Jeremy D Richardson

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.

Riddhiman Moharar is a financial advisor at Ares-Bound Capital with five years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at International Business Machines Corp. for five years. Outside of advising, he operates an entertainment business. Ares-Bound Capital is an independent investment advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers discretionary portfolio management and personalized financial planning utilizing tactical asset allocation, quantitative techniques, and a range of securities, with a focus on monthly portfolio reviews and the ability to implement higher-risk strategies by client consent.

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.

Bradley Parsons is the sole advisor at Raindrop Financial, Inc. He holds Series 65 and Series 63 credentials and has 12 years of experience in the financial industry. Parsons has maintained a concurrent career as an optometrist since 2004, serving as president of his own practice. Raindrop Financial provides active investment management focused on options and futures-based trading strategies for pooled and institutional-style accounts. The firm employs a market-timing approach supported by back-testing and model trades, emphasizing liquidity and risk management.

Jon Werner is a financial advisor with Stonefield Investment Advisory, Inc. in Cedar Rapids, IA, holding a Series 63 designation and over 31 years of industry experience. He has worked at Cetera Advisors LLC from 2013 to 2021 and has been with Stonefield Investment Advisory since 2005. Outside of his advisory role, Werner is also an independent insurance agent under the name Cornerstone Capital Management. Stonefield Investment Advisory provides portfolio management, financial planning, consulting, and ERISA plan participant services to individual and high-net-worth clients, retirement plans, charitable organizations, and small businesses. The firm manages approximately $108 million in regulatory assets and is notable for its high client-to-advisor ratio and use of both fundamental and technical investment analysis techniques.