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.

Riddhiman Moharar is a financial advisor at Ares-Bound Capital with five years of industry experience. He holds Series 66 and Series 65 licenses and previously worked for International Business Machines Corp. for five years. Outside of his advisory role, he is involved in an entertainment business and has a background in physics and applied mathematics. Ares-Bound Capital is an independent firm offering discretionary portfolio management and personalized financial planning to individuals, high-net-worth clients, and small businesses. The firm employs a tactical asset allocation approach combined with quantitative and fundamental analysis, managing accounts on a discretionary basis with regular reviews and client consultations.

Bradley Parsons is the sole advisor at Raindrop Financial, Inc, a firm he founded. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. In addition to his advisory work, he has maintained a professional career as an optometrist and president of Bradley C Parsons OD PC since 2004. Raindrop Financial provides active investment management focused on options and futures-based trading strategies for professional and pooled clients. The firm emphasizes short- to intermediate-term market-timing approaches supported by model trades and back-testing, aiming to maintain liquidity and flexibility in 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.

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.

Jeffrey Busbee is a CFP® professional with 39 years of industry experience, currently serving as the sole advisor at Busbee Wealth Advisors LLC in Cedar Rapids, IA. His career includes roles at Harbour Investments, Inc., Securian Financial Services, Inc., and Minnesota Life Insurance Co. He also owns Busbee Wealth Strategies LLC, an insurance agency through which he engages in insurance sales and service. Busbee Wealth Advisors LLC provides discretionary asset management, financial planning, and project-based consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to construct portfolios and offers access to third-party investment solutions via the AssetMark platform.

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.

Michael Tryon Sr. is the sole advisor at Tryon Investments, LLC in North Liberty, IA, holding Series 65 and Series 63 credentials with 16 years of industry experience. His work history includes roles at Quincy Wells Capital, Cabin Securities, Modern Equity Services, and Liberty Centre Capital Management. Tryon Investments serves individuals, trusts, pension and profit-sharing plans, and charitable organizations by providing discretionary portfolio management alongside financial planning and consulting. The firm uses a primarily ETF-based investment approach with proprietary allocation models and manages over 450 client relationships through a standardized, model-driven process.

Kyle Bakas is a financial advisor at Arnold and Mote Wealth Management with one year of industry experience. He holds the CFP® certification and the Series 65 license. Outside of advising, he serves as the Head Men's Soccer Coach at Coe College. Arnold and Mote Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses. The firm employs a fee-only, commission-free fiduciary model and primarily uses passively managed index funds and ETFs within a strategic asset allocation framework.

Stephen Mickelson is a financial advisor at Red Cedar with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms, including Stonefield Investment Advisory and Cetera Advisors LLC. Outside of his advisory role, he serves as a soccer referee. Red Cedar Advisory serves individuals, retirement plans, trusts, charitable organizations, and small businesses with asset management, financial planning, consulting, and ERISA plan participant advisory services. The firm uses a discretionary investment approach combining fundamental and technical analysis and is noted for employing option- and derivative-based strategies and market timing.

Matthew Hylland is a financial advisor at Arnold and Mote Wealth Management with 10 years of industry experience. He holds a Series 65 designation and previously worked at Hylland Capital Management, LLC, and the Department of Defense at Norfolk Naval Shipyard. Arnold and Mote Wealth Management serves individuals, trusts, estates, and small businesses, providing comprehensive financial planning and investment management through a four-advisor team. The firm emphasizes strategic asset allocation, global diversification, and low-cost passive investments, operating as a fee-only fiduciary with a flat annual fee model.

Noah Schmall is a financial advisor with Bridgeway Wealth Management, LLC in Cedar Rapids, Iowa, holding a Series 66 designation and four years of industry experience. He is also the member and manager of Schmall Law Firm PLLC, where he practices law focusing on estate planning, wills, and powers of attorney. Bridgeway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and other business entities. The firm serves both non‑high-net-worth and high-net-worth clients with customized portfolios and offers discretionary and non-discretionary services, as well as stand-alone planning engagements.

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.

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.

Quinn Arnold is a financial advisor with Arnold and Mote Wealth Management in Hiawatha, IA, holding a Series 65 credential and nine years of industry experience. He previously worked at Willis Towers Watson from 2006 to 2018 and has been with Arnold Financial Planning since 2016. Arnold and Mote Wealth Management serves individuals, trusts, estates, and small businesses by providing comprehensive financial planning, investment management, and employer retirement account oversight. The firm employs a strategic asset allocation approach focused on global diversification, low-cost index funds and ETFs, and written investment plans, operating as a fee-only fiduciary with a flat annual fee model.

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.