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.

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 at On Investment Management Company with three years of industry experience. He holds a Series 66 designation and previously worked at Collins Aerospace for 13 years. Less also collaborates with Quantum to identify fixed annuities and fixed indexed annuities for clients. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory options, including fee-based planning, third-party investment programs, and managed accounts with both discretionary and non-discretionary assets.

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.

Jeremy Squires is a financial advisor at Coppell Advisory Solutions LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, he is involved in insurance marketing and services related to Medicare plans, life insurance, annuities, and group health plans. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform utilizing fundamental and technical analysis across a diverse range of investment products with continuous monitoring and periodic rebalancing.

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.

Ross Hanson is a financial advisor at Nations Financial Group, Inc. with six years of industry experience. He holds a Series 66 designation and has been with Nations Financial Group since 2020. Outside of his advisory role, Hanson is an owner and operator of Hanson’s Schwartz Farms and serves as a volunteer firefighter with the Vinton Volunteer Fire Department. Nations Financial Group provides advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of investment solutions including discretionary and non-discretionary portfolio management, pension consulting, and access to in-house and third-party managed portfolios across varying risk profiles.

William Shepard is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has been with Nations Financial Group since 2004. Outside of his advisory role, Shepard is a pilot who owns and operates a flying service and serves on the board of directors for a manufacturer of municipal and agricultural spreaders. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers to tailor investment strategies according to client objectives and risk tolerance.

Dennis Ludwig is a financial advisor at EFS Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with EFS Advisors since 2008. Outside of his advisory role, he owns and rents residential property in Mount Vernon, Iowa. EFS Advisors provides investment advisory and financial consulting services to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

Rebecca Landa is a financial advisor with Principal Advised Services in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Principal Securities Inc. and Principal Life Insurance Company since 2018 and previously spent 14 years at WW Grainger. Principal Advised Services provides investment advice and services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group family, providing access to affiliated mutual funds, bank products, and investment services.

Erin Grabe is a financial advisor at Choreo, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Hills Bank and Trust Company for nine years. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Tyler Smiarowski is a CFP® professional with three years of industry experience, currently with Wealthcare Advisory Partners LLC. He also owns and operates AB Clemence & Co. LLC, an accounting and tax preparation firm. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning approach supported by proprietary software and integrates evidence-based investment strategies with access to alternative and private placement investments.

Kimberly Hillyard is a financial advisor with Choreo, LLC in Cedar Rapids, IA, holding a Series 66 designation and 20 years of industry experience. She previously worked at RSM US Wealth Management LLC for 17 years before joining Choreo in 2022. Outside of her advisory role, she is a partner in Hillyard Enterprises, LLC, a family-owned business focused on investment activities. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Bradley Zwanziger is a financial advisor with Nations Financial Group, Inc. He holds a Series 65 designation and has 11 years of industry experience. He is also owner and financial advisor at Next Generation Wealth, LLC. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with outside manager options, allowing advisors to tailor strategies to client objectives, risk tolerance, and liquidity needs.