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.

Michael Finnegan is a CFA® charterholder with nine years of industry experience. He is currently with Prairie Wealth Advisors, Inc., where he has worked since 2026. Prior to that, he spent six years at ManchesterStory Fund Management. Prairie Wealth Advisors, Inc. is a team-based registered investment adviser managing approximately $558 million in client assets. The firm serves individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and pension consulting, offering tailored investment solutions and conducting formal reviews at least quarterly.

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.

Laura West is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with West Financial Advisors, L.L.C. since 2006. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm emphasizes long-term strategies and broad diversification, using fundamental and technical analysis along with third-party research, and offers a range of services including portfolio management, financial planning, and tax preparation.

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.

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.

Scott Arnburg is a financial advisor with Legacy Financial Group in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. He has been associated with LPL Financial and Legacy Financial Group since 2010. Outside of his advisory role, Arnburg serves on the Board of Directors for the Dragoon Trail Chapter of the Iowa Wildlife Association, a conservation nonprofit. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with discretionary and non-discretionary investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach and develops written investment policy statements tailored to individual objectives.

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.

Zachary Morrissey is a financial advisor with LSB Wealth Management in Ankeny, IA, holding Series 65 and Series 66 designations and eight years of industry experience. His prior work includes roles at Sammons Retirement Solutions, LPL Financial, and Lincoln Savings Bank. Morrissey is also involved with LSB Capital Management, an independent registered investment advisor affiliated with his firm. LSB Capital Management provides discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on personalized, long-term portfolio management using a buy-and-hold strategy combined with active trading as needed, employing a variety of investment vehicles and third-party managers.

Paul Chamberlain is a financial advisor at Wellesley Asset Management, Inc. in Pleasant Hill, IA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Principal Mutual Life Insurance Company and Foreside Fund Services, LLC. Wellesley Asset Management provides discretionary portfolio management services to individuals, pension and retirement plans, institutional clients, and investment companies. The firm focuses on convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

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.

Madison Vestweber is a financial advisor at Private Wealth Asset Management with a Series 65 credential and one year of industry experience. Prior to joining Private Wealth Asset Management, Madison worked at The 20 MSP and has a background that includes academic roles at the University of Iowa and John F. Kennedy High School. Private Wealth Asset Management serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, managing approximately $1.85 billion in discretionary assets. The firm employs a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis, and offers specialized services such as oil and gas holdings management and business transition planning.

Lance Gunkel is a CFP® and CFA® with 12 years of industry experience. He has been with Syverson Strege & Company since 2003. 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, utilizes an institutional automated platform for model portfolios, and incorporates third-party managers following due diligence.

Casey Malloy is a financial planner at Midwest Heritage Financial Advisors with 12 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to rejoining Midwest Heritage Financial Advisors, Malloy worked at Primerica Advisors and Securities America, Inc. Outside of his advisory role, he is involved in a family business venture helping his children learn business skills through a recurring lemonade stand. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, serving individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $398.7 million for around 334 clients using a “total portfolio” approach that emphasizes diversification, active management, and a fiduciary standard.

Thomas Mc Bride III is a CFP® with 46 years of industry experience. He is currently with Legacy Financial Group and has previously worked with United Planners Financial Services and RDA Financial Network. He is also associated with Monetary Strategies in Des Moines, IA. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and financial education services. The firm employs an active, diversified portfolio management approach tailored to individual objectives through written investment policy statements.

Drake Ellgren is a financial advisor at Wilon Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Iowa State University, Strahan Construction, HyVee, and in education. 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’s investment approach is planning-driven and goal-focused, emphasizing diversified, passive, low-cost, and tax-efficient strategies tailored to client objectives.

Gregory Bendinger is a ChFC® credentialed financial advisor with 16 years of industry experience, currently practicing at Five Talents Financial Management Group LLC in West Des Moines, IA. He has been with Five Talents since 2020 and has also worked with LPL Financial LLC since 2013. Outside of his advisory role, he serves as a Staff Sergeant in the Iowa Air National Guard. Five Talents Financial Management Group advises individuals, corporations, and retirement plans, managing approximately $210 million in discretionary assets. The firm employs a mix of analytical techniques and both short- and long-term strategies, delivering advice through a Wealth Management Program that includes investor profiling and limited discretionary trading authority.

Hailey Broten is a financial advisor with LSB Wealth Management, holding Series 66 and Series 63 licenses and 13 years of industry experience. Her prior roles include positions at Principal Securities Inc., Principal Funds Distributor, and Lincoln Savings Bank. Outside of financial advising, she owns Broten Travel, a travel-related business. LSB Capital Management, Inc., a wholly owned subsidiary of Lincoln Savings Bank, provides discretionary asset management, financial planning, and sub-advisory services to a diverse client base. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach, utilizing a variety of investment vehicles and third-party managers to construct client portfolios.

Wayne Johnson is a CFP® professional with 21 years of experience in the financial industry. He has been with Syverson Strege & Company since 2007. 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, utilizes an institutional automated platform for model portfolios, and employs a multidisciplinary advisory team.