Seth Fulton is a financial advisor with Van Diest Capital, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. Outside of his advisory work, he serves as Treasurer for Johnston Youth Football. 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 and offers Socially Responsible Investing options, with an affiliation to an accounting practice and a team-based approach.

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.

Mark Kline is a financial advisor at Fiat Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked at Cintas for 12 years. In addition to his advisory role, he is active as an insurance agent with Fiat Insurance Services. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning. Their investment approach includes using third-party model portfolios, tax-sensitive tools, and a range of investment products, with custody recommendations centered on Schwab.

David Arens is a financial advisor with Private Wealth Asset Management in West Des Moines, IA, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA, where he spent a combined 17 years. Arens serves on multiple Iowa early childhood education boards, including the State Board and Polk County Early Childhood Iowa, and is an appointee of the Governor's Early Childhood Taskforce. Private Wealth Asset Management provides investment advisory and wealth management services to individuals, family offices, trusts, estates, nonprofits, and retirement plans. The firm employs a comprehensive investment approach that integrates quantitative, fundamental, technical, and economic analysis and offers access to private placements and alternative investments as part of its discretionary portfolio management.

Christian Voigtlander is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at Gibraltar Capital Management, Inc. since 2018, with prior experience at Helmerich & Payne, Inc. and Rustic Cuff. Christian is based in Urbandale, IA. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective and offers a broad range of services including portfolio management, financial planning, tax preparation, bookkeeping, and business consulting.

Matthew Onstot is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He is affiliated with Wilon Wealth Management and has held previous roles at Purshe Kaplan Sterling Investments, Securities America Advisors, Berthel, Fisher & Company Financial Services, and Waddell & Reed. Outside of his advisory work, he owns and manages several non-investment-related businesses, including a farming operation and a dry ice manufacturing and distribution company. Wilon Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, typically requiring about $250,000 in investable assets. The firm offers comprehensive wealth management services focused on planning-driven, diversified asset allocation portfolios tailored to client goals, risk tolerance, and time horizons, emphasizing low fees and tax efficiency.

Megan Rosenstiel is a CFP® with 21 years of industry experience, currently serving at Gilbert & Cook, Inc. She has previously worked at Cerity Partners LLC, VSR Financial Services, Inc., and Ameriprise. Rosenstiel holds the Series 66 designation and is based in West Des Moines, IA. Gilbert & Cook, Inc. serves individuals—including high-net-worth clients—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 conducts due diligence on private and alternative investments offered to clients.

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.

Eric Ott is a Series 65-credentialed financial advisor with Five Talents Financial Management Group LLC in West Des Moines, IA. He has one year of industry experience and a diverse background including roles in education and retail. Five Talents Financial Management Group provides wealth management, financial planning, and qualified retirement plan advisory services to individuals, plan sponsors, corporations, and trusts. The firm utilizes a variety of analytical methods to tailor portfolios and emphasizes client education, particularly in retirement-plan participant support.

Jerit Tripp is a CFP® with 18 years of industry experience, currently serving at Gilbert & Cook, Inc. He previously worked at Cerity Partners LLC, VSR Financial Services, Inc., Dewaay Capital Management, and Ameriprise. He serves as a board member for First Tee Central Iowa. 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 mix of active and passive strategies tailored through household-level asset allocation and offers distinct due-diligence processes for 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 financial advisor at Private Wealth Asset Management in West Des Moines, IA, holding CFA® and Series 66 designations with five years of industry experience. He previously worked at Wells Fargo Investments, LLC for 19 years before joining his current firm in 2021. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, and retirement plans by offering investment advisory and wealth management services. The firm employs a multi-disciplinary investment process emphasizing strategic asset allocation with tactical adjustments and provides access to private placements and alternative investments.

Jennifer Scheck is a CFP® professional with seven years of industry experience. She has worked at Syverson Strege since 2019 and previously held a position at Principal Financial from 2016 to 2019. Jennifer is based in West Des Moines, IA. Syverson Strege provides 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 model portfolios, offers discretionary and non-discretionary portfolio management, and conducts regular reporting and investment reviews.

Kellie Masters is a CFP® and holds a Series 65 license, with 14 years of industry experience. She has been with Wealth Advisors of Iowa, LLC since 2007. In addition to her advisory role, she is a licensed agent selling fixed insurance products including long-term care, disability income, and life insurance. 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 using various analytical methods and offers services such as discretionary account management, participant-level retirement plan advice, and a wrap-fee program.

Brian Hood is a CFP® professional with 38 years of experience in financial advisory. He has been with Legacy Financial Group since 2002 and previously worked at Brokers International Financial Services and Broker Dealer Financial Services. Outside of his advisory role, he is involved as head coach for Central Iowa Scholastic Shooters, a nonprofit supporting junior shooters, and is a member and owner at Quad B Flying, where he flies airplanes. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with financial planning, investment management, and consulting services. The firm uses an active, diversified investment approach focused on long-term purchases, supplemented by analysis and tailored investment policy statements.

Loren Merkle is a CFP® professional with 16 years of industry experience, currently serving at Merkle Retirement Planning. He has worked with Elite Retirement Planning, LLC and Global Financial Private Capital. Merkle is the owner of MRP Holdings, Inc., which includes several related businesses such as a tax preparation firm and an insurance agency. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning, discretionary asset management through model portfolios and direct security management, and offers client education through workshops, newsletters, and media appearances.

Brandon Grimm is a CFA® charterholder with 17 years of industry experience. He is affiliated with Gilbert & Cook, Inc., where he has worked for a combined 15 years, and previously worked at VSR Financial Services, Inc. Grimm is a passive investor in Artisan Foundry, LLC and Summit SI Holdings LLC. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and retirement plans with financial planning, investment advisory, and wealth management services. The firm employs a combination of active and passive strategies across multiple asset classes and provides distinct due diligence for private and alternative investments.

Connor Peck is a financial advisor at Wilon Wealth Management with five years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Wilon Wealth Management, Peck worked at Purshe Kaplan Sterling and Securities America Advisors. He has also been involved in entrepreneurial ventures related to golf, including CP Golf Group, LLC. Wilon Wealth Management is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, typically requiring about $250,000 in investable assets. The firm offers comprehensive wealth management services focused on planning-driven, diversified asset allocation aligned with clients’ goals, risk tolerance, and time horizon, emphasizing tax efficiency and low fees.

Haley Danforth is a financial advisor at Merkle Retirement Planning with six years of industry experience. She holds a Series 65 credential and has worked at Elite Retirement Planning since 2018. Outside of advising, Danforth serves as Chair of the West Des Moines Chamber's Young Professionals Program and is the Alumni Chair for the West Des Moines Leadership Academy advisory council. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning and offers discretionary asset management through model portfolios and direct security management, with operational implementation delegated to a sub-advisor.