Chawn Honkomp is a financial advisor at Merkle Retirement Planning with 11 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Princor Financial Services Corporation and United Planners Financial Services of America. Outside of his advisory role, he operates an independent insurance agency focused on non-variable insurance products. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm offers tailored financial planning, discretionary asset management through model portfolios and direct security management, and retirement-plan consulting under ERISA standards.

Tyler Dawson is a financial advisor at Van Diest Capital with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Transamerica Financial Advisors and Signator Investors, Inc. Outside of his advisory role, he serves as an elder and board member at Missionary Alliance Church, where he is involved in teaching and public speaking. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm incorporates Socially Responsible Investing options and uses a comprehensive investment process drawing from modern portfolio theory and various analytical approaches.

Michael Mcclimon is a financial advisor at FMSA with 29 years of industry experience. He holds a Series 63 designation and has previously worked at GWN Securities Inc. Mcclimon also owns and operates a tax services business that prepares tax returns and assists with FAFSA applications for college students. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trusts. The firm provides discretionary portfolio management and financial planning using a fundamental, research-driven investment approach.

Bryce Littler is a financial advisor at Van Diest Capital in Polk City, IA, with four years of industry experience and a Series 65 designation. His prior roles include positions at WealthCharter Retirement Planning, Principal, and HK Solutions Group. In addition to his advisory work, he runs a tax and accounting practice through VDC Accounting, LLC. Van Diest Capital provides portfolio management, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including Socially Responsible Investing, and integrates accounting services through its affiliated tax practice.

Jonathan Pearson is a financial advisor with Wealth Advisors of Iowa, LLC, holding a Series 66 license and 21 years of industry experience. He previously worked at LPL Financial LLC and VisionPoint Advisory Group. Outside of advisory services, he is licensed to sell fixed insurance products including long-term care, disability, 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 approach using a combination of fundamental, technical, and quantitative analysis, and offers services such as wrap-fee programs and participant-level retirement plan advice.

Ryan Simpson is a CFP® professional with two years of industry experience, currently serving at Syverson Strege. He previously worked for nine years at Simpson Design Group before joining Syverson Strege, where he has been part of the team for five 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 discretionary and non-discretionary portfolio management, automated ETF/mutual fund programs, and utilizes an institutional automated platform with tax-loss harvesting and due diligence on outside managers.

Nicholas Waller is a CFP® professional at Wealth Advisors of Iowa, LLC with one year of experience at the firm and a prior five-year tenure at Gilbert and Cook. He has also worked at US Health Advisors and The Harvester Club. Wealth Advisors of Iowa is an SEC-registered advisory firm with ten advisors managing approximately $539 million in discretionary assets. The firm serves individuals, high-net-worth clients, pension and profit sharing plans, trusts, and corporate entities, offering portfolio management, financial planning, and qualified retirement plan services.

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.

Jason Wiltse is a financial advisor at Wilon Wealth Management with 20 years of industry experience. He holds a Series 66 credential and has worked at firms including Purshe Kaplan Sterling Investments and Securities America Advisors. Wiltse serves on the board of directors and as compensation committee chair for Fareway Stores, Inc., and is a board member of the Paul S and Maryellen L Beckwith Charitable Foundation. 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 investment approach that emphasizes diversified, passive, low-cost, and tax-efficient strategies tailored to client objectives.

William Bertran is a financial advisor at Van Diest Capital with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including OSAIC and Signator Investors, Inc. Outside of his advisory role, Bertran serves as an elder at Missionary Alliance Church, providing spiritual oversight for the congregation. Van Diest Capital offers portfolio management, financial planning, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm incorporates a range of investment strategies and maintains a formal affiliation with an accounting practice and related business activities.

Taylor Pfannebecker is a financial advisor with LSB Wealth Management in Ankeny, IA. He holds Series 65 and Series 63 licenses and has one year of experience in the industry. His prior work includes roles at Sammons Financial Group, Enterprise Holdings, and LPL Financial. LSB Capital Management, Inc. provides discretionary asset management, financial planning, and sub-advisory services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm focuses on personalized, long-term portfolio management using a buy-and-hold strategy, implementing portfolios with mutual funds, stocks, bonds, ETFs, and third-party managers across multiple advisory platforms.

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.

Annette Utterback is a financial advisor with LSB Wealth Management, holding Series 63 and Series 65 credentials and over 34 years of industry experience. She has been associated with LSB Capital Management, Inc. since 2021 and has prior experience with LPL Financial, Lincoln Savings Bank, and Broker Dealer Financial Services Corp. LSB Capital Management, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and institutions. The firm focuses on personalized, long-term portfolio management using a variety of investment vehicles and third-party managers, operating across multiple offices and advisory platforms.

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.

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.