Since our founding, Mokosak Advisory Group has acted as a trusted advisor in all aspects of our clients' financial lives. Successful medical professionals, widows/widowers, individuals and families work with us to: - Develop a comprehensive wealth management plan to help them reach their financial goals. - Preserve their wealth to have enough money to fund their lifestyle whether simple or extravagant. - Design and implement strategies to make work "optional". - Find ways to cut the tax burden from income tax to capital gains tax to estate tax. - Obtain an independent second opinion from a top wealth management firm.

Insight Wealth Group works with a select group of high net worth investors to provide a holistic approach to wealth management. Securities offered through Arete Wealth Management. Member SIPC/FINRA/NFA. Management Services through Arete Wealth Advisors, a Registered Investment Advisor. Tax and accounting services are offered through Insight CPA. Insight CPA is not affiliated with Arete Wealth Management or Arete Wealth Advisors.

Valiant Wealth is a boutique multi-family office and financial planning firm with offices in West Des Moines, IA, Franklin, TN, and Jupiter, FL. We help our clients will all aspects of their financial lives.

• Supported the Chief Investment Officer, Chief Operating Officer, and the Research & Trading Department. • Supervised reception staff. Head of accounts payable, accounts receivable, billing and invoicing as well as 1099 tax forms. Prepared and sent reminder statements as well as administered monthly collection calls. Payroll preparation including upper management payroll and coordinate with third party vendor to administer payroll, payroll taxes and 401K. Processed and coded timesheets, employee expense reports and company American Express statements. Responsible for maintaining confidentiality of business and personal information. Typed correspondence and generated reports. Process and distribute selected research reports. • Coordinated travel arrangements, manage and maintain calendar in Outlook. Updated research analyst meetings and conference calendars. Coordinated team meetings and lunches.

Founded in 2005, NCP is a leading investment banking boutique focusing on providing a level of service, independence and financial expertise that is unmatched for lower and middle market companies across all major industries and geographies. As a relationship-driven firm, we provide innovative strategic advice and solutions, including mergers and acquisitions, merchant banking and corporate finance. NCP specialized in industries that are reflective of the Midwest economy, including manufacturing, distribution, agriculture, transportation and similar tangential business services or technology companies in support of these sectors. Our firm also works extensively within the insurance and financials space, leveraging deep networks throughout Iowa which maintains one of the largest concentrations in insurance and banking entities in the entire US.

AO Wealth Advisory is a financial planning and investment management firm. My mission is to help clients maximize what they earn, invest wisely, and give generously to their family, charities and community. I promise my clients one-on-one communication, control over their financial decisions, and a long term relationship to achieve their financial goals.

We are a fee-only financial planning firm committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with high quality information, services and advice to help you reach your goals.

Founded by Dave Miles and Matt Kinley, ManchesterStory Group is a venture capital firm targeting investments in FinTech and Healthcare, with a particular interest in technologies impacting the insurance industry. Focused on early to growth-stage companies across the United States, ManchesterStory seeks to generate superior returns by connecting exceptional entrepreneurs to strategic capital and relationships.

Next Level Ventures is a VC firm that focuses on innovation. We partner with talented entrepreneurs who lead companies that can scale rapidly, and our typical investment is $0.5 to $5.0 million per business. After we invest, we take a proactive role in helping our portfolio companies succeed with financial, operational, and networking expertise. We focus on two strategies: 1) credit unions and #fintech via Curql (http://curql.com); and 2) #Iowa. We manage over $300M with over 30 portfolio companies.

We believe that independence and transparency are the foundation of a relationship which places clients above everything else. Our network of independent branches engage as fiduciaries for their clients. Being independent, they have no obligations to any product, service, or provider which provides the freedom required for honesty without limitation. Yet, as part of a larger network, they have access to resources traditionally unavailable to independents providing personalized services. When faced with a problem requiring specialized knowledge and experience, our network is always available. Our representatives work together to provide the best experience and advise for our clients.

• Created and presented a comprehensive retirement plans curated to individual clients through MoneyGuidePro to help implement their goals and create ease of mind• Analyzed more than 100 client meeting notes to create follow-up questions which helped build a better understanding of client’s current financial positions and long term life goals• Utilized excel’s query function to analyze live market performances of individual market holdings and aggregate portfolio performances to help full time staff make informed decisions for clients

2400 86th Street, Unit 32Urbandale, IA 50322414 West Main StreetSac City, IA 505839 Plaza Drive, Suite 4 Clear Lake, IA 50428Investment Advisory Services offered through Wilon Wealth Management, a registered investment advisor.