John Klopfenstein is a financial advisor with Principal Financial Services holding a Series 66 credential and eight years of industry experience. He has worked at multiple firms including Legacy Wealth Management, Principal Life Insurance Company, and Community 1st Credit Union. Outside of advising, he serves on the Tippie College of Business Young Alumni Board and participates as an external advisory board member at the University of Iowa focusing on AI impacts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, employing both adviser and promoter arrangements.

Andrew Verhille is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previous work history with First MainStreet Insurance, Lion Street Financial, and TrueNorth Companies. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves a broad client base, offering portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and third-party sub-advisers.

Brian Brandt is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Commonwealth Financial Network, where he has worked since 2022, and has prior experience with Strategic Financial Solutions and Principal Securities. Brandt is also involved in fixed insurance sales. 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 over $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and back-office support services.

David Spanier is a CFP® with eight years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network in Cedar Rapids, IA. His prior experience includes five years with Thrivent Financial and related entities. Spanier is also involved in fixed insurance sales. 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 offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services, managing over $212 billion in client assets.

Storm Rummel is a financial advisor with Bankers Life Advisory Services, Inc. in Cedar Rapids, IA, holding Series 65 and 63 licenses and nine years of industry experience. He has held various roles within the Bankers Life organization since 2011, including a position as Unit Sales Manager. Outside of finance, he is the owner of a 24/7 fitness facility in Anamosa, IA. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.

Michael Walsh is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cornerstone Wealth Advisors, Feller & Associates, and Castle Financial Services. Walsh serves as a board member for the Lake Macbride Estates homeowners association, assisting with community maintenance and covenant enforcement. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisor and promoter arrangements.

Roger Carlson is a financial advisor with Eagle Strategies (NY Life) based in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2016 and operates under the DBA Your Vision Financial Group to service insurance and financial product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Sarah Specht is a CFP® with 11 years of industry experience, currently serving as an advisor at Savant Wealth Management since 2022. Her prior roles include positions at Ausdal Financial Partners, World Trend Financial, and various Northwestern Mutual entities. Outside of financial advising, she is involved as a distributor for Modere beauty products, engaging with social media to promote and answer questions about the products. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Jennifer Streit is a financial advisor with Principal Financial Services, holding a Series 66 designation and two years of industry experience. Before joining Principal, she worked at Horace Mann for one year and spent over two decades at JMI Laboratories. She serves on the boards of the non-profit World Wide Village and the Iowa chapter of Women in Manufacturing, where she co-chairs the Sponsorship committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Alexander Whalen is a financial advisor with Principal Financial Services in Hiawatha, IA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Company, Central State Bank, and experience in the food service industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Burns is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 40 years of industry experience. His prior roles include positions at Lion Street Advisors and Securities America Advisors, Inc. Outside of advising, he is involved in fixed insurance sales and manages a small farm. Integrity Alliance serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers comprehensive asset management, financial planning, and retirement consulting, utilizing a range of investment strategies and third-party platforms.

Austin Lackey is a financial advisor with Commonwealth Financial Network in Cedar Rapids, IA. He holds the Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked at RSM US LLP and Forvis Mazars. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and services. The firm supports its affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Barry Frantz is a financial advisor at Savant Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 21 years at Terry, Lockridge & Dunn Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, families, pension plans, and high-net-worth clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies supported by integrated accounting, legal, and trust services.

Kandace Gordy is a financial advisor at CWM, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Carson Wealth, Private Advisor Group, and LPL Financial. Outside of her advisory work, she is a commissioned notary public. 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 portfolio management, financial planning, and a range of retirement-plan services, employing model portfolios managed by an in-house Investment Committee and utilizing tools such as Orion Custom Indexing and access to alternative investments.

Bradley Haverback is a CFP® with 16 years of experience in financial advising. He is currently with Savant Wealth Management and previously worked at Ausdal Financial Partners, INC and World Trend Financial Planning Services Ltd. He holds Series 63 and Series 65 licenses. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by extensive in-house resources and affiliated accounting, legal, and trust services.

Amber Koutny is a financial advisor with CWM, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Cetera Advisor Networks and Carson Wealth and spent over two decades at Linn Area Credit Union. Outside of her advisory role, she is employed as a client relationship associate with Galt Wealth Partners. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm provides portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios and a blend of fundamental and technical analysis.

Thomas Kaiser is a Series 65-credentialed advisor with TLG Advisors, Inc. in Marion, IA, where he has been since 2026. His prior experience includes roles at JH Pierce Wealth Management and Lundahl, Hatt, and Austad Tax Services Inc. TLG Advisors serves a wide range of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Lori Bouska is a financial advisor with Empower Advisory Group in Cedar Rapids, IA. She holds Series 63 and Series 66 credentials and has five years of industry experience. Her prior experience includes roles at Edward Jones and Auxiant, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its proprietary financial planning service.

Michael Russ is a financial advisor at Savant Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ausdal Financial Partners, Inc. and World Trend Financial Planning Services Ltd. Outside of finance, he coaches pitching techniques to athletes in Cedar Rapids, IA. Savant Wealth Management provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, families, and institutions. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust services.

Kelly Steele is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2018, following prior roles at Signator Investors, Inc. and his own firm, Steele Wealth Management, Inc. In addition to his financial advisory work, he practices law, representing clients in criminal and juvenile matters. He also serves as chair of the Rotary Champions Board in Colorado Springs, which organizes a yearly scholarship ceremony for student-athletes. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.