ClearWealth was established by Lance Beckman CFP® in 2018. Lance has been in the financial services industry since 2013 and holds his Certified Financial Planning designation. Before starting ClearWealth, he was a Financial Advisor for one of the largest financial services companies in the country. ClearWealth is a Registered Investment Advisor (RIA) with the State of Iowa, meaning we have a fiduciary duty to our clients. More simply put, we have a legal obligation to act in the best interest of our clients. ClearWealth was started with the idea of creating a financial planning process that provides little conflict and big value. At ClearWealth, we believe building a comprehensive financial plan is the best way to have the most impact with the individuals, families, and businesses we work with.

Ryan Brueck is a CFP® with six years of industry experience, currently serving as a financial advisor at ClearWealth in Burlington, IA. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. ClearWealth is a state-registered investment adviser providing portfolio management and financial planning primarily to individual clients. The firm uses a predominantly passive investment approach with index mutual funds and ETFs, complemented by discretionary model portfolios and regular account reviews.

Eddie Hart is a financial advisor with IPI Wealth Management, Inc. in Burlington, IA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Investment Planners, Inc. since 2004. Outside of finance, he occasionally performs as a guitar player and singer. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs. The firm utilizes an open-architecture investment platform with proprietary risk-based models and outsources operational functions to a systems provider to support trade execution and performance reporting.

Chad Mcmullin is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 19 years of industry experience. His prior roles include positions at ChangePath, LLC, Brokers International Financial Services, LLC, FBL Marketing Services, and Farm Bureau. Outside of advising, he is involved in professional office building ownership and management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

Curtis Cloke is a financial advisor with J.W. Cole Advisors, Inc. based in Burlington, Iowa, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2016 and previously spent 12 years at Invest Financial Corp. Outside of advisory work, Cloke is involved in several entrepreneurial and educational activities, including serving as president and owner of Acuity Financial, Inc., president and CEO of Thrive Income Distribution LLC, a professional speaker, and an adjunct instructor at The American College. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, using discretionary and non-discretionary approaches that incorporate fundamental and technical analysis as well as digital advice platforms.

Michael Benninghoven is a financial advisor with Principal Financial Services in Burlington, Iowa, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes two decades at MetLife Securities Inc. and Metropolitan Life Insurance Company, followed by roles at Massachusetts Mutual and Mass Mutual Investors Services prior to joining Principal in 2017. He also maintains business activities as an agent in fixed insurance products, including life, disability, annuities, Medicare supplement, and hearing and vision insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers advisory programs, financial planning, and retirement consulting, with access to third-party money manager asset allocation and separately managed account solutions.

Brian Foecke is a financial advisor with Eagle Strategies (NY Life) based in Burlington, Iowa, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Legacy Retirement Solutions, LLC and New York Life Insurance Company since 1999 and currently operates under the Your Vision Financial Group. Outside of his advisory role, he serves as an officer and board member for several local nonprofit organizations, including Holy Trinity Catholic Schools Foundation and the West Point Public Library Foundation. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Kent Schmidgall is a CFP® professional with 13 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His work history includes roles at The Colony Group, LLC, Bam Management, LLC, and Buckingham Asset Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jodi Anderson is a ChFC® credentialed financial advisor with eight years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at firms including LPL Financial and Bannerman Wealth Management. Anderson also provides administrative support within her firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning and asset management services.

Joseph Jolin Sr. is a financial advisor at Edward Jones with a Series 66 designation. He has experience spanning several firms, including Jolin Media, Two Rivers Financial Group, Acuity Financial, and Employee Benefit Systems. Outside of his advisory work, he is associated with the Burlington Golf Course in Burlington, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm is notable for its large nationwide network of financial advisors and branches, along with affiliated capabilities such as a trust company and securities-based lending.

Joseph Johnson is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He also has experience in education from his time at Danville CSD and Murray State University. Outside of his advisory role, he is involved with a fishing charter business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and accommodates customized advisory and brokerage services.

