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Robert S

CFP®, Series 63, Series 66

West Des Moines, IA

LPL Financial

Robert Sayer is a CFP® professional with 14 years of industry experience, currently associated with LPL Financial since 2021. His prior experience includes roles at Harvest Point Inc and Waddell & Reed Inc, as well as operating his own firm, Robert P Sayer LLC. 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, supporting 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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Timothy F

CFP®, ChFC®, Series 63, Series 66

West Des Moines, IA

LPL Financial

Timothy Fitzgerald is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Waddell & Reed and Equitrust Investment Management Services. Outside of his advisory role, he is involved in tax preparation and continuing education instruction. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

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

Series 66

West Des Moines, IA

LPL Financial

Gregory Opsal is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at The Opsal Group, LLC, Waddell & Reed Inc, and various insurance carriers before joining LPL Financial. Opsal maintains involvement with The Opsal Group, LLC as a business entity for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with additional financial products and operational tools.

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

CFP®, Series 63

West Des Moines, IA

LPL Financial

Laura Nilius is a CFP® professional with seven years of experience in the financial services industry. She has worked with CliftonLarsonAllen Wealth Advisors, LLC and the Foster Group before joining LPL Financial in 2022. 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 range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

CFP®, Series 66

West Des Moines, IA

LPL Financial

Timothy Mclaughlin is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Harvest Point Inc., Society of Financial Service Professionals, Capital City Connection, and Waddell & Reed, Inc. He is a non-profit board member of Capital City Connection. 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, model portfolio programs, third-party asset management, retirement advice, and institutional platforms.

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

CFP®, Series 66

West Des Moines, IA

LPL Financial

Collin Miller is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with LPL Financial in West Des Moines, IA. He previously worked at Waddell and Reed and Harvest Point Inc. In addition to his advisory role, he is also a commissioned notary. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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