Charles Thomas Puccio III

Kade Hammes is a CFP® and holds a Series 65 license, with nine years of experience in the financial advisory industry. He is the owner and sole advisor at Storybook Financial, an independent firm based in Coralville, IA. Prior to founding Storybook Financial, Hammes worked at CliftonLarsonAllen Wealth Advisors, LLC and was previously dual-registered with Blend Financial, Inc. Storybook Financial serves individuals, young professional families, and small businesses, providing comprehensive financial life planning alongside discretionary portfolio management and project-based planning. The firm’s investment approach emphasizes strategic asset allocation and evidence-based investing, incorporating factor tilts and international diversification through mutual funds, ETFs, and third-party managers.

Kevin Pira is a CFP® and Series 65-licensed financial advisor with over five years of industry experience, currently serving as the sole advisor at Pira Wealth Management in Coralville, Iowa. Prior to founding his firm in 2020, he held positions at Geico, Upper Iowa University, and Kirkwood Community College. He also creates educational personal finance and investing content through his online media channel, KevinPiraCFP. Pira Wealth Management provides personalized investment management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis, including option-writing and discretionary trading, to tailor portfolios and financial plans based on client goals and ongoing reviews.

David Senkyr is a CFP® with 25 years of experience in the financial industry. He is the sole advisor at Lane Family Wealth Management and has previously worked with Fidelity Institutional, Federated Investment Counseling, and other firms. He is also licensed to sell life and long-term care insurance. Lane Family Wealth Management provides portfolio management services to individuals, high-net-worth clients, and business entities, tailoring investment strategies to each client’s goals, tax situation, and risk tolerance. The firm combines various analytical methods and trading strategies, offering both discretionary and non-discretionary advisory services.

Michael Tryon Sr. is the principal of Tryon Investments, LLC, holding Series 63 and Series 65 designations with 16 years of experience in the financial industry. His prior roles include positions at Quincy Wells Capital, Cabin Securities, Modern Equity Services, and Liberty Centre Capital Management. Tryon Investments serves individual clients, trusts, pension and profit-sharing plans, and charitable organizations by offering discretionary portfolio management alongside financial planning and consulting. The firm employs a primarily ETF-based investment approach using proprietary models and manages a high volume of client relationships through a standardized, model-driven process.

Michael Conlon is a financial advisor at Wealth Advisors Group, LLC in Coralville, IA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Creative Planning, LLC, Wells Fargo Advisors, and American Century Investments, as well as work with the University of Iowa Center for Advancement. Wealth Advisors Group serves individual and high-net-worth clients, managing approximately $278 million across 270 accounts with customized investment programs tailored to client goals and risk tolerance. The firm employs a combination of technical analysis and long-term strategies, operates primarily under discretionary authority without account minimums, and maintains custodial relationships with Charles Schwab and TIAA.

Carrie Houchins Witt is a CFP® professional with 11 years of industry experience. She has led Carrie Houchins-Witt Tax and Financial Services LLC since 2006. The firm primarily serves individual clients, focusing on pre-retirees, retirees, and those navigating divorce, offering fee-only, hourly financial planning alongside tax and accounting services. Its investment approach centers on broadly diversified, low-cost index funds and ETFs, emphasizing asset allocation, tax-efficient asset location, and tax-sensitive withdrawal strategies within comprehensive financial plans.