Whitney Rogers is a CFP® designated financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Rogers worked six years at The Walt Disney Company. Outside of financial advising, Rogers coaches the High School Color Guard team for the Mt Pleasant Community School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karen Elliott is a financial advisor at Edward Jones in West Burlington, IA, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, Elliott serves as a board member and house director at the Burlington Golf Club and is a board member of the Community Foundation of Des Moines County. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Nicholas Bronson is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at LPL Financial and Midwestone Bank. He is also affiliated with Two Rivers Bank and Two Rivers Investment Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipalities. The firm emphasizes non-discretionary financial planning and investment consulting, using a range of tools and research to develop tailored recommendations while maintaining client decision authority.

Greg Miller is a financial advisor with LPL Financial in Burlington, Iowa, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been associated with Linsco Private Ledger since 2004. Miller also operates a DBA, Greg Miller, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Joseph Leake is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 27 years of industry experience. He previously spent 17 years at Edward Jones before joining Wells Fargo Advisors in 2021. He also owns JDL Wealth Management, LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Courtney Gustafson is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously was employed by Case New Holland from 2013 to 2019. Gustafson holds a Series 66 designation and serves on the boards of the Burlington YMCA and the local Kiwanis Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Mueller is a financial advisor with Edward Jones in Mt Pleasant, IA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he is involved with the Mt Pleasant Investment Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Brian Jones is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and also maintains roles as an independent insurance agent and trust officer. Outside of financial services, Jones owns two retail businesses specializing in product sales and has interests in real estate development. 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, discretionary and non-discretionary portfolio management, and access to third-party strategists across multiple account platforms.

Cheryl Bonner is a financial advisor with Edward Jones in Burlington, Iowa. She holds a Series 66 designation and has 16 years of industry experience. She has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Morley is a financial advisor with Edward Jones in Mt Pleasant, IA, holding a Series 66 designation and having 20 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she owns Dinosaur Head LLC, a finance-related business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices.

Kyle Wagenbach is a financial advisor with Raymond James Financial in Burlington, Iowa. He holds a Series 66 designation and is affiliated with a large institutional firm that employs over 6,500 advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, retirement plans, corporations, charitable organizations, and institutional clients. The firm provides non-discretionary financial planning and investment consulting, supported by extensive research and risk-based reviews, and is notable for its municipal advisory capabilities and broad affiliate ecosystem.

Frederick Scholer is a financial advisor with LPL Financial in Burlington, IA, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial since 2008. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering a range of investment solutions supported by an in-house research team.

Joel Sieren is a financial advisor with Edward Jones in Burlington, IA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as president of the Sieren Family Farms, a family grain farm in Burlington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed account strategies, and affiliated investment products. The firm operates a large nationwide network of advisors and branch offices and maintains capabilities including a trust company and securities-based lending.

Trevor Coffey is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior work includes positions at Frank Millard Company and Seither & Cherry. Outside of advising, he occasionally assists a truck dealership owned by longtime friends with customer meetings and vehicle listings, without compensation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Jane Van Fleet is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, she worked for Great River Health for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services, supported by a nationwide network of more than 23,700 financial advisors.

Michael Schwenker is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Sorrento Pacific Financial, LLC for 19 years and Farmers & Merchants Bank And Trust for 20 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of financial planning and investment management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

David George is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Mount Pleasant Municipal Utilities and Two Rivers Bank & Trust. Outside of his advisory role, he owns a commercial building leased to a law firm and residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and offers services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jon Hart is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Alan Weber is a CFP® and Series 66-registered financial advisor with Wells Fargo Clearing, based in Mt. Pleasant, IA. He has 10 years of industry experience, including seven years at Edward Jones prior to joining Wells Fargo Clearing in 2022. Outside of his advisory role, he serves as power of attorney for a family member, assisting with bill payments and tax matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.