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 with Legacy Financial Group in Des Moines, IA, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial and Legacy Financial Group since 2010. Outside of his advisory role, he serves on the board of the Dragoon Trail Chapter of the Izaak Walton League of America, a conservation nonprofit. Legacy Financial Group serves individuals, high-net-worth clients, families, retirement plans, and institutions by providing investment management, financial planning, retirement and pension consulting, divorce-related financial consulting, and financial education. The firm employs an active, diversified “total portfolio” management approach that emphasizes long-term holdings with periodic rebalancing and incorporates fundamental and technical analysis.

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.

Tyler Bookin Nosbisch is a CFP® professional with five years of industry experience, currently affiliated with RIA Advisory Group, LLC. He has worked at several firms including LPL Financial and New York Life Insurance Co. Outside of his advisory role, he volunteers on a farm assisting with seasonal planting and harvesting activities. RIA Advisory Group serves individuals, high-net-worth individuals, corporations, trusts, and estates by providing discretionary investment supervisory services and portfolio management. The firm employs a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies, and maintains formal affiliations with accounting and legal professionals.

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®-certified financial advisor at Gilbert & Cook, Inc. with seven years of industry experience. She previously worked at Eagle Strategies LLC, NYLIFE Securities Inc., New York Life Insurance Co., Lincoln Savings Bank, LPL Financial LLC, and Principal Financial Group. Outside of her advisory role, she serves as Treasurer for Des Moines Estate Planners on a volunteer basis. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a tailored investment approach combining active and passive strategies across public and private instruments, integrating insurance capabilities and alternative-investment due diligence into its advisory platform.

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.

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 holds a Series 65 license with 16 years of industry experience. He has worked at Gilbert & Cook Private Wealth Management since 2023 and previously spent seven years at BerganKDV Wealth Management, LLC. He is based in West Des Moines, IA. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, offering financial planning, investment advisory, portfolio management, and retirement plan consulting. The firm uses a mix of active and passive strategies and conducts due diligence on private and alternative investments.

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.

Blake Holtmeier is a CFA® charterholder with four years of experience at Gilbert & Cook, Inc. Prior to joining Gilbert & Cook, he worked at BHE Renewables and Eaton Corporation, and he has an academic background from the University of Nebraska at Kearney and Lincoln. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a combination of active and passive strategies within a global asset-allocation framework and integrates insurance capabilities and alternative-investment due diligence into its advisory platform.

Alan Ryerson is a Series 65-licensed advisor at Gilbert & Cook, Inc. with six years of industry experience. He previously worked at BCC Advisers for over two decades before joining Gilbert & Cook in 2018. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, retirement plan consulting, wrap-fee platform management, and private wealth services. The firm employs a combined active and passive investment approach tailored to client objectives, with a focus on both public and private instruments and ongoing monitoring.

Christopher Cook is a CFA® charterholder with 27 years of industry experience. He has been with Gilbert & Cook, Inc. since 2016. 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, portfolio management, and retirement plan consulting services to individuals, trusts, estates, corporations, and employer plans. The firm employs a blend of active and passive investment strategies and conducts due diligence for private and alternative investments.

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.