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Joshua O

ChFC®, Series 63, Series 66

Coralville, IA

LPL Financial

Joshua Oswald is a financial advisor at LPL Financial with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2018, he worked at Northwestern Mutual Investment Management from 2008 to 2016 and has been associated with SII Investments, Inc since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a variety of financial planning and investment management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tyler F

Series 66

Coralville, IA

LPL Financial

Tyler Fridrich is a financial advisor at LPL Financial with a Series 66 credential and eight years of industry experience. His prior roles include positions at HJR Financial Group, SII Investments, Inc., and the University of Iowa Tippie College of Business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael D

CFP®, Series 63

Coralville, IA

LPL Financial

Michael Diers is a CFP® with 41 years of industry experience, currently serving at LPL Financial since 2021. His prior roles include positions at Midwest Financial Solutions, Ameritas Life Insurance Corp, and Hawkeye Brokerage Center. Outside of his advisory work, he is involved in real estate through ownership in investment property companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert R

Series 63, Series 66

Coralville, IA

LPL Financial

Robert Robinson is a financial advisor with LPL Financial in Coralville, Iowa, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2018, he spent 15 years at Sii Investments, Inc. and has been associated with Equitable Of Iowa since 1990. Outside of his advisory work, he operates a small business buying and selling baseball cards on eBay. 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 investment management solutions, utilizing both proprietary and third-party models across discretionary and non-discretionary platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan P

Series 63, Series 66

Coralville, IA

LPL Financial

Ryan Panzer is a financial advisor with LPL Financial in Coralville, IA, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at LPL Financial since 2018, following five years at Sii Investments and one year at Northwestern Mutual Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tina M

CFP®, Series 63

Coralville, IA

LPL Financial

Tina McLaskey is a CFP® with 22 years of experience in the financial services industry. She is currently with LPL Financial, where she has worked since 2018, and has held roles at Sii Investments, Inc. and Todd Jacobson since 2003. In addition to her advisory work, she is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and extensive asset management capabilities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James M

CFP®, Series 63, Series 66

Coralville, IA

LPL Financial

James Meehan is a CFP® professional with 34 years of experience in the financial services industry. He has been with LPL Financial since 2018 and previously worked at Sii Investments and Northwestern Mutual Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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