Johnne Syverson is a CFP®, ChFC®, and holds a Series 63 license with 27 years of industry experience. He is a founding member of Syverson Strege, based in West Des Moines, IA. Outside of his advisory role, Syverson owns and serves as Executive Director of the Charitable Giving Resource Center, LLC, a nonprofit consulting firm focused on planned giving procedures. 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 institutional automated platforms, third-party managers, and conducts regular investment reviews.

Scott Arnburg is a financial advisor at Legacy Financial Group in Des Moines, Iowa, with 16 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for four years. Arnburg serves on the board of directors for the Dragoon Trail Chapter of the Iowa Wildlife Federation, a conservation nonprofit. 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 focused on long-term portfolio management and tailors strategies through written investment policy statements.

Brady Auderer is a financial advisor at Merkle Retirement Planning in Grimes, IA, holding a Series 65 designation with three years of industry experience. Prior to joining Merkle, he worked in roles at Hy-Vee, Stark Ag., and Fareway. Merkle Retirement Planning offers investment advisory and financial planning services to individuals, trusts, estates, and business entities, utilizing model-driven portfolio management and tailored financial planning. The firm combines internally developed and third-party model portfolios with discretionary management, educational workshops, and periodic performance reporting.

Tanner Sprouse is a CFP® with six years of industry experience and currently serves as a financial advisor at Syverson Strege. Prior to joining Syverson Strege, he worked at Mariner Wealth Advisors and Modern Woodmen of America. He holds a Series 66 license. 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, an automated ETF/mutual fund program, retirement account management, and selection and monitoring of third-party managers.

Zachary Morrissey is a financial advisor with LSB Wealth Management in Ankeny, IA, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at Sammons Retirement Solutions and Axa Advisors, as well as experience outside finance at the United States Postal Service and Ankeny Golf & Country Club. He also provides investment advisory services through LSB Capital Management, Inc. LSB Capital Management, Inc. is a registered investment adviser offering discretionary asset management, financial planning, and sub-advisory services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on personalized, long-term portfolio management with ongoing monitoring, employing a buy-and-hold approach and utilizing various investment vehicles and third-party manager platforms.

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.

Michelle Miller is a CFP® professional with eight years of experience in the financial services industry. She has worked at firms including Gilbert & Cook, Inc., Cerity Partners LLC, and New York Life. Outside of her advisory role, she serves as Treasurer for Des Moines Estate Planners in a volunteer capacity. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, providing financial planning, investment advisory, and portfolio management services. The firm employs a combination of active and passive strategies across multiple asset classes and offers distinct due-diligence processes for private and alternative investments.

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.

Todd Henningsen is a CFP®, CFA®, and Series 65-licensed advisor at Gilbert & Cook, Inc. with 17 years of industry experience. His prior roles include positions at Cerity Partners LLC, BerganKDV Wealth Management, LLC, and Heartwood Investments, Inc. He is based in West Des Moines, IA. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, providing financial planning, investment advisory, portfolio management, and retirement plan consulting. The firm employs a mix of active and passive strategies across various asset classes and conducts due diligence on private and alternative investments.

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.

Blake Holtmeier is a CFA® charterholder at Gilbert & Cook, Inc. with experience at Cerity Partners LLC, BHE Renewables, Eaton Corporation, and prior roles at the University of Nebraska. He has been with Gilbert & Cook since 2022. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans by providing financial planning, investment advisory, portfolio management, and retirement plan consulting. The firm uses a combination of active and passive strategies across multiple asset classes and conducts due diligence on private and alternative investments.

Alan Ryerson is a financial advisor with Gilbert & Cook, Inc. in West Des Moines, IA, holding a Series 65 designation and totaling seven years of industry experience. He has worked at Gilbert & Cook since 2018 and previously spent time at Cerity Partners LLC and BCC Advisers. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and retirement plans by providing financial planning, investment advisory, and private wealth services. The firm uses a combination of active and passive strategies across multiple asset classes and conducts due diligence on private and alternative investments.

Christopher Cook is a CFA® charterholder with 27 years of industry experience. He is currently affiliated with Cerity Partners LLC and was previously with Gilbert & Cook, Inc. for ten years, among other firms. Cook serves on the board and investment committee of Youth Homes of Mid-America, a philanthropic organization supporting children in need. 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 due diligence on private and alternative investments offered to clients.

Jeremy Lyons is a financial advisor at Merkle Retirement Planning in Grimes, IA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including J. Lyons Capital, LLC, IFP Securities, LLC, Independent Financial Partners, Advantage Investment Management LLC, LPL Financial, and Ameriprise. Merkle Retirement Planning serves individuals, trusts, estates, and business entities with investment advisory and financial planning services, focusing on model-driven portfolio management and asset allocation. The firm offers tailored financial planning, discretionary portfolio management, educational workshops, and integrates insurance and tax services through affiliated entities.