Caleb Pearson is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Compass Financial Services since 2012 alongside his roles at LPL Financial. Outside of his advisory work, he is involved with Brokers Clearing House, providing non-variable insurance services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a variety of investment and service options tailored to client needs.

Herbert Modglin is a financial advisor with Five Talents Financial Management Group LLC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Five Talents since 2020 and has prior experience at LPL Financial and VisionPoint Advisory Group. Modglin is also licensed as an insurance agent, soliciting life and term insurance. Five Talents Financial Management Group advises individuals, including high-net-worth clients, as well as profit-sharing and pension plans, corporations, and trusts. The firm manages approximately $210 million in discretionary assets and employs a Wealth Management Program that combines various analytical techniques and both short- and long-term strategies, serving a high client load with standardized processes and offering retirement plan education and support.

Daniel Kelly is a financial advisor with DMKC Advisory Services, LLC in Des Moines, Iowa, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has been associated with DMKC Advisory Services and its affiliated firm, D.M. Kelly & Company, in various roles since 2003. Outside of his advisory work, he serves as a part-time job coach at Candeo in Des Moines. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million through a six-advisor team, employing a long-term, buy-and-hold investment approach using diversified portfolios composed of no-load mutual funds, ETFs, equities, and fixed income.

Wendy Moran is a financial advisor with Wealth Advisors of Iowa, LLC, holding a Series 65 designation and three years of industry experience. She is also a shareholder of MHCS, P.C., a CPA firm in West Des Moines, where she oversees assurance services, quality control, and risk management. Moran has been affiliated with Wealth Advisors of Iowa since 2002 and with MHCS since 2015. 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.

Chawn Honkomp is a financial advisor at Merkle Retirement Planning with 11 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Princor Financial Services Corporation and United Planners Financial Services of America. Outside of his advisory role, he operates an independent insurance agency focused on non-variable insurance products. 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.

Tyler Dawson is a financial advisor with Van Diest Capital, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at several firms including M.S. Howells & Co., Royal Alliance Associates, and Signator Investors. In addition to his advisory role, he serves as an elder and board member of the Missionary Alliance Church, where he is involved in leadership and teaching. Van Diest Capital is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, retirement-plan consulting, and socially responsible investing to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm combines fundamental, quantitative, and cyclical analysis within a modern portfolio theory framework and incorporates ESG considerations into its investment process.

Michael Mcclimon is a financial advisor at FMSA with 29 years of industry experience. He holds a Series 63 designation and has previously worked at GWN Securities Inc. Mcclimon also owns and operates a tax services business that prepares tax returns and assists with FAFSA applications for college students. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trusts. The firm provides discretionary portfolio management and financial planning using a fundamental, research-driven investment approach.

Bryce Littler is a CFP® with three years of industry experience, currently serving as a financial advisor at Van Diest Capital. Prior to joining Van Diest Capital, he worked at WealthCharter Retirement Planning and Principal. He also runs a tax and accounting practice through VDC Accounting, LLC. Van Diest Capital is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, retirement-plan consulting, and socially responsible investing to individuals, plans, charitable organizations, and businesses. The firm integrates fundamental, quantitative, and cyclical analysis within a modern portfolio theory framework, tailoring strategies to each client’s “Investment Fingerprint™.”

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 Series 66 licensed financial advisor with 21 years of industry experience. She has worked at Legacy Financial Group since 2018 and previously held roles at Peterson Financial Group, Inc. and Princor Financial Services Corporation. Outside of advising, she is involved in direct insurance sales, focusing 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 with tailored written policy statements and also provides financial education services.

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.

Jessica Hoffman is a financial advisor at Wealthcare Capital Partners, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Edward D. Jones & Co., L.P., LPL Financial LLC, and Arkadios Capital. Outside of her advisory role, she works as a dental hygienist at Waukee Dental. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process using a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

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 financial advisor at Legacy Financial Group with eight years of industry experience. He holds a Series 65 designation and has been with Legacy Financial Group since 2016, following a one-year tenure at Select Medical. Outside of his advisory role, Nelson provides life insurance and fixed annuity sales as an agent. Legacy Financial Group serves individuals, high-net-worth clients, families, retirement plans, and institutions, offering investment management, financial planning, consulting, and education programs. The firm employs an active, diversified investment approach focused on long-term strategies, fundamental and technical analysis, and customized portfolio management.