Jason Dumont is a financial advisor at Wealth Advisors Group, LLC in Coralville, IA, with 32 years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved in several business ventures including ownership and management in convenience stores, land and residential development, and farming. Wealth Advisors Group serves individual and high-net-worth clients by providing fee-based asset management and financial reviews. The firm customizes investment programs to client goals and risk tolerance, typically manages accounts on a discretionary basis, and offers ongoing portfolio oversight with methods including technical analysis and long-term trading strategies.

William Hahesy III is a CFA® charterholder with 10 years of industry experience. He is currently with Grit Family Office, LLC, where he has worked since 2017, and previously held roles at BerganKDV Wealth Management, LLC and Bergan Paulsen. Outside of his advisory work, he has ownership interests in several privately held companies in the manufacturing and overhead door sales industries. Grit Family Office serves high-net-worth individuals and small businesses, providing portfolio management, financial planning, and third-party adviser referrals. The firm follows a Modern Portfolio Theory-based investment approach with an emphasis on asset allocation, risk tolerance, and regular portfolio monitoring across a range of traditional and alternative investments.

Barbara Hein is a CFP® certificant with 25 years of industry experience, currently serving as a financial advisor at Pursuit Wealth Management since 2018. Prior to this, she worked at Steeleworks Financial and operates a separate business under her own name. Hein is also a distributor for Nu-Skin. Pursuit Wealth Management provides discretionary asset management and ongoing portfolio management primarily for individual clients, high-net-worth households, and non-individual entities such as corporations, trusts, estates, and charitable organizations. The firm uses a client-specific asset management approach that includes a variety of investment tools such as equities, fixed income, mutual funds, ETFs, and options strategies.

Robert Scott is a CFP® with 10 years of industry experience and currently serves as the sole advisor at Partner Wealth in Iowa City, IA. Prior to founding Partner Wealth Planning, LLC in 2017, he worked at Larson Financial Group, LLC and Larson Financial Securities, LLC from 2015 to 2017. Outside of his advisory role, Scott served a term on the University Heights city council and is a part owner of a small bounce-house rental company. Partner Wealth serves individuals, trusts, businesses, employee benefit plans, and charitable organizations, managing approximately $54.6 million in assets. The firm employs a primarily passive investment approach using diversified portfolios of low-cost index funds and ETFs, supplemented by various analytical methods, and utilizes third-party managers and platform relationships for sub-advisory and custody services.

Suresh Basnet is a financial advisor with Balanced Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, CoreCap Investments, and Voya Financial Advisors. Basnet is also a managing member of Balanced Investment Company, LLC, where he is involved in insurance brokerage activities. Balanced Investment Advisors provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth households, and retirement plans. The firm employs a discretionary investment approach based on client objectives, risk tolerance, and fundamental analysis, with regular account reviews that incorporate rebalancing and tax-loss harvesting.

Andrew Charipar is a financial advisor at Cabin Advisors, LLC, holding Series 65 and Series 63 licenses with 10 years of industry experience. He previously worked at Tryon Investments, LLC, Modern Equity Services LLC, and Cabin Securities, Inc. Charipar operates as an Investment Advisor Representative under the dba Charipar Wealth. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across more than 360 client relationships. The firm offers financial planning, portfolio management, and sub-advisory services, employing investment strategies that include fundamental, technical, and asset-allocation analysis.

Wade Johnson is a financial advisor at Strategic Asset Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Star Capital Inc., Northwest Bank and Trust, and RDA Financial Network. Johnson also operates as an independent insurance agent in Iowa City. Strategic Asset Management LLC serves individuals, retirement plans, trusts, and business entities through portfolio management and financial planning. The firm employs a team-based approach with a multi-office presence, combining fundamental, quantitative, and technical analysis to manage approximately $218 million in discretionary assets.

Christopher Arthur is a financial advisor with RDA Financial Network in Coralville, IA, holding a Series 66 license and 20 years of industry experience. His career includes roles at United Planners Financial Services and a long tenure with RDA Financial Network since 2008. He also serves as president of Ascent Advisory Solutions, a DBA used for marketing purposes. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm combines discretionary portfolio management with third-party sub-advisors and proprietary strategies, providing a range of investment approaches under oversight from a Wealth Management Committee.

