Thomas Mccoy

Mary Hines is a financial advisor with LPL Financial in Conrad, Iowa, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at LPL Financial since 2016 and also has a role with MidWestOne Bank starting in 2014. Outside of her advisory work, she is a joint owner of a private single-family rental property with her spouse. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.

Bryce Williams is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and has worked at Stratos Wealth Partners and LPL Financial since 2020, following prior roles at Shazam and Wells Fargo. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

William Wirin is a financial advisor with Edward Jones in Marshalltown, IA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elisabeth Bieber is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. Prior to her career in finance, she operated a voice instruction and performance business, Equilibrio Voice Studio, teaching young students for over a decade. She has been with Edward Jones since 2019. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Reed Mells is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Horter Investment Management, Primerica Advisors, and Iowa Elite. Outside of advising, he has been involved with the International Basketball Association. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nathan Blayer is a Series 66 licensed financial advisor with Edward Jones in Marshalltown, IA, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.