Philip Lee

Lane Johnson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 11 years of industry experience. He previously worked at Cambridge Investment Research, Inc., and has been with Principal Securities Inc. and Principal Life Insurance Company since 2016. Prior to his financial services career, he 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, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Josh Cocherell is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and First Iowa State Bank. Outside of his advisory role, he serves as an elected city councilman in Keosauqua, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a broad range of financial planning and investment management solutions through a large network of investment adviser representatives.

Ashley Worley is a financial advisor at LPL Financial with eight years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cambridge Investment Research Advisors and Strategic Financial Services. Outside of her advisory work, she is involved with Revive Entertainment Complex and co-owns Grace Property Management LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jordan Sathoff is a financial advisor at LPL Financial with 13 years of industry experience and holds the CFP® and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and Broker Dealer Financial Service Co. Outside of his advisory role, Sathoff owns multiple farms in Iowa and serves as an elder on the board of Sharon Presbyterian Church in Farmington, IA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Amos Stovall is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Avantax Investment Services and Riverview Financial Group. Outside of finance, he owns a construction business and a dog grooming service. Cambridge Investment Research Advisors serves a wide range of clients 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 using various account platforms and investment strategies.

Kylie Slocum is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates and Cambridge Investment Research. Outside of her advisory role, she is involved in family and small business ventures, including a handyman repair business and ownership of a farm in Birmingham, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.