Nicholas Ford is a financial advisor at Arnold & Mote Wealth Management with five years of industry experience. He holds a Series 65 credential and has been with Arnold & Mote since 2020. Prior to his financial advisory career, he worked at Woodruff Construction for 17 years. Outside of advising, Ford serves as president and managing member of Dumars Properties LLC and is treasurer of Coovergroup LLC, a web design company. Arnold & Mote Wealth Management serves individuals, trusts, estates, and small businesses by providing comprehensive financial planning, investment management, and oversight of employer retirement accounts. The firm employs a fee-only fiduciary model, emphasizing strategic asset allocation, global diversification, low-cost passive funds, and written investment plans.

Andrew Tuecke is a CFP® professional with 17 years of experience in financial advising. He has been with Stewards Advisory Services, formerly Lifespring Wealth Management LLC, since 2018 and previously worked at Believers Stewardship Services, Inc. from 2001 to 2020. Stewards Advisory Services provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses with a focus on biblical stewardship. The firm employs a strategic asset allocation approach using primarily passively managed mutual funds and ETFs, complemented by select active funds, and serves clients with a faith-based orientation and specialized policies for ministry and charitable clients.

John Jackson is a CFP® with four years of industry experience, currently serving as a financial advisor at Stewards Advisory Services in Marion, Iowa. Prior to joining Stewards, he held roles at MSG Networks and worked in education and media-related positions. Stewards Advisory Services is a fee-only registered investment adviser working with individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm follows a fiduciary approach that combines passive mutual funds and ETFs with selective active management, and it emphasizes a Christian, biblical stewardship perspective in client service.

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.

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.

Kylee Zane is a financial advisor at Beacon Capital, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, LLC and Wells Fargo Bank. Kylee is currently a licensed insurance agent but is not selling insurance at this time. Beacon Capital, LLC provides discretionary asset management to individuals, corporations, and retirement plans, serving as a 3(21) ERISA advisor for qualified plans. The firm constructs portfolios tailored to clients’ goals and risk tolerance using fundamental and technical analysis alongside modern portfolio theory.

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.

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 has previously worked at Equitable Advisors, LLC and Axa Advisors LLC. Timm serves on the boards of Mount Mercy University Alumni and Lutheran Interparish School. Cedar Point Capital Partners is a five-advisor firm serving individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, qualitative, and cyclical analysis across a range of asset classes.

Aaron Epstein is a financial advisor at Cedar Point Capital Partners, LLC with seven years of industry experience. He holds the Series 65 designation and previously worked at Basepoint Wealth LLC for six years. Outside of his advisory role, he has been involved in soccer organizations, including the Iowa Soccer Association Olympic Development Program and Prairie Soccer Club. Cedar Point Capital Partners is a registered investment adviser operated by a five-advisor team serving individuals, trusts, retirement plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment approach incorporating fundamental, quantitative, and qualitative analyses with diverse asset allocation strategies across various investment products.

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.

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.

Bridget Meier is a financial advisor with Cedar Point Capital Partners, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at Commonwealth Financial Network, United Iowa Financial, GreenState Credit Union, and Coe College. Cedar Point Capital Partners is a registered investment adviser composed of a five-advisor team serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, qualitative, charting, and cyclical analysis, offering a range of strategies across equities, fixed income, options, alternative investments, and cryptocurrency products.

James Locke is a financial advisor at Beacon Capital, LLC with 14 years of industry experience. He holds the Series 63 and 65 licenses and has held roles at Voya Financial Advisors and other entities. Outside of his advisory work, Locke serves as an assistant wrestling coach at Coe College. Beacon Capital serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management and limited-scope ERISA 3(21) plan advice. The firm manages portfolios using fundamental and technical analysis alongside modern portfolio theory, offering both direct management and access to third-party strategies.

Bret Niemuth is a ChFC® credentialed financial advisor with 31 years of industry experience. He has been with Beacon Capital, LLC since 2017 and previously worked at Voya Financial Advisors, Inc. and Capital Design, Inc., where he also maintains an insurance agency focused on fixed insurance products. Beacon Capital serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management, limited-scope ERISA 3(21) plan advice, and acting as a referral intermediary to third-party money managers. The firm employs fundamental and technical analysis along with modern portfolio theory to manage portfolios tailored to client objectives and risk tolerances.

David Ernst is a financial advisor at Cedar Point Capital Partners, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including United Iowa Financial and Commonwealth Financial Network. Ernst serves on the boards of several local nonprofit organizations focused on economic development and child welfare. Cedar Point Capital Partners is a registered investment adviser led by a five-advisor team serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, qualitative, charting, and cyclical analyses, and offers services spanning portfolio management, financial planning, and retirement plan consulting.

Trent Von Ahsen is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Cedar Point Capital Partners, LLC since 2022 and previously was with Commonwealth Financial Network and the University of Iowa Credit Union. Cedar Point Capital Partners is a registered investment adviser with a team of five advisors serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process that incorporates fundamental, quantitative, qualitative, charting, and cyclical analysis across various asset classes and strategies.

Christine Casey is a financial advisor at Private Wealth Asset Management with seven years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Private Wealth Asset Management serves a diverse client base including high-net-worth individuals, family offices, and nonprofit organizations. The firm focuses on strategic asset allocation supported by quantitative and fundamental analysis and offers a range of wealth management and specialized services such as oil and gas holdings management and real estate asset management.

John Siegel is a financial advisor at Beacon Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Capital since 2017. Siegel is also the owner of Siegel Inc., an insurance agency, and serves as a wrestling coach in Cedar Rapids, Iowa. Beacon Capital, LLC provides discretionary asset management to individuals, corporations, and retirement plans, offering tailored portfolio management and acting as a 3(21) ERISA advisor. The firm employs fundamental and technical analysis along with modern portfolio theory to construct portfolios aligned with clients’ goals and risk tolerance.

Cole Erickson is a Series 65-licensed advisor at Beacon Capital, LLC with three years of industry experience. His work history includes roles at CME, Inc., where he is also an owner and insurance agent, as well as prior positions at Bankers Life Advisory Services and Iowa Family Farms. Beacon Capital serves individual and high-net-worth clients along with retirement plan sponsors, offering discretionary asset management and limited-scope ERISA 3(21) plan advice. The firm uses fundamental and technical analysis alongside modern portfolio theory to structure portfolios and provides both direct management and access to third-party strategies.

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 with Cedar Point Capital Partners since 2025. Prior to joining the firm, Blake worked at the University of Iowa and Albia High School. Cedar Point Capital Partners is a registered investment adviser with a five-advisor team serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process that integrates fundamental, quantitative, qualitative, charting, and cyclical analysis across various asset classes, offering portfolio management, financial planning, and retirement plan consulting.