Lisa Mcgrath

Kade Hammes is a CFP® and holds a Series 65 license, with nine years of experience in the financial advisory industry. He is the owner and sole advisor at Storybook Financial, an independent firm based in Coralville, IA. Prior to founding Storybook Financial, Hammes worked at CliftonLarsonAllen Wealth Advisors, LLC and was previously dual-registered with Blend Financial, Inc. Storybook Financial serves individuals, young professional families, and small businesses, providing comprehensive financial life planning alongside discretionary portfolio management and project-based planning. The firm’s investment approach emphasizes strategic asset allocation and evidence-based investing, incorporating factor tilts and international diversification through mutual funds, ETFs, and third-party managers.

Riddhiman Moharar is a financial advisor at Ares-Bound Capital in Cedar Rapids, IA, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Ares-Bound Capital in 2020, he worked for International Business Machines Corp. for five years. Ares-Bound Capital offers discretionary portfolio management and financial planning services to individual investors, select high-net-worth clients, and small businesses. The firm employs a combination of tactical asset allocation, sector rotation, dividend-discount modeling, and Monte Carlo simulation to manage client portfolios across various securities, including equities, fixed income, mutual funds, ETFs, and options.

David Senkyr is a financial advisor at Lane Family Wealth Management with 24 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Lane Family Wealth Management in 2025, he worked at Fidelity Institutional and Fidelity Investments for 17 years, as well as at Private Client Services and David James Financial Inc. Senkyr is also involved in life and long-term care insurance sales. Lane Family Wealth Management provides portfolio management services primarily for pooled or institutional-type accounts, offering both discretionary and non-discretionary management tailored to clients’ goals and risk tolerance. The firm uses a combination of charting, cyclical, fundamental, and technical analysis and generally focuses on mutual funds, fixed income, real estate funds, annuities, equities, ETFs, and Treasury inflation-protected securities.

Bradley Parsons is the sole advisor at Raindrop Financial, Inc, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been the president and practicing optometrist of Bradley C Parsons OD PC since 2004. Raindrop Financial provides active investment management focused on options and futures-based trading strategies for pooled vehicles and institutional-style accounts. The firm emphasizes a market-timing approach with short- to intermediate-term positions, leveraging back-tested models and investor education tailored to professional clients.

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.

Alexandra Mickelson is a financial advisor at Lunea Wealth Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Merrill. Alexandra is involved with Junior Achievement of Eastern Iowa and has experience in educational settings. Lunea Wealth Management provides investment management, financial planning, and consulting services to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative methods with an emphasis on asset allocation and Modern Portfolio Theory, offering both discretionary account management and project-based planning.