ClearWealth was established by Lance Beckman CFP® in 2018. Lance has been in the financial services industry since 2013 and holds his Certified Financial Planning designation. Before starting ClearWealth, he was a Financial Advisor for one of the largest financial services companies in the country. ClearWealth is a Registered Investment Advisor (RIA) with the State of Iowa, meaning we have a fiduciary duty to our clients. More simply put, we have a legal obligation to act in the best interest of our clients. ClearWealth was started with the idea of creating a financial planning process that provides little conflict and big value. At ClearWealth, we believe building a comprehensive financial plan is the best way to have the most impact with the individuals, families, and businesses we work with.

Ryan Brueck is a CFP® with seven years of experience in the financial industry. He is currently affiliated with ClearWealth in Burlington, IA, and has prior experience at Northwestern Mutual Investment Services LLC and other firms. ClearWealth is a state-registered advisory firm managing approximately $44.3 million for around 145 clients. The firm focuses on passive investment management using index mutual funds and ETFs, while also employing fundamental and technical analyses, and provides tailored portfolio management alongside comprehensive financial planning services.

Michael Shinn is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked with Berthel Fisher since 2015 and at BFC Planning, Inc. since 2019. Outside of his advisory role, Shinn serves on the board of the Danville Athletic Booster Club, is an elder and financial advisory committee member at Harmony Bible Church, and participates in local educational and agricultural activities in Danville, Iowa. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers a variety of asset management and consulting solutions tailored to client needs, managing approximately $906 million in client assets through a network of independent advisers.

Eddie Hart is a financial advisor with IPI Wealth Management, Inc. in Burlington, IA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Investment Planners, Inc. since 2004. Outside of finance, he occasionally performs as a guitar player and singer. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs. The firm utilizes an open-architecture investment platform with proprietary risk-based models and outsources operational functions to a systems provider to support trade execution and performance reporting.

Curtis Cloke is a financial advisor with J.W. Cole Advisors, Inc. in Burlington, Iowa, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with J.W. Cole Advisors since 2016. Outside of his advisory role, Cloke is involved in several ventures including serving as president and owner of Acuity Financial, Inc., leading Thrive Income Distribution LLC which provides research and educational training, and working as an adjunct instructor at The American College and Southeastern Community College. J.W. Cole Advisors operates a large network of independent advisors and offers a range of fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutions, using various investment strategies and digital advice platforms.

Adam Arthurs is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and T3 Trading Group, LLC. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using fundamental and quantitative analysis, third-party managers, and a wide range of investment strategies, supported by an extensive network of affiliated service companies.

Michael Benninghoven is a financial advisor with Principal Financial Services in Burlington, Iowa, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes two decades at MetLife Securities Inc. and Metropolitan Life Insurance Company, followed by roles at Massachusetts Mutual and Mass Mutual Investors Services prior to joining Principal in 2017. He also maintains business activities as an agent in fixed insurance products, including life, disability, annuities, Medicare supplement, and hearing and vision insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers advisory programs, financial planning, and retirement consulting, with access to third-party money manager asset allocation and separately managed account solutions.

Brian Foecke is a financial advisor with Eagle Strategies (NY Life) based in Burlington, Iowa. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His career includes roles at New York Life Insurance Company since 1999 and Legacy Retirement Solutions, LLC. Outside of his advisory work, he serves as an officer and board member for several local nonprofit organizations including the Holy Trinity Catholic Schools Foundation and the West Point Public Library Foundation. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kent Schmidgall is a CFP® professional with 13 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His work history includes roles at The Colony Group, LLC, Bam Management, LLC, and Buckingham Asset Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jodi Anderson is a ChFC® credentialed financial advisor with eight years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at firms including LPL Financial and Bannerman Wealth Management. Anderson also provides administrative support within her firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning and asset management services.

Joseph Jolin Sr. is a financial advisor with Edward Jones in Burlington, Iowa. He holds a Series 66 designation and has been in the industry since 2016, with prior positions at Acuity Financial, Two Rivers Financial Group, and Jolin Media. Outside of his advisory role, he maintains memberships related to a local golf course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jason Spanhook is a financial advisor at Edward Jones in Monmouth, IL, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large national advisor and branch network.

Nicholas Bronson is a financial advisor with Raymond James Financial in Burlington, IA, holding a Series 66 designation and seven years of industry experience. He previously worked at LPL Financial and has been involved with Two Rivers Bank since 2017. Bronson also holds a role as an agent of record for fixed annuities with Equitrust, F&G Life Insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning and investment consulting tailored to client goals, utilizing risk profiling and modeling tools to support client decision-making.

Greg Miller is a financial advisor at LPL Financial with 46 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Linsco Private Ledger since 2004. Outside of his advisory role, he operates a business under the name Greg Miller, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios, third-party subadvisors, and various technology-driven approaches.

Courtney Gustafson is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously was employed by Case New Holland from 2013 to 2019. Gustafson holds a Series 66 designation and serves on the boards of the Burlington YMCA and the local Kiwanis Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tyler Lutz is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He has worked with Securities America Advisors and Securities America Inc. for a decade and concurrently operates the Lutz Law Firm, where he provides legal services in estate planning, real estate, and business planning. In addition to his advisory role, he offers financial planning services through I-County Insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services across multiple platforms, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client risk tolerance and investment restrictions.

Kyle Wagenbach is a financial advisor with Raymond James Financial in Burlington, Iowa. He holds a Series 66 credential and has prior experience at Two Rivers Bank & Trust, as well as nearly two decades with K Lanz Farm Corp. Outside of advising, he was self-employed for three years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting, and it maintains specialized offerings including municipal advisory services and employer SIMPLE IRA consulting.

Frederick Scholer is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing discretionary and non-discretionary management along with model portfolios and research from various sources.

Joel Sieren is a financial advisor at Edward Jones in Burlington, Iowa, holding Series 63 and Series 66 credentials with 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as president of Sieren Family Farms, a family grain farm in Burlington. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates a nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Blayde Gardner is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Two Rivers Bank & Trust and Principal. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across diversified strategies.

Jeffrey Burkhart is a financial advisor with Raymond James Financial in Burlington, IA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at MidWestOne Bank and Two Rivers Bank & Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jon Hart is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Ryan Painter is a financial advisor with Edward Jones in Monmouth, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.