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 21 years of industry experience. She holds a Series 66 designation and has worked at Beacon Capital since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. She is currently a licensed insurance agent but is not actively selling insurance. Beacon Capital serves individual and high-net-worth clients, as well as retirement plan sponsors, offering discretionary asset management and limited-scope ERISA 3(21) plan advice. The firm uses fundamental and technical analysis along with modern portfolio theory to structure client portfolios and provides access to both direct and third-party investment strategies.

Andrew Charipar is a financial advisor at Cabin Advisors, LLC, holding Series 65 and Series 63 licenses with 10 years of industry experience. His prior work includes positions at Cabin Securities, Inc., Modern Equity Services LLC, and Tryon Investments, LLC. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across more than 360 client relationships. The firm provides financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a range of investment analyses and due diligence on alternative investments.

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 the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Investments, 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, and retirement plans. The firm offers a range of investment advisory and wealth management services, combining quantitative, fundamental, technical, and economic analysis with strategic asset allocation and tactical adjustments.

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 at Cedar Point Capital Partners, LLC with seven years of industry experience. She holds the Series 66 designation and has worked previously at Commonwealth Financial Network, United Iowa Financial, GreenState Credit Union, and Coe College. Cedar Point Capital Partners advises individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with financial, retirement, insurance, tax, estate, and philanthropic planning, building diversified portfolios and providing services tailored to institutional and private clients.

James Locke is a financial advisor with Beacon Capital, LLC in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Beacon Capital since 2017 and has prior experience with VOYA Financial Advisors, Inc. Locke also engages in coaching 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, with portfolios managed according to client objectives and risk tolerances using fundamental and technical analysis alongside modern portfolio theory.

Bret Niemuth is a financial advisor at Beacon Capital, LLC with 31 years of industry experience. He holds the ChFC® and Series 63 designations. Niemuth has been with Beacon Capital since 2017 and is also the owner of Capital Design, Inc., where he has sold fixed insurance products since 2003. 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 uses fundamental and technical analysis along with modern portfolio theory to manage portfolios according to client objectives and risk tolerances.

David Ernst is a financial advisor at Cedar Point Capital Partners, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at several firms including United Iowa Financial, Commonwealth Financial Network, University of Iowa Credit Union, and LPL Financial. Ernst serves on the boards of multiple non-profit organizations, including The District: Czech Village & New Bohemia and the Boys & Girls Club of the Corridor. 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 rebalancing strategies, and plans to expand institutional asset management services beginning in 2027.

Trent Von Ahsen is a financial advisor at Cedar Point Capital Partners, LLC with 17 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Commonwealth Financial Network, University of Iowa Credit Union, and Thrivent Investment Management. Cedar Point Capital Partners serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with comprehensive financial planning and will introduce Institutional Asset Management services in 2027.

Christine Casey is a financial advisor with Private Wealth Asset Management in Cedar Rapids, IA, holding Series 63 and 65 licenses and eight years of industry experience. She previously worked at Wells Fargo Bank, Na for 27 years and Wells Fargo Clearing for one year before joining Private Wealth Asset Management in 2021. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofits, and retirement plans, offering discretionary and non-discretionary portfolio and wealth management services. The firm employs a multi-disciplinary investment process that includes quantitative, fundamental, technical, and economic analysis, with an emphasis on strategic asset allocation and tactical adjustments.

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 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.