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.

Kevin Pira is a CFP® and Series 65-licensed financial advisor with over five years of industry experience, currently serving as the sole advisor at Pira Wealth Management in Coralville, Iowa. Prior to founding his firm in 2020, he held positions at Geico, Upper Iowa University, and Kirkwood Community College. He also creates educational personal finance and investing content through his online media channel, KevinPiraCFP. Pira Wealth Management provides personalized investment management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis, including option-writing and discretionary trading, to tailor portfolios and financial plans based on client goals and ongoing reviews.

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.

Michael Tryon Sr. is the sole advisor at Tryon Investments, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cabin Securities, Inc., Modern Equity Services LLC, and Liberty Centre Capital Management, LLC. He also operates Tryon Enterprises, LLC, a business active since 2009. Tryon Investments serves individuals, trusts, pension and profit-sharing plans, and charitable organizations by providing discretionary portfolio management alongside financial planning and consulting. The firm employs a primarily ETF-based, model-driven investment approach with five standard portfolios built mostly from low-cost Vanguard ETFs, managing over 450 client relationships with a small advisory staff.

Michael Conlon is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Wealth Advisors Group, LLC and has prior experience at Creative Planning, Wells Fargo Advisors, and American Century Investments. Before entering the financial industry, he held roles at the University of Iowa and Regina Catholic Jr/Sr High School. Wealth Advisors Group provides asset management services to individuals and high-net-worth clients, offering discretionary and non-discretionary portfolio management tailored to client objectives. The firm combines fundamental and technical analysis and manages over $215 million in discretionary assets.

Carrie Houchins Witt is a CFP® professional with 11 years of industry experience. She has led Carrie Houchins-Witt Tax and Financial Services LLC since 2006. The firm primarily serves individual clients, focusing on pre-retirees, retirees, and those navigating divorce, offering fee-only, hourly financial planning alongside tax and accounting services. Its investment approach centers on broadly diversified, low-cost index funds and ETFs, emphasizing asset allocation, tax-efficient asset location, and tax-sensitive withdrawal strategies within comprehensive financial plans.

Patrick Campbell is a financial advisor with Midwestern Financial Group in Iowa City, IA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He is co-owner of MFG Business Advisors, LLC and Waste Water Supply, LLC, both non-investment related businesses. Midwestern Financial Group provides investment management and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of passive and active investment strategies and emphasizes investor education through seminars and a tiered offering for new investors.

Eric Scott is a financial advisor at Partner Wealth in Iowa City, IA, holding a Series 65 credential with no prior industry experience. His work history includes roles at Snyder Trading LLC, Eric Scott LLC, Farmers Edge US Inc, Alliance Executive Search LLC, and Farmers Business Network. Partner Wealth serves individuals, trusts, businesses, employee benefit plans, and charitable organizations, providing asset management, financial planning, and estate-planning facilitation. The firm employs a primarily passive investment approach using diversified portfolios of low-cost index funds and ETFs, alongside fundamental and technical analyses, and utilizes third-party managers and platform relationships for sub-advisory and custody services.

Joseph Jay is a financial advisor at Midwestern Financial Group with 13 years of industry experience. He holds the Series 66 designation and has been co-owner of MFG Business Advisors, LLC since 2017. Outside of advising, he is also co-owner of Waste Water Supply, LLC, a non-investment related business. Midwestern Financial Group provides investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm combines passive and active strategies with ongoing account supervision and emphasizes investor education through seminars and a tiered offering for beginning investors.

Andrew Picchietti is a financial advisor at Midwestern Financial Group in Iowa City, IA, holding a Series 65 designation with three years of industry experience. Prior to joining Midwestern Financial Group, he worked in various roles including positions at Adamantine Spine Moving Company and Riverside Casino & Golf Resort. He also has experience with the University of Iowa Department of Public Safety and was a full-time student at the University of Iowa. Midwestern Financial Group provides investment management and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of passive and active investment strategies and emphasizes investor education through seminars and specialized programs for new investors.

Corey Houchins Witt is a financial advisor with Carrie Houchins-Witt Tax and Financial Services LLC in Coralville, Iowa. He holds a Series 65 designation and has seven years of industry experience. He has been with the firm since 2015. The firm primarily serves individual clients, focusing on pre-retirees, retirees, and clients navigating divorce. It offers fee-only hourly financial planning alongside tax and accounting services, emphasizing diversified, low-cost index funds and ETFs, tax-efficient strategies, and comprehensive financial plans without discretionary asset management.

