| Jason Kane | Kane Company Wealth Management | Johnston | CFP | Percentage of assets, Hourly |
| Jayden Moore | Rockway Wealth Partners | Waterloo | CFP | Percentage of assets, Hourly |
| Jennifer Scheck | Syverson Strege | West Des Moines | CFP | Percentage of assets, Hourly |
| Jeremy Hauer | Quad-Cities Investment Group | Davenport | CFP | Percentage of assets |
| Johnne Syverson | Syverson Strege | West Des Moines | CFP, ChFC | Percentage of assets, Hourly |
| Justin Schultz | Steele Capital Management | Dubuque | CFP | Percentage of assets |
| Karla Hoppes | Cedar Valley Wealth Advisors | Cedar Falls | CFP | Percentage of assets, Hourly |
| Kathryn Wallace | Basepoint Wealth | Cedar Rapids | CFP, ChFC | Percentage of assets, Hourly |
| Kirk Sadilek | Basepoint Wealth | Cedar Rapids | CFP, ChFC | Percentage of assets, Hourly |
| Kyle Bakas | Arnold and Mote Wealth Management | Hiawatha | CFP | Hourly, Fixed fees |
| Lance Gunkel | Syverson Strege | West Des Moines | CFP, CFA | Percentage of assets, Hourly |
| Lance Knaack | Syverson Strege | West Des Moines | CFP | Percentage of assets, Hourly |
| Landis Wiley | Basepoint Wealth | Cedar Rapids | CFP | Percentage of assets, Hourly |
| Laura West | West Financial Advisors | Des Moines | CFP | Percentage of assets, Hourly |
| Mark Tholl | Wealthspan Partners | Davenport | CFP | Percentage of assets, Hourly |
| Matthew Roberts | Syverson Strege | West Des Moines | CFP | Percentage of assets, Hourly |
| Michael Banasiak | Omni Wealth Management | Waukee | CFP | Percentage of assets, Hourly |
| Michael Jiskoot | Valiant Wealth | West Des Moines | CFP | Percentage of assets, Fixed fees |
| Michael Johnson | Teacher Wealth | Des Moines | CFP | Percentage of assets, Hourly |
| Nevin Conlon | Clarity Asset Management | Ames | CFP | Percentage of assets, Fixed fees |
| Nicholas Smith | Steele Capital Management | Dubuque | CFP | Percentage of assets |
| Ryan Simpson | Syverson Strege | West Des Moines | CFP | Percentage of assets, Hourly |
| Ryan Watermiller | Basepoint Wealth | Cedar Rapids | CFP | Percentage of assets, Hourly |
| Scott Cooley | Basepoint Wealth | Cedar Rapids | CFP, ChFC | Percentage of assets, Hourly |
| Scott Snyder | Acadia Legacy Group | Clive | CFP, CFA | Percentage of assets, Hourly |
| Shayne Boles | Basepoint Wealth | Cedar Rapids | CFP | Percentage of assets, Hourly |
| Tanner Sprouse | Syverson Strege | West Des Moines | CFP | Percentage of assets, Hourly |
| Teresa Baumann | Syverson Strege | West Des Moines | CFP | Percentage of assets, Hourly |
| Tim Roemmich | Syverson Strege | West Des Moines | CFP | Percentage of assets, Hourly |
| Trent Von Ahsen | Cedar Point Capital Partners | Cedar Rapids | CFP | Percentage of assets, Hourly |
| Wayne Johnson | Syverson Strege | West Des Moines | CFP | Percentage of assets, Hourly |
| William Streff | Steele Capital Management | Waukee | CFP | Percentage of assets |
| William Wallace | Basepoint Wealth | Cedar Rapids | CFP, PFS, CFA | Percentage of assets, Hourly |