Matthew Westberry is a financial advisor at Secure Asset Management, L.L.C. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Cambridge Investment Research Advisors. Westberry is also the owner and president of Westberry Wealth Management, LLC, which provides financial planning, insurance planning, and related services. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, often incorporating third-party money managers and managing held-away employer accounts through a third-party platform.

Lucas Gray is a financial advisor at BFC PLANNING, Inc. with five years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Nations Financial Group, Inc. and Prairie Capital Advisors, Inc. Outside of his advisory role, Gray serves as a board member for Premier Animal Wellness & Surgery of Independence, a veterinary clinic. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to various sub-advisory programs, employing a range of investment strategies across stocks, bonds, mutual funds, and ETFs.

Martha Mccurry is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding a Series 66 designation and over 21 years of industry experience. She has been with Nations Financial Group since 2004 and also operates Mccurry Industries, providing consulting and administrative services. Nations Financial Group offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm utilizes proprietary model portfolios alongside outside managers, tailoring strategies to client objectives and risk tolerance through a network of investment adviser representatives.

Vernon Coates is a financial advisor at Trustmont Advisory Group, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Berthel Fisher & Company Financial Services, Inc. Coates is also involved with Henschen & Associates, LLC, where he serves as owner and SVP of Business Development, and he sits on the board of the Seaside Lighthouse Association, a nonprofit organization supporting low-income families. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

John Patock is a financial advisor with BFC PLANNING, Inc. in Cedar Rapids, IA, holding the ChFC® designation and Series 66 license with 14 years of industry experience. Prior to joining BFC PLANNING, he worked at Moloney Securities and related firms for eight years. Outside of his advisory work, he serves as an officer at Thermo Traks Inc., a manufacturing company producing retail products for residential homes. 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 a large network of independent investment adviser representatives who provide customized portfolio solutions across various account structures and investment strategies.

Matthew Samek is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 12 years of industry experience. He holds a Series 65 designation and has been affiliated with Berthel Fisher since 2012 and BFC Planning, Inc. since 2013. 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 across various platforms and strategies tailored to client needs.

Steven Loesch is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Nations Financial Group since 2012. Outside of his advisory role, Mr. Loesch officiates high school girls volleyball games throughout Iowa and is involved as a partner or owner in several local retail and service businesses. Nations Financial Group provides investment advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management strategies and financial consulting services, utilizing proprietary model portfolios combined with outside manager options tailored to client objectives and risk tolerances.

Aaron Tank is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade. Outside of finance, he owns a catering business and coaches sports. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers to tailor investment strategies according to client objectives and risk tolerance.

Rebecca Greene is a financial advisor at Choreo, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at RSM US Wealth Management LLC since 2002. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Teddy Newman is a financial advisor at BFC PLANNING, Inc. with 30 years of industry experience. He has previously worked at Moloney Securities Asset Management LLC, LPL Financial, and Cetera Advisors LLC, among others. Newman holds the Series 63 and Series 65 licenses. 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 over 11,000 client relationships and manages approximately $3.8 billion in client assets through a network of independent advisers offering flexible fee arrangements and multiple investment program options.

Todd Nye is a financial advisor with BFC PLANNING, Inc. He holds the ChFC® designation and has 37 years of industry experience. His prior work includes roles at Moloney Securities Asset Management, Cambridge Investment Research Inc., and Aquilant Advisors. Nye serves on advisory boards for the Salvation Army and S.A.E., providing non-investment related guidance. 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 a network of independent advisors and employs a flexible fee structure with multiple program options and third-party platforms.

Tara McDonald is a CFP® with 14 years of industry experience, currently serving as a financial advisor at BFC PLANNING, Inc. She previously worked at Moloney Securities Co., Inc. for 13 years. Outside of her advisory role, she serves as a council member for Winterset Foursquare Church in Winterset, Iowa. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 advisors. The firm provides financial planning, portfolio management, and access to various investment platforms and third-party managers.

David Wampler is a financial advisor at BFC PLANNING, Inc. with 28 years of industry experience. He holds a Series 66 designation and has previously worked with Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. Outside of his advisory role, Wampler serves as Vice-Chairman of the Board of Guadalupe National Bank and its holding company, Relationship Financial Corp., where he is involved in budgeting and strategic planning for the community bank. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various sub-advisory and third-party manager programs, utilizing a range of investment strategies and platforms.

Kyle Winter is a financial advisor with Nations Financial Group, Inc. in Waterloo, IA, holding a Series 66 designation and 23 years of industry experience. He has worked at Nations Financial Group since 2016 and has been affiliated with BankIowa since 2007. Outside of his advisory roles, Winter owns KW Photography, a photography business. Nations Financial Group, Inc. provides investment advisory services to individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s approach combines proprietary model portfolios with outside manager selection, tailored to client objectives, risk tolerance, and liquidity needs.

Glenn Cray is a financial advisor at BFC Planning, Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked for Moloney Securities Asset Management LLC and related Moloney entities. Outside of finance, he has part-time roles including work as a gunsmith and a package handler. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through about 200 investment adviser representatives. The firm offers comprehensive financial planning and portfolio management services, utilizing various platform arrangements and investment strategies tailored to client needs.

Leslie Miller is a Series 66 licensed financial advisor with Nations Financial Group, Inc., based in Cedar Rapids, IA, and has 13 years of industry experience. Miller has worked at Nations Financial Group in two periods totaling 17 years, with a one-year tenure at Aegon Asset Management in between. Outside of advisory work, Miller is a partner in a farming business. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and offers both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Becky Groves is a financial advisor at BFC PLANNING, Inc. with 34 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Moloney Securities Co., Inc. and its affiliated firms for over two decades. In addition to her advisory role, she is a licensed agent for Medicare-approved products. 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 $3.8 billion in assets through a network of independent advisory representatives who utilize multiple program structures and a variety of investment strategies.

Ryan Ruffcorn is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Nations Financial Group in 2016, he worked at Wayne Hummer Investments L.L.C. and BankIowa, where he continues to serve as a financial advisor. Outside of his advisory work, he coaches golf for the Independence Community School District and serves on the board of Heartland Acres, an agribation and event center. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a network of investment adviser representatives who utilize proprietary model portfolios and outside managers to tailor investment strategies based on client objectives, risk tolerance, and liquidity needs.

William Holowatuk is a financial advisor at BFC PLANNING, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at Moloney Securities Co., Inc. and Moloney Securities Asset Management LLC. Holowatuk is also involved in the sales and service of insurance and annuity products. 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 assets through a network of independent IARs offering customizable portfolio options across multiple platforms.

Joseph Muller is a financial advisor with BFC PLANNING, Inc. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining BFC PLANNING, he worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. Outside of his advisory role, Muller is the head coach of the St. Louis University High School rugby team and is involved as a board member of Pitch STL, a forum supporting local startup companies. 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, discretionary and non-discretionary portfolio management, and access to various investment platforms and sub-advisory programs, with portfolios typically comprised of stocks, bonds, mutual funds, and ETFs.