Kade Hammes is a CFP® and holds a Series 65 license, with nine years of experience in the financial advisory industry. He is the owner and sole advisor at Storybook Financial, an independent firm based in Coralville, IA. Prior to founding Storybook Financial, Hammes worked at CliftonLarsonAllen Wealth Advisors, LLC and was previously dual-registered with Blend Financial, Inc. Storybook Financial serves individuals, young professional families, and small businesses, providing comprehensive financial life planning alongside discretionary portfolio management and project-based planning. The firm’s investment approach emphasizes strategic asset allocation and evidence-based investing, incorporating factor tilts and international diversification through mutual funds, ETFs, and third-party managers.

Kevin Pira is a CFP® and Series 65-licensed financial advisor with over five years of industry experience, currently serving as the sole advisor at Pira Wealth Management in Coralville, Iowa. Prior to founding his firm in 2020, he held positions at Geico, Upper Iowa University, and Kirkwood Community College. He also creates educational personal finance and investing content through his online media channel, KevinPiraCFP. Pira Wealth Management provides personalized investment management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis, including option-writing and discretionary trading, to tailor portfolios and financial plans based on client goals and ongoing reviews.

Riddhiman Moharar is a financial advisor at Ares-Bound Capital in Cedar Rapids, IA, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Ares-Bound Capital in 2020, he worked for International Business Machines Corp. for five years. Ares-Bound Capital offers discretionary portfolio management and financial planning services to individual investors, select high-net-worth clients, and small businesses. The firm employs a combination of tactical asset allocation, sector rotation, dividend-discount modeling, and Monte Carlo simulation to manage client portfolios across various securities, including equities, fixed income, mutual funds, ETFs, and options.

David Senkyr is a financial advisor at Lane Family Wealth Management with 24 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Lane Family Wealth Management in 2025, he worked at Fidelity Institutional and Fidelity Investments for 17 years, as well as at Private Client Services and David James Financial Inc. Senkyr is also involved in life and long-term care insurance sales. Lane Family Wealth Management provides portfolio management services primarily for pooled or institutional-type accounts, offering both discretionary and non-discretionary management tailored to clients’ goals and risk tolerance. The firm uses a combination of charting, cyclical, fundamental, and technical analysis and generally focuses on mutual funds, fixed income, real estate funds, annuities, equities, ETFs, and Treasury inflation-protected securities.

Bradley Parsons is the sole advisor at Raindrop Financial, Inc, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been the president and practicing optometrist of Bradley C Parsons OD PC since 2004. Raindrop Financial provides active investment management focused on options and futures-based trading strategies for pooled vehicles and institutional-style accounts. The firm emphasizes a market-timing approach with short- to intermediate-term positions, leveraging back-tested models and investor education tailored to professional clients.

Jon Werner is a financial advisor with Stonefield Investment Advisory, Inc. in Cedar Rapids, IA, holding a Series 63 designation and over 31 years of industry experience. He has worked at Cetera Advisors LLC from 2013 to 2021 and has been with Stonefield Investment Advisory since 2005. Outside of his advisory role, Werner is also an independent insurance agent under the name Cornerstone Capital Management. Stonefield Investment Advisory provides portfolio management, financial planning, consulting, and ERISA plan participant services to individual and high-net-worth clients, retirement plans, charitable organizations, and small businesses. The firm manages approximately $108 million in regulatory assets and is notable for its high client-to-advisor ratio and use of both fundamental and technical investment analysis techniques.

Alexandra Mickelson is a financial advisor at Lunea Wealth Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Merrill. Alexandra is involved with Junior Achievement of Eastern Iowa and has experience in educational settings. Lunea Wealth Management provides investment management, financial planning, and consulting services to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative methods with an emphasis on asset allocation and Modern Portfolio Theory, offering both discretionary account management and project-based planning.

Michael Tryon Sr. is the sole advisor at Tryon Investments, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cabin Securities, Inc., Modern Equity Services LLC, and Liberty Centre Capital Management, LLC. He also operates Tryon Enterprises, LLC, a business active since 2009. Tryon Investments serves individuals, trusts, pension and profit-sharing plans, and charitable organizations by providing discretionary portfolio management alongside financial planning and consulting. The firm employs a primarily ETF-based, model-driven investment approach with five standard portfolios built mostly from low-cost Vanguard ETFs, managing over 450 client relationships with a small advisory staff.

Michael Conlon is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Wealth Advisors Group, LLC and has prior experience at Creative Planning, Wells Fargo Advisors, and American Century Investments. Before entering the financial industry, he held roles at the University of Iowa and Regina Catholic Jr/Sr High School. Wealth Advisors Group provides asset management services to individuals and high-net-worth clients, offering discretionary and non-discretionary portfolio management tailored to client objectives. The firm combines fundamental and technical analysis and manages over $215 million in discretionary assets.

