Brian Fitzpatrick

Zachary Vande Weerd is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Carson Wealth and KPMG. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering services such as asset management, financial planning, and retirement plan consulting. The firm uses discretionary portfolio management through an Investment Committee and combines in-house models, third-party sub-advisors, and technology partners to deliver customized investment solutions.

Tricia De Haan is a financial advisor at CWM, LLC with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Carson Wealth, Cetera Wealth Services, Raymond James Financial, and Marion County Bank. Outside of her advisory work, she serves as secretary for New Life Prison Church, a religious organization in Pella, Iowa. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Skyler Roorda is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2016, following roles at Central Financial Group, Ameritas Investment Corp, and First American Bank. Roorda serves as a board member for Beacon of Life. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Samuel Vandeweerd is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Cetera Wealth Services, Carson Wealth, Main Street Advisory Group, and Raymond James Financial Services Advisors. Outside of his advisory work, he is an insurance agent selling life, disability, annuities, and long-term care products. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Matthew Vanmaanen is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is affiliated with Primerica Advisors and has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he is involved in selling health insurance through Group Benefits Limited and Penn Mutual. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.