Tim Roemmich is a CFP® professional with 19 years of industry experience. He has been with Syverson Strege & Company since 2004. Syverson Strege provides wealth management and comprehensive financial planning to individuals, families, trusts, and estates, including high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management using an institutional automated platform, along with quarterly reporting, rebalancing, and annual investment reviews for larger accounts.

Jason Gunkel is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He has been with Syverson Strege since 2008, working as part of their team in West Des Moines, IA. Syverson Strege offers wealth management and comprehensive financial planning services to individuals, families, trusts, and estates, including high-net-worth clients. The firm employs an institutional automated platform for portfolio management, provides discretionary and non-discretionary services, and uses a multidisciplinary advisory team with multiple CFP and CFA credentials.

George Lamoureux is a CFP® with two years of industry experience, currently serving at Gilbert & Cook, Inc. He has prior experience at Cerity Partners LLC, Foster Group, Broker Dealer Financial Services Corp, and Miles Capital Inc. Gilbert & Cook, Inc. provides financial planning, investment advisory, and portfolio management services to individuals, trusts, estates, corporations, and employer retirement plans. The firm employs a mix of active and passive strategies across various asset classes and conducts due diligence on private and alternative investments, maintaining distinct disclosures and implementation options for clients.

Levi Cyphers is a financial advisor at Midwest Heritage Financial Advisors with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including OSAIC and Securities America, Inc. Outside of his advisory role, Cyphers co-owns a small-town hotel with his brother. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a “total portfolio” Strategy Diversification approach that incorporates active, diversified asset allocation across various investment vehicles to address volatility and seek consistent returns.

Zachary Ripka is a CFP® professional with four years of industry experience, currently affiliated with Gilbert & Cook, Inc. He has previously worked at Cerity Partners LLC and BKD CPAs & Advisors, among other firms. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, providing financial planning, investment advisory, retirement plan consulting, and private wealth services. The firm uses a combination of active and passive strategies across multiple asset classes and conducts due diligence on alternative investments.

Nicholas Finkenauer is a financial advisor at Wealth Advisors of Iowa, LLC with four years of industry experience. He holds a Series 65 designation and has been with Wealth Advisors of Iowa since 2021. He also has a longstanding affiliation with McGowen, Hurst, Clark, Smith dating back to 2012. Wealth Advisors of Iowa provides portfolio management, financial planning, and retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm uses a fiduciary investment approach that incorporates fundamental, technical, and quantitative analysis, offering strategies from long-term investing to options and short sales, and emphasizes ongoing account monitoring and integration of outside assets.

Michele Bjorkgren is a financial advisor with Compass Financial Services in West Des Moines, Iowa, holding Series 63 and Series 65 licenses and with 17 years of industry experience. She has been with Compass Financial Services and LPL Financial LLC since 2002. Outside of her advisory role, she is a commissioned notary public in the state of Iowa and engages in crafting activities. Compass Financial Services provides investment advice and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an active, diversified investment approach using proprietary model portfolios tailored to clients’ objectives, time horizons, and risk tolerance, and operates a wrap fee program alongside a hybrid arrangement with LPL Financial.

Allyson Martens is a Series 65-licensed financial advisor at Merkle Retirement Planning with six years of industry experience. She has worked at Elite Retirement Planning, LLC for nine years and previously spent a year at Big Green Umbrella Media. Outside of finance, Martens serves as a primary props and set designer at the Des Moines Playhouse in a part-time capacity. Merkle Retirement Planning offers investment advisory and financial planning services to individuals, trusts, estates, and business entities, with a focus on model-driven portfolio management and asset allocation. The firm provides tailored financial planning, direct asset management, and educational workshops, combining internally developed and third-party model portfolios.

Teresa Baumann is a CFP® professional at Syverson Strege with one year of experience in financial advising. Prior to joining Syverson Strege, she worked at Consumer Credit of Des Moines and SmartPath for four years each, and was involved with Money Smart Woman for eight years. Syverson Strege provides wealth management and comprehensive financial planning services to individuals, families, trusts, and estates, including high-net-worth clients. The firm offers a range of portfolio management options alongside discretionary and non-discretionary services, utilizing institutional automated platforms and external managers after due diligence.

Linda Cook is a CFP® with 35 years of experience in the financial industry. She has worked at Gilbert & Cook, Inc. since 1994 and also held positions at Purshe Kaplan Sterling Investments and Cerity Partners LLC. Outside of her advisory role, she serves as a board member for the University of Northern Iowa. Gilbert & Cook, Inc. provides financial planning, investment advisory, portfolio management, and retirement plan consulting services to individuals, trusts, estates, corporations, and employer retirement plans. The firm employs a mix of active and passive strategies across various asset classes and conducts due diligence on private and alternative investments offered to clients.

