Blake Chance is a financial advisor at Cedar Point Capital Partners, LLC in Cedar Rapids, IA. He holds a Series 65 designation and has been in the industry for one year. Prior to joining Cedar Point Capital Partners, he worked at the University of Iowa and Albia High School. Cedar Point Capital Partners serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with comprehensive financial, retirement, insurance, tax, estate, and philanthropic planning, and is adding institutional asset management services effective January 1, 2027.

Rachel Wehrheim is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been involved with Nations Financial Group and The Wehrheim Group since 2004. Outside of finance, she manages Medicine River Farms, where she serves as head trainer, instructor, and horse show judge in horse and rider training. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

Eugene Wehrheim III is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Nations Financial Group since 2002 and is also involved full-time with Wehrheim Group, LLC. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm combines proprietary model portfolios and outside manager options to tailor strategies based on client objectives and risk tolerance.

Jeremy Squires is a financial advisor with Coppell Advisory Solutions LLC and holds Series 63 and Series 65 credentials. He has eight years of industry experience, including prior roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory work, he is involved in insurance marketing and sales, focusing on Medicare plans, life insurance, and annuity products through several organizations. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm uses an open-architecture platform and a wide range of investment strategies, including both fundamental and technical analysis, to manage client assets across multiple product types.

Ryne Henrich is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Investment Services, Avantax Planning Partners, Northwestern Mutual, and other firms. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

David Hoover is a financial advisor with Choreo, LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Choreo, he was with Prosperity Planning Partners and The Financial Specialists, and he spent five years at the University of Iowa. Choreo serves a diverse client base including individuals, high-net-worth investors, family offices, and institutional clients. The firm employs a quantitative and committee-approved investment process that integrates model portfolios, separately managed accounts, and specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust consulting.

Dalton Bickford is a financial advisor at Choreo, LLC with nine years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Creative Planning, LLC and Northwestern Mutual. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and due diligence to manage portfolios using a variety of vehicles, including model portfolios, separately managed accounts, and private funds.

Eugene Wehrheim is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Nations Financial Group since 1998. Outside of his advisory role, Wehrheim is involved in farming and operates Medicine River Farms, where he raises, trains, and sells horses. Nations Financial Group serves a diverse clientele including individuals, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, pension consulting, and a range of model portfolios managed across varying risk profiles. The firm combines fundamental, technical, and quantitative investment strategies and provides both fee-based and commission-based services through its dual registration.

Elizabeth Mason Doubet is a financial advisor with EFS Advisors in Mt. Vernon, Iowa, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining EFS Advisors, she worked at Advanced Advisor Group LLC and Dennis Ludwig. Outside of her advisory role, she owns and operates Mason Metalworks LLC, a custom jewelry fabrication business. EFS Advisors provides investment advice and portfolio management to a diverse client base including individuals, business entities, and charitable organizations. The firm uses a client-centric suitability scoring process and incorporates technology such as proprietary household-aggregation software and AI tools to support portfolio management.

Ross Hanson is a financial advisor at Nations Financial Group, Inc. with six years of industry experience. He holds a Series 66 designation and has been with Nations Financial Group since 2020. Outside of his advisory role, Hanson is an owner and operator of Hanson’s Schwartz Farms and serves as a volunteer firefighter with the Vinton Volunteer Fire Department. Nations Financial Group provides advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of investment solutions including discretionary and non-discretionary portfolio management, pension consulting, and access to in-house and third-party managed portfolios across varying risk profiles.

William Shepard is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has been with Nations Financial Group since 2004. Outside of his advisory role, Shepard is a pilot who owns and operates a flying service and serves on the board of directors for a manufacturer of municipal and agricultural spreaders. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers to tailor investment strategies according to client objectives and risk tolerance.

Dennis Ludwig is a financial advisor at EFS Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with EFS Advisors since 2008. Outside of his advisory role, he owns and rents residential property in Mount Vernon, Iowa. EFS Advisors provides investment advisory and financial consulting services to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

Erin Grabe is a financial advisor at Choreo, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Hills Bank and Trust Company for nine years. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Tyler Smiarowski is a CFP® professional with three years of industry experience, currently with Wealthcare Advisory Partners LLC. He also owns and operates AB Clemence & Co. LLC, an accounting and tax preparation firm. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning approach supported by proprietary software and integrates evidence-based investment strategies with access to alternative and private placement investments.

Kimberly Hillyard is a financial advisor with Choreo, LLC in Cedar Rapids, IA, holding a Series 66 designation and 20 years of industry experience. She previously worked at RSM US Wealth Management LLC for 17 years before joining Choreo in 2022. Outside of her advisory role, she is a partner in Hillyard Enterprises, LLC, a family-owned business focused on investment activities. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Nathanael Pfeil is a financial advisor at Nations Financial Group, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked with Holy Cross Lutheran Church and St. Peter Lutheran Church. Outside of his advisory role, Pfeil teaches general financial management through a homeschool assistance program and serves as a substitute organist for local Lutheran churches. Nations Financial Group, Inc. provides advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers various portfolio management strategies and combines fundamental, technical, quantitative, and tactical methods, allowing advisors to tailor client solutions using multiple investment vehicles.

Samuel Mazuk is a financial advisor at EFS Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at EFS Advisors since 2017. Mazuk also has been affiliated with Advanced Advisor Group LLC since 2014. EFS Advisors provides investment advice and portfolio management services to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts, and offers financial consulting and referrals to third-party service providers. The firm manages approximately $2.4 billion and employs a client-centric suitability scoring process alongside technology tools, including proprietary household-aggregation software and AI, to support advisor decision-making.

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.

Laura Kokesh is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with Gradient Advisors since 2011 and has operated Kokesh Financial Strategies, Inc. since 1992. Outside of advisory work, she represents charitable gift annuities through Metropolitan Life. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model with an emphasis on client approval and risk assessment tools.

Timothy Wesbrook is a financial advisor at Choreo, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at RSM US Wealth Management, BCG Securities, Inc., AXA Advisors, LLC, and Alliant Energy. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm’s investment approach begins with strategic asset allocation based on broad market indices and employs quantitative screening and due diligence to select managers and portfolios, implementing them through a variety of managed solutions and providing specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust consulting.