Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Lucas P

Series 63, Series 65

Altoona, IA

LPL Enterprise

Lucas Peterson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Cambridge Investment Research Advisors and Brokers International Financial Services. He is also an independent insurance agent and owner of a vending business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and related insurance and trust services.

Tax-loss harvesting
firm logo

Ryleah C

CFP®, Series 66

Ankeny, IA

Edward Jones

Ryleah Cross is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of experience, all with Edward Jones since 2013. She holds a Series 66 license and serves as Vice President of the Grimes Chamber and Economic Development in Grimes, IA. 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, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

David G

Series 63, Series 66

Ankeny, IA

Cetera

David Green is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions with VOYA Financial Advisors and VOYA Financial from 2014 to 2021, before joining Cetera Wealth Services in 2021. He is based in Ankeny, Iowa. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Shalini B

Series 66

Ankeny, IA

LPL Enterprise

Shalini Babu is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Her work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, and Great Southern Bank. She also has experience with nonprofit organizations such as the Blank Park Zoo and Global Conservation Force. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed in-house or by third-party strategists, and it offers a range of financial planning and consulting services alongside access to third-party asset managers and insurance products.

Tax-loss harvesting
firm logo

Sharon V

Series 66

Des Moines, IA

Edward Jones

Sharon Vickery is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones, she worked at Sogeti USA for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Mark M

Series 63, Series 65

Ankeny, IA

LPL Financial

Mark Mclaughlin is a financial advisor with LPL Financial in Ankeny, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes nine years with Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in agricultural and consulting activities, including ownership in Farm Estate GPS, LLC and L&S Livestock, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of portfolio management options supported by proprietary research and technology.

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

Jeffery L

Series 66

Des Moines, IA

Edward Jones

Jeffery Lohmeier is a financial advisor with Edward Jones in Des Moines, IA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of needs. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Maria H

CFP®, Series 63, Series 66

Ankeny, IA

LPL Financial

Maria Hackett is a CFP®-certified financial advisor with LPL Financial, based in Ankeny, Iowa. She has one year of experience in the industry, including prior work with Crossroads Beef and a twelve-year tenure at Gilbert & Cook, Inc. 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 portfolios, 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
user avatar
firm logo

Michael V

Series 66

Ankeny, IA

Cetera

Michael Van Heiden is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its related entities since 2018, with prior experience at Directed Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
firm logo

Mitch S

Series 66

Prairie City, IA

Edward Jones

Mitch Seiberling is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and nine years at Estes Express Lines. He holds a Series 66 designation. Outside of his advisory role, he is involved in managing and auditing the books for Seiberling Real Estate Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on providing a range of advisory services through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
user avatar
firm logo

Aaron P

Series 66

Des Moines, IA

OSAIC

Aaron Plaskas is a financial advisor with OSAIC in Des Moines, IA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Park Avenue Securities LLC, and Guardian Life Insurance Co of America. In addition to his advisory work, he is co-owner and agent at Inspired DSM, LLC, where he is involved in the sale and service of property and casualty insurance as well as accident, health, and group benefits insurance. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios comprising various asset types, managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Chase N

Series 66

Ankeny, IA

Raymond James Financial

Chase Netusil is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. His career includes roles at Raymond James Financial Services Inc. and All Iowa Attack. He is also associated with Netusil Financial Services, Inc., where he works as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jackson R

Series 66

Ankeny, IA

Edward Jones

Jackson Rozenboom is a financial advisor with Edward Jones in Ankeny, IA, holding a Series 66 designation and two years of industry experience. His prior work experience includes positions at LPL Financial, Lincoln Savings Bank, Principal, and roles outside finance such as operating a smoothie bar and working at the University of Northern Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Ronald B

Series 63, Series 65

Des Moines, IA

Equitable Advisors

Ronald Bristow is a financial advisor with Equitable Advisors in Des Moines, IA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Equitable Advisors since 2010, following prior roles at AxA Advisors, UBS Financial Services, and Morgan Stanley Dw Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and emphasizes matching clients to appropriate models or discretionary managers, utilizing both proprietary and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Stephani G

Series 63, Series 65

Carlisle, IA

Cetera

Stephani Garrison is a financial advisor with Cetera, holding Series 63 and Series 65 designations and six years of industry experience. Her work history includes roles at Cetera-affiliated firms since 2023, as well as previous positions at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Deborah M

Series 66

Altoona, IA

Edward Jones

Deborah Mc Reynolds is a financial advisor with Edward Jones in Altoona, IA, holding a Series 66 designation and 17 years of experience with the firm. She has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Melanie H

Series 66

Des Moines, IA

Wells Fargo Clearing

Melanie Hart is a financial advisor at Wells Fargo Clearing with a Series 66 credential and over 15 years of experience within Wells Fargo-affiliated entities, including Wells Fargo Bank and Wells Fargo Investment Institute. She is based in Des Moines, IA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
user avatar
firm logo

Christopher S

Series 66

Bondurant, IA

Edward Jones

Christopher Schonridge is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Central Standard, Star Destinations, Pinstripes, and Schon Feedlots. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Penny H

Series 63

Des Moines, IA

Edward Jones

Penny Hein is a financial advisor at Edward Jones with 36 years of industry experience. She holds a Series 63 designation and has worked at Edward Jones since 2019. Prior to that, she was with Broker Dealer Financial Services Inc and Spectrum Financial Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Kent P

Series 66

Ankeny, IA

Edward Jones

Kent Patterson is a financial advisor at Edward Jones in Ankeny, Iowa, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)