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.

Katherine Kula is a financial advisor with Basepoint Wealth, LLC in Cedar Rapids, IA, holding a Series 66 designation and 12 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2011 to 2017 before joining Basepoint Wealth in 2017. Outside of her advisory role, she is a partner in Basepoint Tax & Accounting LLC, an accounting firm providing bookkeeping, payroll, accounting, and tax preparation services. Basepoint Wealth, LLC offers customized investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm’s investment approach focuses primarily on long-term strategies while allowing tactical reallocations, using a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Kathryn Wallace is a CFP® and ChFC® with 23 years of industry experience. She has worked at Basepoint Wealth, LLC since 2017 and previously spent 12 years with Ameriprise Financial Services, Inc. Wallace serves as a board member of the Cedar Rapids Metro YMCA, a nonprofit organization. Basepoint Wealth, LLC provides customized investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans, using a primarily long-term investment approach with discretionary portfolio management.

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.

Landis Wiley is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Basepoint Wealth, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for one year. Outside of advising, Wiley is a soccer official and serves as Treasurer and Trustee on the Cedar Rapids Community Schools Foundation Board of Trustees. Basepoint Wealth, LLC provides customized investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a primarily long-term investment approach with discretionary portfolio management and offers a range of planning engagements and a wrap-fee program.

Ryan Turner is a financial advisor at Basepoint Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in education and nonprofit organizations, including roles at Central City Community School District, Maquoketa Community School District, Consumer Choices Option, Iowa High School Athletic Association, and Northern Iowa. Basepoint Wealth, LLC provides customized investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a primarily long-term investment approach that includes mutual funds, ETFs, individual equities, and fixed income, managing accounts mostly on a discretionary basis.

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.

William Wallace is a financial advisor at Basepoint Wealth, LLC with 26 years of industry experience. He holds the CFP®, CFA®, PFS™, and Series 66 designations. Prior to joining Basepoint Wealth in 2017, he worked for Ameriprise Financial Services, Inc. for 17 years. Outside of his advisory role, Wallace is a partner in Basepoint Tax & Accounting LLC, an accounting firm that provides bookkeeping, payroll, accounting, and tax preparation services. Basepoint Wealth, LLC offers customized investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a primarily long-term investment approach that incorporates mutual funds, ETFs, individual equities, and fixed income, managing accounts mostly on a discretionary basis.

Keith Pochobradsky is a financial advisor with Basepoint Wealth, LLC in Cedar Rapids, IA, holding Series 63 and Series 65 registrations and 18 years of industry experience. He has worked at firms including Farmers Investment Services, Cetera Advisor Networks, Northwestern Mutual Wealth Management Company, and Carson Wealth Management Group. Basepoint Wealth, LLC provides customized investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a primarily long-term investment approach that incorporates discretionary portfolio management using mutual funds, ETFs, individual equities, and fixed income.

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.

Ryan Watermiller is a CFP® with six years of industry experience, currently serving at Basepoint Wealth, LLC since 2021. He previously worked at Ankeny Financial Planning, LLC and Principal Financial Group. Basepoint Wealth, LLC provides customized investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm’s investment approach balances long-term strategies with tactical adjustments, utilizing mutual funds, ETFs, equities, and fixed income, and typically manages accounts on a discretionary basis.

Kirk Sadilek is a financial advisor with Basepoint Wealth, LLC in Cedar Rapids, IA, holding CFP® and ChFC® designations and over 28 years of industry experience. Prior to joining Basepoint Wealth in 2021, he worked for Principal Financial Group and Principal Life Insurance Company for 22 years. He serves on the board of the Catholic Foundation in the Archdiocese of Dubuque and participates in several nonprofit and professional committees related to financial services and community giving. Basepoint Wealth, LLC provides customized investment management, financial planning, and consulting services primarily to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a long-term investment approach with discretionary portfolio management, combining various asset types after internal due diligence.

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.

Ronald Detweiler is a financial advisor with Basepoint Wealth, LLC in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and six years of industry experience. He has prior experience with Avantax Partners and Honkamp & Company CPAs and serves as President of Basepoint Tax & Accounting LLC. Outside of his advisory role, Detweiler is involved in nonprofit financial oversight, acting as Treasurer for The Ecumenical Community Center of Cedar Rapids, The National Czech & Slovak Museum and Library, and the Marion Columbus Club. Basepoint Wealth, LLC provides customized investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a primarily long-term investment approach with flexible tactical reallocations, managing portfolios on a discretionary basis with offerings that include performance-based fee arrangements for qualified clients.

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.