Nathan Beck is a Series 65-licensed financial advisor with Wealth Advisors of Iowa, LLC, where he has worked since 2021. He has four years of industry experience and also maintains an ongoing role with MHCS PC. 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 a combination of analytical methods and offers discretionary account management, participant-level retirement plan advice, and a wrap-fee program.

Hayden Zeidler is a CFA® charterholder affiliated with Gilbert & Cook, Inc. He has been in the financial services industry since 2014, with prior experience at Miles Capital, Inc., PMA Financial Network LLC, and Cerity Partners LLC. Zeidler works as part of an 18-advisor team based in West Des Moines, IA. Gilbert & Cook, Inc. provides financial planning, investment advisory, and portfolio management services to individuals—including high-net-worth clients—trusts, estates, corporations, and employer retirement plans. The firm employs a combination of active and passive strategies across various asset classes and performs separate due diligence and disclosures for private and alternative investment opportunities.

Guy Leman is a CFP® professional with 12 years of experience in the financial services industry. He is affiliated with Compass Financial Services and LPL Financial, where he has worked since 2013. Outside of his advisory roles, he is involved with Barrick Family Farms LLP, a pig farming operation in Minnesota. Compass Financial Services provides investment advice and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, diversified investment approach using proprietary model portfolios and offers services including investment management, financial planning, and fiduciary guidance.

Thomas Mccaffrey is a financial advisor at Gilbert & Cook, Inc. with 12 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at Cerity Partners LLC and VSR Financial Services, Inc. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and retirement plans with financial planning, investment advisory, and portfolio management services. The firm employs a household-level asset allocation approach using both active and passive strategies and conducts due diligence on private and alternative investments for clients.

Jeff Jergens is a financial advisor with Five Talents Financial Management Group LLC in West Des Moines, IA. He holds a Series 66 designation and has 12 years of industry experience. His work history includes roles at Five Talents Financial Management Group since 2020, LPL Financial since 2014, and Jergens Investments, Inc. since 2013. Five Talents Financial Management Group advises individuals, including high-net-worth clients, as well as profit-sharing and pension plans, corporations, trusts, and other entities. The firm offers wealth management, financial planning, and qualified retirement plan services, managing approximately $210 million in discretionary assets for over 1,000 clients.

Reece Oleson is a CFP® professional with eight years of industry experience, currently affiliated with Gilbert & Cook, Inc. He has worked at Gilbert & Cook since 2016 and was previously with Cerity Partners LLC. Outside of his advisory role, Oleson is involved in Andrea Oleson Photography, where he manages bookkeeping and tax filing. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, offering financial planning, investment advisory, portfolio management, and private wealth services. The firm employs a mix of active and passive strategies across various asset classes and conducts due diligence on private and alternative investments, providing distinct disclosures and implementation options to clients.

Tiffany Scharfenkamp is a CFP® with experience at Gilbert & Cook, Inc., Cerity Partners LLC, Vision Financial Group, and Iowa Realty - Midland Title & Escrow. She has been working in the financial services industry since 2018. Gilbert & Cook, Inc. provides financial planning, investment advisory, and private wealth services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a combination of active and passive investment strategies and conducts periodic account reviews, with additional due diligence for private and alternative investments.

Katherine Gudgel is a CFA® charterholder with seven years of industry experience. She is currently with Gilbert & Cook, Inc., where she has worked since 2022, following prior roles at Cerity Partners LLC and Principal Financial Group. Outside of her advisory work, she is a franchise owner of Juice Plus Company. 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 combination of active and passive strategies across various asset classes and conducts due diligence on private and alternative investments offered to clients.

Kevin Mclean is a CFA® with one year of experience at Syverson Strege and previously spent 19 years at Principal Financial. He holds the Series 63 designation and is based in West Des Moines, IA. Syverson Strege is a team-based wealth management firm serving individuals, families, trusts, and estates, including high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and utilizes an institutional automated platform for model portfolios with features such as automated rebalancing and optional tax-loss harvesting.

