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.

Tamara Smith is a financial advisor with Legacy Financial Group in Des Moines, IA, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Peterson Financial Group, Inc. and Principal Financial Services. She is also involved in direct insurance sales focused on life and fixed insurance products. 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 offers financial education services to employers and classrooms.

Jeanna Nation is a CFP® with eight years of industry experience, currently serving as an advisor at West Financial Advisors, L.L.C. in Des Moines, Iowa, where she has worked since 2017. Prior to this, she was affiliated with Iowa State University for eight years. She is also a partner in Rare Breed Kettlebell, a fitness business she co-founded with her spouse. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies and broad diversification. The firm offers portfolio management, financial planning, and tax preparation services, supported by a team holding multiple professional credentials.

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.

Chris Weston is a CFP® and ChFC® with 28 years of industry experience, currently serving as an advisor at RIA Advisory Group, LLC since 2024. He previously worked at Securities America Advisors and Waddell & Reed, Inc. Weston is a part owner of Community Educators, LLC, a company providing continuing education credits and ethics courses for insurance agents and CFP professionals. He also serves as the current president of the Society of Financial Services Professionals. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, and corporations. The firm employs a mix of equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, managing accounts on a discretionary basis using fundamental and technical analysis combined with both long- and short-term trading strategies.

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.

Abby Belvin is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at West Financial Advisors, L.L.C. in Des Moines, IA. Her prior experience includes roles at Vision Financial Group and Voya Financial Advisors. Outside of her advisory role, she is involved as a sales associate at the Heart of Iowa Marketplace, where she creates gift baskets and handles merchandise stocking. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on portfolios generally valued at $1 million or more. The firm employs a long-term, diversified investment approach supported by various analytical methods and offers a range of services including portfolio management, financial planning, and tax preparation.

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.

Anthony Gensler is a financial advisor with Legacy Financial Group in Des Moines, IA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Legacy, he worked at Brokers International Financial Services and Ameriprise. Outside of finance, Gensler works as a driver for a food delivery service. 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 uses an active, diversified investment approach and develops written investment policy statements tailored to individual objectives.

Scott Nelson is a financial advisor at Legacy Financial Group with nine years of industry experience. He holds a Series 65 designation and has been with Legacy Financial Group since 2016. Outside of his advisory role, he also provides life insurance and fixed annuity product sales as an agent. 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 uses an active, diversified approach with tailored written investment policy statements and emphasizes long-term purchases supported by fundamental and technical analysis.

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.

Levi Cyphers is a financial advisor at Midwest Heritage Financial Advisors with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including OSAIC and Securities America, Inc. Outside of his advisory role, Cyphers co-owns a small-town hotel with his brother. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a “total portfolio” Strategy Diversification approach that incorporates active, diversified asset allocation across various investment vehicles to address volatility and seek consistent returns.

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.

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.

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.

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.