| William Wallace | Basepoint Wealth | Cedar Rapids | CFP, PFS, CFA | Percentage of assets, Hourly |
| Christopher Funaro | Passage Global Capital Management | Bettendorf | CFA | Percentage of assets, Hourly |
| Kevin McLean | Syverson Strege | West Des Moines | CFA | Percentage of assets, Hourly |
| Michael Finnegan | Prairie Wealth Advisors | Des Moines | CFA | Percentage of assets, Hourly |
| Oguz Ersan | Passage Global Capital Management | Bettendorf | CFA | Percentage of assets, Hourly |
| Royce Woodley | Wealthspan Partners | Davenport | CFA | Percentage of assets, Hourly |
| Sarah Zimmerman | Kane Company Wealth Management | Johnston | PFS | Percentage of assets, Hourly |
| Aaron Epstein | Cedar Point Capital Partners | Cedar Rapids | Not listed | Percentage of assets, Hourly |
| Alec Jackson | Valiant Wealth | West Des Moines | Not listed | Percentage of assets, Fixed fees |
| Amber Hunt | Basepoint Wealth | Cedar Rapids | Not listed | Percentage of assets, Hourly |
| Amber Netherton | Nikulski Financial | Bettendorf | Not listed | Percentage of assets, Hourly |
| Blake Chance | Cedar Point Capital Partners | Cedar Rapids | Not listed | Percentage of assets, Hourly |
| Brian Ramsay | Wealthspan Partners | Davenport | Not listed | Percentage of assets, Hourly |
| Brian Thompson | Rockway Wealth Partners | Urbandale | Not listed | Percentage of assets, Hourly |
| Bridget Meier | Cedar Point Capital Partners | Cedar Rapids | Not listed | Percentage of assets, Hourly |
| Cody Williams | Wealthspan Partners | Davenport | Not listed | Percentage of assets, Hourly |
| Cory Millmier | BSC Capital Partners | West Des Moines | Not listed | Percentage of assets, Hourly |
| David Ernst | Cedar Point Capital Partners | Cedar Rapids | Not listed | Percentage of assets, Hourly |
| Donald Stanforth | Investment Consulting Group | Davenport | Not listed | Percentage of assets, Hourly |
| Evin Ersan | Passage Global Capital Management | Bettendorf | Not listed | Percentage of assets, Hourly |
| Frederick Palen | Palen Financial | Davenport | Not listed | Percentage of assets, Hourly |
| Graye Freeman | Nikulski Financial | Bettendorf | Not listed | Percentage of assets, Hourly |
| James Strege | Rockway Wealth Partners | Urbandale | Not listed | Percentage of assets, Hourly |
| Jason Shaw | BSC Capital Partners | West Des Moines | Not listed | Percentage of assets, Hourly |
| Jayme Bresnahan | Successful Resource Management | Johnston | Not listed | Percentage of assets, Hourly |
| Joel Lawlor | Nikulski Financial | Bettendorf | Not listed | Percentage of assets, Hourly |
| Katherine Kula | Basepoint Wealth | Cedar Rapids | Not listed | Percentage of assets, Hourly |
| Keith Pochobradsky | Basepoint Wealth | Cedar Rapids | Not listed | Percentage of assets, Hourly |
| Kevin Frette | Custom Wealth Planners | Ankeny | Not listed | Percentage of assets, Fixed fees |
| Kevin McGuire | Rockway Wealth Partners | Urbandale | Not listed | Percentage of assets, Hourly |
| Lance McDonald | Lexington Capital | Marion | Not listed | Percentage of assets, Fixed fees |
| Mario Jorge | Nikulski Financial | Bettendorf | Not listed | Percentage of assets, Hourly |
| Matthew Evans | BSC Capital Partners | West Des Moines | Not listed | Percentage of assets, Hourly |
| Michael Skinner | 1834 Investment Advisors | Des Moines | Not listed | Percentage of assets, Fixed fees |
| Nicholas Ford | Arnold and Mote Wealth Management | Hiawatha | Not listed | Hourly, Fixed fees |
| Nile McLaughlin | Wealthspan Partners | Davenport | Not listed | Percentage of assets, Hourly |
| Ronald Detweiler | Basepoint Wealth | Cedar Rapids | Not listed | Percentage of assets, Hourly |
| Ross Stanforth | Investment Consulting Group | Davenport | Not listed | Percentage of assets, Hourly |
| Ryan Turner | Basepoint Wealth | Cedar Rapids | Not listed | Percentage of assets, Hourly |
| Sara Klaessy | 1834 Investment Advisors | Des Moines | Not listed | Percentage of assets, Fixed fees |
| Shane Curry | Investment Consulting Group | Davenport | Not listed | Percentage of assets, Hourly |
| Talen Butler | Nikulski Financial | Bettendorf | Not listed | Percentage of assets, Hourly |