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.

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.

Catarina Edwards is a financial advisor at IHT Wealth Management LLC in Iowa City, IA, holding a Series 66 designation with 11 years of industry experience. She has been with IHT Wealth Management and LPL Financial since 2016. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s approach combines fundamental value screening, quantitative optimization, and tactical strategies, delivered through a network of advisors who tailor portfolios based on clients’ objectives and risk tolerance.

Sarah Whitmore is a ChFC® with 14 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 2012. She is also licensed as an insurance agent with Mutual of Omaha Insurance Company, focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet for managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Lisa Oconnor is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her prior work includes roles at Raymond James Financial Services, Colorado Wealth Partners, Stifel Nicolaus, and BBVA Wealth Solutions. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering asset management, financial planning, and ERISA advisory services. The firm employs a blend of active and passive investment strategies and manages approximately $9.45 billion through 154 advisors.

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.

Rylan Devalois is a financial advisor with Nations Financial Group, Inc. based in Iowa City, IA. He holds a Series 66 designation and has 10 years of industry experience. He has worked at MidAmerica Securities since 2003, where he also serves as an office manager. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and businesses. The firm’s investment approach utilizes proprietary model portfolios and outside managers, allowing advisors to tailor strategies to client objectives and risk tolerance.

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.

Morgan Less is a financial advisor with ON Investment Management Company in Cedar Rapids, IA, holding a Series 66 designation and four years of industry experience. Prior to joining ONIMCO, Morgan worked for Collins Aerospace for 13 years. Outside of advisory work, Morgan collaborates with Quantum to identify fixed annuities and fixed-indexed annuities for clients seeking these products. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary account management and operates a dual-registration model involving broker-dealer activity and solicitor arrangements.

Eugene Wehrheim III is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Nations Financial Group since 2002 and is also involved full-time with Wehrheim Group, LLC. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm combines proprietary model portfolios and outside manager options to tailor strategies based on client objectives and risk tolerance.

Dirk Ockerlander is a financial advisor at Nicolet Wealth Management with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity, TIAA-CREF, LPL Financial, MidwestOne Bank, and Private Client Services. Nicolet Advisory Services specializes in retirement plan consulting and investment management, primarily serving plan sponsors and fiduciaries of 401(k) and 403(b) plans. The firm utilizes internal investment research combined with third-party analysis and serves a diverse client base that includes banking institutions and public sector plan sponsors.

Ryne Henrich is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Investment Services, Avantax Planning Partners, Northwestern Mutual, and other firms. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Bruce Western is a ChFC® credentialed financial advisor with 37 years of industry experience, currently practicing at Creative Financial Designs, Inc. since 2013. He has a longstanding involvement in music education and community service, including roles as a music teacher at Kirkwood Community College and music director at Kenwood Park United Methodist Church, as well as serving as secretary and business manager for the Musicians Protective Union. Western also operates a music instruction and performance business alongside his advisory work. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, and corporate clients, offering investment management and financial planning through a combination of in-house models and adviser-directed strategies. The firm incorporates a range of investment approaches, including Biblical Responsible Investing strategies, and provides flexible fee arrangements and specialized programs within a family of affiliated financial services businesses.

David Hoover is a financial advisor with Choreo, LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Choreo, he was with Prosperity Planning Partners and The Financial Specialists, and he spent five years at the University of Iowa. Choreo serves a diverse client base including individuals, high-net-worth investors, family offices, and institutional clients. The firm employs a quantitative and committee-approved investment process that integrates model portfolios, separately managed accounts, and specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust consulting.

Dalton Bickford is a financial advisor at Choreo, LLC with nine years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Creative Planning, LLC and Northwestern Mutual. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and due diligence to manage portfolios using a variety of vehicles, including model portfolios, separately managed accounts, and private funds.

Eugene Wehrheim is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Nations Financial Group since 1998. Outside of his advisory role, Wehrheim is involved in farming and operates Medicine River Farms, where he raises, trains, and sells horses. Nations Financial Group serves a diverse clientele including individuals, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, pension consulting, and a range of model portfolios managed across varying risk profiles. The firm combines fundamental, technical, and quantitative investment strategies and provides both fee-based and commission-based services through its dual registration.

Elizabeth Mason Doubet is a financial advisor at EFS Advisors with four years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Advanced Advisor Group LLC and Dennis Ludwig. Outside of her advisory work, she owns and operates Mason Metalworks LLC, a custom jewelry fabrication business. EFS Advisors provides investment advice and portfolio management to a wide range of clients, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring process and integrates proprietary technology to support its advisory services while managing approximately $2.4 billion in assets.