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 with five years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at International Business Machines Corp. for five years. Outside of advising, he operates an entertainment business. Ares-Bound Capital is an independent investment advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers discretionary portfolio management and personalized financial planning utilizing tactical asset allocation, quantitative techniques, and a range of securities, with a focus on monthly portfolio reviews and the ability to implement higher-risk strategies by client consent.

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. He holds Series 65 and Series 63 credentials and has 12 years of experience in the financial industry. Parsons has maintained a concurrent career as an optometrist since 2004, serving as president of his own practice. Raindrop Financial provides active investment management focused on options and futures-based trading strategies for pooled and institutional-style accounts. The firm employs a market-timing approach supported by back-testing and model trades, emphasizing liquidity and risk management.

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 in Cedar Rapids, IA, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Merrill. Mickelson is also involved in teaching activities at local high schools and operates a rental property as a landlord. Lunea Wealth Management is a fee-only registered investment adviser that provides wealth management, comprehensive financial planning, estate-planning assistance, and educational seminars and online courses. The firm serves a small client base with a portfolio construction strategy based on modern portfolio theory, combining fundamental, technical, cyclical, and charting analyses, and offers both ongoing management and project-based planning services.

After a successful career in Information Technology at a local aerospace and defense company, I transitioned into financial planning to focus on what I found most meaningful: helping people make thoughtful decisions about their money and their future. I earned my CERTIFIED FINANCIAL PLANNER™ designation in 2024 and founded Custom Fit Financial to serve individuals and families who are often overlooked by firms with high minimums or product-driven models. Custom Fit Financial is a fee-only, advice-only firm based in Cedar Rapids, Iowa. I work with clients nationwide through a virtual planning model and also offer in-person meetings for clients in the Cedar Rapids area. My services are provided on a project-based and hourly basis, with no long-term contracts, commissions, or account minimums. My work often focuses on retirement and pre-retirement planning, tax strategies, and helping DIY investors gain clarity and confidence. I believe financial planning works best when it is personal, understandable, and flexible. My role is to help clients simplify complex decisions, avoid costly mistakes, and build a plan that fits their life and values. I offer an initial complimentary 30-minute conversation so we can explore your goals, answer questions, and determine whether working together feels like a good fit.

Michael Tryon Sr. is the sole advisor at Tryon Investments, LLC, with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Tryon Investments since 2012. His prior experience includes roles at Quincy Wells Capital, LLC, Cabin Securities, Inc., and several other financial firms. Tryon Investments serves individuals, trusts, pension and profit-sharing plans, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting. The firm employs a primarily ETF-based investment strategy using proprietary allocation models across five portfolios, managing over 450 client relationships with a standardized, model-driven process.

Michael Conlon is a financial advisor at Wealth Advisors Group, LLC in Coralville, IA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Creative Planning, LLC, Wells Fargo Advisors, and American Century Investments, as well as work with the University of Iowa Center for Advancement. Wealth Advisors Group serves individual and high-net-worth clients, managing approximately $278 million across 270 accounts with customized investment programs tailored to client goals and risk tolerance. The firm employs a combination of technical analysis and long-term strategies, operates primarily under discretionary authority without account minimums, and maintains custodial relationships with Charles Schwab and TIAA.

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 seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, iWealth, and Menards before joining Grit Family Office. Grit Family Office provides portfolio management and financial planning primarily for high-net-worth individuals and small businesses. The firm’s investment approach is based on modern portfolio theory with a long-term trading orientation and uses documented risk tolerances to guide asset allocation.

Robert Penn Sr. is a financial advisor with Penn Advisory Group Inc. in Mount Vernon, Iowa, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Broker Dealer Financial Services Corp. He is also a notary public and participates as a referring individual for Legal Shield. Penn Advisory Group serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations, offering discretionary and non-discretionary portfolio management and financial planning. The firm integrates fundamental and technical analysis with third-party research and quantitative modeling to customize asset allocation, with accounts typically custodied through Schwab.

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.