Nicholas Timm is a financial advisor at Cedar Point Capital Partners, LLC with 12 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Equitable Advisors and AXA Advisors LLC. Outside of his advising role, he serves on the alumni board of Mount Mercy University and the board of Lutheran Interparish School. Cedar Point Capital Partners serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations, offering comprehensive wealth management that integrates portfolio management with financial, retirement, insurance, tax, estate, and philanthropic planning. The firm is planning a service restructure including the addition of institutional asset management and a revised fee schedule effective in 2027.

Aaron Epstein is a financial advisor at Cedar Point Capital Partners, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Basepoint Wealth LLC for six years. Epstein has also been involved with soccer organizations, including the Iowa Soccer Association Olympic Development Program and the Prairie Soccer Club. Cedar Point Capital Partners serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with financial, retirement, insurance, tax, estate, and philanthropic planning, utilizing a range of securities and monitoring accounts for rebalancing and risk management.

Heather Vestweber is a financial advisor at Private Wealth Asset Management with 24 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. In addition to her advisory role, she is a licensed insurance agent involved in the sales of accident, health, and life insurance. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, focusing on strategic asset allocation supported by quantitative, fundamental, and technical analysis within a multi-advisor team structure.

Susan Mims is a CFP® professional with 26 years of experience in financial advising. She is currently with Strategic Asset Management LLC and has previously worked with United Planners Financial Services and RDA Financial Network. Outside of her advisory work, she is involved with the Iowa City Community Theater and serves on the board of Christian Retirement Services. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm operates as a ten-advisor team, managing approximately $218 million in discretionary assets with a focus on combining fundamental, quantitative, and technical analysis to support mostly long-term investment strategies.

Monica Mims is a financial advisor at Strategic Asset Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Strategic Asset Management since 2021. Monica is also involved as a volunteer assistant cross country and track coach for the Iowa City Community School District. Strategic Asset Management LLC is a ten-advisor team providing portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis with an emphasis on long-term strategies, managing approximately $218 million in discretionary assets.

David Darner is a financial advisor at Strategic Asset Management LLC with 44 years of industry experience. He holds a Series 63 designation and has worked at several firms, including United Planners Financial Services and RDA Financial Network. Outside of his advisory work, he serves as treasurer for the Chamber Singers of Iowa City, a community choir. Strategic Asset Management LLC manages approximately $218 million in discretionary assets for individuals, retirement plans, trusts, and business entities. The firm uses a combination of fundamental, quantitative, and technical analysis, emphasizing long-term strategies while adapting to market conditions.

Jacob Von Loh is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Jim Saulnier & Associates, LLC since 2019, working in roles that involve retirement-focused financial planning. Prior to his advisory career, he worked at Niwot Lawn Care for six years. Jim Saulnier & Associates provides retirement-focused financial planning, tax-aware planning, and discretionary portfolio management primarily for individual and high-net-worth clients near or in retirement. The firm emphasizes comprehensive retirement analyses and manages portfolios using a combination of passive investment models and targeted positioning for clients in distribution.

Nathan Brooks is a financial advisor at 25 Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Larson Financial Group and Arete Wealth Advisors. In addition to his advisory role, he conducts fixed disability and term life insurance sales through an agency on a limited basis. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm uses various analytical methods to tailor investment programs based on clients’ goals, risk tolerance, and time horizon.

John Arthur is a ChFC® with 42 years of experience in the financial industry. He is associated with RDA Financial Network and has held roles at multiple business ventures, including managing several family-owned farm and real estate LLCs. RDA Financial Network serves both individual and institutional clients, offering investment management, financial planning, retirement-plan advisory services, and a model-portfolio program. The firm employs a diversified investment approach combining discretionary management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Hayden Passmore is a financial advisor at Private Wealth Asset Management in Cedar Rapids, IA, holding a Series 65 designation. He has experience at BMO and Farmer State Bank prior to joining his current firm in 2026. Private Wealth Asset Management serves individuals, family offices, trusts, philanthropic organizations, and retirement plans with a range of investment advisory and wealth management services. The firm combines quantitative, fundamental, technical, and economic analysis in its investment approach and manages over $2.5 billion in assets across seven offices.

Bryan Stobb is a financial advisor at Dew Wealth Management with 12 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Dew Wealth Management in 2022, he worked at BerganKDV Wealth Management and Wells Fargo in various capacities from 2011 to 2022. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary investment management and often coordinates with clients’ other professionals as part of its comprehensive service approach.

Bridget Meier is a financial advisor at Cedar Point Capital Partners, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network, United Iowa Financial, and GreenState Credit Union. Cedar Point Capital Partners advises individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with financial, retirement, insurance, tax, estate, and philanthropic planning, using a variety of securities and applying risk management practices.