Charles 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 financial advisor at Lane Family Wealth Management with 24 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Lane Family Wealth Management in 2025, he worked at Fidelity Institutional and Fidelity Investments for 17 years, as well as at Private Client Services and David James Financial Inc. Senkyr is also involved in life and long-term care insurance sales. Lane Family Wealth Management provides portfolio management services primarily for pooled or institutional-type accounts, offering both discretionary and non-discretionary management tailored to clients’ goals and risk tolerance. The firm uses a combination of charting, cyclical, fundamental, and technical analysis and generally focuses on mutual funds, fixed income, real estate funds, annuities, equities, ETFs, and Treasury inflation-protected securities.

Michael Tryon Sr. is the sole advisor at Tryon Investments, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cabin Securities, Inc., Modern Equity Services LLC, and Liberty Centre Capital Management, LLC. He also operates Tryon Enterprises, LLC, a business active since 2009. Tryon Investments serves individuals, trusts, pension and profit-sharing plans, and charitable organizations by providing discretionary portfolio management alongside financial planning and consulting. The firm employs a primarily ETF-based, model-driven investment approach with five standard portfolios built mostly from low-cost Vanguard ETFs, managing over 450 client relationships with a small advisory staff.

Michael Conlon is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Wealth Advisors Group, LLC and has prior experience at Creative Planning, Wells Fargo Advisors, and American Century Investments. Before entering the financial industry, he held roles at the University of Iowa and Regina Catholic Jr/Sr High School. Wealth Advisors Group provides asset management services to individuals and high-net-worth clients, offering discretionary and non-discretionary portfolio management tailored to client objectives. The firm combines fundamental and technical analysis and manages over $215 million in discretionary assets.

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.