Riddhiman Moharar is a financial advisor at Ares-Bound Capital with Series 65 and Series 66 licenses and five years of industry experience. Before founding Ares-Bound Capital in 2020, he worked for five years at International Business Machines Corp. He has a technical quantitative background with studies in physics and applied mathematics, and he operates an outside entertainment business. Ares-Bound Capital is an independent investment advisory firm serving individuals, high-net-worth clients, and small businesses. The firm combines tactical asset allocation and diversification with quantitative techniques and manages accounts on a discretionary basis, employing some higher-risk strategies with client consent.

Bradley Parsons is the founder of Raindrop Financial, Inc, and holds Series 63 and Series 65 designations with 12 years of industry experience. He has worked as an optometrist and president of Bradley C Parsons OD PC since 2004. Raindrop Financial specializes in active investment management using options and futures-based trading strategies for pooled vehicles and institutional-style accounts. The firm’s approach focuses on short- to intermediate-term positions with an active market-timing posture, emphasizing liquidity and risk management.

Jon Werner is a financial advisor with Stonefield Investment Advisory, Inc. in Cedar Rapids, IA, holding a Series 63 designation and over 31 years of industry experience. He has worked at Cetera Advisors LLC from 2013 to 2021 and has been with Stonefield Investment Advisory since 2005. Outside of his advisory role, Werner is also an independent insurance agent under the name Cornerstone Capital Management. Stonefield Investment Advisory provides portfolio management, financial planning, consulting, and ERISA plan participant services to individual and high-net-worth clients, retirement plans, charitable organizations, and small businesses. The firm manages approximately $108 million in regulatory assets and is notable for its high client-to-advisor ratio and use of both fundamental and technical investment analysis techniques.

Alexandra Mickelson is a financial advisor at Lunea Wealth Management in Cedar Rapids, IA, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Merrill. Mickelson is also involved in teaching activities at local high schools and operates a rental property as a landlord. Lunea Wealth Management is a fee-only registered investment adviser that provides wealth management, comprehensive financial planning, estate-planning assistance, and educational seminars and online courses. The firm serves a small client base with a portfolio construction strategy based on modern portfolio theory, combining fundamental, technical, cyclical, and charting analyses, and offers both ongoing management and project-based planning services.

After a successful career in Information Technology at a local aerospace and defense company, I transitioned into financial planning to focus on what I found most meaningful: helping people make thoughtful decisions about their money and their future. I earned my CERTIFIED FINANCIAL PLANNER™ designation in 2024 and founded Custom Fit Financial to serve individuals and families who are often overlooked by firms with high minimums or product-driven models. Custom Fit Financial is a fee-only, advice-only firm based in Cedar Rapids, Iowa. I work with clients nationwide through a virtual planning model and also offer in-person meetings for clients in the Cedar Rapids area. My services are provided on a project-based and hourly basis, with no long-term contracts, commissions, or account minimums. My work often focuses on retirement and pre-retirement planning, tax strategies, and helping DIY investors gain clarity and confidence. I believe financial planning works best when it is personal, understandable, and flexible. My role is to help clients simplify complex decisions, avoid costly mistakes, and build a plan that fits their life and values. I offer an initial complimentary 30-minute conversation so we can explore your goals, answer questions, and determine whether working together feels like a good fit.

Stephen Mickelson is a financial advisor at Red Cedar with 34 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cetera Advisors LLC and Stonefield Investment Advisory. Outside of his advisory role, he serves as a soccer referee. Red Cedar Advisory serves individuals, retirement plans, trusts, charitable organizations, and small businesses, providing asset management, financial planning, consulting, and ERISA plan participant advisory services. The firm manages accounts on a discretionary basis using fundamental and technical analysis along with asset-allocation strategies, and employs option- and derivative-based approaches that contribute to active trading and portfolio complexity.

Colby Mc Intire is a financial advisor at Grit Family Office, LLC in Cedar Rapids, IA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at LPL Financial LLC and iWealth, as well as earlier experience outside the advisory field. Grit Family Office provides portfolio management and financial planning primarily for high-net-worth individuals and small businesses. The firm emphasizes modern portfolio theory and long-term trading, maintaining a small, concentrated client base with a focus on discretionary portfolio management and documented risk tolerances.

David Knutson is a financial advisor at Balanced Investment Advisors, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at VOYA Financial Advisors, Inc. and CoreCap Investments, Inc. Balanced Investment Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plans. The firm’s investment approach is discretionary, based on client objectives and risk tolerance, with regular account reviews that include rebalancing and tax-loss harvesting.

