Anthony Luneckas is a financial advisor with Centaurus Financial, Inc. in Iowa City, IA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Inc. and Integrity Insurance & Investments, where he also serves as an insurance agent. He participates in community activities such as serving on the finance team for Grace Community Church and holds a board position with Faith Academy, a religious organization. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. Advisors use a range of investment analysis techniques and offer discretionary and non-discretionary portfolio management, including specialized services like retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Angela Zimmerman is a CFP® and holds a Series 65 license with eight years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously been with TRH Financial LLC dba Hawkins Wealth Management for nine years. Outside of her advisory role, she serves on the board and finance committee of The Arc and is president of the Scanlon Farms Homeowners Association. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting using a strategic allocation approach that combines passive and active management, supported by quantitative and fundamental research.

Steven Cherry is a CFP® professional with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has held positions at Hemington Wealth Management, JMC Wealth Management, LPL Financial, Sequoia Wealth Management, Morgan Stanley, and Cambridge Investment Research. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individuals, corporations, pension plans, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and employs both active and passive strategies across various asset classes.

Stephen Genkinger is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 1997. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management services and advises the TIAA Donor Advised Fund.

Seth Penney is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2014. Prior to that, he worked at the University of Iowa Community Credit Union. In addition to his advisory role, Penney conducts fixed insurance sales as an agent under the name United Iowa Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Mark Hagen is a financial advisor with TIAA-CREF in Coralville, IA, holding a Series 66 designation and 23 years of industry experience. He has worked with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm combines point-in-time financial planning services with ongoing discretionary management using model portfolios or customized portfolios managed under client-approved investment policies.

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 Lehman is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. He also has a long tenure at Iowa State Bank & Trust dating back to 1992. Lehman is a co-owner and CPO of United Iowa Financial, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and customized solutions, while offering operational, compliance, and practice-management support to affiliated advisors.

Jeremy Aldrich is a financial advisor with Empower Advisory Group in Cedar Rapids, IA, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at Bank of the West, J.P. Morgan Securities LLC, and Equitable Advisors, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers an integrated service model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

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.

Ronald Neems is a financial advisor with TIAA-CREF in Coralville, Iowa, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with TIAA-CREF since 2008. Outside of his advisory role, he owns a stationery store and serves on the board of a natural foods cooperative. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and other entities, often serving clients connected to TIAA-administered retirement plans. The firm combines point-in-time planning with ongoing discretionary management under a fiduciary standard, offering customized and model-based portfolio options.

Carrie Wagner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. She has worked at Commonwealth since 2014 and concurrently at UICCU since 2011. Wagner is also a part owner of United Iowa Financial, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while positioning itself as a platform provider for affiliated advisors.

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.

Timothy Insko is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Hawkins Wealth Management and Stockviews Ltd. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers, supported by an internal Investment Committee.

Kelly Hester is a financial advisor with Voya Financial Advisors, Inc. She holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Voya, she worked at AGIA, Valic Financial Advisors, Mutual of Omaha, AXA Advisors, and Grinnell Mutual. She has also been appointed as an agent to sell non-securities insurance products. Voya Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, wrap programs, and third-party money manager access, with a focus on non-discretionary investment recommendations.

Kevin Castle is a financial advisor with Principal Financial Services in Iowa City, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc., and has operated Castle Financial Services Inc. since 2004. Outside of finance, he serves as a volunteer board member for the Neal Smith National Wildlife Refuge. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Cindy Webb is a financial advisor with TIAA-CREF in Coralville, IA, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. She has been with TIAA-CREF, including its predecessor TIAA, since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing managed accounts, employing fiduciary standards and a combination of model and customized portfolios.

Scott Shaw is a financial advisor with Eagle Strategies (NY Life) in Cedar Rapids, IA, holding the ChFC® designation and Series 63 license. He has 23 years of industry experience, including roles at Your Vision Financial Group, Kaestner-Shaw Financial Group, and New York Life. Shaw serves as a board member for the Benton Community School District. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers various program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Colton White is a financial advisor with Eagle Strategies (NY Life) in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and five years of industry experience. He has been affiliated with New York Life and its related entities since 2020 and has experience with Your Vision Financial Group. Outside of his advisory role, he volunteers as a part-time football coach at Coe College. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of programs tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

David Traut is a financial advisor with Principal Financial Services in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. His career includes roles at Legacy Wealth Management since 2024, Principal Securities Inc. since 2016, and Principal Life Insurance Company since 2001. He also sells 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, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.