Nathanael Pfeil is a financial advisor at Nations Financial Group, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked with Holy Cross Lutheran Church and St. Peter Lutheran Church. Outside of his advisory role, Pfeil teaches general financial management through a homeschool assistance program and serves as a substitute organist for local Lutheran churches. Nations Financial Group, Inc. provides advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers various portfolio management strategies and combines fundamental, technical, quantitative, and tactical methods, allowing advisors to tailor client solutions using multiple investment vehicles.

Samuel Mazuk is a financial advisor at EFS Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at EFS Advisors since 2017. Mazuk also has been affiliated with Advanced Advisor Group LLC since 2014. EFS Advisors provides investment advice and portfolio management services to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts, and offers financial consulting and referrals to third-party service providers. The firm manages approximately $2.4 billion and employs a client-centric suitability scoring process alongside technology tools, including proprietary household-aggregation software and AI, to support advisor decision-making.

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 CO in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with The O.N. Equity Sales Company since 2004 and Principal Mutual Life Insurance Company since 1991. Outside of his advisory role, Funke is involved in insurance brokerage and manages an office condominium with several tenants. On Investment Management Company (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm combines discretionary and non-discretionary investment approaches and operates with a dual-registration model involving both advisory and broker-dealer activities.

Laura Kokesh is a financial advisor with Gradient Advisors, LLC and holds Series 63 and Series 65 designations. She has 24 years of industry experience and has been with Gradient Advisors since 2011. She also operates Kokesh Financial Strategies, Inc., a separate advisory and insurance-related business, and serves as a representative for charitable gift annuities through Metropolitan Life. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and offers tailored portfolio strategies using a combination of fundamental, technical, and cyclical analysis.

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.

Matthew Westberry is a financial advisor at Secure Asset Management, L.L.C. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Cambridge Investment Research Advisors. Westberry is also the owner and president of Westberry Wealth Management, LLC, which provides financial planning, insurance planning, and related services. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, often incorporating third-party money managers and managing held-away employer accounts through a third-party platform.

Martha Mccurry is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding a Series 66 designation and over 21 years of industry experience. She has been with Nations Financial Group since 2004 and also operates Mccurry Industries, providing consulting and administrative services. Nations Financial Group offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm utilizes proprietary model portfolios alongside outside managers, tailoring strategies to client objectives and risk tolerance through a network of investment adviser representatives.

Vernon Coates is a financial advisor at Trustmont Advisory Group, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Berthel Fisher & Company Financial Services, Inc. Coates is also involved with Henschen & Associates, LLC, where he serves as owner and SVP of Business Development, and he sits on the board of the Seaside Lighthouse Association, a nonprofit organization supporting low-income families. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

Steven Loesch is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Nations Financial Group since 2012. Outside of his advisory role, Mr. Loesch officiates high school girls volleyball games throughout Iowa and is involved as a partner or owner in several local retail and service businesses. Nations Financial Group 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 strategies and financial consulting services, utilizing proprietary model portfolios combined with outside manager options tailored to client objectives and risk tolerances.

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.

Rochelle Henry Ernberger is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Nations Financial Group since 2011. Ernberger also owns Ernberger Financial, an S-Corp, and serves as an agent offering insurance and fixed annuities through Platinum Advisory Group. Nations Financial Group provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management options, pension consulting, third-party manager programs, and employs a variety of investment strategies across in-house and external models.

Amanda Lane is a financial advisor with Avantax Planning Partners, Inc. in Cedar Rapids, IA, holding a Series 65 designation and three years of industry experience. She has been with Avantax Planning Partners since 2022 and simultaneously serves as a manager at TDT CPAs & Advisors, PC, where she provides business consulting, strategic planning, and tax services. Outside of advisory work, Lane is involved with several community and nonprofit organizations, including serving as Board Treasurer for the Linn Christian Education Association and as an elected board member of the Greater Cedar Rapids Community Foundation. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based investment approach overseen by an Investment Advisory Committee and offers discretionary portfolio management, retirement plan management, and tax-intelligent overlays.

Timothy Wuest is a financial advisor with First Heartland Consultants, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with First Heartland Capital Inc. since 2006. Outside of his advisory role, he is involved in insurance sales and consulting through Timothy Kent Wuest & Assoc and Group Benefits Ltd. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Zach Barden is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation and has worked at Savant Wealth Management since 2024. Prior to his advisory role, he was employed 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, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated legal, accounting, and trust service entities.

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 licenses and bringing 36 years of industry experience. She has worked at Private Advisor Group since 2019 and has previous experience with LPL Financial and Advantage Investment Management. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

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.