Mark Hagen is a financial advisor with TIAA-CREF in Coralville, IA, holding a Series 66 designation and 23 years of industry experience. He has worked with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm combines point-in-time financial planning services with ongoing discretionary management using model portfolios or customized portfolios managed under client-approved investment policies.

Michael Lehman is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. He also has a long tenure at Iowa State Bank & Trust dating back to 1992. Lehman is a co-owner and CPO of United Iowa Financial, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and customized solutions, while offering operational, compliance, and practice-management support to affiliated advisors.

Ronald Neems is a financial advisor with TIAA-CREF in Coralville, Iowa, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with TIAA-CREF since 2008. Outside of his advisory role, he owns a stationery store and serves on the board of a natural foods cooperative. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and other entities, often serving clients connected to TIAA-administered retirement plans. The firm combines point-in-time planning with ongoing discretionary management under a fiduciary standard, offering customized and model-based portfolio options.

Carrie Wagner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. She has worked at Commonwealth since 2014 and concurrently at UICCU since 2011. Wagner is also a part owner of United Iowa Financial, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while positioning itself as a platform provider for affiliated advisors.

Timothy Insko is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hawkins Wealth Management and Stockviews Ltd. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment process that combines passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Kelly Hester is a financial advisor with VOYA Financial Advisors, Inc. holding Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Voya, Hester worked at AGIA and Valic Financial Advisors, among other firms. She is also appointed as an agent to sell non-securities insurance products for AGIA. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, plans, and corporate clients through a wide network of representatives. The firm combines in-house and external strategists with technology-enabled tools to manage a range of investment programs, operating primarily on a non-discretionary basis with some discretionary account options.

Kevin Castle is a financial advisor with Principal Financial Services in Iowa City, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc., and has operated Castle Financial Services Inc. since 2004. Outside of finance, he serves as a volunteer board member for the Neal Smith National Wildlife Refuge. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Cindy Webb is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 credentials and has 10 years of industry experience. She has been with TIAA-CREF and TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of investment approaches, including model portfolios and customized portfolios managed under client-approved investment policy statements.

Madison Kiersch is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of experience. She holds a Series 65 credential and has worked in a variety of roles including at Mercy Hospital and the University of Iowa. Outside of finance, she is involved with Basta Pizzeria Ristorante. Wealth Enhancement Advisory Services provides financial planning, asset management, and consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Mark Law is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he serves as Chief Investment Officer and part owner of United Iowa Financial, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Nicholas Timmerman is a CFP® and holds a Series 65 license, with three years of experience in the financial industry. He is currently with Creative Planning and previously worked at Charles Schwab and Cottingham & Butler. His background also includes roles at the University of Iowa and Dubuque Senior High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, while also offering a range of institutional and retirement plan services.

Mollie Thomsen is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. She has worked with UICCU Investment Services and United Iowa Financial, where she is also COO and part owner. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers discretionary and customized portfolio solutions and maintains a significant clearing and custody relationship with National Financial Services LLC.

Sarah Nolte is a Certified Financial Planner™ (CFP®) with 12 years of experience in the financial advisory industry. She is currently with Savant Wealth Management and has previously worked at World Trend Financial, Ausdal Financial Partners, Inc., and Cambridge Investment Research, Inc. Nolte holds the Series 66 license and is based in Iowa City, IA. Savant Wealth Management provides wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of affiliated implementation services, supporting approximately $55.6 billion in assets under management.

Patrick Conlon is a financial advisor with TIAA-CREF in Coralville, IA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2005. Outside of his advisory role, he serves on the finance council and as a trustee for Saint Patrick’s Church in Iowa City. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA retirement relationships. The firm’s advisory approach includes model and customized portfolios managed under a fiduciary standard and provides access to affiliated services such as TIAA Trust and donor-advised funds.

Dareth Wynes is a financial advisor with Commonwealth Financial Network in Iowa City, IA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Commonwealth Financial Network since 2016 and is also affiliated with United Iowa Financial, where he conducts fixed insurance sales as an agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients across the United States.

Christopher Harris is a financial advisor with TIAA-CREF based in Coralville, Iowa. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Harris has been with TIAA-CREF since 2001. He also serves as an adjunct instructor at the University of Iowa’s Tippie College of Business, teaching a wealth management class to upper-level undergraduate students. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Larry Welder is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has held roles at multiple firms, including his own Welder Consulting Group, LLC, and has involvement in medical staffing through ownership of Granite Healthcare Services. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, utilizing a range of investment strategies and platforms that include model portfolios, mutual funds, ETFs, and individual securities. The firm is part of a mutual holding company with affiliated broker-dealer and insurance entities, offering expanded investment options such as interval funds and private-credit strategies.

Angela Rummel is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds the Series 65 designation and previously worked at Hawkins Wealth Management for seven years before joining Wealth Enhancement Group in 2022. Angela also maintains a role as a financial advisor specializing in fixed insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad mix of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of advisors, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Baoli Guo is a financial advisor at TIAA-CREF with seven years of industry experience. He has held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A., accumulating nine years total at Wells Fargo before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement relationships. The firm offers model portfolio management as well as customized portfolio services under a fiduciary standard.

Carter River is a CFP®-credentialed financial advisor with five years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has prior experience at TD Ameritrade, Community Health Systems, and Workiva. River is also a registered client service associate with Andrews Financial Group, which operates under the name Pilot Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a broad advisor network.