Kimberly Hillyard is a financial advisor with Choreo, LLC in Cedar Rapids, IA, holding a Series 66 designation and 20 years of industry experience. She previously worked at RSM US Wealth Management LLC for 17 years before joining Choreo in 2022. Outside of her advisory role, she is a partner in Hillyard Enterprises, LLC, a family-owned business focused on investment activities. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Bradley Zwanziger is a financial advisor with Nations Financial Group, Inc. He holds a Series 65 designation and has 11 years of industry experience. He is also owner and financial advisor at Next Generation Wealth, LLC. 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’s investment approach combines proprietary model portfolios with outside manager options, allowing advisors to tailor strategies to client objectives, risk tolerance, and liquidity needs.

Edward Dougherty is a financial advisor with BFC PLANNING, Inc. in Cedar Rapids, IA, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has worked at BFC PLANNING and Berthel Fisher & Company Financial Services since 2015. Dougherty serves as President of the Lisbon Community School District Foundation, which awards scholarships to college-bound students. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, banks, pension plans, trusts, and estates, through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, sub-advisory services, and held-away account management, utilizing various platform arrangements and investment strategies.

Christina Silvius is a financial advisor at BFC Planning, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Moloney Securities Asset Management LLC and Advanced Financial Solutions, where she has offered securities and investment advisory services. BFC Planning, Inc. provides financial planning, asset management, and referral-based money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships, offering customizable portfolios through multiple program structures and a network of independent advisory representatives.

Nathanael Pfeil is a financial advisor at Nations Financial Group, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked with Holy Cross Lutheran Church and St. Peter Lutheran Church. Outside of his advisory role, Pfeil teaches general financial management through a homeschool assistance program and serves as a substitute organist for local Lutheran churches. Nations Financial Group, Inc. provides advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers various portfolio management strategies and combines fundamental, technical, quantitative, and tactical methods, allowing advisors to tailor client solutions using multiple investment vehicles.

Samuel Mazuk is a financial advisor at EFS Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at EFS Advisors since 2017. Mazuk also has been affiliated with Advanced Advisor Group LLC since 2014. EFS Advisors provides investment advice and portfolio management services to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts, and offers financial consulting and referrals to third-party service providers. The firm manages approximately $2.4 billion and employs a client-centric suitability scoring process alongside technology tools, including proprietary household-aggregation software and AI, to support advisor decision-making.

Trevor Heitland is a financial advisor at BFC Planning, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at BFC Planning since 2021, as well as at Berthel Fisher & Company Financial Services since 2020. Prior to his advisory roles, he was employed at 1st Ayd Corp and H2Recruiting, and he studied at Coe College. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies and platforms.

Brad La Grange is a financial advisor at BFC PLANNING, Inc. in Cedar Rapids, IA, with two years of industry experience. He holds a Series 66 designation and has previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc., as well as having experience in education at Loras College and Winterset School. BFC PLANNING, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals and institutional clients. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets through a network of independent advisory representatives offering customized portfolio strategies and fee structures.

Elton Bueche Jr. is a financial advisor with BFC PLANNING, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior work includes roles at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. Outside of his advisory work, he is involved with Bueche Cemetery, a nonprofit cemetery operation. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and sub-advisors, and employs investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Crystal Walter is a financial advisor at Nations Financial Group, Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Transamerica. Walter serves as chair of the Parks, Waterways and Recreation Commission for the City of Cedar Rapids and operates a small online resale business specializing in antiques and home decor. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutions. The firm combines proprietary model portfolios with the option to select outside managers, tailoring investment strategies to client objectives, risk tolerance, and liquidity needs.

David Funke is a financial advisor with On Investment Management CO in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with The O.N. Equity Sales Company since 2004 and Principal Mutual Life Insurance Company since 1991. Outside of his advisory role, Funke is involved in insurance brokerage and manages an office condominium with several tenants. On Investment Management Company (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm combines discretionary and non-discretionary investment approaches and operates with a dual-registration model involving both advisory and broker-dealer activities.

George Casey is a financial advisor at BFC Planning, Inc. with 48 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. before joining BFC Planning in 2025. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a broad range of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets across over 11,000 relationships and offers flexibility in fee arrangements and investment program structures through a network of independent adviser representatives.

Andrew Johnson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has worked with Berthel Fisher and affiliated firms since 2006, with prior roles at Cambridge Investment Research and Securities Management & Research, Inc. Outside of his advisory work, Johnson serves as vice president of the board for Our Redeemer Lutheran Church and treasurer of Boy Scout Troop 47 in Independence, IA. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment management platforms and tailors services to client needs through discretionary and non-discretionary management, among other approaches.

Christopher Rohn is a financial advisor at BFC PLANNING, Inc. with 19 years of industry experience. His prior firms include Moloney Securities Asset Management, LLC, Moloney Securities Co., Inc., and Planned Investment Co., Inc. He holds Series 63 and Series 65 designations. 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 client assets through a network of independent advisory representatives offering a variety of program structures and investment strategies.

Laura Kokesh is a financial advisor with Gradient Advisors, LLC and holds Series 63 and Series 65 designations. She has 24 years of industry experience and has been with Gradient Advisors since 2011. She also operates Kokesh Financial Strategies, Inc., a separate advisory and insurance-related business, and serves as a representative for charitable gift annuities through Metropolitan Life. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and offers tailored portfolio strategies using a combination of fundamental, technical, and cyclical analysis.

Timothy Wesbrook is a financial advisor at Choreo, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at RSM US Wealth Management, BCG Securities, Inc., AXA Advisors, LLC, and Alliant Energy. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm’s investment approach begins with strategic asset allocation based on broad market indices and employs quantitative screening and due diligence to select managers and portfolios, implementing them through a variety of managed solutions and providing specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust consulting.

Brent Verwers is a financial advisor at BFC Planning, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Moloney Securities and Planned Investment Co., Inc. Outside of his advisory work, he officiates high school football and basketball games for the Indiana High School Athletic Association. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Jacob Williams is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Nations Financial Group, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he is a pitching instructor at a baseball training facility. Nations Financial Group provides advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers a variety of investment options and employs multiple strategies ranging from fundamental to tactical, allowing advisors to tailor solutions across different risk profiles.

Chase Baute is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Moloney Securities and Securus. 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 manages approximately $3.8 billion in assets through a network of independent advisory representatives.

William Fok is a financial advisor with BFC PLANNING, Inc. and holds a Series 66 designation. He has nine years of industry experience, including positions at Bank of America, Merrill, and Moloney Securities. 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 advisors and multiple program structures.