Lisa Ann Mcgrath

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.

Riddhiman Moharar is a financial advisor at Ares-Bound Capital with Series 65 and Series 66 licenses and five years of industry experience. Before founding Ares-Bound Capital in 2020, he worked for five years at International Business Machines Corp. He has a technical quantitative background with studies in physics and applied mathematics, and he operates an outside entertainment business. Ares-Bound Capital is an independent investment advisory firm serving individuals, high-net-worth clients, and small businesses. The firm combines tactical asset allocation and diversification with quantitative techniques and manages accounts on a discretionary basis, employing some higher-risk strategies with client consent.

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.

Bradley Parsons is the founder of Raindrop Financial, Inc, and holds Series 63 and Series 65 designations with 12 years of industry experience. He has worked as an optometrist and president of Bradley C Parsons OD PC since 2004. Raindrop Financial specializes in active investment management using options and futures-based trading strategies for pooled vehicles and institutional-style accounts. The firm’s approach focuses on short- to intermediate-term positions with an active market-timing posture, 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.

Alexandra Mickelson is a financial advisor at Lunea Wealth Management in Cedar Rapids, IA, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Merrill. Mickelson is also involved in teaching activities at local high schools and operates a rental property as a landlord. Lunea Wealth Management is a fee-only registered investment adviser that provides wealth management, comprehensive financial planning, estate-planning assistance, and educational seminars and online courses. The firm serves a small client base with a portfolio construction strategy based on modern portfolio theory, combining fundamental, technical, cyclical, and charting analyses, and offers both ongoing management and project-based planning services.