Ethan Ball is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and three years of industry experience. He has worked at Iowa Retirement Benefits since 2021, where he serves as Founder & Senior Advisor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment process using internally developed and independent asset allocation models, combining fundamental and technical analysis to manage client portfolios.

Keenan Redfearn is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and works at Iowa Retirement Benefits and Solutions. In addition to his advisory role, Mr. Redfearn is an insurance agent, utilizing various insurance products to further assist clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment process incorporating both fundamental and technical analysis, offering an open-architecture platform that includes a range of asset types and ongoing portfolio supervision.

Zachary Brotzman is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 designation and experience working in the financial services industry since 2016. Prior to joining Coppell Advisory Solutions in 2025, he worked at Iowa Retirement Benefits and Solutions and Bankers Life and Casualty. Outside of investment advisory, he is involved in selling insurance and annuity products through Iowa Retirement Benefits and Solutions. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using internally developed or independent asset allocation models and implements strategies consistent with client goals.

Lance McDonald is a financial advisor at Lexington Capital, LLC, holding a Series 65 designation with nine years of industry experience. He has been with Lexington Capital since 2011. Additionally, he is a licensed insurance agent with an Iowa Life and Health Insurance license. Lexington Capital is an independent advisory firm managing approximately $12.6 million for individuals, high-net-worth clients, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, subadviser services, and participant account management, employing a combination of tactical and strategic asset allocation supported by quantitative and technical analysis.

Craig Adamson is a financial advisor with TRUEWEALTH STEWARDSHIP, LLC in Marion, IA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at LPL Financial since 2000 and has operated his own advisory businesses, including True Wealth Stewardship, since 2013. Adamson also serves as a classroom instructor for continuing education through Community Educators LLC. TRUEWEALTH STEWARDSHIP, LLC is an independent, single-advisor registered investment adviser that provides fee-based financial planning and consulting primarily to individual clients and select small-to-medium sized businesses. The firm emphasizes written financial plans and ongoing planning engagements rather than discretionary portfolio management and offers public and organizational educational workshops in addition to one-on-one planning.

Michael Tryon Sr. is the principal of Tryon Investments, LLC, holding Series 63 and Series 65 designations with 16 years of experience in the financial industry. His prior roles include positions at Quincy Wells Capital, Cabin Securities, Modern Equity Services, and Liberty Centre Capital Management. Tryon Investments serves individual clients, trusts, pension and profit-sharing plans, and charitable organizations by offering discretionary portfolio management alongside financial planning and consulting. The firm employs a primarily ETF-based investment approach using proprietary models and manages a high volume of client relationships through a standardized, model-driven process.

Robert Penn Sr. is a financial advisor with Penn Advisory Group Inc. in Mount Vernon, Iowa, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Broker Dealer Financial Services Corp. He is also a notary public and participates as a referring individual for Legal Shield. Penn Advisory Group serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations, offering discretionary and non-discretionary portfolio management and financial planning. The firm integrates fundamental and technical analysis with third-party research and quantitative modeling to customize asset allocation, with accounts typically custodied through Schwab.

Andrew Tuecke is a CFP® professional with 17 years of experience in financial advising. He has been with Stewards Advisory Services, formerly Lifespring Wealth Management LLC, since 2018 and previously worked at Believers Stewardship Services, Inc. from 2001 to 2020. Stewards Advisory Services provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses with a focus on biblical stewardship. The firm employs a strategic asset allocation approach using primarily passively managed mutual funds and ETFs, complemented by select active funds, and serves clients with a faith-based orientation and specialized policies for ministry and charitable clients.

John Jackson is a CFP® with four years of industry experience, currently serving as a financial advisor at Stewards Advisory Services in Marion, Iowa. Prior to joining Stewards, he held roles at MSG Networks and worked in education and media-related positions. Stewards Advisory Services is a fee-only registered investment adviser working with individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm follows a fiduciary approach that combines passive mutual funds and ETFs with selective active management, and it emphasizes a Christian, biblical stewardship perspective in client service.

Kylee Zane is a financial advisor at Beacon Capital, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Beacon Capital since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. She is currently a licensed insurance agent but is not actively selling insurance. Beacon Capital serves individual and high-net-worth clients, as well as retirement plan sponsors, offering discretionary asset management and limited-scope ERISA 3(21) plan advice. The firm uses fundamental and technical analysis along with modern portfolio theory to structure client portfolios and provides access to both direct and third-party investment strategies.

Andrew Charipar is a financial advisor at Cabin Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cabin Advisors since 2025, previously affiliated with Cabin Securities, Inc., Modern Equity Services LLC, and Tryon Investments, LLC. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning and portfolio management using a combination of fundamental, technical, and asset-allocation analysis, managing approximately $220.2 million across 368 client relationships.

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.

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.

James Locke is a financial advisor with Beacon Capital, LLC in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Beacon Capital since 2017 and has prior experience with VOYA Financial Advisors, Inc. Locke also engages in coaching as an assistant wrestling coach at Coe College. Beacon Capital serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management and limited-scope ERISA 3(21) plan advice, with portfolios managed according to client objectives and risk tolerances using fundamental and technical analysis alongside modern portfolio theory.

Bret Niemuth is a financial advisor at Beacon Capital, LLC with 31 years of industry experience. He holds the ChFC® and Series 63 designations. Niemuth has been with Beacon Capital since 2017 and is also the owner of Capital Design, Inc., where he has sold fixed insurance products since 2003. Beacon Capital serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management and limited-scope ERISA 3(21) plan advice. The firm uses fundamental and technical analysis along with modern portfolio theory to manage portfolios according to client objectives and risk tolerances.

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.

John Siegel is a financial advisor at Beacon Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Capital since 2017. Siegel is also the owner of Siegel Inc., an insurance agency, and serves as a wrestling coach in Cedar Rapids, Iowa. Beacon Capital, LLC provides discretionary asset management to individuals, corporations, and retirement plans, offering tailored portfolio management and acting as a 3(21) ERISA advisor. The firm employs fundamental and technical analysis along with modern portfolio theory to construct portfolios aligned with clients’ goals and risk tolerance.

Cole Erickson is a Series 65-licensed advisor at Beacon Capital, LLC with three years of industry experience. His work history includes roles at CME, Inc., where he is also an owner and insurance agent, as well as prior positions at Bankers Life Advisory Services and Iowa Family Farms. Beacon Capital serves individual and high-net-worth clients along with retirement plan sponsors, offering discretionary asset management and limited-scope ERISA 3(21) plan advice. The firm uses fundamental and technical analysis alongside modern portfolio theory to structure portfolios and provides both direct management and access to third-party strategies.