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Brian T

Series 63, Series 65

Urbandale, IA

Rockway Wealth Partners

Brian Thompson is a financial advisor at Rockway Wealth Partners with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wealth Advisors of Iowa, VisionPoint Advisory Group, and LPL Financial LLC. Thompson also serves in the Iowa Air National Guard. Rockway Wealth Partners is a state-registered investment adviser serving individuals, retirement plans, corporations, and trusts. The firm manages approximately $25.1 million in discretionary assets and offers portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and LPL Research–designed strategies.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Jayden M

CFP®, Series 63

Urbandale, IA

Rockway Wealth Partners

Jayden Moore is a CFP® professional with six years of industry experience, currently serving as an advisor at Rockway Wealth Partners. Before joining Rockway in 2025, he worked with Northwestern Mutual in various capacities from 2020 to 2025 and had earlier roles at Mass Mutual in 2019. Outside of his advisory work, Moore is the president of Cedar Valley Young Professionals, a nonprofit organization based in Waterloo, Iowa. Rockway Wealth Partners is a state-registered investment adviser managing approximately $25.1 million in discretionary assets across around 90 client relationships. The firm offers financial planning, portfolio management, and qualified retirement plan advisory services, utilizing its own model portfolios alongside LPL Research–designed strategies and providing specialized retirement-plan services.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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James S

Series 65

Urbandale, IA

Rockway Wealth Partners

James Strege is a financial advisor at Rockway Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining Rockway Wealth Partners in 2025, he held various roles in the food service and media industries, including positions at Iowa State Daily and several restaurants. Rockway Wealth Partners is a state-registered investment adviser serving individuals, retirement plans, corporations, trusts, and other entities. The firm provides financial planning, portfolio management, and qualified retirement plan advisory services, managing approximately $25.1 million in discretionary assets across about 90 client relationships.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Kevin M

Series 63, Series 65

Urbandale, IA

Rockway Wealth Partners

Kevin Mcguire is a financial advisor at Rockway Wealth Partners with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of M3 Marketing Inc., a commercial printing business he founded in 2018. Rockway Wealth Partners provides financial planning, portfolio management, and wealth management services to individual clients and retirement plan sponsors. The firm manages accounts primarily on a discretionary, asset-allocation basis and sponsors its own wrap fee program, overseeing approximately $26.6 million in discretionary assets.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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