Peyton Wagner is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA, holding a Series 66 license and 10 years of industry experience. He has been with Berthel Fisher since 2014. Outside of his advisory role, he coaches youth wrestling in Marion, IA. Berthel Fisher & Company Financial Services primarily serves individual and high-net-worth clients, offering both ongoing asset management and financial planning services. The firm manages approximately $906 million in client assets and provides investment advice through multiple platforms and strategies tailored to client needs.

Kirk Littlewood is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has also been president of Littlewood Financial Services, Inc. since 2011, which operates as a DBA under which brokerage and advisory services are offered. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks, managing approximately $3.8 billion in client assets across over 11,000 client relationships. The firm supports independent advisory representatives with flexible fee structures and utilizes multiple program platforms and third-party managers.

Ross Hanson is a financial advisor at Nations Financial Group, Inc. with six years of industry experience. He holds a Series 66 designation and has been with Nations Financial Group since 2020. Outside of his advisory role, Hanson is an owner and operator of Hanson’s Schwartz Farms and serves as a volunteer firefighter with the Vinton Volunteer Fire Department. Nations Financial Group provides advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of investment solutions including discretionary and non-discretionary portfolio management, pension consulting, and access to in-house and third-party managed portfolios across varying risk profiles.

Jadyn Loedding is a financial advisor at BFC PLANNING, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. Loedding also operates a tax planning business and serves as secretary on the board of the Kootenai Humane Society. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and estates through approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services utilizing various platform arrangements and investment strategies.

Craig Schlueter is a financial advisor at Nations Financial Group, Inc. with 13 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Berthel Fisher & Company Financial Services, Inc. from 2016 to 2021. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring recommendations based on client objectives and risk tolerance.

Jordan Bennett is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA. He holds a Series 66 designation and has 15 years of industry experience, having been with Nations Financial Group since 2010. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

David Hurlbut is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. since 2016. Prior to that, he worked for Muscatine Power and Water for 18 years. Outside of his advisory role, he is a registered representative involved in securities and insurance through Pathway Investments, LLC. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a broad mix of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets and offers flexible fee arrangements and multiple program structures through a network of independent advisory representatives.

Thomas Rohn II is a financial advisor at BFC Planning, Inc. with 28 years of industry experience. He holds a Series 66 designation and previously worked at Moloney Securities Asset Management LLC and Planned Investment Co., Inc. He operates out of Cedar Rapids, IA. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who employ a variety of investment strategies and fee structures.

William Shepard is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has been with Nations Financial Group since 2004. Outside of his advisory role, Shepard is a pilot who owns and operates a flying service and serves on the board of directors for a manufacturer of municipal and agricultural spreaders. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers to tailor investment strategies according to client objectives and risk tolerance.

Jeffrey Morris is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. His prior roles include positions at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. He is also the owner of Estes Park Financial, Inc., an entity related to his advisory activities. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets under management through a network of independent advisor representatives.

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.

Thomas Rohn is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include long tenures at Planned Investment Co., Inc. and Moloney Securities Asset Management, LLC. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives offering a range of investment programs and platforms.

Edward Prince is a financial advisor with BFC PLANNING, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Moloney Securities Co., Inc. and Eckman Wealth Management, LLC. Prince is the majority owner of Royal Route Company, LLC, a firm specializing in the sale and servicing of fixed insurance products. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent investment adviser representatives.

Richard Bennett is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 47 years of industry experience. He has been with Nations Financial Group since 1997. Bennett serves on the board of Kids First, a nonprofit organization supporting children's rights in legal and divorce matters. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios alongside outside managers to tailor investment strategies to client objectives and risk profiles.

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.

Dorris Jones is a financial advisor at BFC PLANNING, Inc. with 45 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Moloney Securities Asset Management, LLC and American United Life. Outside of advising, she owns a sporting goods store and serves on the board of the CCYC Cottage Owners' Committee. BFC PLANNING, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and offers flexible fee arrangements through a network of independent advisory representatives.

Bonita Schnurr is a financial advisor with BFC Planning, Inc. in Algona, IA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at BFC Planning since 2018 and has been with Berthel Fisher & Company Financial Services, Inc. since 2001. Schnurr serves as a board member for the North Iowa Volleyball Association, where she helps set rules and regulations for local club teams. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension plans, and trusts through approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platform arrangements and investment strategies tailored by its representatives.

Kristina Harris is a financial advisor with Nations Financial Group, Inc. She holds Series 65 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at LPL Financial, Avantax Investment Services, and the Tunink Murray Financial Group. Nations Financial Group serves a diverse client base including individuals, pension plans, trusts, and corporate clients. The firm offers a range of advisory services from discretionary portfolio management to 401(k) model portfolios and employs various investment strategies across different risk profiles.

Tyler Smiarowski is a CFP® professional with three years of industry experience, currently with Wealthcare Advisory Partners LLC. He also owns and operates AB Clemence & Co. LLC, an accounting and tax preparation firm. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning approach supported by proprietary software and integrates evidence-based investment strategies with access to alternative and private placement investments.