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.

David Verhille is a financial advisor with Integrity Alliance, LLC and holds the ChFC® designation and Series 63 license. He has 42 years of industry experience and has held roles at Private Advisor Group, LLC and LPL Financial, among others. Outside of advisory work, he serves on the board of directors for Onward Bank & Trust and is owner and president of Hunters Ridge Development, which manages a golf course and residential real estate development. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers, serving individual investors, corporations, and retirement plans through various discretionary and non-discretionary investment approaches.

Thaddeus Mcvay is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with CWM, LLC since 2020 and has prior experience at firms including Carson Wealth, Cetera Advisor Networks, and Northwestern Mutual Wealth Management Company. Mcvay is based in Cedar Rapids, IA. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers a range of services including portfolio management, financial planning, and retirement-plan solutions, utilizing discretionary management with model portfolios alongside fundamental and technical analysis.

David Gruber is a financial advisor at Savant Wealth Management in Cedar Rapids, IA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ausdal Financial Partners, Inc and World Trend Financial Planning Services LTD. 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 employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated legal, accounting, and trust services.

Jane Morrow is a financial advisor with Transamerica Financial Advisors in Cedar Rapids, IA, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Primerica and A. MONTAG and ASSOCIATES prior to joining Transamerica Financial Advisors and Wfgia in 2025. She is involved in the sale of insurance and non-insurance products affiliated with her firm. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers for portfolio management.

William Connelly is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at firms including Wells Fargo, Charles Schwab & Co., Inc., and TD Ameritrade. Early in his career, he was involved with the Boy Scouts of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Shawn De Vries is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation, as well as operating his own insurance agency for 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed with Morningstar Investment Management to deliver personalized asset allocation and retirement guidance.

Matthew Didier is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Empower Financial Services, Byerly Painting Systems, JC Toland, TransAmerica, First Community Trust, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael Poch is a financial advisor with Eagle Strategies (New York Life) based in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current role, Poch worked with NYLIFE Securities LLC and New York Life Insurance Co. He also served the City of Cedar Rapids for eleven years. Outside of advisory work, he is involved in insurance brokering for non-registered products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations through multiple program types, with most assets managed on a non-discretionary basis.

Jamie Yeisley is a CFP® with 11 years of industry experience, currently serving as a financial advisor at CWM, LLC. She has worked with firms including Carson Wealth, Cetera Advisor Networks, Cambridge Investment Research, and Broker Dealer Financial Services Corp. Outside of advisory work, Yeisley owns an office cleaning business and provides notary services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Wendy Nemecek is a financial advisor at CWM, LLC with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Carson Wealth, Cetera Advisor Networks LLC, TN Weber Nieland, Private Advisor Group, LLC, and LPL Financial. Outside of advising, she is a notary and owns a small office cleaning business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs model portfolios managed by an Investment Committee and offers a range of services including portfolio management, financial planning, retirement plan solutions, and sub-advisory capabilities.

David Kaestner is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® and Series 63 credentials. He has 25 years of industry experience and has worked with Eagle Strategies since 2007. Kaestner also coaches football and baseball as a volunteer outside of his advisory role. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers solutions through multiple program types, focusing primarily on non-discretionary asset management and tailored recommendations.

Donna Sanders is a financial advisor at Savant Wealth Management with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ausdal Financial Partners, Inc. and World Trend Financial Planning Services Ltd. Since 2022, she has served as chair of the leadership board at Salem United Methodist Church in Cedar Rapids, IA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust services.

Jeremy Mc Intosh is a financial advisor at Principal Financial Services holding a Series 66 designation. Although new to the industry with less than one year of experience, his prior work includes roles at Legacy Wealth Management LLC, Principal Life Insurance Company, and Principal Securities, Inc. Before entering financial services, he worked in various positions including at The University of Iowa Tippie College of Business and DoorDash. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active‑duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager solutions under both adviser and promoter arrangements.

Nicholas Gabriel is a financial advisor with Principal Financial Services, holding the Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked at Principal Securities since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory role, he is involved in selling health insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Clint Hinderaker is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2015. Outside of his advisory role, he serves on the boards of the Tipton Youth Basketball Association and Tipton Gold Youth Baseball, organizations that manage youth sports activities in Tipton, Iowa. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jon Read is a financial advisor with CWM, LLC based in Cedar Rapids, IA, holding CFP® and ChFC® designations with 14 years of industry experience. His prior work includes roles at TIAA-CREF, Waddell & Reed, and Cetera. He serves as a board member of the Washington County Riverboat Foundation and is secretary of his local homeowners association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, employing discretionary management using model portfolios overseen by an in-house Investment Committee alongside third-party sub-advisors and customization tools.

Emily Corder is a financial advisor at Transamerica Retirement Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Transamerica in various roles since 2016. Outside of her advisory work, she is involved as a Wellness Advocate with DoTerra International. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a variety of advisory programs, emphasizing asset allocation, contribution rate, and retirement age guidance. The firm uses proprietary software and portfolio oversight from Morningstar Investment Management to deliver managed and non-discretionary advice to a broad client base.

Kenneth Kintzle is a financial advisor with Principal Financial Services who holds a Series 63 designation and has 32 years of industry experience. He has worked at Principal Securities INC since 2016 and with Principal Life Insurance Company since 1998. Outside of his advisory role, he is involved in selling insurance products including life, disability, long-term care, and fixed annuities. Principal Securities provides brokerage and investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed accounts.