Carrie Houchins Witt is a CFP® professional with 11 years of industry experience. She has led Carrie Houchins-Witt Tax and Financial Services LLC since 2006. The firm primarily serves individual clients, focusing on pre-retirees, retirees, and those navigating divorce, offering fee-only, hourly financial planning alongside tax and accounting services. Its investment approach centers on broadly diversified, low-cost index funds and ETFs, emphasizing asset allocation, tax-efficient asset location, and tax-sensitive withdrawal strategies within comprehensive financial plans.

Stephen Mickelson is a financial advisor at Red Cedar with 34 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cetera Advisors LLC and Stonefield Investment Advisory. Outside of his advisory role, he serves as a soccer referee. Red Cedar Advisory serves individuals, retirement plans, trusts, charitable organizations, and small businesses, providing asset management, financial planning, consulting, and ERISA plan participant advisory services. The firm manages accounts on a discretionary basis using fundamental and technical analysis along with asset-allocation strategies, and employs option- and derivative-based approaches that contribute to active trading and portfolio complexity.

Patrick Campbell is a financial advisor with Midwestern Financial Group in Iowa City, IA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He is co-owner of MFG Business Advisors, LLC and Waste Water Supply, LLC, both non-investment related businesses. Midwestern Financial Group provides investment management and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of passive and active investment strategies and emphasizes investor education through seminars and a tiered offering for new investors.

Eric Scott is a financial advisor at Partner Wealth in Iowa City, IA, holding a Series 65 credential with no prior industry experience. His work history includes roles at Snyder Trading LLC, Eric Scott LLC, Farmers Edge US Inc, Alliance Executive Search LLC, and Farmers Business Network. Partner Wealth serves individuals, trusts, businesses, employee benefit plans, and charitable organizations, providing asset management, financial planning, and estate-planning facilitation. The firm employs a primarily passive investment approach using diversified portfolios of low-cost index funds and ETFs, alongside fundamental and technical analyses, and utilizes third-party managers and platform relationships for sub-advisory and custody services.

Joseph Jay is a financial advisor at Midwestern Financial Group with 13 years of industry experience. He holds the Series 66 designation and has been co-owner of MFG Business Advisors, LLC since 2017. Outside of advising, he is also co-owner of Waste Water Supply, LLC, a non-investment related business. Midwestern Financial Group provides investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm combines passive and active strategies with ongoing account supervision and emphasizes investor education through seminars and a tiered offering for beginning investors.

Andrew Picchietti is a financial advisor at Midwestern Financial Group in Iowa City, IA, holding a Series 65 designation with three years of industry experience. Prior to joining Midwestern Financial Group, he worked in various roles including positions at Adamantine Spine Moving Company and Riverside Casino & Golf Resort. He also has experience with the University of Iowa Department of Public Safety and was a full-time student at the University of Iowa. Midwestern Financial Group provides investment management and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of passive and active investment strategies and emphasizes investor education through seminars and specialized programs for new investors.

Colby Mc Intire is a financial advisor at Grit Family Office, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and iWealth. Outside of his advisory work, he has a background that includes experience at Menards and Minnesota State University, Mankato. Grit Family Office serves high-net-worth individuals and small businesses, providing portfolio management, comprehensive financial planning, and third-party adviser selection or referral. The firm employs a Modern Portfolio Theory-based investment approach with a long-term horizon, focusing on asset allocation and risk tolerance across a broad investment universe.

Robert Penn is the sole advisor at Penn Advisory Group Inc. in Mount Vernon, IA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Broker Dealer Financial Services Corp. Outside of advising, Penn is involved as a referring individual for Legal Shield and serves as a notary public. Penn Advisory Group Inc. offers financial planning, investment management, and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach integrates fundamental and technical analysis with third-party research and quantitative data, advising on a broad range of securities and implementing strategies tailored to client objectives, including corporate and pension consulting services.

Daniel Brooks is a CFP® professional with 25 years of industry experience. He currently leads Penn Advisory Group Inc. after spending 20 years at The Vanguard Group, Inc. Brooks serves as treasurer on the board of the Sunrise Mountain High School Girls Basketball Booster Club in Peoria, AZ. Penn Advisory Group Inc. provides financial planning, investment management, and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines fundamental and technical analysis with third-party research and quantitative data to guide investment decisions across a broad range of asset classes, including corporate and retirement clients with services such as pension consulting and business succession planning.

Corey Houchins Witt is a financial advisor with Carrie Houchins-Witt Tax and Financial Services LLC in Coralville, Iowa. He holds a Series 65 designation and has seven years of industry experience. He has been with the firm since 2015. The firm primarily serves individual clients, focusing on pre-retirees, retirees, and clients navigating divorce. It offers fee-only hourly financial planning alongside tax and accounting services, emphasizing diversified, low-cost index funds and ETFs, tax-efficient strategies, and comprehensive financial plans without discretionary asset management.

David Knutson is a financial advisor at Balanced Investment Advisors, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at VOYA Financial Advisors, Inc. and CoreCap Investments, Inc. Balanced Investment Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plans. The firm’s investment approach is discretionary, based on client objectives and risk tolerance, with regular account reviews that include rebalancing and tax-loss harvesting.