Terron Tidwell is a financial advisor at Arete Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at B. Riley Wealth Management and National Securities Corp. Outside of his advisory work, Tidwell owns a media business focused on speaking engagements, book publishing, and documentary distribution, and he consults with college athletes on NIL deals. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and offers comprehensive portfolio management and retirement plan services.

Andrew Kleis is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with Arete Wealth Management LLC and Insight Wealth Group since 2012. Outside of his advisory role, Kleis is a partner in a tax preparation service, Insight Tax & Financial Services LLC, and serves as secretary and treasurer for a homeowners association. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and third-party managers in its offerings.

Christopher Fehr is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked with firms including Freedom Financial Wealth & Tax LLC, Lion Street Advisors, and Gradient Advisors, among others. In addition to his advisory role, Fehr is involved as a partner in a real estate business where he creates and reviews sales contracts. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using a mix of advisor-driven and proprietary model allocations, and it integrates its services with affiliated financial businesses and product channels.

Laura Emery is a financial advisor at Arete Wealth Advisors, LLC in West Des Moines, IA, holding the ChFC® and Series 63 designations with four years of industry experience. She previously worked at FBL Marketing Service, LLC and FBL Financial Group from 2022 to 2024, and at Heartland Financial USA, Inc. from 2021 to 2022. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs both advisor-driven and proprietary rule-based model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

John Nelson is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services LLC and LPL Financial, LLC. Outside of advising, he is an owner of TM Ingersoll, LLC, a fractional ownership of a restaurant in Des Moines, Iowa. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Nathalie Fernandez is a financial advisor at Arete Wealth Advisors, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and One Sotheby's International Realty. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary model allocations, integrating affiliated financial businesses and third-party money managers into its approach.

Olesia Rasiuk is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at Morgan Stanley, AllianceBernstein, and Autonomous Research US LP. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and incorporates third-party sub-advisers and a structured due-diligence process in its investment approach.

Nancy Branham is a financial advisor with Arete Wealth Advisors, LLC in Orangeburg, SC, holding a Series 66 designation and 11 years of industry experience. She previously worked for First Citizens Asset Management and First Citizens Investor Services, Inc. for 10 years. Outside of her advisory role, she operates a limited flower arranging business servicing friends and family. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and utilizes both advisor-driven and proprietary rule-based model allocations, alongside third-party sub-advisers, while regularly monitoring client accounts.

Mary Murphy is a financial advisor with Arete Wealth Advisors, LLC in Defuniak Springs, FL, holding a Series 65 designation and two years of industry experience. She also serves as Office Manager at Majors Financial Group, where she has worked since 2014. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels into its service offerings.

Jason Knapp is a financial advisor with Arete Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His background includes roles at MDS Securities, MDS Energy Development, and ownership in The Allegheny Valley Conglomerate. Outside of advisory work, he serves as a Pennsylvania State Constable, is involved with the Allegheny County Constables Association, and is an officer/director of the Jason C. Knapp Foundation, a public charity. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

Daniel Diaz is a Series 66-credentialed financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. He has worked at Arete Wealth since 2019 and previously held positions at Lincoln Financial Advisors, The Ayco Company, L.P./Mercer Allied, and JP Morgan Chase. Outside of his advisory role, Diaz volunteers in various unpaid capacities, including advisory and mentoring roles at Creighton University’s Heider College of Business, Evergreen Community College, and local community organizations in Fremont, CA. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and employs a combination of advisor-driven allocations and proprietary model strategies, integrating affiliated financial businesses and third-party managers in its approach.

Daniel Southworth is a financial advisor with Arete Wealth Advisors, LLC and holds the Series 66 designation. He has 14 years of industry experience and has worked with firms including Summit Financial Group and CETERA Advisor Networks LLC. Outside of his advisory role, he serves as a youth pastor at Atlantic Beach Assembly of God. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, along with third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Emiliano Avalos Paiz is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to joining Arete, he worked at Fincadia and has a background in education, having taught at various schools including W.C. Mepham High School and Monsignor McClancy Memorial High School. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.

Cameron Natour is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds the Series 66 designation. Natour has previously been associated with Center Street Securities, Inc., The Benefits Group, LLC, and Capital Financial Group, LLC, and has worked in various roles since 2013, including time spent at the University of Tennessee and in the restaurant industry. Outside of advisory work, he assists in a family sandwich shop and is a partner in a surface mining business. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis, using a mix of advisor-driven and proprietary rule-based model allocations, and incorporates third-party sub-advisers and private investments into client portfolios.

Katelyn Della Porta is a financial advisor at Arete Wealth Advisors, LLC with one year of industry experience. She holds a Series 66 designation and has previous work experience that includes roles outside of finance, such as at Liz Schwind Catering and JD Sports. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its offerings.

Mark Schrader is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked with National Asset Management and National Securities Corp. Outside of his advisory work, he serves as president of the board of directors for Island's End Golf & Country Club. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm focuses on discretionary portfolio management using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels within its service offerings.

Ronald Rothchild is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Arete in 2022, he worked at National Asset Management and National Securities Corp from 2017 to 2022. Outside of his advisory role, he is involved with several related investment and insurance businesses under the Fincadia name. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service approach.

James Culp III is a financial advisor at Arete Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Arete Wealth Advisors and related entities since 2022. Prior to that, he spent 11 years with National Asset Management, Inc. and National Securities Corp. Outside of his advisory role, he provides consulting services to help individuals and families organize their financial accounts and assets related to estate matters. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers alongside a due-diligence process for recommended investments.

Mark Cohen is a financial advisor at Arete Wealth Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. His prior work includes positions at National Securities Corporation and Fincadia. Outside of his advisory role, he is involved in several business ventures including ownership of Cohen Sports & Entertainment and the Black Cohen Group, which operates in construction and healthcare products. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm primarily manages assets on a discretionary basis using a mix of advisor-driven and proprietary rule-based model allocations, with additional support from third-party sub-advisers.

David Narish is a financial advisor at Arete Wealth Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Center Street Advisors, Inc. and Center Street Securities, Inc. In addition to his advisory role, Narish is an independent insurance agent licensed since 1985, focusing primarily on life insurance sales. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based allocation strategies and acts as an ERISA fiduciary when applicable.