Jeffrey Nelson is a financial advisor at Cetera with 34 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliate Cetera Wealth Services since 2013, as well as providing financial services at United Bank of Iowa since 2002. Nelson is also a representative involved in selling fixed life insurance and annuities. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of investment management, financial planning, and fiduciary services, combining advisor-managed accounts with model portfolios and third-party solutions.

Todd Green is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax in various capacities from 2019 to 2025. In addition to his advisory role, Green is the managing member of Green CPA PLLC, a tax and accounting firm serving primarily farming and trucking businesses, and is a partner at TNT LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, supported by a range of advisor-managed accounts, model portfolios, and third-party managed options.

Brianne Timmerman is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at First Community Bank and SWS Financial Services prior to her current roles. Outside of her advisory work, she serves as a softball umpire for junior high and younger girls’ leagues. 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 a variety of investment delivery options supported by an in-house research team and combines advisory operations with non-advisory product activities such as insurance and annuity sales.