Chad Ericson is a financial advisor with RDA Financial Network in Akron, IA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He serves as president and CISO at RDA Financial Network since 2021 and is involved in community development through his role as a director of the Akron Development Corp and as a member of the Akron-Westfield Education Excellence Foundation board. Ericson also has experience managing separate business activities, including Akron Health Care and Legacy Financial, LLC. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of discretionary management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee, and it operates a model portfolio program for other advisors.

Matthew Glenn is a financial advisor at RDA Financial Network with a Series 65 designation and four years of industry experience. He has been with RDA Financial Network since 2022 and is also a 20% owner and manager of Palmers Family Fun, an amusement center. In addition to his advisory role, he is licensed as an insurance agent. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Holly Sabaliauskas is a financial advisor with CWM, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Her prior work includes roles at Cetera Wealth Services, Cetera Advisor Networks, and Securities America. She also has experience outside of finance, having worked at Valley View Feedlot. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm uses discretionary management with model portfolios and combines fundamental and technical analysis alongside third-party sub-advisors and customization tools.