Deon Cleveland

Zachary Knutson is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Innovative Wealth Management, LLC since 2017 and previously worked at SII Investments. Outside of his advisory role, he serves on the Board of Directors for Heartland Technology and is involved in tax planning and preparation through his ownership of Innovative Tax Services, LLC. Innovative Wealth Management, LLC provides investment advisory and financial planning services primarily to individuals, charitable organizations, and small businesses. The firm offers discretionary portfolio management and standalone financial planning, using third-party money managers and model portfolios to implement tailored investment strategies.

Kimberly Hoffmann is a financial advisor at Innovative Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Monat Wealth Management. Hoffmann is also the owner of Innovative Tax Services LLC and Innovative Consultants, LLC, which provide tax preparation and marketing guidance services. Innovative Wealth Management, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and small businesses. The firm provides discretionary portfolio management and access to third-party money managers, focusing on ETFs, mutual funds, and individual equities.

Heather Cox is a financial advisor at Nations Financial Group, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at BankIowa, Thrivent Financial, Ohnward Bank and Trust, and other financial institutions. Outside of her advisory work, she assists with an e-commerce electronic retail business and works as a cashier at a vendor during college sporting events. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Joseph Trewin is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Iowa State Bank and First State Bank of Lynnville, Iowa. Outside of advising, he owns Trewin Tax Service LLC, providing tax preparation, accounting, and bookkeeping services. United Planners Financial Services serves a wide range of clients, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.

Mikel Markey is a CFP® with 14 years of industry experience, currently serving as an advisor at United Planners' Financial Services of America, where he has worked since 2013. He holds executive roles in related businesses, including CEO and President positions at Investment Center and Insurance Center, and is a vice president at JAM LLC. Markey is also involved in his community as a board member of Independence Area Dollars for Scholars. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform that supports both fee-based and commission-based options.

Marissa Quandahl is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and six years of industry experience. She also serves as Vice President of Administrative Operations at both Insurance Center and Investment Center, and is a notary public in the State of Iowa. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.