Paul Chamberlain is a financial advisor at Wellesley Asset Management, Inc. in Pleasant Hill, IA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Principal Mutual Life Insurance Company and Foreside Fund Services, LLC. Wellesley Asset Management provides discretionary portfolio management services to individuals, pension and retirement plans, institutional clients, and investment companies. The firm focuses on convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Alan Hulstein is a financial advisor with Compass Financial Services in West Des Moines, IA, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and Compass Financial Services since 2021. Outside of advising, he has a non-securities related role with Amazon. 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 and offers comprehensive financial planning and fiduciary services.

Isaac Stadsvold is a financial advisor at Merkle Retirement Planning in Grimes, IA. He holds a Series 65 credential and has been in the industry since 2026. His prior experience includes roles at Security National Bank, Midwest Heritage, and Amazon. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, focusing on asset allocation and model-driven portfolio management with discretionary authority to implement and rebalance strategies.

Steven Conard is a CFP® professional with 24 years of experience in the financial services industry. He has been with Compass Financial Services since 2012 and also has a long-standing affiliation with LPL Financial, LLC dating back to 2004. Conard serves as a general agent for life and health insurance products and acts as a referee outside of his advisory work. 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 approach using proprietary model portfolios and manages accounts on a discretionary basis, conducting regular reviews and adjustments based on client objectives and market conditions.

Matthew Roberts is a CFP® professional with 12 years of experience, currently serving at Syverson Strege & Company since 2010. He is based in West Des Moines, IA, and is part of a 14-advisor team. Syverson Strege provides wealth management and comprehensive financial planning to individuals, families, trusts, and estates, including high-net-worth clients. The firm operates on a fee-based fiduciary model and offers discretionary and non-discretionary portfolio management, utilizing an institutional automated platform with features such as automated rebalancing and tax-loss harvesting.

Ryan Bierma is a financial advisor at Merkle Retirement Planning in Grimes, Iowa, holding a Series 65 designation with three years of industry experience. He has been with Merkle Retirement Planning since 2021, following a period as a student. 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.

Clint Huntrods is a financial advisor at Merkle Retirement Planning with three years of industry experience. He holds a Series 65 designation and previously worked at Simpson College and the University of Iowa. Outside of advisory work, he is the owner of Stone Ridge Farms, LLC, a farming operation where he manages land and farming activities. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning, discretionary asset management through model portfolios and direct security management, and retirement-plan consulting under ERISA standards.

Mark Nelson is a financial advisor at Bridgeport Financial Solutions with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and Principal Financial Group. BridgePort Financial Solutions serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory, and tax preparation services. The firm constructs model portfolios through an Investment Committee and provides discretionary management with access to third-party and affiliated strategists, including specialized market-timing and option strategies as appropriate.

David Suntken is a financial advisor with RIA Advisory Group, LLC, holding Series 63, 65, and 66 licenses and totaling 33 years of industry experience. He has worked at RIA Advisory Group since 2020 and previously spent six years with Visionpoint Advisory Group and over two decades with LPL Financial. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages diversified portfolios using discretionary strategies informed by charting, fundamental, and technical analysis, and maintains formal affiliations with legal and accounting professionals alongside operating affiliated technology and research businesses.

Justin Van Houten is a financial advisor with LPL Financial based in West Des Moines, IA. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he was associated with Compass Financial Services. Outside of his advisory work, Van Houten serves as an assistant football coach for the Waukee Community School District. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Jeremy Lyons is a financial advisor at Merkle Retirement Planning with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including J. Lyons Capital, LLC, IFP Securities, LLC, Independent Financial Partners, Advantage Investment Management LLC, and LPL Financial LLC. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, and trusts. The firm emphasizes individualized planning and offers discretionary asset management through model portfolios and direct security management, with operational implementation delegated to a sub-advisor.

Madison Vestweber is a financial advisor at Private Wealth Asset Management with a Series 65 credential and one year of industry experience. Prior to joining Private Wealth Asset Management, Madison worked at The 20 MSP and has a background that includes academic roles at the University of Iowa and John F. Kennedy High School. Private Wealth Asset Management serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, managing approximately $1.85 billion in discretionary assets. The firm employs a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis, and offers specialized services such as oil and gas holdings management and business transition planning.

Brian Newton is a financial advisor at Wealth Advisors of Iowa, LLC, holding a Series 65 designation with nine years of industry experience. He has been with Wealth Advisors of Iowa since 2016 and is also affiliated with McGowen, Hurst, Clark & Smith, PC, where he has worked since 2001. Wealth Advisors of Iowa serves individuals, including high-net-worth clients, pension plans, trusts, banks, and business entities by providing portfolio management, financial planning, and qualified retirement plan services. The firm employs a fiduciary investment approach using various analytical methods and offers services such as ongoing account monitoring, participant education, and a wrap-fee program.

Lance Gunkel is a CFP® and CFA® with 12 years of industry experience. He has been with Syverson Strege & Company since 2003. 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 incorporates third-party managers following due diligence.

Casey Malloy is a financial planner at Midwest Heritage Financial Advisors with 12 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to rejoining Midwest Heritage Financial Advisors, Malloy worked at Primerica Advisors and Securities America, Inc. Outside of his advisory role, he is involved in a family business venture helping his children learn business skills through a recurring lemonade stand. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, serving individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $398.7 million for around 334 clients using a “total portfolio” approach that emphasizes diversification, active management, and a fiduciary standard.

Thomas Mc Bride III is a CFP® with 46 years of industry experience. He is currently with Legacy Financial Group and has previously worked with United Planners Financial Services and RDA Financial Network. He is also associated with Monetary Strategies in Des Moines, IA. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and financial education services. The firm employs an active, diversified portfolio management approach tailored to individual objectives through written investment policy statements.

Drake Ellgren is a financial advisor at Wilon Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Iowa State University, Strahan Construction, HyVee, and in education. 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’s investment approach is planning-driven and goal-focused, emphasizing diversified, passive, low-cost, and tax-efficient strategies tailored to client objectives.

Gregory Bendinger is a ChFC® credentialed financial advisor with 16 years of industry experience, currently practicing at Five Talents Financial Management Group LLC in West Des Moines, IA. He has been with Five Talents since 2020 and has also worked with LPL Financial LLC since 2013. Outside of his advisory role, he serves as a Staff Sergeant in the Iowa Air National Guard. Five Talents Financial Management Group advises individuals, corporations, and retirement plans, managing approximately $210 million in discretionary assets. The firm employs a mix of analytical techniques and both short- and long-term strategies, delivering advice through a Wealth Management Program that includes investor profiling and limited discretionary trading authority.

Matthew Springer is a financial advisor at Wealth Advisors of Iowa, LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab & Co., Inc. and Northwestern Mutual Wealth Management Company. Outside of advising, he has experience as an agent selling fixed insurance products, including long-term care, disability, and life insurance. Wealth Advisors of Iowa provides portfolio management, financial planning, and retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process using various analytical methods and offers discretionary account management, participant-level retirement advice, and a wrap-fee program.

Hailey Broten is a financial advisor with LSB Wealth Management, holding Series 66 and Series 63 licenses and 13 years of industry experience. Her prior roles include positions at Principal Securities Inc., Principal Funds Distributor, and Lincoln Savings Bank. Outside of financial advising, she owns Broten Travel, a travel-related business. LSB Capital Management, Inc., a wholly owned subsidiary of Lincoln Savings Bank, provides discretionary asset management, financial planning, and sub-advisory services to a diverse client base. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach, utilizing a variety of investment vehicles and third-party managers to construct client portfolios.