RDA Financial network

Gregory Giles is a financial advisor with RDA Financial Network in Akron, IA, holding a Series 66 designation and 10 years of industry experience. His prior work includes a position at Robert W. Baird and ongoing roles with United Planners Financial Services and Legacy Financial, LLC. Outside of advisory services, he has ownership interests in several real estate entities and property management ventures. RDA Financial Network serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and employer-sponsored retirement plan fiduciary services. The firm utilizes a combination of proprietary model strategies and third-party sub-advisors, overseen by a wealth management committee, with a focus on long-term investment approaches and tactical flexibility.

Duane Roth is a financial advisor with RDA Financial Network in O'Fallon, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been involved with RDA Financial Network since 2007 and manages Roth Agribusiness, reflecting a longstanding connection to farming and agriculture. RDA Financial Network serves individual and high-net-worth clients through a network of independent investment adviser representatives, offering discretionary portfolio management, financial planning, and access to sub-advisor programs. The firm combines quantitative and fundamental analysis with a primarily long-term investment approach while allowing tactical adjustments within client guidelines.

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.

Michael Lasovage is a financial advisor with RDA Financial Network, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at United Planners Financial Services and Cambridge Investment Research. In addition to his financial advisory work, he has practiced law since 1969 and operates a tax preparation business. RDA Financial Network serves individual and high-net-worth clients through a network of independent advisers, offering discretionary portfolio management, financial planning, and fiduciary services. The firm employs a mix of proprietary and third-party model strategies with a long-term investment orientation complemented by tactical adjustments.

Dale Dobnicker is a financial advisor at RDA Financial Network with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including United Planners Financial Services and Cambridge Investment Research. Outside of his advisory role, he owns a home maintenance business. RDA Financial Network serves individual and high-net-worth clients, offering advisory services such as discretionary portfolio management, financial planning, and retirement plan fiduciary services. The firm employs a mix of proprietary models and third-party sub-advisors, with a wealth management committee overseeing investment strategies primarily focused on long-term orientation with tactical flexibility.

Chad Ericson is an investment advisor with RDA Financial Network in Akron, Iowa, holding Series 63 and Series 66 credentials and over 25 years of industry experience. He has been with RDA Financial Network since 2011 and currently serves as the firm’s President and Chief Information Security Officer. Ericson is also involved in community development through his role as a director of Akron Development Corp and serves on the Akron-Westfield Education Excellence Foundation board. RDA Financial Network serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and retirement plan fiduciary services. The firm employs a combination of proprietary models and third-party sub-advisors, focusing on long-term investment strategies with flexibility for tactical adjustments.

Brian Parker is a financial advisor with RDA Financial Network, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked at RDA Financial Network since 2018. His prior roles include positions at Open Source and USA Financial Securities, and he operates Advanced Financial Concepts, where he is involved in life and health insurance sales. He also provides notary services and participates as an educational presenter for Adult Financial Educational Services. RDA Financial Network serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, retirement plan fiduciary services, and access to sub-advisor and wrap fee programs. The firm employs a network of independent advisers who use proprietary models and third-party sub-advisors, combining quantitative and fundamental analysis with a primarily long-term investment approach.

Michael Brannen is a financial advisor with RDA Financial Network and holds a Series 63 designation. He has 30 years of industry experience, including roles at Cambridge Investment Research and United Planners' Financial Services. He is also an insurance agent in West Chester, Ohio. RDA Financial Network serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and retirement plan fiduciary services. The firm utilizes a combination of proprietary models and third-party sub-advisors, employing both quantitative and fundamental analysis with a long-term investment orientation.

John Arthur is a financial advisor with RDA Financial Network based in Coralville, IA. He holds the ChFC® designation and Series 63 license, and has 42 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and United Planners Financial Services. Outside of advisory work, he is involved with several family-owned farms and real estate businesses. RDA Financial Network serves individual and high-net-worth clients by offering discretionary portfolio management, financial planning, retirement plan fiduciary services, and access to sub-advisor and wrap fee programs. The firm employs a combination of proprietary models and third-party sub-advisors with a long-term investment orientation, overseen by a wealth management committee.

Samuel Chadick is an investment advisor representative at RDA Financial Network with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Roth Companies, Inc. since 2017 in various roles including insurance agent and wealth management advisor. 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 uses both proprietary model strategies and third-party sub-advisors with oversight from a wealth management committee, combining quantitative and fundamental analysis with a primarily long-term investment approach.

Robert Reidelberger is a financial advisor with RDA Financial Network, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Visionary Wealth Advisors, MassMutual, LPL Financial, and Bank of Springfield. Outside of financial services, he is a minority partner and investor in SourceNow LLC, a cybersecurity and IT consulting firm. RDA Financial Network serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, retirement plan fiduciary services, and access to sub-advisors and wrap fee programs. The firm combines proprietary model strategies with third-party management, employing both quantitative and fundamental analysis with a long-term investment orientation.

Jacob Chadick is an investment advisor representative at RDA Financial Network with four years of industry experience. He holds a Series 66 designation and has worked at firms including The Roth Companies, Inc. and United Planners Financial Services. Outside of advising, he is also licensed as an insurance agent for non-variable insurance products. RDA Financial Network serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and retirement plan fiduciary services. The firm uses a combination of proprietary models and third-party sub-advisors, applying both quantitative and fundamental analysis with a long-term investment orientation.

Richard Ryan is a financial advisor with RDA Financial Network in Cedar Falls, IA, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at United Planners Financial Services and Cambridge Investment Research. He serves as treasurer on the board of a nonprofit club baseball organization. RDA Financial Network provides advisory services to individual and high-net-worth clients, including discretionary portfolio management, financial planning, and retirement plan fiduciary services. The firm employs a network of independent advisers using proprietary models and third-party sub-advisors, combining quantitative and fundamental analysis with a primarily long-term investment orientation.

Michael Forbrook is a financial advisor with RDA Financial Network, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His career includes roles at United Planners Financial Services and Cambridge Investment Research, along with operating his own independent advisory and insurance practices. Outside of advisory work, he is involved in independent insurance sales. RDA Financial Network serves individual and high-net-worth clients with a range of advisory services, including discretionary portfolio management and retirement plan fiduciary services. The firm utilizes both proprietary model strategies and third-party sub-advisors, combining quantitative and fundamental analysis with a primarily long-term investment approach.

Thomas McBride is a CFP® with 45 years of experience in the financial industry. He is affiliated with RDA Financial Network and has held roles at Monetary Strategies and Cambridge Investment Research, among others. McBride’s career includes long-term involvement with Monetary Strategies dating back to 1980. RDA Financial Network serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and employer-sponsored retirement plan fiduciary services. The firm delivers investment advice through a network of independent advisers, combining proprietary model strategies and third-party sub-advisors, with a focus on long-term investment orientation and tactical flexibility.