Benjamin Verhille is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Integrity Alliance in 2025, he worked at Lion Street Advisors for five years. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, managing roughly $5.4 billion in client assets through a network of over 300 independent advisers. The firm offers a range of services including portfolio management, financial planning, and access to model portfolios and third-party sub-advisers across multiple platforms.

Bert Mcclintock is a CFP® professional affiliated with Commonwealth Financial Network, with 25 years of experience in the financial industry. He has worked at Commonwealth since 2022 and previously held roles at Principal Securities Inc. and Principal Life Insurance Company. He is a co-owner of Strategic Financial Solutions, LLC, a private entity focused on securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Amber Paulsen is a financial advisor at Transamerica Financial Advisors with 14 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior experience includes roles at Raymond James, Cadaret Grant & Co., Inc., and Key Investment Services LLC. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, using proprietary and third-party model portfolios, and provides discretionary and non-discretionary management options.

Jeremy Aldrich is a financial advisor with Empower Advisory Group in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes positions at Bank of the West, J.P. Morgan Securities LLC, and Equitable Advisors, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term returns and savings rates within plan lineups selected by plan sponsors.

Matthew Hinz is a financial advisor at CWM, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Northwestern Mutual Wealth Management Company and Cetera, among others. Outside of advising, he also serves as a notary in Cedar Rapids, IA. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios guided by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Tory Meiborg is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Ausdal Financial Partners and World Trend Financial Planning Services. He co-founded the Maxwell Meiborg Foundation, a 501(c)(3) charity that raises funds for children’s charities, primarily Make-A-Wish Iowa, and serves on the board of Cottage Grove Place, a nonprofit organization focused on seniors. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

Scott Shaw is a financial advisor with Eagle Strategies (NY Life) in Cedar Rapids, IA, holding the ChFC® designation and Series 63 license. He has 23 years of industry experience, including roles at Your Vision Financial Group, Kaestner-Shaw Financial Group, and New York Life. Shaw serves as a board member for the Benton Community School District. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers various program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Colton White is a financial advisor with Eagle Strategies (NY Life) in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and five years of industry experience. He has been affiliated with New York Life and its related entities since 2020 and has experience with Your Vision Financial Group. Outside of his advisory role, he volunteers as a part-time football coach at Coe College. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of programs tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

David Traut is a financial advisor with Principal Financial Services in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. His career includes roles at Legacy Wealth Management since 2024, Principal Securities Inc. since 2016, and Principal Life Insurance Company since 2001. He also sells fixed life insurance, disability, long-term care insurance, and fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Nicole Adesina is a financial advisor with Transamerica Financial Advisors in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has been with Transamerica Financial Advisors since 2021 and also serves as a notary. Outside of finance, she is associated with GWP Construction Management LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple program platforms.

Andrew Verhille is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at First MainStreet Insurance, Lion Street Financial, and TrueNorth Companies. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves a diverse client base, offering portfolio management, financial planning, and a range of investment programs through various platforms and strategies.

Brian Brandt is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Commonwealth Financial Network, where he has worked since 2022, and has prior experience with Strategic Financial Solutions and Principal Securities. Brandt is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and back-office support services.

David Spanier is a CFP® professional with nine years of experience in the financial services industry, currently serving as an advisor at Commonwealth Financial Network. Prior to joining Commonwealth, he worked at Thrivent Financial from 2017 to 2022. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad range of managed-account programs and access to third-party asset managers, combining discretionary and nondiscretionary services along with custody and clearing solutions.

Storm Rummel is a financial advisor with Bankers Life Advisory Services, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 designations with nine years of industry experience. He has worked at Bankers Life Securities, Inc. since 2017 and serves as a Unit Sales Manager at Bankers Life & Casualty, Inc., where he manages and trains agents. Outside of finance, he owns and manages a 24/7 fitness facility in Anamosa, IA. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals, risk tolerances, and time horizons.

Roger Carlson is a financial advisor with Eagle Strategies (NY Life) based in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2016 and operates under the DBA Your Vision Financial Group to service insurance and financial product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Sarah Specht is a CFP® with 11 years of industry experience, currently serving as an advisor at Savant Wealth Management since 2022. Her prior roles include positions at Ausdal Financial Partners, World Trend Financial, and various Northwestern Mutual entities. Outside of financial advising, she is involved as a distributor for Modere beauty products, engaging with social media to promote and answer questions about the products. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Brian Burns is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and 42 years of industry experience. His prior work includes roles at Lion Street Financial and Securities America Advisors, Inc. Outside of advising, Brian is involved as an insurance agent with True North and manages a small farm through Shade Tree Acres, LLC. Integrity Alliance is a large advisory network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves a diverse client base, offering portfolio management, financial planning, and a range of investment approaches through both discretionary and non-discretionary accounts.

Austin Lackey is a financial advisor with Commonwealth Financial Network in Cedar Rapids, IA. He holds the Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked at RSM US LLP and Forvis Mazars. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and services. The firm supports its affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Barry Frantz is a financial advisor at Savant Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 21 years at Terry, Lockridge & Dunn Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, families, pension plans, and high-net-worth clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies supported by integrated accounting, legal, and trust services.

Kandace Gordy is a financial advisor at CWM, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Carson Wealth, Private Advisor Group, and LPL Financial. Outside of her advisory work, she is a commissioned notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and a range of retirement-plan services, employing model portfolios managed by an in-house Investment Committee and utilizing tools such as Orion Custom Indexing and access to alternative investments.