Samuel O'Brien is a financial advisor with Capital View Wealth Management, LLC in Des Moines, IA. He holds a Series 63 designation and has 27 years of industry experience. O'Brien has been with Capital View Wealth Management since its founding in 2003. Capital View Wealth Management is an independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides personalized portfolio management and advisory consulting, focusing on exchange-traded equities and other investments clients bring to the relationship, using fundamental analysis, long-term purchase strategies, and selective option-writing.

Matthew Ford is a CFP® and CFA® with four years of industry experience. He is the principal advisor at BlackOak Advisors LLC in Des Moines, IA, where he has worked since 2021. Prior to this, he held a role at Freemark Partners Management LP for four years. Outside of his advisory work, he is the founder and co-chief investment officer of Klima Capital Advisors LP, an investment firm specializing in regulated carbon markets. BlackOak Advisors LLC serves individuals, families, trusts, estates, businesses, and institutional clients, offering investment management, wealth management, financial planning, and investment consulting. The firm’s investment approach centers on strategic asset allocation with diversified ETFs, mutual funds, fixed-income instruments, and rules-based factor strategies, and it also offers alternative engagement formats such as project-based or hourly consulting.

John Flynn is the sole advisor at Prospective Value Partners LLC in Des Moines, IA, holding Series 65 and Series 66 registrations with 11 years of industry experience. He has been with Prospective Value Partners since 2015. Prospective Value Partners provides discretionary asset management and portfolio supervision to individuals, retirement plans, trusts, estates, charitable organizations, and some institutional clients. The firm employs a fundamental, value-oriented investment approach focused on long-only positions in publicly traded companies and occasional shorter-term special situations, managing approximately $76 million across about 36 client accounts.

Hello, I'm Mike. I founded Teacher Wealth to raise the standard of financial advice to educators. As a former teacher, I understand the challenges that educators face with their finances; as well as the unique opportunities. Unfortunately, in many ways, the financial services community has ignored the profession. I am trying to change that. Teachers deserve better! Many families just need someone to walk with them as they make important decisions. To really get to know them. To ask them the right questions. To challenge them. To offer them accountability. I am honored to be this person for my clients. At Teacher Wealth, we like to say that "it's not just about the money." Instead, the focus is on how money can best create clarity, security, and fulfillment in our lives. The K-12 financial literacy education movement is a passion of mine and I try to help with that by serving on the board of the Iowa Jump$tart Coalition. On the personal side, I've been married to my best friend Tisa for over 20 years. We live in chaos most of the time in our Des Moines, Iowa home as we raise our four awesome kids. We do our best to prioritize our marriage over everything else except our faith. We are active members of Holy Trinity Catholic Church in Des Moines.

William Taber is a Series 65-licensed financial advisor with Taber Asset Management L.L.C. in Des Moines, IA, and has 10 years of industry experience. He is also involved with the Foxdale Condominiums Owners Association, serving as its president and director. In addition, he works as a scoreboard operator for Des Moines Public Schools. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning services.

Eric Peterson is a financial advisor at Peterson Financial Group, Inc. in Des Moines, Iowa, with 19 years of industry experience. He has been with Peterson Financial Group since 2013 and previously worked at Apollo Delivery Services, LLC. Outside of advising, he serves as president of ETTN Marketing Group, Inc., which provides marketing services including consumer education events. Peterson Financial Group serves individual and high-net-worth clients, focusing on retirement income planning, discretionary investment management, and integrated financial planning. The firm employs a structured Retirement Readiness Review process to guide asset allocation and offers portfolio management primarily through model managers on third-party platforms.

Zachary Veenstra is affiliated with RIA Group, LLC and holds a Series 65 credential. He has experience working at multiple firms including Performance Financial and Pella Corp. Veenstra’s industry experience is noted as three years in financial advisory roles. RIA Group, LLC is a newly registered SEC investment adviser that plans to serve individuals, high net worth clients, trusts, estates, qualified retirement plans, and business entities. The firm offers personalized financial planning and discretionary and non-discretionary investment management, utilizing a combination of fundamental analysis and third-party quantitative research.

Anastasia Taber is a CFP® with five years of industry experience, currently serving at Taber Asset Management L.L.C. in Des Moines, IA. Prior to joining Taber Asset Management, she worked at Cleary Gottlieb Steen & Hamilton and Bernstein Management Corp. The firm’s advisory team also produces a public educational podcast called “Creating Wealth.” Taber Asset Management provides investment and wealth management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach grounded in fundamental analysis and actively manages portfolios with a focus on fixed income, risk-managed equity strategies, and customized balanced allocations.

William Taber is a financial advisor with Taber Asset Management L.L.C. in Des Moines, Iowa, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Taber Asset Management since 1999. Outside of his advisory role, he is a member of Taber Virtual Global Investment Network LLC, a general consulting business that is currently inactive. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach based on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning.

