DMKC Advisory Services, LLC

Joseph Fiorentino is a financial advisor with DMKC Advisory Services, LLC in Des Moines, IA. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory role, he has work experience at Ironbound Farm & Cider House and educational institutions including the University of Iowa and North Hunterdon High School. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals, including high-net-worth clients, as well as corporate and charitable clients. The firm emphasizes fundamental analysis and a long-term buy-and-hold investment approach, offering both directly managed portfolios and third-party manager selection.

David Lorbiecki is a financial advisor at DMKC Advisory Services, LLC in Des Moines, IA, with 32 years of industry experience. He has worked at D.M. Kelly & Company since 1995. Lorbiecki also operates the Lorbiecki Group, a financial advisory firm. DMKC Advisory Services provides fee-based investment advisory and financial planning to individuals, including high-net-worth clients, as well as corporate and charitable clients, using a fundamental analysis approach combined with both model-driven and customizable asset allocation strategies.

Daniel Kelly is a financial advisor with DMKC Advisory Services, LLC in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked extensively with D.M. Kelly & Company and has been involved with the Boys & Girls Club and serves as a part-time job coach at Candeo. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals, including high-net-worth clients, corporate, and charitable clients, focusing on fundamental analysis and a long-term buy-and-hold investment approach with customizable portfolio management solutions.

Matthew Humeston is an advisor at DMKC Advisory Services, LLC with Series 63 and Series 65 credentials. He has recent experience at D.M. Kelly & Company and Qualifed Plan Consultants, LLC. Prior to his current role, he worked in various positions including at the McFarland Clinic and Ames Community School District. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals, corporate, and charitable clients. The firm emphasizes fundamental analysis and a long-term buy-and-hold investment approach, offering both direct portfolio management and third-party manager oversight.

Dan Mcphail Jr. is a financial advisor at DMKC Advisory Services, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with DMKC Advisory Services since 2008. In addition, he is affiliated with D.M. Kelly & Company, where he has worked since 2007. DMKC Advisory Services provides fee-based investment advisory and financial planning to individuals, including high-net-worth clients, as well as corporate and charitable clients. The firm uses fundamental analysis and a long-term buy-and-hold investment approach, managing portfolios directly and through third-party managers with a focus on customized asset allocation.

David Haas is a financial advisor at DMKC Advisory Services, LLC with 17 years of industry experience. He holds the Series 66 designation and has been with DMKC and its affiliated firm, D.M. Kelly & Company, since 2008. Outside of his advisory role, he is involved with Lorbiecki Group, providing financial advisory services. DMKC Advisory Services, LLC offers fee-based investment advisory and financial planning to individuals, including high-net-worth clients, as well as corporate and charitable clients. The firm focuses on fundamental analysis and a long-term, buy-and-hold investment approach, using both model-driven asset allocation and customizable strategies, managing portfolios directly and through third-party managers.

Patrick Kelly is a financial advisor with DMKC Advisory Services, LLC in Des Moines, Iowa. He holds Series 63 and Series 66 licenses and has three years of industry experience. Patrick has worked with DMKC Advisory Services, D.M. Kelly & Company, and BDP, LLC. Outside of his advisory role, he serves as a trustee for Lemonade Springs, a non-investment related business. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals, including high-net-worth clients, as well as corporate and charitable clients. The firm employs a fundamental analysis approach with a long-term buy-and-hold strategy and offers both direct portfolio management and third-party manager selection.

Andrew Harrison is a financial advisor at DMKC Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, Principal Financial, and Thrivent Financial. Outside of his advisory work, he is an author of fiction publications. DMKC Advisory Services provides fee-based investment advisory and financial planning to individuals, corporate, and charitable clients, offering tailored portfolio management through a combination of model-driven asset allocation and customizable strategies.

Daniel Kelly is a financial advisor with DMKC Advisory Services, LLC and holds Series 63 and Series 66 licenses. He has 54 years of industry experience, including roles at DMKC Advisory Services since 2007 and D.M. Kelly & Company since 1995. Outside of his advisory work, he serves as a non-voting board member of Graham Group, a real estate developer in Des Moines, Iowa, and was previously managing director of the Bright Foundation, a nonprofit providing college scholarships to Iowa students. DMKC Advisory Services, LLC offers fee-based investment advisory and financial planning services to individuals, corporate, and charitable clients. The firm’s investment approach combines fundamental analysis with a long-term buy-and-hold strategy, using both model-driven asset allocation and customizable portfolios, with an internal team managing and monitoring investments.

Willis Gaer is a financial advisor at DMKC Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at EMC Insurance as well as in education roles at Eastern Kentucky University and Roosevelt High School. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporate and charitable clients. The firm employs a long-term, fundamental analysis investment approach with customizable portfolio management options and both direct and third-party management strategies.

Kevin Shires is a financial advisor with DMKC Advisory Services, LLC in Des Moines, IA, holding the CFP®, CFA®, ChFC®, and Series 66 designations and bringing 20 years of industry experience. He has been with DMKC Advisory Services and its affiliated firm D.M. Kelly & Company since 2012. Shires served as President and Director of Member Value for the CFA Society in Des Moines, participating in the local professional analyst community. DMKC Advisory Services provides fee-based investment advisory and financial planning to individuals, including high-net-worth clients, as well as corporate and charitable clients. The firm emphasizes fundamental analysis and a long-term buy-and-hold approach, managing portfolios both directly and through third-party managers with customizable asset allocation strategies.