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.

Madison Kiersch is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of experience. She holds a Series 65 credential and has worked in a variety of roles including at Mercy Hospital and the University of Iowa. Outside of finance, she is involved with Basta Pizzeria Ristorante. Wealth Enhancement Advisory Services provides financial planning, asset management, and consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

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.

Brian Brandt is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Commonwealth Financial Network, where he has worked since 2022, and has prior experience with Strategic Financial Solutions and Principal Securities. Brandt is also involved in fixed insurance sales. 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 offers a range of managed-account programs, third-party asset manager access, and back-office support services.

David Spanier is a CFP® with eight years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network in Cedar Rapids, IA. His prior experience includes five years with Thrivent Financial and related entities. Spanier is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services, managing over $212 billion in client assets.

Storm Rummel is a financial advisor with Bankers Life Advisory Services, Inc. in Cedar Rapids, IA, holding Series 65 and 63 licenses and nine years of industry experience. He has held various roles within the Bankers Life organization since 2011, including a position as Unit Sales Manager. Outside of finance, he is the owner of a 24/7 fitness facility in Anamosa, IA. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.

Mark Law is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he serves as Chief Investment Officer and 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 that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Roger Carlson is a financial advisor with Eagle Strategies (NY Life) based in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2016 and operates under the DBA Your Vision Financial Group to service insurance and financial product clients. 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Sarah Specht is a CFP® with 11 years of industry experience, currently serving as an advisor at Savant Wealth Management since 2022. Her prior roles include positions at Ausdal Financial Partners, World Trend Financial, and various Northwestern Mutual entities. Outside of financial advising, she is involved as a distributor for Modere beauty products, engaging with social media to promote and answer questions about the products. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Nicholas Timmerman is a Series 65 licensed financial advisor at Creative Planning with two years of industry experience. His prior roles include positions at Charles Schwab and Cottingham & Butler, as well as teaching experience at the University of Iowa and Dubuque Senior High School. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Mollie Thomsen is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. She has worked with UICCU Investment Services and United Iowa Financial, where she is also COO and part owner. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers discretionary and customized portfolio solutions and maintains a significant clearing and custody relationship with National Financial Services LLC.

Brian Burns is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 40 years of industry experience. His prior roles include positions at Lion Street Advisors and Securities America Advisors, Inc. Outside of advising, he is involved in fixed insurance sales and manages a small farm. Integrity Alliance serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers comprehensive asset management, financial planning, and retirement consulting, utilizing a range of investment strategies and third-party platforms.

Austin Lackey is a financial advisor with Commonwealth Financial Network in Cedar Rapids, IA. He holds the Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked at RSM US LLP and Forvis Mazars. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and services. The firm supports its affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Sarah Nolte is a Certified Financial Planner™ (CFP®) with 12 years of experience in the financial advisory industry. She is currently with Savant Wealth Management and has previously worked at World Trend Financial, Ausdal Financial Partners, Inc., and Cambridge Investment Research, Inc. Nolte holds the Series 66 license and is based in Iowa City, IA. Savant Wealth Management provides wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of affiliated implementation services, supporting approximately $55.6 billion in assets under management.

Barry Frantz is a financial advisor at Savant Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 21 years at Terry, Lockridge & Dunn Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, families, pension plans, and high-net-worth clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies supported by integrated accounting, legal, and trust services.

Kandace Gordy is a financial advisor at CWM, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Carson Wealth, Private Advisor Group, and LPL Financial. Outside of her advisory work, she is a commissioned notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and a range of retirement-plan services, employing model portfolios managed by an in-house Investment Committee and utilizing tools such as Orion Custom Indexing and access to alternative investments.

Bradley Haverback is a CFP® with 16 years of experience in financial advising. He is currently with Savant Wealth Management and previously worked at Ausdal Financial Partners, INC and World Trend Financial Planning Services Ltd. He holds Series 63 and Series 65 licenses. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by extensive in-house resources and affiliated accounting, legal, and trust services.

Amber Koutny is a financial advisor with CWM, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Cetera Advisor Networks and Carson Wealth and spent over two decades at Linn Area Credit Union. Outside of her advisory role, she is employed as a client relationship associate with Galt Wealth Partners. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm provides portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios and a blend of fundamental and technical analysis.

Patrick Conlon is a financial advisor with TIAA-CREF in Coralville, IA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2005. Outside of his advisory role, he serves on the finance council and as a trustee for Saint Patrick’s Church in Iowa City. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA retirement relationships. The firm’s advisory approach includes model and customized portfolios managed under a fiduciary standard and provides access to affiliated services such as TIAA Trust and donor-advised funds.

Dareth Wynes is a financial advisor with Commonwealth Financial Network in Iowa City, IA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Commonwealth Financial Network since 2016 and is also affiliated with United Iowa Financial, where he conducts fixed insurance sales as an agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients across the United States.