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.

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.

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.

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.

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.

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.

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.

Katherine Kula is a financial advisor at Basepoint Wealth, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at Basepoint Wealth since 2017, following six years at Ameriprise Financial Services, Inc. In addition to her advisory role, she is a partner at Basepoint Tax & Accounting LLC, an accounting firm providing bookkeeping, payroll, accounting, and tax preparation services. Basepoint Wealth, LLC offers investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a customized, long-term investment approach using both internal management and independent managers, and is affiliated with an accounting practice that clients may access for tax and accounting services.

Kathryn Wallace is a CFP® and ChFC® with 22 years of industry experience. She has worked at Basepoint Wealth, LLC since 2017 and previously spent 12 years with Ameriprise Financial Services, Inc. Wallace serves as a board member of the Cedar Rapids Metro YMCA, a nonprofit organization. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a customized investment approach using internal and independent managers, with portfolios constructed from mutual funds, ETFs, equities, and fixed income securities.

Nicholas Timm is a financial advisor at Cedar Point Capital Partners, LLC with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Equitable Advisors, LLC and Axa Advisors LLC. Timm serves on the boards of Mount Mercy University Alumni and Lutheran Interparish School. Cedar Point Capital Partners is a five-advisor firm serving individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, qualitative, and cyclical analysis across a range of asset classes.

Aaron Epstein is a financial advisor at Cedar Point Capital Partners, LLC in Cedar Rapids, IA, holding a Series 65 credential with six years of industry experience. He previously worked at Basepoint Wealth LLC and has been involved with several soccer organizations, including the Iowa Soccer Association Olympic Development Program. Cedar Point Capital Partners is a registered investment adviser with a five-advisor team serving individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process across various asset classes and emphasizes institutional custodial relationships and formal compliance policies.

Landis Wiley is a CFP® with 14 years of industry experience and has been with Basepoint Wealth, LLC since 2017. Prior to that, he worked at Ameriprise Financial Services, Inc. for one year. Outside of advising, Wiley serves as a soccer official and is a trustee and treasurer on the Cedar Rapids Community Schools Foundation Board of Trustees. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm uses a combination of internal and independent managers to construct customized portfolios based on client goals and risk tolerance, employing fundamental, technical, cyclical, and economic analysis.

Ryan Turner is a financial advisor at Basepoint Wealth, LLC in Cedar Rapids, IA, holding a Series 65 designation. He joined Basepoint Wealth in 2025 and has prior experience in educational and nonprofit organizations, including roles at Central City CSD, Maquoketa CSD, Consumer Choices Option, and the Iowa High School Athletic Association. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a customized, multi-method investment approach with a long-term orientation and offers access to affiliated tax and accounting services.

William Wallace is a financial advisor at Basepoint Wealth, LLC in Cedar Rapids, IA, holding the CFP®, CFA®, PFS™, and Series 66 designations with 25 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2000 to 2017 before joining Basepoint Wealth in 2017. Wallace is also a partner in Basepoint Tax & Accounting, LLC, an accounting firm providing bookkeeping, payroll, accounting, and tax preparation services. Basepoint Wealth, LLC offers investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm uses a combination of internal and independent managers to construct portfolios tailored to client goals and risk tolerance, employing fundamental, technical, cyclical, and economic analysis with ongoing portfolio monitoring.

Keith Pochobradsky is a financial advisor with Basepoint Wealth, LLC in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Farmers Investment Services, Cetera Advisor Networks, and Northwestern Mutual Investment Management. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a customized, long-term investment approach incorporating fundamental, technical, cyclical, and economic analyses, managing portfolios with mutual funds, ETFs, individual equities, and fixed income securities.

Ryan Watermiller is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Basepoint Wealth, LLC since 2021 and previously spent one year at Ankeny Financial Planning, LLC, as well as nine years at Principal Financial Group. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm offers discretionary portfolio management through internal and independent managers, constructing diversified portfolios tailored to client goals and risk tolerance.

Kirk Sadilek is a financial advisor at Basepoint Wealth, LLC with 27 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Principal Life Insurance Company and Principal Financial Group for 22 years. Sadilek serves on the board of the Catholic Foundation in the Archdiocese of Dubuque and is involved in several nonprofit and professional organizations related to financial services and charitable giving. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm customizes investment programs based on client goals and risk tolerance, using a combination of internal and independent managers and employing fundamental, technical, cyclical, and economic analyses.

Ronald Detweiler is a financial advisor with Basepoint Wealth, LLC in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Basepoint Wealth and its affiliated Basepoint Tax & Accounting LLC since 2022, previously serving at Avantax Partners and Honkamp & Company CPAs. Outside of his advisory role, Detweiler serves as treasurer for multiple community organizations, including The Ecumenical Community Center of Cedar Rapids and The National Czech & Slovak Museum and Library. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm uses discretionary portfolio management with a range of investment vehicles and customizes strategies based on client goals, risk tolerance, and financial circumstances.