Zachary Allen Knutson

Kimberly Hoffmann is a financial advisor at Innovative Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Monat Wealth Management. Hoffmann is also the owner of Innovative Tax Services LLC and Innovative Consultants, LLC, which provide tax preparation and marketing guidance services. Innovative Wealth Management, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and small businesses. The firm provides discretionary portfolio management and access to third-party money managers, focusing on ETFs, mutual funds, and individual equities.

Heather Cox is a financial advisor at Nations Financial Group, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at BankIowa, Thrivent Financial, Ohnward Bank and Trust, and other financial institutions. Outside of her advisory work, she assists with an e-commerce electronic retail business and works as a cashier at a vendor during college sporting events. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Joseph Trewin is a CFP® professional with five years of experience in the financial services industry. He is currently associated with United Planners Financial Services of America as a Limited Partner and has held roles at Insurance Center, Investment Center Inc, Iowa State Bank, and First State Bank of Lynnville. Outside of his advisory work, he owns Trewin Tax Service LLC, which provides tax preparation, accounting, and bookkeeping services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and primarily manages assets on a non-discretionary basis.

Deon Cleveland is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has seven years of industry experience, including roles at Northwestern Mutual and involvement in portfolio management and trading functions. Prior to his financial services career, he worked at Field Brothers Moving Company for two years. United Planners Financial Services is a national wealth-management enterprise serving individual and institutional clients with a combination of advisory and brokerage services, primarily delivered through independent Investment Adviser Representatives. The firm is notable for its limited-partnership structure and a focus on non-discretionary account management.

Mikel Markey is a CFP® with 14 years of industry experience, currently serving as an advisor at United Planners' Financial Services of America, where he has worked since 2013. He holds executive roles in related businesses, including CEO and President positions at Investment Center and Insurance Center, and is a vice president at JAM LLC. Markey is also involved in his community as a board member of Independence Area Dollars for Scholars. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform that supports both fee-based and commission-based options.

Marissa Quandahl is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and six years of industry experience. She also serves as Vice President of Administrative Operations at both Insurance Center and Investment Center, and is a notary public in the State of Iowa. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.