Craig Schlueter is a financial advisor at Nations Financial Group, Inc. with 13 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Berthel Fisher & Company Financial Services, Inc. from 2016 to 2021. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring recommendations based on client objectives and risk tolerance.

Jordan Bennett is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA. He holds a Series 66 designation and has 15 years of industry experience, having been with Nations Financial Group since 2010. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

William Shepard is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has been with Nations Financial Group since 2004. Outside of his advisory role, Shepard is a pilot who owns and operates a flying service and serves on the board of directors for a manufacturer of municipal and agricultural spreaders. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers to tailor investment strategies according to client objectives and risk tolerance.

Edward Rusnak Jr. is a financial advisor at Nations Financial Group, Inc. with 25 years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Advisors for 14 years. In addition to his role at Nations Financial Group, he owns and operates C & R Capital Management, providing investment and advisory services. Nations Financial Group serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

Richard Bennett is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 47 years of industry experience. He has been with Nations Financial Group since 1997. Bennett serves on the board of Kids First, a nonprofit organization supporting children's rights in legal and divorce matters. 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 offers a range of portfolio management and consulting services, utilizing proprietary model portfolios alongside outside managers to tailor investment strategies to client objectives and risk profiles.

Max Conde is a financial advisor with Nations Financial Group, Inc. in Manhattan, Kansas, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Nations Financial Group since 2010 and also serves as president of Conde Management Services Inc. Outside of his advisory role, Conde is a board member of the No Stone Unturned Foundation, a charitable organization supporting special needs children, and he serves as president of the Hawthorne Woods Homeowners Association. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers tailored to client objectives and risk tolerances.

William Coan is a financial advisor with Nations Financial Group, Inc., where he has worked since 1998. He holds Series 63 and Series 66 licenses and has 40 years of industry experience. Coan also serves as an independent insurance agent, focusing on life insurance products outside of trading hours. Nations Financial Group, Inc. offers advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, pension consulting, and a variety of model portfolios with strategies ranging from conservative to aggressive.

Kristina Harris is a financial advisor with Nations Financial Group, Inc. She holds Series 65 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at LPL Financial, Avantax Investment Services, and the Tunink Murray Financial Group. Nations Financial Group serves a diverse client base including individuals, pension plans, trusts, and corporate clients. The firm offers a range of advisory services from discretionary portfolio management to 401(k) model portfolios and employs various investment strategies across different risk profiles.

Nicolle Landwehr is a CFP® professional with 29 years of industry experience, currently serving at Nations Financial Group, Inc. since 2005. She holds Series 63 and Series 65 licenses and has additional roles including insurance agent and board member of the Seaside Rotary Club. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm’s investment approach utilizes proprietary model portfolios combined with outside manager options, tailored by its network of investment adviser representatives to meet client objectives and risk tolerances.

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.

Bradley Zwanziger is a financial advisor with Nations Financial Group, Inc. He holds a Series 65 designation and has 11 years of industry experience. He is also owner and financial advisor at Next Generation Wealth, LLC. 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 outside manager options, allowing advisors to tailor strategies to client objectives, risk tolerance, and liquidity needs.

Brian Doughney is a CFP® and CFA® with 27 years of industry experience. He is currently with Nations Financial Group, Inc. and previously worked for Fidelity Investments and its affiliates for ten years. Outside of his advisory role, he is the owner of Fortress Wealth Planning, where he provides investment and advisory services. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and various model portfolios employing a mix of fundamental, technical, and tactical investment strategies.

Nathanael Pfeil is a financial advisor at Nations Financial Group, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked with Holy Cross Lutheran Church and St. Peter Lutheran Church. Outside of his advisory role, Pfeil teaches general financial management through a homeschool assistance program and serves as a substitute organist for local Lutheran churches. Nations Financial Group, Inc. provides advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers various portfolio management strategies and combines fundamental, technical, quantitative, and tactical methods, allowing advisors to tailor client solutions using multiple investment vehicles.

Ben Sheridan is a financial advisor at Nations Financial Group, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, JPMorgan Securities LLC, and several other firms. Sheridan serves as a board member and treasurer of Squash Dreamers, a nonprofit organization providing youth enrichment programs for refugee girls in Jordan. Nations Financial Group, Inc. offers advisory services to a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary portfolio management, pension consulting, and multiple model portfolio options employing various investment strategies and risk profiles.

Matthew Mcgroarty is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Nations Financial Group in 2023, he worked at Wells Fargo Advisors from 2015 to 2023. Mcgroarty also owns and operates McGroarty Investment Group, providing investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Edward Munch is a financial advisor with Nations Financial Group, Inc. in Wayne, PA, holding a Series 66 designation and 10 years of industry experience. He worked at Wells Fargo Advisors from 2015 to 2019 before joining Nations Financial Group in 2019. Outside of his advisory role, he is also an employee at McClockey Financial Group, where he engages in research, client reporting, order entry, and technology support. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and offers tailored investment strategies combining discretionary and non-discretionary management options.

Crystal Walter is a financial advisor at Nations Financial Group, Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Transamerica. Walter serves as chair of the Parks, Waterways and Recreation Commission for the City of Cedar Rapids and operates a small online resale business specializing in antiques and home decor. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutions. The firm combines proprietary model portfolios with the option to select outside managers, tailoring investment strategies to client objectives, risk tolerance, and liquidity needs.

Carol Mayhart is a financial advisor at Nations Financial Group, Inc. with 20 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Nations Financial Group in 2019, she worked for Wells Fargo Advisors Financial Network LLC for 10 years. Outside of her advisory role, she serves as a trustee and steering committee member for The Grand Wilmington Delaware, a venue for shows, concerts, and plays. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios alongside outside managers, with strategies tailored to client objectives and risk tolerance.

Jacob Williams is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Nations Financial Group, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he is a pitching instructor at a baseball training facility. Nations Financial Group provides advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers a variety of investment options and employs multiple strategies ranging from fundamental to tactical, allowing advisors to tailor solutions across different risk profiles.

Martha Mccurry is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding a Series 66 designation and over 21 years of industry experience. She has been with Nations Financial Group since 2004 and also operates Mccurry Industries, providing consulting and administrative services. Nations Financial Group offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm utilizes proprietary model portfolios alongside outside managers, tailoring strategies to client objectives and risk tolerance through a network of investment adviser representatives.