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.

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.

Catarina Edwards is a financial advisor at IHT Wealth Management LLC in Iowa City, IA, holding a Series 66 designation with 11 years of industry experience. She has been with IHT Wealth Management and LPL Financial since 2016. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s approach combines fundamental value screening, quantitative optimization, and tactical strategies, delivered through a network of advisors who tailor portfolios based on clients’ objectives and risk tolerance.

Sarah Whitmore is a ChFC® with 14 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 2012. She is also licensed as an insurance agent with Mutual of Omaha Insurance Company, focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet for managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Lisa Oconnor is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her prior work includes roles at Raymond James Financial Services, Colorado Wealth Partners, Stifel Nicolaus, and BBVA Wealth Solutions. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering asset management, financial planning, and ERISA advisory services. The firm employs a blend of active and passive investment strategies and manages approximately $9.45 billion through 154 advisors.

Rylan Devalois is a financial advisor with Nations Financial Group, Inc. based in Iowa City, IA. He holds a Series 66 designation and has 10 years of industry experience. He has worked at MidAmerica Securities since 2003, where he also serves as an office manager. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and businesses. The firm’s investment approach utilizes proprietary model portfolios and outside managers, allowing advisors to tailor strategies to client objectives and risk tolerance.

Dirk Ockerlander is a financial advisor at Nicolet Wealth Management with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity, TIAA-CREF, LPL Financial, MidwestOne Bank, and Private Client Services. Nicolet Advisory Services specializes in retirement plan consulting and investment management, primarily serving plan sponsors and fiduciaries of 401(k) and 403(b) plans. The firm utilizes internal investment research combined with third-party analysis and serves a diverse client base that includes banking institutions and public sector plan sponsors.

William Coan is a financial advisor with Nations Financial Group, Inc., where he has worked since 1998. He holds Series 63 and Series 66 licenses and has 40 years of industry experience. Coan also serves as an independent insurance agent, focusing on life insurance products outside of trading hours. Nations Financial Group, Inc. offers advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, pension consulting, and a variety of model portfolios with strategies ranging from conservative to aggressive.

James Cecil is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Cecil has been with Berthel Fisher & Company in various capacities since 2008. He serves as Grand Master of the Grand Lodge of Iowa, overseeing meetings and representing the organization at conferences. 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 client assets. The firm offers a range of investment platforms and delivery models, tailoring services to client circumstances through a network of independent investment adviser representatives.

Ross Devalois is a financial advisor with Nations Financial Group, Inc. in Iowa City, IA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Nations Financial Group since 1998 and also serves as an instructor at Kirkwood Community College. Outside of his advisory role, he owns a photography business. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with tailored recommendations based on client objectives and risk tolerance.

Heath Boeke is a financial advisor with Principal Financial Services holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Strategic Growth Partners, LLC, Green State Insurance, and Signator Investors, Inc. Outside of advising, he serves as the board chair for No Foot Too Small, a nonprofit organization, and volunteers as a coach for the Clipper Softball Club. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Wubben is a financial advisor with Principal Financial Services in Des Moines, IA. He holds a Series 66 designation and has 24 years of industry experience. He has been with Principal Securities since 2001 and Principal Life Insurance since 2000. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Castle is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Castle Financial Services and Principal Securities since 2016, as well as Principal Life Insurance Company since 2015. His other business activities include working with fixed insurance, fixed life, annuities, disability income, and long-term care products. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Cayden Duhaime is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his industry career in 2023. His prior experience includes roles at United Iowa Financial, Cedar Rapids Bank and Trust, GreenState Credit Union, and the University of Iowa. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Aaron Robertson is a CFP® professional with 16 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously worked at Hawkins Wealth Management and LPL Financial. Outside of his advisory role, he serves as treasurer for the Hawkeye Wrestling Club and is involved in several small business partnerships, including a batting cage business and a nutritional products distributorship. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Brenda Barthelman is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. She has 17 years of industry experience and has worked with Ameritas Investment Corp since 2008, as well as operating her own firm, Barthelman Financial Services, since 2022. In addition to her advisory work, she is involved in recruiting, training, and administrative roles at Midwest Financial Solutions, LLC and Hawkeye Brokerage Center. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, delivering advisory services on both discretionary and non-discretionary bases.

Phillip Bettis is a financial advisor with TIAA-CREF in Coralville, Iowa, holding a Series 66 designation and 11 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, Bettis owns and operates two valet parking service businesses and serves on the board of Community Crisis Services and Food Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a range of discretionary management options, applying a fiduciary standard to its advisory services while utilizing both model and customized portfolios.

Casey Clark is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Princor Financial Group and Principal Life Insurance Corp since 2014. Outside of his advisory work, Casey serves as president of Sleep in Heavenly Peace, a nonprofit organization that builds beds for children who sleep on the floor. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.