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 holding a Series 66 designation and three years of industry experience. He has worked at Legacy Financial Group and Brokers International Financial Services since 2023 and was previously with Ameriprise for one year. Outside of financial advising, he works as a food delivery driver for Door Dash. 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 and develops written investment policy statements tailored to individual objectives.

Scott Nelson is a Series 65 licensed financial advisor with Legacy Financial Group in Des Moines, Iowa, and has nine years of industry experience. He has worked at Legacy Financial Group since 2016 and previously spent one year at Select Medical. Nelson is also licensed to sell life insurance and fixed annuity 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 also provides financial education services.

George Lamoureux is a CFP® with two years of industry experience, currently serving at Gilbert & Cook, Inc. He previously worked at Foster Group, Broker Dealer Financial Services Corp, and Miles Capital Inc. Lamoureux holds the Series 63 designation. Gilbert & Cook, Inc. provides financial planning, investment advisory, and retirement plan consulting services to individuals, trusts, estates, corporations, and employer retirement plans. The firm uses a combination of active and passive investment strategies and conducts periodic account reviews, with specialized due diligence for private and alternative investments.

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.

Zachary Ripka is a CFP® professional with four years of experience in the financial services industry. He is currently with Gilbert & Cook, Inc., where he has worked since 2018, with a brief period at Pella Corporation and MHCS. Prior to entering the advisory field, he spent three years at BKD CPAs & Advisors. Gilbert & Cook, Inc. serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment approach combining active and passive strategies across public and private markets, integrating insurance capabilities and alternative-investment due diligence into its advisory services.

Zachary Veenstra is a financial advisor at RIA Advisory Group, LLC in Des Moines, IA, holding a Series 65 license with no prior industry experience before joining the firm. His work history includes roles at Performance Financial, Pella Corp, and DeBoer & Associates. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management using a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies. The firm is notable for its formal affiliations with accounting and legal professionals and its affiliated research entity, which provides research services paid by the firm.

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.

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.

Allyson Martens is a Series 65-licensed financial advisor at Merkle Retirement Planning with six years of industry experience. She has worked at Elite Retirement Planning, LLC for nine years and previously spent a year at Big Green Umbrella Media. Outside of finance, Martens serves as a primary props and set designer at the Des Moines Playhouse in a part-time capacity. Merkle Retirement Planning offers investment advisory and financial planning services to individuals, trusts, estates, and business entities, with a focus on model-driven portfolio management and asset allocation. The firm provides tailored financial planning, direct asset management, and educational workshops, combining internally developed and third-party model portfolios.

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.

Linda Cook is a CFP® with 35 years of experience in the financial services industry. She has been with Gilbert & Cook, Inc. since 2000 and previously worked at Purshe Kaplan Sterling Investments from 2016 to 2019. Cook serves as a board member at the University of Northern Iowa. Gilbert & Cook, Inc. provides financial planning, investment advisory, and portfolio management services to individuals, trusts, estates, corporations, and employer retirement plans. The firm employs a combination of active and passive strategies and conducts periodic reviews, with additional due diligence for private and alternative investments.

Damian Beard is a CFP® with four years of industry experience, currently serving as a financial advisor at Syverson Strege. He has previously worked at Merrill, Edelman Financial Engines, Wells Fargo, and Bank of America, among other firms. Outside of his advisory role, Damian is an independent children's book author, executive director and board member of a nonprofit supporting NICU families, and the owner of a benefit auction services business. 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 conducts regular reporting and reviews, supported by a multidisciplinary team with multiple CFP and CFA credentials.

David Farnsworth is a Series 65-licensed financial advisor with Wealth Advisors of Iowa, LLC, where he has worked for seven years. He is also the managing partner and shareholder of McGowen, Hurst, Clark & Smith PC, a tax and business consulting firm based in West Des Moines, where he has been since 1998. 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 incorporating various analytical methods and offers services such as discretionary account management, participant-level retirement advice, and a wrap-fee program.