George Lamoureux is a CFP® with two years of industry experience, currently serving at Gilbert & Cook, Inc. He has prior experience at Cerity Partners LLC, Foster Group, Broker Dealer Financial Services Corp, and Miles Capital Inc. 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 mix of active and passive strategies across various asset classes and conducts due diligence on private and alternative investments, maintaining distinct disclosures and implementation options for clients.

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.

Levi Cyphers is a financial advisor at Midwest Heritage Financial Advisors with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including OSAIC and Securities America, Inc. Outside of his advisory role, Cyphers co-owns a small-town hotel with his brother. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a “total portfolio” Strategy Diversification approach that incorporates active, diversified asset allocation across various investment vehicles to address volatility and seek consistent returns.

William Bertran is a financial advisor at Van Diest Capital with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including OSAIC and Signator Investors, Inc. Outside of his advisory role, Bertran serves as an elder at Missionary Alliance Church, providing spiritual oversight for the congregation. Van Diest Capital offers portfolio management, financial planning, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm incorporates a range of investment strategies and maintains a formal affiliation with an accounting practice and related business activities.

Taylor Pfannebecker is a financial advisor with LSB Wealth Management in Ankeny, IA. He holds Series 65 and Series 63 licenses and has one year of experience in the industry. His prior work includes roles at Sammons Financial Group, Enterprise Holdings, and LPL Financial. LSB Capital Management, Inc. provides discretionary asset management, financial planning, and sub-advisory services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm focuses on personalized, long-term portfolio management using a buy-and-hold strategy, implementing portfolios with mutual funds, stocks, bonds, ETFs, and third-party managers across multiple advisory platforms.

Zachary Ripka is a CFP® professional with four years of industry experience, currently affiliated with Gilbert & Cook, Inc. He has previously worked at Cerity Partners LLC and BKD CPAs & Advisors, among other firms. Gilbert & Cook, Inc. serves individuals, trusts, estates, corporations, and employer retirement plans, providing financial planning, investment advisory, retirement plan consulting, and private wealth services. The firm uses a combination of active and passive strategies across multiple asset classes and conducts due diligence on alternative investments.

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.

Annette Utterback is a financial advisor with LSB Wealth Management, holding Series 63 and Series 65 credentials and over 34 years of industry experience. She has been associated with LSB Capital Management, Inc. since 2021 and has prior experience with LPL Financial, Lincoln Savings Bank, and Broker Dealer Financial Services Corp. LSB Capital Management, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and institutions. The firm focuses on personalized, long-term portfolio management using a variety of investment vehicles and third-party managers, operating across multiple offices and advisory platforms.

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 industry. She has worked at Gilbert & Cook, Inc. since 1994 and also held positions at Purshe Kaplan Sterling Investments and Cerity Partners LLC. Outside of her advisory role, she serves as a board member for the University of Northern Iowa. Gilbert & Cook, Inc. provides financial planning, investment advisory, portfolio management, and retirement plan consulting services to individuals, trusts, estates, corporations, and employer retirement plans. The firm employs a mix of active and passive strategies across various asset classes and conducts due diligence on private and alternative investments offered to clients.

Damian Beard is a financial advisor with Syverson Strege, holding the CFP® designation and Series 66 license, with five years of industry experience. His prior roles include positions at Wells Fargo, Merrill, Bank of America, and Edelman Financial Engines. Outside of his advisory work, he is an independent children’s book author, serves as Executive Director and board member of the Holding Tiny Hands Foundation, directs operations for an educational company called STEAM STARZ, LLC, and founded BidWell Benefits, LLC, which provides benefit auction services for nonprofit organizations. Syverson Strege offers wealth management and comprehensive financial planning to individuals, families, trusts, and estates, including high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, automated model portfolios with rebalancing and tax-loss harvesting, and a multidisciplinary team with multiple credentialed professionals.

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.

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 16 years of industry experience. He has been associated with LPL Financial and Legacy Financial Group since 2010. Outside of his advisory role, Arnburg serves on the Board of Directors for the Dragoon Trail Chapter of the Iowa Wildlife Association, a conservation nonprofit. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with discretionary and non-discretionary 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.

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.