Charles Puccio III is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 licenses. He has 25 years of industry experience and has worked with firms including Wealth Advisors Group LLC and SII Investments, Inc. Outside of advisory work, he is an outside investor in Goat Investment in Ames, Iowa. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through its network of 477 independent advisors.

Daniel Eisenman is a financial advisor with Commonwealth Financial Network in Iowa City, IA, holding a Series 66 designation and seven years of industry experience. He previously worked at UICCU Wealth Management and UICCU. Outside of advisory services, he is involved in fixed insurance sales as an agent under the name United Iowa Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operations, technology, and compliance support, enabling advisors to offer customized investment solutions and model portfolios.

Austin Svatos is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He has worked at Commonwealth since 2017 and is also associated with United Iowa Financial, where he conducts fixed insurance sales. Prior to that, he worked at UICCU Wealth Management from 2016 to 2019. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Matthew Peoples is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 23 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, and leading his own firms, Peoples Financial Planning and Peoples Capital Management. He is also the owner of MLP Insurance, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Eli Wynes is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at UICCU Wealth Management and Commonwealth Financial Network since 2014. Wynes is also CFO and part owner of United Iowa Financial, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

Cullan Schriever is a Series 66-credentialed financial advisor with Commonwealth Financial Network, based in Iowa City, IA, and has one year of industry experience. Prior to his advisory role, he was involved with Iowa Wrestling Camps and taught at the University of Iowa and Mason City High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors, offering managed-account programs, third-party asset manager access, and comprehensive back-office services.

Merle Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been affiliated with various Ameritas entities since 2000 and also operates several business ventures including an educational center focused on teaching the fundamentals of retirement planning and serves as president of Kalona Golf Club, Inc. Miller is involved in assisting student athletes through Midwest Elite Sports Management, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuities and life subaccounts, supported by third-party partners and multiple custodial platforms.

Adam Reutzel is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 14 years of industry experience. He has worked with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios and serves as adviser to a donor-advised fund.

Daniel Woessner is a financial advisor with Principal Financial Services in Solon, IA, holding Series 63, 65, and 66 licenses and with 23 years of industry experience. He is the owner of Millcreek Financial Services and has held roles at Principal Securities Inc. and Principal Life Insurance Company since 2016. Woessner also owns an LLC used solely for tax reporting purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Christopher Harris is a CFP® with 19 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Hawkins Wealth Management and Thrivent Investment Management Inc. He holds the Series 66 designation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jayden Johnson is a financial advisor with Commonwealth Financial Network based in Iowa City, IA. He holds a Series 66 designation and has three years of industry experience. Johnson’s prior roles include positions at United Iowa Financial, Craft Concepts Group, Cottingham & Butler, and universities in Iowa and Missouri. He is also involved in fixed insurance sales with United Iowa Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and back-office services to individual and institutional clients.

Taylor O'Neill is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Charles Schwab and Uber. Outside of finance, he operated Taylor Freymann Photography for five years. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with connections to TIAA-sponsored retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both one-time planning and ongoing portfolio management through model and customized strategies.

Natalie Johnston is a Series 66 licensed financial advisor with seven years of industry experience. She has been with Principal Financial Services since 2019 and has prior experience at Principal Life Insurance Company, Signature Consultants LLC, Teksystems, Target, and Barnes & Noble. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel abroad. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Robin Jackson Miller is a financial advisor with Savant Wealth Management in Iowa City, IA, holding a Series 65 designation and three years of industry experience. Prior to joining Savant, Miller worked for Terry Lockridge & Dunn Inc for 22 years. 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, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates across a range of investment vehicles.

Jonathan Abdo is a CFP® with five years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at UFG and Northwestern Mutual. He is based in North Liberty, IA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, alongside selective private market exposure and various portfolio management services.

Brent Hawkins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at LPL Financial and managing Hawkins Wealth Management. He serves as co-treasurer and board chairperson for local Ronald McDonald House charities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal committee.

Anthony Luneckas is a financial advisor with Centaurus Financial, Inc. in Iowa City, IA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Inc. and Integrity Insurance & Investments, where he also serves as an insurance agent. He participates in community activities such as serving on the finance team for Grace Community Church and holds a board position with Faith Academy, a religious organization. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. Advisors use a range of investment analysis techniques and offer discretionary and non-discretionary portfolio management, including specialized services like retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Angela Zimmerman is a CFP® and holds a Series 65 license with eight years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously been with TRH Financial LLC dba Hawkins Wealth Management for nine years. Outside of her advisory role, she serves on the board and finance committee of The Arc and is president of the Scanlon Farms Homeowners Association. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting using a strategic allocation approach that combines passive and active management, supported by quantitative and fundamental research.

Steven Cherry is a CFP® professional with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has held positions at Hemington Wealth Management, JMC Wealth Management, LPL Financial, Sequoia Wealth Management, Morgan Stanley, and Cambridge Investment Research. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individuals, corporations, pension plans, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and employs both active and passive strategies across various asset classes.

Stephen Genkinger is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 1997. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management services and advises the TIAA Donor Advised Fund.