Ricardo Diaz is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 registrations and 10 years of industry experience. He previously worked at TIAA and Voya before joining Commonwealth and Strategic Financial Solutions. Diaz is also involved in fixed insurance sales in Cedar Rapids, IA. 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 range of managed-account programs, access to third-party asset managers, and custody services, managing about $212.7 billion in client assets.

Casey Clark is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Princor Financial Group and Principal Life Insurance Corp since 2014. Outside of his advisory work, Casey serves as president of Sleep in Heavenly Peace, a nonprofit organization that builds beds for children who sleep on the floor. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jeffrey Haugse is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Principal Securities, Strategic Financial Solutions, and Principal Life Insurance Company. He is also involved in fixed insurance sales as a secondary business activity. 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 about $212.7 billion in client assets. The firm provides adviser support through managed-account programs, third-party asset managers, retirement consulting, and custody services.

Mary Rinehart is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 30 years of industry experience. She is currently with Transamerica Retirement Advisors, LLC and has been affiliated with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and education programs. The firm uses Morningstar Investment Management’s proprietary software and model portfolios to provide both managed and non-discretionary investment guidance at scale to a broad client base.

Robert Myers is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Savant Wealth Management and has previously worked at Ausdal Financial Partners, Inc and World Trend Financial Planning Services Ltd. Savant Wealth Management serves a range of clients including individuals, families, institutional plans, and high-net-worth individuals, offering comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and maintains affiliated accounting, legal, and trust services to support its offerings.

David Verhille is a financial advisor with Integrity Alliance, LLC and holds the ChFC® designation and Series 63 license. He has 42 years of industry experience and has held roles at Private Advisor Group, LLC and LPL Financial, among others. Outside of advisory work, he serves on the board of directors for Onward Bank & Trust and is owner and president of Hunters Ridge Development, which manages a golf course and residential real estate development. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers, serving individual investors, corporations, and retirement plans through various discretionary and non-discretionary investment approaches.

Thaddeus Mcvay is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with CWM, LLC since 2020 and has prior experience at firms including Carson Wealth, Cetera Advisor Networks, and Northwestern Mutual Wealth Management Company. Mcvay is based in Cedar Rapids, IA. 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 a range of services including portfolio management, financial planning, and retirement-plan solutions, utilizing discretionary management with model portfolios alongside fundamental and technical analysis.

David Gruber is a financial advisor at Savant Wealth Management in Cedar Rapids, IA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ausdal Financial Partners, Inc and World Trend Financial Planning Services LTD. 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 employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated legal, accounting, and trust services.

Matthew Peoples is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 23 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, and leading his own firms, Peoples Financial Planning and Peoples Capital Management. He is also the owner of MLP Insurance, a private entity facilitating 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 offers a variety of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jane Morrow is a financial advisor with Transamerica Financial Advisors in Cedar Rapids, IA, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Primerica and A. MONTAG and ASSOCIATES prior to joining Transamerica Financial Advisors and Wfgia in 2025. She is involved in the sale of insurance and non-insurance products affiliated with her firm. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers for portfolio management.

William Connelly is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at firms including Wells Fargo, Charles Schwab & Co., Inc., and TD Ameritrade. Early in his career, he was involved with the Boy Scouts of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Shawn De Vries is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation, as well as operating his own insurance agency for 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed with Morningstar Investment Management to deliver personalized asset allocation and retirement guidance.

Matthew Didier is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Empower Financial Services, Byerly Painting Systems, JC Toland, TransAmerica, First Community Trust, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jamie Yeisley is a Certified Financial Planner (CFP®) with 11 years of industry experience. She is currently with CWM, LLC and has previously worked at firms including Cambridge Investment Research, Cetera Advisor Networks, and Carson Wealth. Outside of advising, she owns a small office cleaning business and provides notary services. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using in-house model portfolios and a combination of analysis techniques, sub-advisors, and customization tools.

Wendy Nemecek is a financial advisor at CWM, LLC with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Carson Wealth, Cetera Advisor Networks LLC, TN Weber Nieland, Private Advisor Group, LLC, and LPL Financial. Outside of advising, she is a notary and owns a small office cleaning business. 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 employs model portfolios managed by an Investment Committee and offers a range of services including portfolio management, financial planning, retirement plan solutions, and sub-advisory capabilities.

Donna Sanders is a financial advisor at Savant Wealth Management with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ausdal Financial Partners, Inc. and World Trend Financial Planning Services Ltd. Since 2022, she has served as chair of the leadership board at Salem United Methodist Church in Cedar Rapids, IA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust services.

Jeremy Mc Intosh is a financial advisor at Principal Financial Services holding a Series 66 designation. Although new to the industry with less than one year of experience, his prior work includes roles at Legacy Wealth Management LLC, Principal Life Insurance Company, and Principal Securities, Inc. Before entering financial services, he worked in various positions including at The University of Iowa Tippie College of Business and DoorDash. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active‑duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager solutions under both adviser and promoter arrangements.

Nicholas Gabriel is a financial advisor with Principal Financial Services, holding the Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked at Principal Securities since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory role, he is involved in selling health insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Clint Hinderaker is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2015. Outside of his advisory role, he serves as a board member for both the Tipton Youth Basketball Association and Tipton Gold Youth Baseball, organizations focused on youth sports team formation, coaching, and tournament organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Daniel Woessner is a financial advisor with Principal Financial Services in Solon, IA, holding Series 63, 65, and 66 licenses and with 23 years of industry experience. He is the owner of Millcreek Financial Services and has held roles at Principal Securities Inc. and Principal Life Insurance Company since 2016. Woessner also owns an LLC used solely for tax reporting purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.