David Verhille is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Integrity Alliance, LLC and has prior experience at LPL Financial and Private Advisor Group, LLC. He serves on the board of OHNWARD Bank & Trust and oversees a golf course and residential real estate development as president and treasurer of Hunters Ridge Development. Integrity Alliance, LLC is an enterprise-level advisory and brokerage firm serving a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through a large network of independent advisors.

Suzanne Ford is a financial advisor at Transamerica Financial Advisors with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked with firms including Raymond James & Associates, LPL Financial, Merrill, Morgan Stanley, and Berthel, Fisher & Company Financial Services. Outside of her advisory work, she is the owner of Glitter Girl Artistry, a small Etsy-based business focused on handmade creations. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Thaddeus Mcvay is a financial advisor with Carson Wealth based in Cedar Rapids, IA. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Cetera Advisor Networks. Carson Wealth operates an enterprise platform with over 650 advisors and manages approximately $50.6 billion in assets. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services guided by an Investment Committee that employs both fundamental and technical approaches.

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.

Jane Morrow is a Series 66–licensed financial advisor with Transamerica Financial Advisors in Cedar Rapids, IA, and has eight years of industry experience. Her career includes roles at WFGIA, A. MONTAG and ASSOCIATES, and Primerica. She is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and a registered investment advisor, providing a variety of investment and retirement 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 with Empower Advisory Group in Cedar Rapids, IA, holding Series 65 and Series 63 licenses and eight years of industry experience. His work history 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, as well as Empower Premier IRA and retail brokerage clients. The firm’s services feature a point-in-time financial planning model integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Jamie Yeisley is a CFP® professional with 11 years of experience, currently serving as a financial advisor at Carson Wealth. Jamie has worked with multiple firms including Cambridge Investment Research and Cetera Advisor Networks. Outside of advising, Jamie also owns a small office cleaning business and is a commissioned notary in Iowa. Carson Wealth operates an enterprise platform with over 650 advisors managing approximately $50.6 billion, providing services such as discretionary asset management, financial planning, and retirement plan management. The firm utilizes an Investment Committee to develop model portfolios and offers customized solutions including Orion Custom Indexing and access to alternative investments.

Wendy Nemecek is a financial advisor with Carson Wealth in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has worked at firms including LPL Financial, Private Advisor Group, and Cetera Advisor Networks. Outside of her advisory role, she maintains a notary service and owns a small office cleaning business. CWM, LLC operates as an SEC-registered enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to develop and oversee model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.

Jeremy Mc Intosh is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Legacy Wealth Management LLC and Principal Life Insurance Company. His background includes roles outside of finance, such as positions at DoorDash and the University of Iowa Tippie College of Business. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory 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 licenses and bringing 22 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2015. Outside of his advisory role, he serves on the boards of the Tipton Youth Basketball Association and Tipton Gold Youth Baseball, organizations that manage youth sports activities in Tipton, Iowa. 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 financial planning, retirement consulting, and access to third-party money manager programs under various advisory 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.

Jon Read is a financial advisor with Carson Wealth and its affiliate CWM, LLC, holding the CFP® and ChFC® designations and the Series 66 license. He has 14 years of industry experience, including roles at TIAA-CREF and Waddell & Reed. Outside of his advisory work, Read serves as a board member for the Washington County Riverboat Foundation and acts as secretary for the West Lake View Homeowners Association. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Emily Corder is a financial advisor at Transamerica Retirement Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Transamerica in various roles since 2016. Outside of her advisory work, she is involved as a Wellness Advocate with DoTerra International. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a variety of advisory programs, emphasizing asset allocation, contribution rate, and retirement age guidance. The firm uses proprietary software and portfolio oversight from Morningstar Investment Management to deliver managed and non-discretionary advice to a broad client base.

Kenneth Kintzle is a financial advisor with Principal Financial Services who holds a Series 63 designation and has 32 years of industry experience. He has worked at Principal Securities INC since 2016 and with Principal Life Insurance Company since 1998. Outside of his advisory role, he is involved in selling insurance products including life, disability, long-term care, and fixed annuities. Principal Securities provides brokerage and 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 asset allocation and separately managed accounts.

Ralph Ulferts is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1998. Outside of his advisory role, he serves as a board member for the Variety Club of East Iowa, involved in fundraising and grant screening activities. Principal Securities provides 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 focuses on direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Natalie Johnston is a Series 66 licensed advisor with Principal Financial Services in Marion, IA, where she has worked since 2019. She has seven years of industry experience, including roles at Principal Life Insurance Company and Signature Consultants LLC. 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 military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Travis Lorenz is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2015. Outside of his advisory role, he also works as an Uber driver in Ankeny, IA. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Emily Slater is a financial advisor with Principal Financial Services in Hiawatha, IA, holding Series 63 and Series 66 designations and one year of industry experience. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2025, she worked at Great America Financial Services and Mike Gary Enterprises. Outside of advisory work, she is involved in the sales and service of fixed insurance products including life, annuities, and health insurance. 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 managers through various advisory and promoter arrangements.