Rda Financial Network

Gregory Giles is a Series 66-credentialed financial advisor with 11 years of industry experience. He is associated with RDA Financial Network and Legacy Financial, LLC, and previously worked at Robert W. Baird. Giles is involved in ownership and management roles in several real estate enterprises. RDA Financial Network serves individual investors, including high-net-worth clients, as well as institutional clients such as employer-sponsored retirement plans and trusts. The firm combines discretionary portfolio management with third-party sub-advisors and proprietary strategies, offering a range of services including investment management, financial planning, and retirement-plan advisory services.

Duane Roth is a financial advisor at Rda Financial Network with Series 63 and Series 66 credentials and 21 years of industry experience. He has been involved with RDA Financial Network and its affiliated entities since 2001 and also manages Roth Agribusiness. His background includes managing farming and agriculture operations in addition to his advisory roles. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory services, and a model-portfolio program. The firm utilizes a combination of discretionary management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Christopher Arthur is a financial advisor with RDA Financial Network in Coralville, IA, holding a Series 66 license and 20 years of industry experience. His career includes roles at United Planners Financial Services and a long tenure with RDA Financial Network since 2008. He also serves as president of Ascent Advisory Solutions, a DBA used for marketing purposes. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm combines discretionary portfolio management with third-party sub-advisors and proprietary strategies, providing a range of investment approaches under oversight from a Wealth Management Committee.

Michael Lasovage is a financial advisor with RDA Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with United Planners Financial Services and RDA Financial Network, and he also maintains a long-standing legal practice as an attorney since 1969. In addition to his financial advisory work, he is involved in tax return preparation and serves as a successor trustee. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Dale Dobnicker is a financial advisor at RDA Financial Network with 12 years of industry experience. He holds the Series 66 designation and has worked with United Planners Financial Services as well as multiple roles within RDA Financial Network and associated entities since 2014. Outside of advisory work, he owns Dad's Home Maintenance, a non-investment-related business. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies across various investment approaches.

Chad Ericson is a financial advisor with RDA Financial Network in Akron, IA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He serves as president and CISO at RDA Financial Network since 2021 and is involved in community development through his role as a director of the Akron Development Corp and as a member of the Akron-Westfield Education Excellence Foundation board. Ericson also has experience managing separate business activities, including Akron Health Care and Legacy Financial, LLC. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of discretionary management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee, and it operates a model portfolio program for other advisors.

Brian Parker is a ChFC® with 33 years of industry experience and is currently associated with Rda Financial Network, where he has worked since 2018. He has held roles at several firms, including Open Source and USA Financial Securities, and has operated as a self-employed advisor since 1984. Outside of advisory work, he serves as an educational presenter for Adult Financial Educational Services and provides notary services. Rda Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Michael Brannen is a financial advisor at RDA Financial Network with 30 years of industry experience. He holds the Series 63 designation and has worked at RDA Financial Network since 2008, including in his current role since 2020. Outside of advising, he is an insurance agent and owner of a related business in West Chester, Ohio. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

John Arthur is a ChFC® with 42 years of experience in the financial industry. He is associated with RDA Financial Network and has held roles at multiple business ventures, including managing several family-owned farm and real estate LLCs. RDA Financial Network serves both individual and institutional clients, offering investment management, financial planning, retirement-plan advisory services, and a model-portfolio program. The firm employs a diversified investment approach combining discretionary management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Samuel Chadick is an investment advisor representative at RDA Financial Network with six years of industry experience. He has been associated with The Roth Companies, Inc. in various roles since 2017, including insurance agent and wealth management advisor. RDA Financial Network serves individual and institutional clients through a range of services including investment management, financial planning, and retirement-plan advisory. The firm combines discretionary portfolio management with third-party sub-advisors and proprietary strategies, and it offers a unique structure including fiduciary plan-sponsor services and a model portfolio advisor program.

Robert Reidelberger is a financial advisor at RDA Financial Network with 13 years of industry experience. He holds a Series 66 designation and has been with RDA Financial Network since 2019. Outside of his advisory role, he is a minority partner at SourceNow LLC, a cybersecurity and IT consulting firm. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory services, and a model-portfolio program. The firm employs a combination of discretionary management, third-party sub-advisors, and proprietary strategies under a Wealth Management Committee and supports multiple service channels including fiduciary plan-sponsor services.

Jacob Chadick is a financial advisor at RDA Financial Network with a Series 66 designation and four years of industry experience. He has held roles at several firms including The Roth Companies, Inc. and United Planners Financial Services. Chadick also serves as Director of Operations and Wealth Management Advisor at The Roth Companies and holds a non-variable insurance agent license. RDA Financial Network serves individual and institutional clients offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Richard Ryan is a Series 66-credentialed financial advisor with 16 years of industry experience. He is affiliated with RDA Financial Network and has held roles at United Planners Financial Services, RJR & Associates LLC, and Yantis and Associates Financial Advisors. Outside of his advisory work, he serves as treasurer on the board of directors for a nonprofit club baseball organization. RDA Financial Network serves both individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Michael Forbrook is a financial advisor with RDA Financial Network, holding Series 63 and Series 65 designations and possessing 50 years of industry experience. He has worked with RDA Financial Network since 2008 and previously operated his own independent insurance agency since 2007. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm integrates discretionary portfolio management with third-party sub-advisors and proprietary strategies, and operates a model portfolio program for other advisers.

Matthew Glenn is a financial advisor at RDA Financial Network with a Series 65 designation and four years of industry experience. He has been with RDA Financial Network since 2022 and is also a 20% owner and manager of Palmers Family Fun, an amusement center. In addition to his advisory role, he is licensed as an insurance agent. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.