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.

William Coan is a financial advisor with Nations Financial Group, Inc., where he has worked since 1998. He holds Series 63 and Series 66 licenses and has 40 years of industry experience. Coan also serves as an independent insurance agent, focusing on life insurance products outside of trading hours. Nations Financial Group, Inc. offers advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, pension consulting, and a variety of model portfolios with strategies ranging from conservative to aggressive.

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.

James Cecil is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Cecil has been with Berthel Fisher & Company in various capacities since 2008. He serves as Grand Master of the Grand Lodge of Iowa, overseeing meetings and representing the organization at conferences. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a range of investment platforms and delivery models, tailoring services to client circumstances through a network of independent investment adviser representatives.

David Funke is a financial advisor with ON Investment Management Company in Cedar Rapids, Iowa, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has worked at The O.N. Equity Sales Company since 2004 and Principal Mutual Life Insurance Company since 1991. Outside of advising, he is involved in several insurance brokerage activities and manages an investment property where his firm operates. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and plan sponsors. The firm offers a range of services, including access to third-party investment programs and a combination of discretionary and non-discretionary management options.

Timothy Wesbrook is a financial advisor at Choreo, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at RSM US Wealth Management, BCG Securities, Inc., AXA Advisors, LLC, and Alliant Energy. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm’s investment approach begins with strategic asset allocation based on broad market indices and employs quantitative screening and due diligence to select managers and portfolios, implementing them through a variety of managed solutions and providing specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust consulting.

Rebecca Greene is a financial advisor at Choreo, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at RSM US Wealth Management LLC since 2002. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Ross Devalois is a financial advisor with Nations Financial Group, Inc. in Iowa City, IA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Nations Financial Group since 1998 and also serves as an instructor at Kirkwood Community College. Outside of his advisory role, he owns a photography business. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with tailored recommendations based on client objectives and risk tolerance.

Zach Barden is a CFP® and Series 65-registered advisor with Savant Wealth Management, based in Cedar Rapids, IA. He has one year of industry experience, having held roles at Savant Wealth Management since 2024 and previously worked at Perfect Game Baseball and Mount Mercy University. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Heath Boeke is a financial advisor with Principal Financial Services holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Strategic Growth Partners, LLC, Green State Insurance, and Signator Investors, Inc. Outside of advising, he serves as the board chair for No Foot Too Small, a nonprofit organization, and volunteers as a coach for the Clipper Softball Club. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Wubben is a financial advisor with Principal Financial Services in Des Moines, IA. He holds a Series 66 designation and has 24 years of industry experience. He has been with Principal Securities since 2001 and Principal Life Insurance since 2000. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Steven Bragg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He previously worked at Principal Securities Inc, Principal Life Insurance Company, Strategic Financial Solutions, and Edward Jones. Bragg also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by extensive operations, technology, and compliance resources.

Collin Swantz is a financial advisor with Savant Wealth Management in Cedar Rapids, IA. He holds a Series 65 license and has been with Savant since 2023. Prior to joining the firm, his work experience includes roles at GreatAmerica Financial Services and World Trend Financial, as well as various positions outside the financial industry. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated legal, accounting, and trust affiliates.

Melissa Darden is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has worked with firms including LPL Financial, Advantage Investment Management LLC, and J.R. Russo Investment Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party managed account solutions. The firm employs a fiduciary-based advisory model, integrating various investment strategies and technology platforms to support client goals.

Robert Castle is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Castle Financial Services and Principal Securities since 2016, as well as Principal Life Insurance Company since 2015. His other business activities include working with fixed insurance, fixed life, annuities, disability income, and long-term care products. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Cayden Duhaime is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his industry career in 2023. His prior experience includes roles at United Iowa Financial, Cedar Rapids Bank and Trust, GreenState Credit Union, and the University of Iowa. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Aaron Robertson is a CFP® professional with 16 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously worked at Hawkins Wealth Management and LPL Financial. Outside of his advisory role, he serves as treasurer for the Hawkeye Wrestling Club and is involved in several small business partnerships, including a batting cage business and a nutritional products distributorship. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Jordan Kuehner is a CFP® professional with nine years of industry experience, currently with Commonwealth Financial Network since 2022. His prior roles include positions at Principal Life Insurance Company and Goldman Sachs. Kuehner also engages in fixed insurance sales as a notable outside business activity. 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 provides a comprehensive adviser-support platform featuring discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options including mutual funds, ETFs, and personalized indexing.