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 65 and Series 66 credentials and previously worked at International Business Machines Corp. for five years. Outside of advising, he operates an entertainment business. Ares-Bound Capital is an independent investment advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers discretionary portfolio management and personalized financial planning utilizing tactical asset allocation, quantitative techniques, and a range of securities, with a focus on monthly portfolio reviews and the ability to implement higher-risk strategies by client consent.

Bradley Parsons is the sole advisor at Raindrop Financial, Inc. He holds Series 65 and Series 63 credentials and has 12 years of experience in the financial industry. Parsons has maintained a concurrent career as an optometrist since 2004, serving as president of his own practice. Raindrop Financial provides active investment management focused on options and futures-based trading strategies for pooled and institutional-style accounts. The firm employs a market-timing approach supported by back-testing and model trades, 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.

Craig Adamson is a financial advisor with TrueWealth Stewardship, LLC, an independent registered investment adviser based in Marion, Iowa. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His career includes a long tenure at LPL Financial since 2000 and leading TrueWealth Stewardship in various forms since 2013. Adamson also serves as a classroom instructor for continuing education through Community Educators LLC. TrueWealth Stewardship, LLC 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 is notable for offering educational workshops alongside one-on-one planning services.

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.

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 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.

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. He holds a Series 66 designation and has four years of industry experience. In addition to his advisory role, Schmall is a 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 both discretionary and non-discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers tailored portfolio management and planning services, often utilizing independent managers and wrap fee programs through Raymond James.

Colby Mc Intire is a financial advisor at Grit Family Office, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, iWealth, and Menards before joining Grit Family Office. Grit Family Office provides portfolio management and financial planning primarily for high-net-worth individuals and small businesses. The firm’s investment approach is based on modern portfolio theory with a long-term trading orientation and uses documented risk tolerances to guide asset allocation.

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.

Nicholas Ford is a financial advisor at Arnold & Mote Wealth Management with five years of industry experience. He holds a Series 65 credential and has been with Arnold & Mote since 2020. Prior to his financial advisory career, he worked at Woodruff Construction for 17 years. Outside of advising, Ford serves as president and managing member of Dumars Properties LLC and is treasurer of Coovergroup LLC, a web design company. Arnold & Mote Wealth Management serves individuals, trusts, estates, and small businesses by providing comprehensive financial planning, investment management, and oversight of employer retirement accounts. The firm employs a fee-only fiduciary model, emphasizing strategic asset allocation, global diversification, low-cost passive funds, and written investment plans.

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.