Collin Swantz is a financial advisor with Savant Wealth Management in Cedar Rapids, IA. He holds a Series 65 license and has been with Savant since 2023. Prior to joining the firm, his work experience includes roles at GreatAmerica Financial Services and World Trend Financial, as well as various positions outside the financial industry. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated legal, accounting, and trust affiliates.

Melissa Darden is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has worked with firms including LPL Financial, Advantage Investment Management LLC, and J.R. Russo Investment Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party managed account solutions. The firm employs a fiduciary-based advisory model, integrating various investment strategies and technology platforms to support client goals.

Jordan Kuehner is a CFP® professional with nine years of industry experience, currently with Commonwealth Financial Network since 2022. His prior roles include positions at Principal Life Insurance Company and Goldman Sachs. Kuehner also engages in fixed insurance sales as a notable outside business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a comprehensive adviser-support platform featuring discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options including mutual funds, ETFs, and personalized indexing.

Jeffrey Haugse is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Principal Securities, Strategic Financial Solutions, and Principal Life Insurance Company. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides adviser support through managed-account programs, third-party asset managers, retirement consulting, and custody services.

Kevin Lindblom is a financial advisor with Eagle Strategies (NY Life) in Cedar Rapids, Iowa. He holds the ChFC® designation and Series 63 license and has 27 years of industry experience. He has been with Eagle Strategies since 2009 and Your Vision Financial Group since 2012. Outside of his advisory work, he serves as a board member and meeting leader for Right At Home, an organization providing in-home care for seniors and adults with disabilities. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored advice and mostly manages assets on a non-discretionary basis across various program types, including retirement plan consulting and solutions linked to insurance and annuity products.

Mary Rinehart is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 30 years of industry experience. She is currently with Transamerica Retirement Advisors, LLC and has been affiliated with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and education programs. The firm uses Morningstar Investment Management’s proprietary software and model portfolios to provide both managed and non-discretionary investment guidance at scale to a broad client base.

Robert Myers is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Savant Wealth Management and has previously worked at Ausdal Financial Partners, Inc and World Trend Financial Planning Services Ltd. Savant Wealth Management serves a range of clients including individuals, families, institutional plans, and high-net-worth individuals, offering comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and maintains affiliated accounting, legal, and trust services to support its offerings.

David Verhille is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Integrity Alliance, LLC and has prior experience at LPL Financial and Private Advisor Group, LLC. He serves on the board of OHNWARD Bank & Trust and oversees a golf course and residential real estate development as president and treasurer of Hunters Ridge Development. Integrity Alliance, LLC is an enterprise-level advisory and brokerage firm serving a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through a large network of independent advisors.

Thaddeus Mcvay is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with CWM, LLC since 2020 and has prior experience at firms including Carson Wealth, Cetera Advisor Networks, and Northwestern Mutual Wealth Management Company. Mcvay is based in Cedar Rapids, IA. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers a range of services including portfolio management, financial planning, and retirement-plan solutions, utilizing discretionary management with model portfolios alongside fundamental and technical analysis.

David Gruber is a financial advisor at Savant Wealth Management in Cedar Rapids, IA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ausdal Financial Partners, Inc and World Trend Financial Planning Services LTD. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated legal, accounting, and trust services.

Jane Morrow is a financial advisor with Transamerica Financial Advisors in Cedar Rapids, IA, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Primerica and A. MONTAG and ASSOCIATES prior to joining Transamerica Financial Advisors and Wfgia in 2025. She is involved in the sale of insurance and non-insurance products affiliated with her firm. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers for portfolio management.

William Connelly is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo, Charles Schwab, TD Ameritrade, and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Shawn De Vries is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation, as well as operating his own insurance agency for 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed with Morningstar Investment Management to deliver personalized asset allocation and retirement guidance.

Matthew Didier is a financial advisor with Empower Advisory Group in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and having eight years of industry experience. His work history includes roles at Empower Financial Services, Byerly Painting Systems, JC Toland, TransAmerica, First Community Trust, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Michael Poch is a financial advisor with Eagle Strategies (New York Life) based in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current role, Poch worked with NYLIFE Securities LLC and New York Life Insurance Co. He also served the City of Cedar Rapids for eleven years. Outside of advisory work, he is involved in insurance brokering for non-registered products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations through multiple program types, with most assets managed on a non-discretionary basis.

Jamie Yeisley is a CFP® with 11 years of industry experience, currently serving as a financial advisor at CWM, LLC. She has worked with firms including Carson Wealth, Cetera Advisor Networks, Cambridge Investment Research, and Broker Dealer Financial Services Corp. Outside of advisory work, Yeisley owns an office cleaning business and provides notary services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Wendy Nemecek is a financial advisor at CWM, LLC with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Carson Wealth, Cetera Advisor Networks LLC, TN Weber Nieland, Private Advisor Group, LLC, and LPL Financial. Outside of advising, she is a notary and owns a small office cleaning business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs model portfolios managed by an Investment Committee and offers a range of services including portfolio management, financial planning, retirement plan solutions, and sub-advisory capabilities.

Jon Read is a financial advisor with CWM, LLC based in Cedar Rapids, IA, holding CFP® and ChFC® designations with 14 years of industry experience. His prior work includes roles at TIAA-CREF, Waddell & Reed, and Cetera. He serves as a board member of the Washington County Riverboat Foundation and is secretary of his local homeowners association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, employing discretionary management using model portfolios overseen by an in-house Investment Committee alongside third-party sub-advisors and customization tools.

John Shaw is a financial advisor with Eagle Strategies (NY Life) based in Cedar Rapids, IA. He holds a Series 66 designation and has three years of industry experience. Shaw also operates under the DBA Your Vision Financial Group, servicing clients with insurance and financial products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals and institutions. The firm emphasizes tailored recommendations and offers multiple advisory programs, with the majority of assets managed on a non-discretionary basis.

Lawrence Witzel is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. His prior experience includes roles at Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory work, he is involved in agricultural activities, including corn and soybean production. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform featuring managed-account programs, access to third-party asset managers, and comprehensive back-office services.