Cullan Schriever is a Series 66-credentialed financial advisor with Commonwealth Financial Network, based in Iowa City, IA, and has one year of industry experience. Prior to his advisory role, he was involved with Iowa Wrestling Camps and taught at the University of Iowa and Mason City High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors, offering managed-account programs, third-party asset manager access, and comprehensive back-office services.

Michael Poch is a financial advisor with Eagle Strategies (New York Life) based in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current role, Poch worked with NYLIFE Securities LLC and New York Life Insurance Co. He also served the City of Cedar Rapids for eleven years. Outside of advisory work, he is involved in insurance brokering for non-registered products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations through multiple program types, with most assets managed on a non-discretionary basis.

Jamie Yeisley is a CFP® with 11 years of industry experience, currently serving as a financial advisor at CWM, LLC. She has worked with firms including Carson Wealth, Cetera Advisor Networks, Cambridge Investment Research, and Broker Dealer Financial Services Corp. Outside of advisory work, Yeisley owns an office cleaning business and provides notary services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

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.

Merle Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been affiliated with various Ameritas entities since 2000 and also operates several business ventures including an educational center focused on teaching the fundamentals of retirement planning and serves as president of Kalona Golf Club, Inc. Miller is involved in assisting student athletes through Midwest Elite Sports Management, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuities and life subaccounts, supported by third-party partners and multiple custodial platforms.

Adam Reutzel is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 14 years of industry experience. He has worked with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios and serves as adviser to a donor-advised fund.

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.

Christopher Harris is a CFP® with 19 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Hawkins Wealth Management and Thrivent Investment Management Inc. He holds the Series 66 designation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jayden Johnson is a financial advisor with Commonwealth Financial Network based in Iowa City, IA. He holds a Series 66 designation and has three years of industry experience. Johnson’s prior roles include positions at United Iowa Financial, Craft Concepts Group, Cottingham & Butler, and universities in Iowa and Missouri. He is also involved in fixed insurance sales with United Iowa Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and back-office services to individual and institutional clients.

Jon Read is a financial advisor with CWM, LLC based in Cedar Rapids, IA, holding CFP® and ChFC® designations with 14 years of industry experience. His prior work includes roles at TIAA-CREF, Waddell & Reed, and Cetera. He serves as a board member of the Washington County Riverboat Foundation and is secretary of his local homeowners association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, employing discretionary management using model portfolios overseen by an in-house Investment Committee alongside third-party sub-advisors and customization tools.

Taylor O'Neill is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Charles Schwab and Uber. Outside of finance, he operated Taylor Freymann Photography for five years. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with connections to TIAA-sponsored retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both one-time planning and ongoing portfolio management through model and customized strategies.

John Shaw is a financial advisor with Eagle Strategies (NY Life) based in Cedar Rapids, IA. He holds a Series 66 designation and has three years of industry experience. Shaw also operates under the DBA Your Vision Financial Group, servicing clients with insurance and financial products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals and institutions. The firm emphasizes tailored recommendations and offers multiple advisory programs, with the majority of assets managed on a non-discretionary basis.

Natalie Johnston is a Series 66 licensed financial advisor with seven years of industry experience. She has been with Principal Financial Services since 2019 and has prior experience at Principal Life Insurance Company, Signature Consultants LLC, Teksystems, Target, and Barnes & Noble. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel abroad. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Robin Jackson Miller is a financial advisor with Savant Wealth Management in Iowa City, IA, holding a Series 65 designation and three years of industry experience. Prior to joining Savant, Miller worked for Terry Lockridge & Dunn Inc for 22 years. 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, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates across a range of investment vehicles.

Lawrence Witzel is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. His prior experience includes roles at Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory work, he is involved in agricultural activities, including corn and soybean production. 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 over $212 billion in client assets. The firm provides a broad adviser-support platform featuring managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Jonathan Abdo is a CFP® with five years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at UFG and Northwestern Mutual. He is based in North Liberty, IA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, alongside selective private market exposure and various portfolio management services.

Benjamin Verhille is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Lion Street Advisors, Private Advisor Group, LLC, and TrueNorth Wealth Management. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm provides asset management, financial planning, and retirement consulting services, utilizing a variety of portfolio management approaches and third-party platforms.

Bert Mcclintock is a CFP® professional affiliated with Commonwealth Financial Network, with 25 years of experience in the financial industry. He has worked at Commonwealth since 2022 and previously held roles at Principal Securities Inc. and Principal Life Insurance Company. He is a co-owner of Strategic Financial Solutions, LLC, a private entity focused on securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Brent Hawkins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at LPL Financial and managing Hawkins Wealth Management. He serves as co-treasurer and board chairperson for local Ronald McDonald House charities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal committee.