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 at Cedar Point Capital Partners, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including United Iowa Financial and Commonwealth Financial Network. Ernst serves on the boards of several local nonprofit organizations focused on economic development and child welfare. Cedar Point Capital Partners is a registered investment adviser led by a five-advisor team serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, qualitative, charting, and cyclical analyses, and offers services spanning portfolio management, financial planning, and retirement plan consulting.

Trent Von Ahsen is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Cedar Point Capital Partners, LLC since 2022 and previously was with Commonwealth Financial Network and the University of Iowa Credit Union. Cedar Point Capital Partners is a registered investment adviser with a team of five advisors serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process that incorporates fundamental, quantitative, qualitative, charting, and cyclical analysis across various asset classes and strategies.

Christine Casey is a financial advisor at Private Wealth Asset Management with seven years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Private Wealth Asset Management serves a diverse client base including high-net-worth individuals, family offices, and nonprofit organizations. The firm focuses on strategic asset allocation supported by quantitative and fundamental analysis and offers a range of wealth management and specialized services such as oil and gas holdings management and real estate asset management.

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 with Cedar Point Capital Partners since 2025. Prior to joining the firm, Blake worked at the University of Iowa and Albia High School. Cedar Point Capital Partners is a registered investment adviser with a five-advisor team serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process that integrates fundamental, quantitative, qualitative, charting, and cyclical analysis across various asset classes, offering portfolio management, financial planning, and retirement plan consulting.

Mark Geertsma is a CFP® professional with 36 years of experience in the financial services industry. He has been with Nations Financial Group, Inc. since 2016 and previously worked at Wayne Hummer Investments L.L.C. and BankIowa, where he continues to serve as an SVP and financial advisor. Additionally, he is involved in life and fixed annuity sales through United Life Insurance. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and outside managers, tailoring investment strategies to client objectives, risk tolerance, and liquidity needs.

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.

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.