Kevin Allen Pira

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.

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.

Patrick Campbell is a financial advisor with Midwestern Financial Group in Iowa City, IA, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include work at Campbell Financial Group, LLC, and World Trend Financial Planning Services, Ltd. He is also co-owner of MFG Business Advisors, LLC and has minority interests in private ventures outside the investment sector. Midwestern Financial Group is a three-advisor SEC-registered firm managing approximately $172.8 million for around 135 clients. The firm serves individuals, retirement plans, and charitable organizations with discretionary investment management, financial planning, and pension consulting, employing both passive and active investment strategies tailored to client-specific policies.