Damian Beard is a financial advisor with Syverson Strege, holding the CFP® designation and Series 66 license, with five years of industry experience. His prior roles include positions at Wells Fargo, Merrill, Bank of America, and Edelman Financial Engines. Outside of his advisory work, he is an independent children’s book author, serves as Executive Director and board member of the Holding Tiny Hands Foundation, directs operations for an educational company called STEAM STARZ, LLC, and founded BidWell Benefits, LLC, which provides benefit auction services for nonprofit organizations. Syverson Strege offers wealth management and comprehensive financial planning to individuals, families, trusts, and estates, including high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, automated model portfolios with rebalancing and tax-loss harvesting, and a multidisciplinary team with multiple credentialed professionals.

David Farnsworth is a Series 65-licensed financial advisor with Wealth Advisors of Iowa, LLC, where he has worked for seven years. He is also the managing partner and shareholder of McGowen, Hurst, Clark & Smith PC, a tax and business consulting firm based in West Des Moines, where he has been since 1998. 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 incorporating various analytical methods and offers services such as discretionary account management, participant-level retirement advice, and a wrap-fee program.

Johnne Syverson is a CFP®, ChFC®, and holds a Series 63 license with 27 years of industry experience. He is a founding member of Syverson Strege, based in West Des Moines, IA. Outside of his advisory role, Syverson owns and serves as Executive Director of the Charitable Giving Resource Center, LLC, a nonprofit consulting firm focused on planned giving procedures. Syverson Strege provides wealth management and comprehensive financial planning to individuals, families, trusts, and estates, including high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management using institutional automated platforms, third-party managers, and conducts regular investment reviews.

Brady Auderer is a financial advisor at Merkle Retirement Planning in Grimes, IA, holding a Series 65 designation with three years of industry experience. Prior to joining Merkle, he worked in roles at Hy-Vee, Stark Ag., and Fareway. Merkle Retirement Planning offers investment advisory and financial planning services to individuals, trusts, estates, and business entities, utilizing model-driven portfolio management and tailored financial planning. The firm combines internally developed and third-party model portfolios with discretionary management, educational workshops, and periodic performance reporting.

Tanner Sprouse is a CFP® with six years of industry experience and currently serves as a financial advisor at Syverson Strege. Prior to joining Syverson Strege, he worked at Mariner Wealth Advisors and Modern Woodmen of America. He holds a Series 66 license. Syverson Strege provides wealth management and comprehensive financial planning 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, retirement account management, and selection and monitoring of third-party managers.

Michelle Miller is a CFP® professional with eight years of experience in the financial services industry. She has worked at firms including Gilbert & Cook, Inc., Cerity Partners LLC, and New York Life. Outside of her advisory role, she serves as Treasurer for Des Moines Estate Planners in a volunteer capacity. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, providing financial planning, investment advisory, and portfolio management services. The firm employs a combination of active and passive strategies across multiple asset classes and offers distinct due-diligence processes for private and alternative investments.

Alan Hulstein is a financial advisor with Compass Financial Services in West Des Moines, IA, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and Compass Financial Services since 2021. Outside of advising, he has a non-securities related role with Amazon. Compass Financial Services provides investment advice and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an active, diversified investment approach using proprietary model portfolios and offers comprehensive financial planning and fiduciary services.

Isaac Stadsvold is a financial advisor at Merkle Retirement Planning in Grimes, IA. He holds a Series 65 credential and has been in the industry since 2026. His prior experience includes roles at Security National Bank, Midwest Heritage, and Amazon. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, focusing on asset allocation and model-driven portfolio management with discretionary authority to implement and rebalance strategies.

Steven Conard is a CFP® professional with 24 years of experience in the financial services industry. He has been with Compass Financial Services since 2012 and also has a long-standing affiliation with LPL Financial, LLC dating back to 2004. Conard serves as a general agent for life and health insurance products and acts as a referee outside of his advisory work. Compass Financial Services provides investment advice and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an active, diversified approach using proprietary model portfolios and manages accounts on a discretionary basis, conducting regular reviews and adjustments based on client objectives and market conditions.

Matthew Roberts is a CFP® professional with 12 years of experience, currently serving at Syverson Strege & Company since 2010. He is based in West Des Moines, IA, and is part of a 14-advisor team. Syverson Strege provides wealth management and comprehensive financial planning to individuals, families, trusts, and estates, including high-net-worth clients. The firm operates on a fee-based fiduciary model and offers discretionary and non-discretionary portfolio management, utilizing an institutional automated platform with features such as automated rebalancing and tax-loss harvesting.