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.

Benjamin Heckart is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has worked at Iea Wealth Management LLC since 2010 and previously spent two years each at Cambridge Investment Research Advisors and LPL Financial. Outside of advisory work, he is involved in a small farming operation and holds a 20% ownership stake in Brokerstreet Insurance Services. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts in-house using a combination of charting, fundamental, and technical analysis across long- and short-term strategies, operating as a multi-office team of 21 advisors.

Paul Katsion is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with RIA Advisory Group since 2023 and previously worked at NYLife Securities LLC and New York Life from 2016. Katsion serves as a board member of the Henry County Optimist Club, where he supports local youth through fundraising and volunteer activities. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client assets in-house using a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies.

Erin Roberts is a financial advisor at RIA Advisory Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining RIA Advisory Group in 2025, Roberts worked at RCM Capital for two years and spent 17 years at Southeastern Community College. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts in-house using a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies.

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 at IPI Wealth Management, Inc. with 42 years of industry experience. He has been with Investment Planners, Inc. since 2004. Outside of his advisory work, he intermittently plays guitar and sings as a personal hobby. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm uses an open-architecture model with proprietary, risk-based portfolios and combines strategic asset allocation with active manager oversight.

Chad Mcmullin is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 19 years of industry experience. His prior roles include positions at ChangePath, LLC, Brokers International Financial Services, LLC, FBL Marketing Services, and Farm Bureau. Outside of advising, he is involved in professional office building ownership and management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

Curtis Cloke is a financial advisor with J.W. Cole Advisors, Inc. in Burlington, Iowa, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2016 and previously spent ten years with Invest Financial Corporation. Outside of his advisory role, Cloke is involved in educational activities, serving as an adjunct instructor for the College of Financial Services and Southeastern Community College, and he also operates a professional speaking business. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of discretionary and non-discretionary strategies and incorporates digital advice tools alongside traditional fundamental and technical analysis.

Adam Arthurs is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Focus Partners Wealth in 2025, he worked at The Colony Group, Buckingham Strategic Wealth, and several other firms, with a background that includes roles at PepsiCo and the University of Iowa. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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® with 14 years of industry experience currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Asset Management, LLC, and Northwestern Mutual Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services, employing an investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jodi Anderson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63, 65, and 66 licenses. She has nine years of industry experience, including prior roles at Bannerman Wealth Management, LPL Financial, and Invest Financial Corporation. Anderson also provides administrative support to Wealth Enhancement Advisory Services as part of her business activities. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets using a diversified, risk-class based investment approach that blends passive and active strategies, supported by an internal Investment Committee.

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.

Joseph Johnson is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for three years and spent five years with Danville CSD. Outside of his advisory role, he operates a fishing charter business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Whitney Rogers is a CFP® designated financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Rogers worked six years at The Walt Disney Company. Outside of financial advising, Rogers coaches the High School Color Guard team for the Mt Pleasant Community School District. Edward Jones is a full-service wealth management firm serving over 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, operating under a fiduciary standard.

Karen Elliott is a financial advisor at Edward Jones in West Burlington, IA, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, Elliott serves as a board member and house director at the Burlington Golf Club and is a board member of the Community Foundation of Des Moines County. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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 with LPL Financial in Burlington, Iowa, holding Series 63 and Series 65 licenses and 46 years of industry experience. He previously worked at Merrill from 1999 to 2004 and Linsco Private Ledger since 2004. Outside of advisory activities, he operates a business under the name Greg Miller, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology such as machine learning and a large network of investment adviser representatives.

Joseph Leake is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 27 years of industry experience. He previously spent 17 years at Edward Jones before joining Wells Fargo Advisors in 2021. He also owns JDL Wealth Management, LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

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.

Richard Mueller is a financial advisor with Edward Jones in Mt Pleasant, IA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he is involved with the Mt Pleasant Investment Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Brian Jones is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018. In addition to his advisory role, Jones owns and operates retail and product sales businesses, including US Fabric Structures and Hoop Buildings, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, with a variety of portfolio management and model-based solutions tailored to client objectives.

Patricia Morley is a financial advisor with Edward Jones in Mt Pleasant, IA, holding a Series 66 designation and having 20 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she owns Dinosaur Head LLC, a finance-related business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices.

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 in Burlington, Iowa, holding a Series 63 designation and 29 years of industry experience. He has worked at LPL Financial since 2008, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2008, he has also been involved with Aspen Financial Services in an investor relations capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers, model portfolios, and institutional platforms.

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.

Trevor Coffey is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior work includes positions at Frank Millard Company and Seither & Cherry. Outside of advising, he occasionally assists a truck dealership owned by longtime friends with customer meetings and vehicle listings, without compensation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Blayde Gardner is a financial advisor at LPL Financial with 10 years of industry experience and holds a Series 66 designation. His work history includes roles at Two Rivers Bank & Trust and Principal prior to his current position. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Jane Van Fleet is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, she worked for Great River Health for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services, supported by a nationwide network of more than 23,700 financial advisors.

Michael Schwenker is a financial advisor with LPL Financial, holding a ChFC® designation and a Series 63 license, and has 31 years of industry experience. His prior roles include long-term tenures at Sorrento Pacific Financial, LLC and Farmers & Merchants Bank and Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of significant discretionary assets.

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.

David George is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Mount Pleasant Municipal Utilities and Two Rivers Bank & Trust. Outside of his advisory role, he owns a commercial building leased to a law firm and residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and offers services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Alan Weber is a CFP® and Series 66-registered financial advisor with Wells Fargo Clearing, based in Mt. Pleasant, IA. He has 10 years of industry experience, including seven years at Edward Jones prior to joining Wells Fargo Clearing in 2022. Outside of his advisory role, he serves as power of attorney for a family member, assisting with bill payments and tax matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.