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 with Cedar Point Capital Partners, LLC, holding a Series 63 designation and 32 years of industry experience. His career includes roles at United Iowa Financial, Commonwealth Financial Network, the University of Iowa Credit Union, and LPL Financial. He serves on the boards of several local nonprofit organizations focused on economic development and youth services. 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, offering services that include comprehensive wealth management and retirement plan consulting, with plans to expand institutional asset management effective January 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.

Scott Cooley is a CFP® and ChFC® with 14 years of industry experience. He has worked at Basepoint Wealth, LLC since 2018 and previously held roles at Northwestern Mutual from 2012 to 2018. Outside of his advisory work, he manages a rental property, overseeing its finances and maintenance during non-trading hours. 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, constructing portfolios from mutual funds, ETFs, individual equities, and fixed income, typically managing accounts on a discretionary basis.

Amber Hunt is a financial advisor at Basepoint Wealth, LLC in Cedar Rapids, IA, holding a Series 65 credential with one year of industry experience. Prior to joining Basepoint Wealth, she worked in various roles including at Pure Mean Clean, LLC and David's Bridal. 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 emphasizes a primarily long-term investment approach with tactical adjustments when aligned with client objectives, managing portfolios using mutual funds, ETFs, individual equities, and fixed income.

Bryan Knudson is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Basepoint Wealth, LLC since 2017 and previously worked at Ameriprise Financial Services, Inc. for 14 years. He is also 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 employs a primarily long-term investment approach with flexibility for tactical reallocations and manages portfolios using mutual funds, ETFs, individual equities, and fixed income.

Shayne Boles is a CERTIFIED FINANCIAL PLANNER™ with eight years of industry experience, currently serving as an advisor at Basepoint Wealth, LLC. His prior work includes a brief tenure at Ameriprise Financial and a role with the City of Bettendorf. 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 emphasizes a primarily long-term investment approach and offers discretionary portfolio management along with separately billed planning engagements and a wrap-fee program.

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.

Mark Geertsma is a CFP® professional and Series 63 registered advisor with 37 years of industry experience. He has served as a financial advisor at Nations Financial Group, Inc. since 2016 and has also held a senior vice president and financial advisor role at BankIowa since 1989. In addition to his advisory roles, he is involved in life and fixed annuity sales through United Life Insurance. Nations Financial Group, Inc. provides advisory services to a wide range of clients, including individuals, pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and a selection of in-house model portfolios and third-party manager programs using diverse investment strategies.

Jamie McDonald is a CFP® professional with 17 years of experience in the financial industry. He is affiliated with Nations Financial Group, Inc. and has been a co-owner and partner at Core Investments Group since 2016. In addition to his advisory roles, he serves as an adjunct professor at Loras College, teaching undergraduate courses. Nations Financial Group, Inc. offers advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides a range of portfolio management and consulting services, utilizing in-house and third-party model portfolios across various risk profiles and employing multiple investment strategies.

Rachel Wehrheim is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been involved with Nations Financial Group and The Wehrheim Group since 2004. Outside of finance, she manages Medicine River Farms, where she serves as head trainer, instructor, and horse show judge in horse and rider training. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

Randy Wilcox is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Berthel Fisher & Company Financial Services since 2014 and has held officer roles in affiliated companies including BFC Planning and Securities Management & Research. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $906 million in client assets and offers a variety of investment platforms and management strategies tailored to client needs.

Curtis Lund is a financial advisor with BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Moloney Securities Asset Management and Wilbanks Securities Advisory. Outside of finance, he operates a small catering service for private events. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 advisors. The firm provides financial planning, portfolio management, and access to various investment platforms and sub-advisors, with a range of strategies tailored to client needs.

Terry Betzelberger is a financial advisor at BFC PLANNING, Inc. with 40 years of industry experience. He holds Series 63 and 65 designations and has worked at firms including Levitt Betzelberger Weinrich, Inc., Montage Securities, LLC, and Moloney Securities Co., Inc. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent advisors offering customizable investment programs and a range of third-party platforms.

D. G. (Chip) Kensinger Jr. is a CFP® professional with over 43 years of experience, currently serving at BCG Securities, Inc. since 2013. He holds Series 63 and Series 65 licenses and instructs Tai Chi classes part-time at the Grand Rapids YMCA. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and primarily provides non-discretionary advice, utilizing independent third-party managers and various analytical strategies.

Justin Kensinger is a financial advisor with BCG Securities, Inc. in Cedar Rapids, Iowa, holding a Series 66 designation and 18 years of industry experience. He has been with BCG Securities since 2013. Kensinger also operates a DBA, Kensinger & Co., LLC. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and related advisory services. The firm emphasizes tailored investment policy development and often implements advice on a non-discretionary basis, with a focus on third-party manager due diligence and a variety of investment analyses.