Jason Dumont is a financial advisor with Wealth Advisors Group, LLC in Coralville, IA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been involved in multiple business ventures including land development, residential housing, farming, and owning a convenience store. Dumont also maintains active roles in several real estate and agricultural enterprises alongside his advisory work. Wealth Advisors Group provides ongoing asset management to individuals and high-net-worth clients through discretionary and non-discretionary portfolio services tailored to client objectives. The firm employs fundamental and technical analysis in its investment approach and manages over $215 million in discretionary assets with a small advisory team.

Barbara Hein is a CFP® and holds a Series 66 license with 24 years of industry experience. She is the sole advisor at Pursuit Wealth Management, where she has worked since 2018. Prior to that, she was with Steeleworks Financial for three years and has operated her own business, Barbara L. Hein, since 2012. Outside of financial advising, she is a distributor for Nu-Skin. Pursuit Wealth Management provides discretionary investment management to individuals, corporations, trusts, estates, and charitable organizations, including retirement accounts where it may act as an ERISA fiduciary. The firm uses a range of allocation strategies involving cash, fixed income, equities, ETFs, mutual funds, unit investment trusts, variable annuity sub-accounts, and options to pursue income and growth objectives.

Robert Scott is a CFP® with 10 years of industry experience and currently serves as the sole advisor at Partner Wealth in Iowa City, IA. Prior to founding Partner Wealth Planning, LLC in 2017, he worked at Larson Financial Group, LLC and Larson Financial Securities, LLC from 2015 to 2017. Outside of his advisory role, Scott served a term on the University Heights city council and is a part owner of a small bounce-house rental company. Partner Wealth serves individuals, trusts, businesses, employee benefit plans, and charitable organizations, managing approximately $54.6 million in assets. The firm employs a primarily passive investment approach using diversified portfolios of low-cost index funds and ETFs, supplemented by various analytical methods, and utilizes third-party managers and platform relationships for sub-advisory and custody services.

Andrew Charipar is a financial advisor at Cabin Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cabin Advisors, Cabin Securities, Modern Equity Services, and Tryon Investments. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services using a blend of fundamental, technical, cyclical, and asset-allocation analysis.

Wade Johnson is a financial advisor at Strategic Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms including Star Capital Inc., Northwest Bank and Trust, and Berthel Fisher and Company. In addition to his advisory role, he operates an independent insurance agency in Iowa City. Strategic Asset Management LLC serves individuals, retirement plans, trusts, and business entities through a ten-advisor team managing approximately $218 million in discretionary assets. The firm employs a combination of fundamental, quantitative, and technical analysis with an emphasis on long-term strategies, offering discretionary account management and periodic reviews.

Christopher Arthur is a financial advisor with RDA Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked with RDA Financial Network since 2008 and was previously affiliated with Cambridge Investment Research from 2006 to 2016. Arthur also serves as president of Ascent Advisory Solutions, a marketing business. RDA Financial Network serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, retirement plan fiduciary services, and access to sub-advisor and wrap fee programs. The firm employs a mix of quantitative and fundamental analysis through independent investment adviser representatives, maintaining a primarily long-term investment approach with tactical flexibility.

Susan Mims is a CFP® with 25 years of industry experience, currently serving as an advisor at Strategic Asset Management LLC since 2020. Her prior experience includes roles at United Planners Financial Services and Cambridge Investment Research, Inc. Outside of her advisory work, she is involved with the Iowa City Community Theater and serves on the board of Christian Retirement Services. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm operates a ten-advisor team and employs a combination of fundamental, quantitative, and technical analysis to manage approximately $218 million in discretionary assets.

Monica Mims is a financial advisor at Strategic Asset Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Strategic Asset Management since 2021. Monica is also involved as a volunteer assistant cross country and track coach for the Iowa City Community School District. Strategic Asset Management LLC is a ten-advisor team providing portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis with an emphasis on long-term strategies, managing approximately $218 million in discretionary assets.

David Darner is a financial advisor with Strategic Asset Management LLC, holding a Series 63 designation and bringing 43 years of industry experience. His career includes roles at Cambridge Investment Research and United Planners Financial Services, among others. Outside of his advisory work, he serves as treasurer for the Chamber Singers of Iowa City, a community choir. Strategic Asset Management LLC operates as a ten-advisor team providing portfolio management and financial planning to individuals, retirement plans, trusts, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis with an emphasis on long-term strategies and manages approximately $218 million in discretionary assets.