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.

Skyler Otto is a financial advisor at MDRN Capital with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Nationwide Securities, LLC for 15 years. Otto is also appointed with a non-affiliated insurance company to sell fixed insurance, critical illness, disability, and accident insurance products. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing oversight.

Jennifer Scheck is a CFP® professional at Syverson Strege with seven years of experience at the firm and a total of ten years in the financial industry. Prior to joining Syverson Strege in 2019, she worked at Principal Financial and Stamatelos & Tolekson. 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, an automated ETF/mutual fund program, and utilizes an institutional automated platform with model portfolios, rebalancing, and optional tax-loss harvesting.

Benjamin Heckart is a financial advisor with RIA Advisory Group, LLC in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Iea Wealth Management LLC and Cambridge Investment Research Advisors. Outside of his advisory work, he operates a small farming business and holds a 20% ownership stake in Brokerstreet Insurance Services. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management, combining charting, fundamental, and technical analysis in both long- and short-term trading strategies. The firm is noted for its affiliations with accounting and legal professionals, as well as maintaining an affiliated research entity.

Sara Klaessy is a financial advisor at 1834 Investment Advisors Co. in Des Moines, IA, with 24 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for Princor Financial Services Corporation and Principal Mutual Life Insurance. 1834 Investment Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and structured client relationships supported by written Investment Policy Statements.

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® with 38 years of industry experience, currently with Legacy Financial Group in Des Moines, IA. He has worked at Legacy Financial Group since 2002 and previously held roles at Broker Dealer Financial Services and Brokers International Financial Services. Outside of financial advising, Hood is involved as a head coach for Central Iowa Scholastic Shooters and is a member-owner of Quad B Flying, where he pilots airplanes. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach tailored through written policy statements and also provides financial education services.

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 has been with Gilbert & Cook, Inc. since 2016. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans with financial planning, investment advisory, and portfolio management services. The firm employs a combination of active and passive strategies and conducts due diligence on private and alternative investments offered to clients.

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.

Austin Harris is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation with one year of industry experience. Prior to joining West Financial Advisors, he held positions at Sonora Quest Laboratories, Hach Chemical Company, Heska Corporation, and Clinical Pathology Laboratories. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies with broad diversification. The firm offers discretionary and non-discretionary portfolio management, financial planning, and tax preparation, supported by regular client communication and educational initiatives.

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.

Emilee Derifield is a CFP® professional with seven years of experience in financial advisory roles, currently with West Financial Advisors, L.L.C. in Des Moines, IA. Her prior roles include positions at Gilbert & Cook, Inc., Vision Financial Group, and AO Wealth Advisory. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on portfolios typically valued at $1 million or more. The firm emphasizes long-term investment strategies and broad diversification, offering portfolio management, financial planning, and tax preparation services.

Elizabeth Pennington is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Atwood Financial Planning LLC since 2019 and previously worked for U.S. Wheat Associates from 2014 to 2019. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs with a buy-and-hold strategy and offers non-discretionary investment support alongside programs such as concierge and accountability services.