Jon Read is a financial advisor with CWM, LLC holding CFP® and ChFC® credentials and 13 years of industry experience. His prior work includes roles at TIAA-CREF and Cetera, among others. He serves as a board member for the Washington County Riverboat Foundation and is secretary for a local homeowners association. 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 employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

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 financial advisor with Principal Financial Services, where she has worked since 2019. She has six years of industry experience, including prior roles at Principal Life Insurance Company and Signature Consultants LLC. Principal Securities offers 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 provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account 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.

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.

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.

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.

Joshua Volgarino is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Farther. He previously worked at Carson Wealth and Northwestern Mutual. Outside of his advisory role, he owns and manages a rental property business in Dubuque, Iowa. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management and retirement plan consulting. The firm utilizes a Modern Portfolio Theory-based approach with algorithmic model portfolios and automatic rebalancing, focusing primarily on personal fiduciary clients.

Amber Paulsen is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior experience includes roles at Raymond James, Cadaret Grant & Co., Inc., and Key Investment Services LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Michael Gary is a financial advisor at Principal Financial Services with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include work at Cornerstone Wealth Advisors and Feller & Associates. Outside of his advisory work, he is active in the Cedar Rapids estate planning community and currently serves as President of the Cedar Rapids Area Estate Planning Council; he also supports local nonprofits such as Variety Iowa. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides access to direct advisory programs, financial planning, retirement consulting, and third-party money manager solutions through various advisory and promoter arrangements.

Jeremy Aldrich is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at firms including Bank of the West and J.P. Morgan Securities. He has been with Empower Advisory Group since 2025. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through its proprietary planning methodologies and provides a large participant base relative to its advisor headcount.

Matthew Hinz is a financial advisor at CWM, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Northwestern Mutual Wealth Management Company and Cetera, among others. Outside of advising, he also serves as a notary in Cedar Rapids, IA. 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 manages portfolios on a discretionary basis using model portfolios guided by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Anne Brown is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2019 and held positions at Nations Financial Group and Robert W Baird & Co., Incorporated earlier in her career. Outside of finance, Anne is the owner and operator of a bakery in Marion, Iowa. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners through programs that provide managed advice, advisor-managed advice, and investment education. The firm’s investment approach heavily integrates Morningstar Investment Management’s proprietary software and model portfolios to offer personalized asset allocation and retirement guidance.

Tory Meiborg is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Ausdal Financial Partners and World Trend Financial Planning Services. He co-founded the Maxwell Meiborg Foundation, a 501(c)(3) charity that raises funds for children’s charities, primarily Make-A-Wish Iowa, and serves on the board of Cottage Grove Place, a nonprofit organization focused on seniors. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

Tyler Auman is a financial advisor with Principal Financial Services, holding a Series 66 credential and seven years of industry experience. He previously worked at Union Financial, Inc. from 2019 to 2022 and has been with Principal Securities Inc. and Principal Life Insurance Company since 2018. Outside of his advisory role, he serves as program chair for the NAIFA Eastern Iowa Chapter, organizing educational events for members. 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 managers through various advisory and promoter arrangements.

Traeton Wheeler is a financial advisor with Principal Financial Services holding a Series 66 credential and one year of industry experience. He has also been associated with Legacy Wealth Management LLC since 2025. Prior to his advisory roles, his background includes various positions at the University of Iowa and public works departments in the City of Grimes. 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 with a focus on ongoing client reviews and investment implementation.