Rachael Swanson is a financial advisor with Commonwealth Financial Network in Mason City, IA. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at JP Wealth Advisors, NSB Bank, and First Citizens Bank. Outside of advising, she is also licensed as a residential real estate sales agent with Kelly Real Estate of North Iowa, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Jeremy Peters is a financial advisor with Commonwealth Financial Network in Mason City, IA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at JP Wealth Advisors since 2018, where he is also the owner, and previously held roles at Cetera and First Citizens National Bank. Outside of his advisory work, Peters is a pilot with North Iowa Air Service. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operational support, and investment management services, including discretionary model portfolios and personalized indexing options.