Mark Vance is a financial planner at Midwest Heritage Financial Advisors with 22 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at firms including First National Bank of Omaha, UBS Financial Services, and Ally Invest Advisors. Outside of his advisory role, he serves on the board of Millard United Sports, supporting local girls’ fastpitch softball programs. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, serving individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $398.7 million through a total portfolio approach called Strategy Diversification, employing active, diversified allocation across asset classes and strategies aimed at managing volatility and seeking consistent returns.

Kailey Hanson is a financial advisor at Merkle Retirement Planning with three years of industry experience. She holds a Series 65 designation and has previously worked at Mokosak Advisory Group and Sammons Financial Group. Hanson also serves as a Client Service Administrator at Financial Advisory Service, Inc. 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.

Nkiru Nwachukwu is a financial advisor at Merkle Retirement Planning with a Series 65 designation and two years of industry experience. Prior to joining Merkle, Nwachukwu held positions at Arizona State University and the University of Arizona College of Pharmacy. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, offering tailored financial plans and model-driven portfolio management implemented through proprietary and third-party models. The firm also conducts educational workshops and publishes periodic client communications.

Stacey Perkins is a financial advisor at Merkle Retirement Planning with five years of industry experience. She holds Series 65 and Series 63 credentials. Prior to joining Merkle, she worked at Northwestern Mutual and Gilbert and Cook Inc. Outside of her advisory role, Perkins is involved in a multi-level marketing business related to online workout subscriptions and nutritional products. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, offering tailored financial planning, model-portfolio solutions, and discretionary portfolio management. The firm emphasizes asset allocation and model-driven strategies implemented through internally developed and third-party portfolios.

Kiley Ingersoll is an Investment Adviser Representative at FBL Wealth Management, LLC with a Series 66 designation and no prior industry experience. Before joining FBL, Kiley worked at the Wyoming Business Council and Uinta B.O.C.E.S. #1. Outside of advising, Kiley is involved in insurance sales and owns an insurance services LLC. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers, and offers written financial planning along with educational seminars and newsletters.

Sarah Schechinger is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. She is currently associated with FBL Marketing Services, LLC and FBL Financial Group. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities, offering investment management primarily through third-party portfolio managers and sub-advisers. The firm emphasizes a mostly non-discretionary investment approach and provides written financial planning alongside educational seminars and newsletters.

Brenton Collins is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Advisors and Arete Wealth Management since 2014. Collins is also president and owner of Collins Capital Management, Inc. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management, proprietary model allocations, and third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Eric Hanson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with FBL Financial Group since 2019 and has been involved with Equitrust Marketing Serv LLC and Farm Bureau since 2000. Outside of his advisory role, Hanson is an owner and operator of a row crop farming business in Pomeroy, Iowa. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers to implement day-to-day investment decisions while providing written financial planning and educational resources.

Kate Juelfs is a financial advisor at Foster Group, INC. with 19 years of industry experience. She holds a Series 66 designation and has been with Foster Group in various roles since 2013. Prior to that, she worked at Investment Advisors Corp from 2007 to 2011. Foster Group, INC. advises individuals, including high-net-worth clients, corporate and institutional clients, and retirement plans. The firm manages approximately $4.78 billion across nearly 2,000 client relationships, offering investment supervisory services, financial planning, and qualified plan consulting with a long-term, asset-allocation-driven approach.

Justin Drake is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation with two years of industry experience. His work history includes roles at FBL Financial Services, FBL Marketing Services, FBL Financial Group, and HomeServices Lending. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, financial plans, retirement-plan services, and educational seminars, emphasizing individualized advice and utilizing a combination of strategic asset allocation and third-party discretionary managers for trade execution.

Chad Terry is a CFP® professional with 27 years of industry experience, currently affiliated with Nicolet Wealth Management in West Des Moines, IA. His prior roles include positions at Legacy Financial Group, Brokers International Financial Services, AMERIPRISE FINANCIAL SERVICES, and Blackrock Investments. Terry serves on the board of Revelton Distilling Company and Junior Achievement of Central Iowa. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm performs investment research and manager selection through an internal team and oversees plan implementation with discretionary fiduciary authority.