. Outside of advisory work, he is a managing member of Lee Mountain Co., LLC. Peterson Financial Group serves individual and high-net-worth clients by offering retirement income planning, discretionary investment management, and integrated financial planning. The firm uses a structured Retirement Readiness Review to guide asset allocation and implements portfolios through model managers with ongoing oversight.

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.

Andrew Susanin is a financial advisor with RIA Group, LLC, holding a Series 63 designation and 28 years of industry experience. He previously worked at firms including LPL Financial, Visionpoint Advisory Group, Securian Financial Services, Inc., and Cauldwell Financial Group Inc. Outside of advisory roles, he has engaged in fixed insurance sales. RIA Group, LLC is a newly registered SEC investment adviser that intends to serve individuals, high net worth clients, trusts, estates, qualified retirement plans, and business entities. The firm offers personalized financial planning along with discretionary and non-discretionary investment management, utilizing fundamental analysis, third-party quantitative research, and a range of investment vehicles tailored to client objectives.

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.