Jeffrey Lawrence Gibbons

Kacy Bass is a CFP® with 11 years of experience in the financial advisory industry. She has been with Clarity Asset Management, Inc. since 2015. Clarity Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm uses fundamental analysis and a proprietary due-diligence process to build diversified portfolios with a long-term focus, while also offering regular portfolio reviews and educational seminars to clients and the public.

Nevin Conlon is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked exclusively at Clarity Asset Management, Inc. since 2016. Clarity Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm uses fundamental analysis and an internal due-diligence process to build diversified portfolios with a long-term focus, offers discretionary portfolio management, and conducts educational seminars open to clients and the public.

David Suntken is a financial advisor at RIA Advisory Group, LLC with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Visionpoint Advisory Group, LPL Financial LLC, and Piper Sandler & Co. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts in-house using fundamental, technical, and charting analysis, typically on a discretionary basis, and serves nearly 2,000 clients through a multi-office team structure.

Jeremy Fernandez is a financial advisor with Principal Advised Services, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His background includes roles at Principal Life Insurance Company and Principal Securities Inc., where he has worked since 2019. Outside of his advisory duties, he and his spouse serve as caregivers for an adult with special needs through Easterseals Iowa. Principal Advised Services primarily provides investment advice and related services to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm leverages proprietary models and third-party tools, operating within the Principal Financial Group family to access a range of affiliated financial products and services.

Michelle Blenderman is a Series 66-credentialed financial advisor with 23 years of industry experience. She has been with Nations Financial Group, Inc. since 2007. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Jeffrey Johnson is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Calton & Associates since 2019 and previously spent 16 years with Capital Financial Services, Inc. Outside of his advisory role, Johnson serves as a Division 1 college football official in the MAC and Big Ten Conferences. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options through various program structures and combines retail broker-dealer and insurance operations alongside advisory services.