Thomas Michael Geist

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.

Jon Christensen is a financial advisor at Christensen Capital, LLC with 27 years of industry experience. He holds a Series 63 designation and has been involved with both Christensen Capital and the Target 3 Fund, LP for over three decades. Christensen Capital provides discretionary investment management to a private pooled investment vehicle and separately managed individual accounts. The firm primarily serves high-net-worth individuals, focusing on value stocks and special situations through detailed fundamental analysis and a low-turnover investment approach.

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.

Jeffrey Gibbons is a financial advisor at RIA Advisory Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Visionpoint Advisory Group, and Piper Sandler & Co. He is a board member of the Iowa State University Athletics Letterwinners board, a community and charitable organization. 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 a blend of charting, fundamental, and technical analysis alongside long- and short-term trading strategies.

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.