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.

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.

Kent Dallmeyer is a financial advisor with Mason & Associates, Inc. in Washington, IA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Mason & Associates and Mutual Securities, Inc. since 2015. Outside of advisory work, he serves as a director and foundation chair of the Rotary Club of Washington, IA, and is involved in several family farm enterprises. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment process is based on Modern Portfolio Theory and includes strategic asset allocation and global diversification, utilizing an open-architecture platform and engaging in private placements and illiquid investments.

Cayden Duhaime is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his industry career in 2023. His prior experience includes roles at United Iowa Financial, Cedar Rapids Bank and Trust, GreenState Credit Union, and the University of Iowa. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Daniel Eisenman is a financial advisor with Commonwealth Financial Network in Iowa City, IA, holding a Series 66 designation and seven years of industry experience. He previously worked at UICCU Wealth Management and UICCU. Outside of advisory services, he is involved in fixed insurance sales as an agent under the name United Iowa Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operations, technology, and compliance support, enabling advisors to offer customized investment solutions and model portfolios.

Austin Svatos is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has eight years of industry experience, including roles at UICCU Wealth Management and United Iowa Financial. Outside of advisory work, he is involved in fixed insurance sales as an agent operating under United Iowa Financial. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors. The firm provides a range of advisory programs and services, combining technology, investment management, and practice-management support while allowing advisors discretion in portfolio construction.

Eli Wynes is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at UICCU Wealth Management and Commonwealth Financial Network since 2014. Wynes is also CFO and part owner of United Iowa Financial, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

Cullan Schriever is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and based in Iowa City, IA. Schriever has been with Commonwealth and United Iowa Financial since 2025. Prior to his advisory roles, he was involved with Iowa Wrestling Camps and held positions at the University of Iowa, Mason City High School, and John Adams Middle School. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including custom portfolio solutions and retirement plan consulting, supported by extensive operations, technology, and investment management resources.

Jayden Johnson is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and United Iowa Financial since 2023 and 2020, respectively. Johnson is also involved with Craft Concepts Group and has prior experience at Cottingham & Butler and two universities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management and retirement plan consulting. The firm offers its advisors discretion in portfolio construction and manages model portfolios through a due-diligence process, supported by substantial clearing and custody arrangements.

Robin Jackson Miller is a financial advisor at Savant Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked for Terry Lockridge & Dunn Inc for 22 years. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a multi-advisor enterprise model and uses an evidence-based investment approach with customized portfolio options and integrated tax and legal services.

Adhali Larios Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors, and he has served in the U.S. Army Reserves since 2009. Hernandez is a board member of the Washington Public Library, participating in community outreach and engagement. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary investment recommendations supported by Morningstar Investment Management’s proprietary software and model portfolios.

Seth Penney is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth since 2014 and also works with the University of Iowa Community Credit Union. In addition to his advisory role, Penney conducts fixed insurance sales as an agent under the name United Iowa Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to offer customized portfolios and model strategies.

Michael Lehman is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. He also has a long tenure at Iowa State Bank & Trust dating back to 1992. Lehman is a co-owner and CPO of United Iowa Financial, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and customized solutions, while offering operational, compliance, and practice-management support to affiliated advisors.

Carrie Wagner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. She has worked at Commonwealth since 2014 and concurrently at UICCU since 2011. Wagner is also a part owner of United Iowa Financial, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while positioning itself as a platform provider for affiliated advisors.

Mark Law is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he serves as Chief Investment Officer and part owner of United Iowa Financial, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Mollie Thomsen is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. She has worked with UICCU Investment Services and United Iowa Financial, where she is also COO and part owner. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers discretionary and customized portfolio solutions and maintains a significant clearing and custody relationship with National Financial Services LLC.

Sarah Nolte is a CFP® and Series 66–licensed financial advisor with 11 years of industry experience. She has worked at Savant Wealth Management since 2022 and previously held roles at World Trend Financial, Ausdal Financial Partners, Inc., and Cambridge Investment Research, Inc. Nolte is based in Iowa City, IA. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm uses a structured, evidence-based investment approach with tax-aware implementation and offers a range of services including financial planning, family office, trust services, and corporate retirement consulting.

Dareth Mcalpin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at United Iowa Financial since 2019 and was previously with UICCU Investment Services from 2016 to 2019. Mcalpin also engages in fixed insurance sales as an agent under the name United Iowa Financial. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management support. The firm offers multiple program structures and discretionary model portfolios while acting as a back-office and platform provider for affiliated advisors.

Daniel Voss is a financial advisor with Edward Jones in Washington, Iowa, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he owns and manages a commercial real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Brian Kelso is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Cambridge since 2007 and has concurrently worked as an independent insurance agent since 2002. Kelso is also the president of Vel-Donna, Inc., a storage rental business, and is a member of the Rotary Club in Kalona, IA. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through independent Financial Professionals using multiple account platforms and a variety of investment strategies.

Madelyn Widmer is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2016, including roles at Thrivent Financial. Prior to her advisory career, she worked at Central College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jeffrey Enfield is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise since 2020, following a 32-year tenure at American Express Financial Advisors Inc. Based in Washington, Iowa, he has extensive experience in financial advisory services. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Kenteth Blossom is a CFP®-designated financial advisor with 20 years of industry experience, currently affiliated with Cetera. He has held roles at Everence and Concourse Financial Group Securities Inc, with a career spanning trust, financial, and insurance services. Outside of his advisory work, he serves as a head softball coach at a local high school and acts as Power of Attorney and executor for his parents. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm combines retirement and fiduciary capabilities with a broad trust and institutional network, supporting a range of discretionary and non-discretionary investment programs.

Steven Boman is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked previously in retail and early education sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Martin Westen is a financial advisor with Thrivent Investment Management in Washington, IA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Westen serves as Membership Director for the Vintage Karting Association, an organization focused on preserving vintage go-karting and hosting related events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate oversight of these services.

Micah Roberts is a financial advisor at Edward Jones based in Washington, IA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Nielsen is a financial advisor with Edward Jones in Washington, IA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in dietitian consulting and healthcare services. Outside of his advisory role, he owns a nutrition coaching business and occasionally preaches at a local church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

David Bruns is a financial advisor with Edward Jones in Washington, IA, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Outside of his advisory work, he serves on the Board of Trustees for Washington County Hospital and is a board member of the Washington County Hospital Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, supported by a nationwide network of over 23,000 financial advisors.

Dave Morris is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he is involved in songwriting and owns a retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Trevor Quigley is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent in various capacities since 2022. Outside of his advisory role, he serves as co-head coach of the boys varsity golf team at Washington High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Tim Sullivan is a CFP® with 37 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life. Outside of his advisory work, he is involved as a high school sports referee and serves on the board of the Community Foundation of Washington County and the Kalona Rotary. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple custodians.

Barry Johnson is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018. His prior experience includes roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Johnson is also president of Barry Johnson Financial Services, LLC, and has served as president of the Wellman Rotary community service club. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs, utilizing technology-driven asset allocation and portfolio management tools, and supports thousands of advisors with access to multiple custodial platforms and alternative investment options.

Jeffrey Knupp is a financial advisor with Edward Jones in Washington, IA, holding a Series 66 designation and two years of industry experience. His background includes roles at HTLF and Federation Bank, as well as entrepreneurial experience with Duwa's Quality Walls Inc. Outside of advising, he serves as a board member for the Community Foundation in Washington, IA, and works part-time as a server and bartender at The Exchange on Vine, a wedding and event venue. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.