David Downey is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Berthel Fisher since 2016 and has also worked with BFC PLANNING, Inc. since 2011. Outside of his advisory role, Downey is involved in charitable activities, serving as a co-advisor for a charitable fund at The Greater Cedar Rapids Community Foundation and managing raffle ticket sales for St. Joseph's Catholic Church Fun Days. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm uses a range of delivery models and platforms to tailor investment advice to client needs, including discretionary management, wrap programs, and third-party money manager arrangements.

David Lagrange is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His career includes roles at Moloney Securities Asset Management LLC and Berthel, Fisher & Company Financial Services, Inc. Outside of advisory work, he is involved with Bridges Insurance Group as owner and operator, and serves on the Winterset Airport Authority board. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets, offering flexible fee arrangements and multiple program structures tailored to client needs.

Chad Kruse is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Nations Financial Group since 2016 and is also president and co-owner of Core Investments Group, where he manages client relationships. Additionally, he holds an insurance agent position with Producers Financial Group Midwest, focusing on life and long-term care insurance sales. Nations Financial Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a variety of in-house model portfolios and access to third-party managers, employing multiple investment strategies across different risk profiles.

Jason Robinson is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Berthel Fisher & Company Financial Services, Securian Advisors Mid America, and Minnesota Life Insurance Company. Outside of his advisory work, he is involved with Wagner Investment Group as a registered representative and is an independent agent in supplemental health and life insurance sales. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 investment adviser representatives. The firm offers a range of services such as financial planning, portfolio management, and access to various sub-advisory and third-party management programs.

Allan Ulrich is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 registrations with 26 years of industry experience. He has worked at BFC Planning since 2013 and at Berthel Fisher & Co Financial Services since 2011. Outside of advisory services, he is also involved in fixed insurance sales as an insurance agent offering term life insurance products. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in assets through a network of independent advisory representatives who tailor investment strategies using various program structures and third-party platforms.

Anthony Tomash is a financial advisor at Wealthcare Advisory Partners LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Summit Financial Group and Investment Advisors Corp. In addition to advising, he owns Tomash Tax Preparation LLC and Tomash Insurance Agency LLC, offering tax preparation and various insurance products. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach using proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic rebalancing.

George Steel is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He previously worked at Moloney Securities Asset Management, LLC and Moloney Securities Co., Inc., and has over three decades of experience running his own advisory firms. Outside of his advisory work, he serves on the advisory board of the Salvation Army and is a director of the Galaxy Charitable Foundation, a nonprofit focused on Catholic youth. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets through a network of independent advisory representatives offering customized investment strategies.

Deborah Johnson is a financial advisor with Nations Financial Group, Inc., holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. She has been with Nations Financial Group since 2012. Outside of her advisory role, Johnson is involved in non-investment businesses including commercial real estate, private horse boarding, and serves as treasurer for an equine education and training organization. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios and outside managers tailored to client objectives and risk profiles.

Timothy Wuest is a financial advisor with First Heartland Consultants, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with First Heartland Capital Inc. since 2006. Outside of his advisory role, he is involved in insurance sales and consulting through Timothy Kent Wuest & Assoc and Group Benefits Ltd. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Peter Ferraro is a financial advisor with BFC PLANNING, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 designations and 32 years of industry experience. Prior to joining BFC PLANNING, he worked for Moloney Securities and Moloney Investment Advisory from 2007 to 2025. Outside of financial services, he is also a part-time real estate agent with RE/MAX Realty Group in Fort Myers, FL. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse clientele, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent advisors who provide customized investment solutions across multiple platforms.

Noor Bucholz is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Berthel, Fisher & Company Financial Services, SagePoint Financial, Commonwealth Financial Network, and TD Ameritrade. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who offer customized portfolio management and flexible fee arrangements.

Andrew Feyerabend is a financial advisor with BFC Planning, Inc. and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. Outside of his advisory work, he serves as a board member of the Greenville Chamber of Commerce. BFC Planning, Inc. provides financial planning, asset management, and referral-based money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets through a network of independent investment adviser representatives.

Zach Barden is a CFP® and Series 65-registered advisor with Savant Wealth Management, based in Cedar Rapids, IA. He has one year of industry experience, having held roles at Savant Wealth Management since 2024 and previously worked at Perfect Game Baseball and Mount Mercy University. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Steven Bragg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He previously worked at Principal Securities Inc, Principal Life Insurance Company, Strategic Financial Solutions, and Edward Jones. Bragg also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by extensive operations, technology, and compliance resources.

Collin Swantz is a financial advisor with Savant Wealth Management in Cedar Rapids, IA. He holds a Series 65 license and has been with Savant since 2023. Prior to joining the firm, his work experience includes roles at GreatAmerica Financial Services and World Trend Financial, as well as various positions outside the financial industry. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated legal, accounting, and trust affiliates.

Melissa Darden is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has worked with firms including LPL Financial, Advantage Investment Management LLC, and J.R. Russo Investment Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party managed account solutions. The firm employs a fiduciary-based advisory model, integrating various investment strategies and technology platforms to support client goals.

Jordan Kuehner is a CFP® professional with nine years of industry experience, currently with Commonwealth Financial Network since 2022. His prior roles include positions at Principal Life Insurance Company and Goldman Sachs. Kuehner also engages in fixed insurance sales as a notable outside business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a comprehensive adviser-support platform featuring discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options including mutual funds, ETFs, and personalized indexing.

Ricardo Diaz is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 registrations and 10 years of industry experience. He previously worked at TIAA and Voya before joining Commonwealth and Strategic Financial Solutions. Diaz is also involved in fixed insurance sales in Cedar Rapids, IA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a range of managed-account programs, access to third-party asset managers, and custody services, managing about $212.7 billion in client assets.

Jeffrey Haugse is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Principal Securities, Strategic Financial Solutions, and Principal Life Insurance Company. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides adviser support through managed-account programs, third-party asset managers, retirement consulting, and custody services.

Kevin Lindblom is a financial advisor with Eagle Strategies (NY Life) in Cedar Rapids, Iowa. He holds the ChFC® designation and Series 63 license and has 27 years of industry experience. He has been with Eagle Strategies since 2009 and Your Vision Financial Group since 2012. Outside of his advisory work, he serves as a board member and meeting leader for Right At Home, an organization providing in-home care for seniors and adults with disabilities. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored advice and mostly manages assets on a non-discretionary basis across various program types, including retirement plan consulting and solutions linked to insurance and annuity products.