Ramon Reyes is a financial advisor at LSB Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial Services and U.S. Bancorp Investments. Reyes is also a notary public. LSB Capital Management, Inc., where Reyes provides advisory services, manages discretionary asset management and financial planning for individuals, retirement plans, trusts, charities, and institutions. The firm emphasizes personalized, long-term portfolio management and utilizes various investment vehicles alongside third-party managers and model platforms.

Ryan Gerardy is a financial advisor at Van Diest Capital with 12 years of industry experience. He holds the CFP® designation and Series 65 and Series 63 licenses. Prior to joining Van Diest Capital, he worked at Thrivent Financial and Principal Advised Services. Outside of advising, he is involved in real estate investing, focusing on identifying and managing property renovations. 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 comprehensive investment process that incorporates modern portfolio theory and various analysis methods, offering tailored strategies including Socially Responsible Investing options.

Brian Heying is a financial advisor with LSB Wealth Management and holds the ChFC® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, having worked with LSB Capital Management, LPL Financial, and Lincoln Savings Bank. Outside of his advisory role, he serves as treasurer for a local recycling organization in Urbandale, IA. LSB Capital Management, Inc. is a registered investment adviser that provides discretionary asset management, financial planning, and sub-advisory services to individuals, retirement plans, trusts, charitable organizations, and other institutions. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach, utilizing a range of investment vehicles and third-party managers through multiple advisory platforms.

Nicholas Haselhuhn is a financial advisor at LSB Wealth Management with Series 63 and Series 65 credentials and three years of industry experience. He has worked at LPL Financial since 2023 and is also associated with LSB Capital Management, Inc. and Lincoln Savings Bank. LSB Capital Management, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm provides discretionary asset management and financial planning with a focus on long-term portfolio management using a range of investment vehicles and third-party platforms.

Michael Brinker is a financial advisor with Wealth Advisors of Iowa, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He has been with Wealth Advisors of Iowa since 2012 and is also a partner at the CPA firm McGowen Hurst Clark & Smith, where he has worked since 1992. Outside of his advisory roles, Brinker serves as a board member of the Greater Des Moines Leadership Institute and is a member of the Board of Directors and Chair of the Audit Committee at VisionBank Iowa. 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 utilizing fundamental, technical, and quantitative analysis alongside modern portfolio theory, offering a range of strategies from long-term investing to short sales and options.

Alisha Mullin is a financial advisor at Merkle Retirement Planning with eight years of industry experience. She holds a Series 65 designation and has worked previously at Elite Retirement Planning and Principal Securities. Merkle Retirement Planning offers investment advisory and financial planning services to individuals, trusts, estates, and business entities, focusing on asset allocation and model-driven portfolio management. The firm implements strategies through both internally developed and third-party model portfolios, providing tailored financial planning, portfolio management, educational workshops, and periodic performance reporting.

Nicholas Capobianco is a CFP® with 24 years of industry experience, currently serving at Wealth Advisors of Iowa, LLC since 2019. He previously worked at LPL Financial and VisionPoint Advisory Group for six years each. Outside of his advisory role, he is licensed to sell fixed insurance products, including long-term care, disability, and life insurance. Wealth Advisors of Iowa is an SEC-registered advisory firm with approximately $539 million in discretionary assets, serving individuals, high-net-worth clients, pension and profit sharing plans, trusts, and corporate entities. The firm offers portfolio management, financial planning, and qualified retirement plan services using a variety of analytic approaches and strategies, including long- and short-term trading, options, and short sales.

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.

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.

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.

James Van Diest is a financial advisor at Van Diest Capital with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Principal Financial Group and Dawson & Bertran Investment Advisors. Van Diest serves as a board member and treasurer for several community and professional organizations, including Ankeny Young Professionals and the Phoebe Foundation Africa. 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’s approach incorporates modern portfolio theory and multiple investment strategies, offering tailored advisory programs and options such as Socially Responsible Investing.

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.

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.

Timothy Hawkins is a CFP® professional with 26 years of experience in financial advisory roles, currently serving at Lexaurum Advisors. His previous work includes long tenures at The Masters Group Inc and Brokers International Financial Services. Outside of his advisory work, he is involved in managing multiple real estate-related business activities. LexAurum Advisors is a multi-advisor firm managing approximately $1.27 billion for individuals, families, businesses, and institutions. The firm employs a diversified investment approach aligned with modern portfolio theory and offers standardized model portfolios typically implemented with low-cost ETFs.

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 with Foster Group, INC. in West Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. She has worked with Foster Group since 2013 and was previously employed at Investment Advisors Corp. Foster Group advises individuals, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm’s investment approach is long-term and asset-allocation driven, utilizing diversified mutual funds, ETFs, and independent managers, and offers tiered services including CoreWealth, SignatureWealth, and SelectWealth.