Jodi L Anderson

ClearWealth was established by Lance Beckman CFP® in 2018. Lance has been in the financial services industry since 2013 and holds his Certified Financial Planning designation. Before starting ClearWealth, he was a Financial Advisor for one of the largest financial services companies in the country. ClearWealth is a Registered Investment Advisor (RIA) with the State of Iowa, meaning we have a fiduciary duty to our clients. More simply put, we have a legal obligation to act in the best interest of our clients. ClearWealth was started with the idea of creating a financial planning process that provides little conflict and big value. At ClearWealth, we believe building a comprehensive financial plan is the best way to have the most impact with the individuals, families, and businesses we work with.

Ryan Brueck is a CFP® with seven years of experience in the financial industry. He is currently affiliated with ClearWealth in Burlington, IA, and has prior experience at Northwestern Mutual Investment Services LLC and other firms. ClearWealth is a state-registered advisory firm managing approximately $44.3 million for around 145 clients. The firm focuses on passive investment management using index mutual funds and ETFs, while also employing fundamental and technical analyses, and provides tailored portfolio management alongside comprehensive financial planning services.

Michael Shinn is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked with Berthel Fisher since 2015 and at BFC Planning, Inc. since 2019. Outside of his advisory role, Shinn serves on the board of the Danville Athletic Booster Club, is an elder and financial advisory committee member at Harmony Bible Church, and participates in local educational and agricultural activities in Danville, Iowa. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers a variety of asset management and consulting solutions tailored to client needs, managing approximately $906 million in client assets through a network of independent advisers.

Eddie Hart is a financial advisor at IPI Wealth Management, Inc. with 42 years of industry experience. He has been with Investment Planners, Inc. since 2004. Outside of his advisory work, he intermittently plays guitar and sings as a personal hobby. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm uses an open-architecture model with proprietary, risk-based portfolios and combines strategic asset allocation with active manager oversight.

Curtis Cloke is a financial advisor with J.W. Cole Advisors, Inc. in Burlington, Iowa, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2016 and previously spent ten years with Invest Financial Corporation. Outside of his advisory role, Cloke is involved in educational activities, serving as an adjunct instructor for the College of Financial Services and Southeastern Community College, and he also operates a professional speaking business. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of discretionary and non-discretionary strategies and incorporates digital advice tools alongside traditional fundamental and technical analysis.

Adam Arthurs is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Focus Partners Wealth in 2025, he worked at The Colony Group, Buckingham Strategic Wealth, and several other firms, with a background that includes roles at PepsiCo and the University of Iowa. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.