William Hahesy III is a CFA® charterholder with 10 years of industry experience. He is currently with Grit Family Office, LLC, where he has worked since 2017, and previously held roles at BerganKDV Wealth Management, LLC and Bergan Paulsen. Outside of his advisory work, he has ownership interests in several privately held companies in the manufacturing and overhead door sales industries. Grit Family Office serves high-net-worth individuals and small businesses, providing portfolio management, financial planning, and third-party adviser referrals. The firm follows a Modern Portfolio Theory-based investment approach with an emphasis on asset allocation, risk tolerance, and regular portfolio monitoring across a range of traditional and alternative investments.

Suresh Basnet is a financial advisor with Balanced Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, CoreCap Investments, and Voya Financial Advisors. Basnet is also a managing member of Balanced Investment Company, LLC, where he is involved in insurance brokerage activities. Balanced Investment Advisors provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth households, and retirement plans. The firm employs a discretionary investment approach based on client objectives, risk tolerance, and fundamental analysis, with regular account reviews that incorporate rebalancing and tax-loss harvesting.

Nicholas Timm is a financial advisor at Cedar Point Capital Partners, LLC with 12 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Equitable Advisors and AXA Advisors LLC. Outside of his advising role, he serves on the alumni board of Mount Mercy University and the board of Lutheran Interparish School. Cedar Point Capital Partners serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations, offering comprehensive wealth management that integrates portfolio management with financial, retirement, insurance, tax, estate, and philanthropic planning. The firm is planning a service restructure including the addition of institutional asset management and a revised fee schedule effective in 2027.

Aaron Epstein is a financial advisor at Cedar Point Capital Partners, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Basepoint Wealth LLC for six years. Epstein has also been involved with soccer organizations, including the Iowa Soccer Association Olympic Development Program and the Prairie Soccer Club. Cedar Point Capital Partners serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with financial, retirement, insurance, tax, estate, and philanthropic planning, utilizing a range of securities and monitoring accounts for rebalancing and risk management.

Heather Vestweber is a financial advisor at Private Wealth Asset Management with 24 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. In addition to her advisory role, she is a licensed insurance agent involved in the sales of accident, health, and life insurance. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, focusing on strategic asset allocation supported by quantitative, fundamental, and technical analysis within a multi-advisor team structure.

Hayden Passmore is a financial advisor at Private Wealth Asset Management in Cedar Rapids, IA, holding a Series 65 designation. He has experience at BMO and Farmer State Bank prior to joining his current firm in 2026. Private Wealth Asset Management serves individuals, family offices, trusts, philanthropic organizations, and retirement plans with a range of investment advisory and wealth management services. The firm combines quantitative, fundamental, technical, and economic analysis in its investment approach and manages over $2.5 billion in assets across seven offices.

Bryan Stobb is a financial advisor at Dew Wealth Management with 12 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Dew Wealth Management in 2022, he worked at BerganKDV Wealth Management and Wells Fargo in various capacities from 2011 to 2022. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary investment management and often coordinates with clients’ other professionals as part of its comprehensive service approach.

Bridget Meier is a financial advisor at Cedar Point Capital Partners, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network, United Iowa Financial, and GreenState Credit Union. Cedar Point Capital Partners advises individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with financial, retirement, insurance, tax, estate, and philanthropic planning, using a variety of securities and applying risk management practices.

David Ernst is a financial advisor at Cedar Point Capital Partners, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at several firms including United Iowa Financial, Commonwealth Financial Network, University of Iowa Credit Union, and LPL Financial. Ernst serves on the boards of multiple non-profit organizations, including The District: Czech Village & New Bohemia and the Boys & Girls Club of the Corridor. Cedar Point Capital Partners advises individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with financial, retirement, insurance, tax, estate, and philanthropic planning, using a variety of securities and rebalancing strategies, and plans to expand institutional asset management services beginning in 2027.

Trent Von Ahsen is a financial advisor at Cedar Point Capital Partners, LLC with 17 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Commonwealth Financial Network, University of Iowa Credit Union, and Thrivent Investment Management. Cedar Point Capital Partners serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with comprehensive financial planning and will introduce Institutional Asset Management services in 2027.

Christine Casey is a financial advisor with Private Wealth Asset Management in Cedar Rapids, IA, holding Series 63 and 65 licenses and eight years of industry experience. She previously worked at Wells Fargo Bank, Na for 27 years and Wells Fargo Clearing for one year before joining Private Wealth Asset Management in 2021. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofits, and retirement plans, offering discretionary and non-discretionary portfolio and wealth management services. The firm employs a multi-disciplinary investment process that includes quantitative, fundamental, technical, and economic analysis, with an emphasis on strategic asset allocation and tactical adjustments.

Blake Chance is a financial advisor at Cedar Point Capital Partners, LLC in Cedar Rapids, IA. He holds a Series 65 designation and has been in the industry for one year. Prior to joining Cedar Point Capital Partners, he worked at the University of Iowa and Albia High School. Cedar Point Capital Partners serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with comprehensive financial, retirement, insurance, tax, estate, and philanthropic planning, and is adding institutional asset management services effective January 1, 2027.