Chad Kruse is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Nations Financial Group since 2016 and is also president and co-owner of Core Investments Group. Kruse maintains a role as an insurance agent with Producers Financial Group Midwest, where he sells life and long-term care insurance. Nations Financial Group serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, offering discretionary and non-discretionary portfolio management and a range of investment options tailored to various 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 with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has operated his own businesses, including Tomash Insurance Agency LLC and Tomash Tax Preparation LLC, focusing on insurance and tax preparation services alongside his advisory work. Wealthcare Advisory Partners LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based financial advising approach supported by proprietary software and combines quantitative metrics with fundamental and behavioral analysis to implement both passive and active investment strategies.

George Steel is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 registrations and bringing 45 years of industry experience. His career includes long tenures at George B. Steel Jr. & Associates, Inc. and Planned Investment Co., Inc. He serves on the advisory board of the Salvation Army and is a director of the Galaxy Charitable Foundation, a Catholic youth charity. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent advisers 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 financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation and has worked at Savant Wealth Management since 2024. Prior to his advisory role, he was employed 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, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated legal, accounting, and trust service 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 licenses and bringing 36 years of industry experience. She has worked at Private Advisor Group since 2019 and has previous experience with LPL Financial and Advantage Investment Management. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

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 at Eagle Strategies (NY Life) with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with New York Life and its related entities since 1999. Outside of his advisory role, he serves as a board member and president of Right At Home, an organization focused on in-home care for seniors and adults with disabilities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations across multiple program types and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mary Rinehart is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 30 years of industry experience. She is currently with Transamerica Retirement Advisors, LLC and has been affiliated with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and education programs. The firm uses Morningstar Investment Management’s proprietary software and model portfolios to provide both managed and non-discretionary investment guidance at scale to a broad client base.

Robert Myers is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Savant Wealth Management and has previously worked at Ausdal Financial Partners, Inc and World Trend Financial Planning Services Ltd. Savant Wealth Management serves a range of clients including individuals, families, institutional plans, and high-net-worth individuals, offering comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and maintains affiliated accounting, legal, and trust services to support its offerings.