Tyler Bookin Nosbisch is a CFP® certificant with five years of industry experience, currently affiliated with RIA Group, LLC since 2026. His prior roles include positions at RIA Advisory Group, LLC, LPL Financial, and New York Life Insurance Company. Outside of his advisory work, he volunteers seasonally on a family farm assisting with planting, harvesting, and equipment operation. RIA Group, LLC is a recently registered SEC investment adviser that plans to serve individuals, trusts, estates, retirement plans, and business entities with personalized financial planning and investment management. The firm utilizes a client-focused approach, combining fundamental and quantitative research, and offers a range of investment vehicles tailored to client objectives.

David Harkin is a financial advisor with Des Moines Investments, LLC, holding the CFP® and ChFC® designations and over 31 years of industry experience. He has worked with Cambridge Investment Research, Inc. and Fort Des Moines Financial Services, Inc. for 20 years each. In addition to his advisory roles, he has managed John Well's Farm since 1995. Des Moines Investments provides discretionary portfolio management and financial planning services to individuals, custodial accounts, business owners, and trusts. The firm develops individualized investment profiles and employs a forward-looking, economy-aware approach, offering a range of securities and optional insurance and tax-preparation services.

Dashle Kelley is a financial advisor at Calibrate Wealth, LLC in Des Moines, IA, with one year of industry experience. He holds a Series 65 designation and previously worked at Principal Financial Group from 2014 to 2023. He has also been affiliated with Grandview University since 2023. Calibrate Wealth manages approximately $9.5 million in client assets for a select group of individuals, trusts, estates, pension and profit-sharing plans, nonprofit organizations, and business entities. The firm employs a top-down, sector-driven investment process with active trading strategies and discretionary portfolio management.

Jared Stines is a financial advisor with Peterson Financial Group, Inc. in Des Moines, IA, holding a Series 66 designation and 15 years of industry experience. He has worked previously at firms including Cetera Investment Services, Regions Bank, Voya Financial Partners, PNC Wealth Management, and Equitable Advisors. Outside of his advisory role, he is the managing member of Lee Mountain Co., LLC, a personal real estate investment entity. Peterson Financial Group serves individual and high-net-worth clients, focusing on retirement income planning, discretionary investment management, and integrated financial planning. Their investment process employs a four-step Retirement Readiness Review to inform asset allocation, with portfolios typically implemented through third-party model managers and overseen regularly.

Andrew Susanin is a financial advisor with RIA Group, LLC, holding a Series 63 designation and 28 years of industry experience. He previously worked at firms including LPL Financial, Visionpoint Advisory Group, Securian Financial Services, Inc., and Cauldwell Financial Group Inc. Outside of advisory roles, he has engaged in fixed insurance sales. RIA Group, LLC is a newly registered SEC investment adviser that intends to serve individuals, high net worth clients, trusts, estates, qualified retirement plans, and business entities. The firm offers personalized financial planning along with discretionary and non-discretionary investment management, utilizing fundamental analysis, third-party quantitative research, and a range of investment vehicles tailored to client objectives.

Richard Rademacher is a financial advisor with Peterson Financial Group, Inc. in Des Moines, IA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. from 2015 to 2024. Outside of his advisory role, he is a licensed insurance agent offering life, health, and annuity products. Peterson Financial Group serves individual and high-net-worth clients with retirement income planning, discretionary investment management, and integrated financial planning. The firm’s investment approach includes a structured Retirement Readiness Review process and portfolio implementation through third-party model managers, along with sponsorship of wrap-fee programs and donor-advised funds.

Carla Albers is a financial advisor at Taber Asset Management L.L.C. in Des Moines, IA, holding Series 63 and Series 65 licenses with 13 years of industry experience. She has been with Taber Asset Management since 1998. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach based on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning.

Dillon Kimberley is a financial advisor at Des Moines Investments, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include two years at Shelter Insurance and a period as a full-time student. Des Moines Investments provides discretionary portfolio management and financial planning services to individuals, custodial accounts, business owners, and trusts, tailoring solutions to clients' goals, time horizons, and risk tolerances. The firm employs a forward-looking, economy-aware investment approach and offers additional services such as insurance product recommendations and tax preparation.

Brian West is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation with 18 years of industry experience. He has been with West Financial Advisors since 2008. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm focuses on long-term investment strategies with broad diversification and employs a combination of charting, fundamental and technical analysis, and third-party research to inform its recommendations.

Skyler Otto is a financial advisor at MDRN Capital with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Nationwide Securities, LLC for 15 years. Otto is also appointed with a non-affiliated insurance company to sell fixed insurance, critical illness, disability, and accident insurance products. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing oversight.

Sara Klaessy is a financial advisor at 1834 Investment Advisors Co. in Des Moines, IA, with 24 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for Princor Financial Services Corporation and Principal Mutual Life Insurance. 1834 Investment Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and structured client relationships supported by written Investment Policy Statements.