Philip Christopher Lee

Lane Johnson is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services and Principal Life Insurance Company since 2016. Prior to that, he was with Cambridge Investment Research from 2013 to 2016 and was involved in custom construction for over a decade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Josh Cocherell is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Before joining LPL Financial in 2022, he worked with Cambridge Investment Research and First Iowa State Bank. He is also an elected city councilman in Keosauqua, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering various financial planning and portfolio management programs supported by proprietary research and technology.

Ashley Worley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors and Strategic Financial Services. Outside of her advisory work, she is involved in non-investment-related ventures, including co-owning Grace Property Management LLC and participating in the Revive Entertainment Complex. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

Jordan Sathoff is a CFP® professional affiliated with LPL Financial, bringing 13 years of industry experience. He has previously worked with Cambridge Investment Research Advisors and Broker Dealer Financial Service Co. Outside of finance, he owns multiple farms in Iowa and serves as an elder on the board of Sharon Presbyterian Church in Farmington, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various account types.

Amos Stovall is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 credential and has worked in financial services roles at Cambridge Investment Research, Avantax, and Riverview Financial Group. Outside of advising, he owns Stovall Construction and Ace High Dog Grooming. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms, with both proprietary and third-party strategies, and includes institutional features such as advisor transition loans and equity participation.

Kylie Slocum is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She previously worked at Raymond James & Associates and Cambridge Investment Research, where she spent over a decade. Outside of her advisory role, she is involved in a family handyman and repair business as well as managing Wildflour Farm LLC in Birmingham, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.