Lance Mc Donald is a financial advisor at Lexington Capital, LLC with 8 years of industry experience. He holds a Series 65 designation and has been with Lexington Capital since 2011. In addition to his advisory role, he is a licensed insurance agent in Iowa. Lexington Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and other advisers. The firm employs both tactical and strategic investment strategies and offers discretionary management with documented Investment Policy Statements, working with a mix of quantitative and technical analysis.

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.

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.

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 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.

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.

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 also manages Schmall Law Firm PLLC, where he practices law focusing on estate planning, wills, and power of attorney matters. Prior to joining Bridgeway Wealth Management, he held various roles at Raymond James Financial Services Advisors, 1935 Wealth Management, and Lynch Dallas. Bridgeway Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using a range of investment products and utilizes both discretionary and non-discretionary management, primarily through third-party wrap-fee platforms administered by Raymond James.

Colby Mc Intire is a financial advisor at Grit Family Office, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and iWealth. Outside of his advisory work, he has a background that includes experience at Menards and Minnesota State University, Mankato. Grit Family Office serves high-net-worth individuals and small businesses, providing portfolio management, comprehensive financial planning, and third-party adviser selection or referral. The firm employs a Modern Portfolio Theory-based investment approach with a long-term horizon, focusing on asset allocation and risk tolerance across a broad investment universe.

Robert Penn is the sole advisor at Penn Advisory Group Inc. in Mount Vernon, IA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Broker Dealer Financial Services Corp. Outside of advising, Penn is involved as a referring individual for Legal Shield and serves as a notary public. Penn Advisory Group Inc. offers financial planning, investment management, and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach integrates fundamental and technical analysis with third-party research and quantitative data, advising on a broad range of securities and implementing strategies tailored to client objectives, including corporate and pension consulting services.

Daniel Brooks is a CFP® professional with 25 years of industry experience. He currently leads Penn Advisory Group Inc. after spending 20 years at The Vanguard Group, Inc. Brooks serves as treasurer on the board of the Sunrise Mountain High School Girls Basketball Booster Club in Peoria, AZ. Penn Advisory Group Inc. provides financial planning, investment management, and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines fundamental and technical analysis with third-party research and quantitative data to guide investment decisions across a broad range of asset classes, including corporate and retirement clients with services such as pension consulting and business succession planning.

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.

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.

John Jackson is a CFP® professional with four years of industry experience, currently serving at Stewards Advisory Services in Marion, Iowa. His background includes roles in wealth management as well as positions in media and education. Outside of financial advising, he has been involved with School Ministries. 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 passive mutual funds and ETFs, complemented by selective active funds, and offers additional services such as tax preparation and consulting.

William Hahesy III is a CFA® charterholder with 10 years of industry experience. He is currently with Grit Family Office, LLC, where he has worked since 2017, and previously held roles at BerganKDV Wealth Management, LLC and Bergan Paulsen. Outside of his advisory work, he has ownership interests in several privately held companies in the manufacturing and overhead door sales industries. Grit Family Office serves high-net-worth individuals and small businesses, providing portfolio management, financial planning, and third-party adviser referrals. The firm follows a Modern Portfolio Theory-based investment approach with an emphasis on asset allocation, risk tolerance, and regular portfolio monitoring across a range of traditional and alternative investments.

Suresh Basnet is a financial advisor with Balanced Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, CoreCap Investments, and Voya Financial Advisors. Basnet is also a managing member of Balanced Investment Company, LLC, where he is involved in insurance brokerage activities. Balanced Investment Advisors provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth households, and retirement plans. The firm employs a discretionary investment approach based on client objectives, risk tolerance, and fundamental analysis, with regular account reviews that incorporate rebalancing and tax-loss harvesting.

Kylee Zane is a financial advisor at Beacon Capital, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, LLC and Wells Fargo Bank. Kylee is currently a licensed insurance agent but is not selling insurance at this time. Beacon Capital, LLC provides discretionary asset management to individuals, corporations, and retirement plans, serving as a 3(21) ERISA advisor for qualified plans. The firm constructs portfolios tailored to clients’ goals and risk tolerance using fundamental and technical analysis alongside modern portfolio theory.

D. G. (Chip) Kensinger is a CFP® professional with 42 years of industry experience, currently serving at BCG Securities, Inc. since 2013. He holds Series 63 and Series 65 licenses and teaches Tai Chi part-time at the Grand Rapids YMCA. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a diverse investment approach that includes fundamental and technical analysis, third-party manager selection, and both long- and short-term strategies.

Justin Kensinger is a financial advisor at BCG Securities, Inc. in Cedar Rapids, Iowa, holding a Series 66 designation with 18 years of industry experience. He has been with BCG Securities since 2013. Kensinger also operates a DBA, Kensinger & Co., LLC. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a diverse investment approach that includes fundamental and technical analysis, uses both long- and short-term strategies, and manages accounts on discretionary and non-discretionary bases.