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. Prior to joining Integrity Alliance in 2025, he worked at Lion Street Advisors for five years. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, managing roughly $5.4 billion in client assets through a network of over 300 independent advisers. The firm offers a range of services including portfolio management, financial planning, and access to model portfolios and third-party sub-advisers across multiple platforms.

Joshua Volgarino is a CFP® with 13 years of experience in financial advising. He is currently with Farther and has previously worked at Carson Wealth and Northwestern Mutual. Outside of his advisory role, he owns and manages rental properties through his business, Volgarino Rental LLC. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, utilizing a platform that combines algorithmic rebalancing and AI tools alongside advisor judgment. The firm’s investment approach is based on Modern Portfolio Theory and focuses on ETFs, mutual funds, individual equities, and fixed income.

Amber Paulsen is a financial advisor at Transamerica Financial Advisors with 14 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 that includes individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, using proprietary and third-party model portfolios, and provides discretionary and non-discretionary management options.

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 with Empower Advisory Group in Cedar Rapids, IA, holding Series 66 and Series 63 licenses and five years of industry experience. His career includes roles at Empower Financial Services, Bank of the West, J.P. Morgan Securities LLC, and Equitable Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services through Empower’s recordkeeping and administrative platforms that emphasize long-term portfolio returns and client savings rates.

Matthew Hinz is a financial advisor with Carson Wealth and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has previously worked at Northwestern Mutual Wealth Management and various other financial firms. Outside of advisory work, he provides notary services. CWM, LLC operates an enterprise platform with over 650 advisors and manages approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios constructed by an Investment Committee and providing tailored investment solutions through multiple custodial and technology partnerships.

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 and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Union Financial, Inc. He serves as Program Chair for the NAIFA Eastern Iowa Chapter, organizing continuing education events for members. Tyler is also establishing Cedar Wealth Advisors, LLC, offering a range of securities, investment, and insurance products. 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 plan consulting, and access to third-party money manager solutions through both adviser 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.

Kelly Hester is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including AGIA, Valic Financial Advisors, Mutual of Omaha, and AXA Advisors. Hester is also appointed as an agent to sell non-securities insurance products for AGIA. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm offers a broad range of investment products and combines in-house and external strategists with technology-enabled tools to support client investment decisions.

David Traut is a financial advisor with Principal Financial Services in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Principal Life Insurance Company since 2001 and at Principal Securities Inc since 2016, and he was with Legacy Wealth Management from 2024. Outside of his advisory role, he is involved in selling fixed life insurance, disability, long-term care insurance, and fixed annuities through various carriers. 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 U.S. military personnel stationed abroad. The firm’s advisory approach features direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nicole Adesina is a financial advisor with Transamerica Financial Advisors in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has been with Transamerica Financial Advisors since 2021 and also serves as a notary. Outside of finance, she is associated with GWP Construction Management LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple program platforms.

John Klopfenstein is a financial advisor with Principal Financial Services holding a Series 66 credential and eight years of industry experience. He has worked at multiple firms including Legacy Wealth Management, Principal Life Insurance Company, and Community 1st Credit Union. Outside of advising, he serves on the Tippie College of Business Young Alumni Board and participates as an external advisory board member at the University of Iowa focusing on AI impacts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, employing both adviser and promoter arrangements.

Andrew Verhille is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at First MainStreet Insurance, Lion Street Financial, and TrueNorth Companies. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves a diverse client base, offering portfolio management, financial planning, and a range of investment programs through various platforms and strategies.

Storm Rummel is a financial advisor with Bankers Life Advisory Services, Inc. in Cedar Rapids, IA, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He has worked with Bankers Life Advisory Services since 2018 and has been involved in related roles at Bankers Life Securities, Inc. since 2017. Outside of his advisory work, he is the owner of AC'S 24/7 Fitness, a fitness facility in Anamosa, IA, which he manages alongside his financial services career. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals, risk tolerances, and time horizons.

Michael Walsh is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Cornerstone Wealth Advisors, Feller & Associates, Castle Financial Services, and Principal Life Insurance Company. He serves as a board member of the Lake MacBride Estates Homeowners Association, where he helps oversee maintenance and covenant enforcement. 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 consulting, and access to third-party money managers, with investment implementation typically handled on a discretionary basis.

Sarah Specht is a CFP®-certified financial advisor at Savant Wealth Management with 11 years of industry experience. She previously worked at Ausdal Financial Partners and World Trend Financial. Outside of advisory work, she is involved in distributing and promoting beauty products with a company called Modere through social media. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, charitable organizations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jennifer Streit is a financial advisor with Principal Financial Services, holding a Series 66 designation and two years of industry experience. Before joining Principal, she worked at Horace Mann for one year and spent over two decades at JMI Laboratories. She serves on the boards of the non-profit World Wide Village and the Iowa chapter of Women in Manufacturing, where she co-chairs the Sponsorship committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.