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Emily W

Series 66

Fairfield, IA

LPL Financial

Emily Wiggins is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked for Cambridge Investment Research, Inc. for 12 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Carol Robinson is a Series 66 licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2017. She has 10 years of industry experience and has been affiliated with Cambridge Investment Research since 2015. Outside of her advisory role, Robinson is involved in retail sales of health products and supplements and operates a pet services business. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Whitney R

CFP®, Series 66

Mt Pleasant, IA

Edward Jones

Whitney Rogers is a CFP® designated financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Rogers worked six years at The Walt Disney Company. Outside of financial advising, Rogers coaches the High School Color Guard team for the Mt Pleasant Community School District. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Hal M

Series 63, Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Hal Masover is a financial advisor with Cambridge Investment Research Advisors in Fairfield, Iowa, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2015 and previously spent 15 years with Financial West Group. Outside of his advisory work, he owns a photography business and is involved in the arts through Earth, Sky and You. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers account implementation across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Ashley W

Series 66

Birmingham, IA

LPL Financial

Ashley Worley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors and Strategic Financial Services. Outside of her advisory work, she is involved in non-investment-related ventures, including co-owning Grace Property Management LLC and participating in the Revive Entertainment Complex. 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 portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

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

CFP®, Series 63

Fairfield, IA

Cambridge Investment Research Advisors

Stacey Martin is a CFP® professional with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has held roles at Cambridge Investment Research since 2004 and owns Smart Advisor Placement & Consulting, LLC. Martin is also involved as an author, educator, and public speaker. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Jordan S

CFP®, Series 66

Hillsboro, IA

LPL Financial

Jordan Sathoff is a CFP® professional affiliated with LPL Financial, bringing 13 years of industry experience. He has previously worked with Cambridge Investment Research Advisors and Broker Dealer Financial Service Co. Outside of finance, he owns multiple farms in Iowa and serves as an elder on the board of Sharon Presbyterian Church in Farmington, IA. 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 broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various account types.

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

Series 63, Series 65

Fairfield, IA

Cambridge Investment Research Advisors

Bobby Northup is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including over two decades with Cambridge Investment Research Advisors and related firms. Northup serves as a board member of the Pekin Community Scholarship Fund. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Connie B

Series 66

Fairfield, IA

Edward Jones

Connie Boyer is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, Connie serves as the mayor of Fairfield, Iowa, where she chairs council meetings and provides direction to the city administrator. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Divorce financial planning General estate planning guidance Retired Founder/Business Owner Executive
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Heather R

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Heather Rathbun is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. She has been with Cambridge Investment Research or its affiliates since 2009. In addition to her advisory role, she is an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals managing a multi-billion dollar asset base.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Richard M

Series 63, Series 66

Mt Pleasant, IA

Edward Jones

Richard Mueller is a financial advisor with Edward Jones in Mt Pleasant, IA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he is involved with the Mt Pleasant Investment Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Fairfield, IA

LPL Financial

Taylor Mast is a financial advisor with LPL Financial in Fairfield, IA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Cambridge Investment Research Advisors. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

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

Series 66

Mount Pleasant, IA

Cambridge Investment Research Advisors

Brian Jones is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 23 years of industry experience, including roles at Cambridge Investment Research, Inc. and Broker Dealer Financial Services. Outside of his advisory work, Jones owns retail and product sales businesses, including US Fabric Structures and Hoop Buildings, LLC. Cambridge Investment Research Advisors serves individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Patricia M

Series 66

Mt Pleasant, IA

Edward Jones

Patricia Morley is a financial advisor with Edward Jones in Mt Pleasant, IA, holding a Series 66 designation and having 20 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she owns Dinosaur Head LLC, a finance-related business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Retirement income strategy Founder/Business Owner Intergenerational Families
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Katrina J

Series 66

Fairfield, IA

LPL Financial

Katrina Jackson is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Her career includes multiple roles at Cambridge Investment Research and Royal Alliance Associates before joining LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a wide range of discretionary and non-discretionary investment strategies.

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

Series 66

Mt Pleasant, IA

Edward Jones

Trevor Coffey is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior work includes positions at Frank Millard Company and Seither & Cherry. Outside of advising, he occasionally assists a truck dealership owned by longtime friends with customer meetings and vehicle listings, without compensation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Kevin I

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Kevin Ihrke is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and nine years of industry experience. He has previously worked with Principal Securities Inc. and Principal Life Insurance. Outside of his advisory role, he serves as a board member for the Fairfield Public Library Foundation and as secretary for the Alano Society of Ottumwa. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple investment platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Elizabeth A

Series 65

Fairfield, IA

Cambridge Investment Research Advisors

Elizabeth Allen is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors. She has worked in the financial industry since 2015, including positions at Cambridge Investment Research Advisors and SmartPro Financial. Cambridge Investment Research Advisors serves individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Brittany M

Series 66

Fairfield, IA

LPL Financial

Brittany Mc Allister is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Cambridge Investment Research and Bovard Studio Inc. 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, 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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Juniper B

Series 66

Fairfield, IA

LPL Financial

Juniper Broz is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research and Two Rivers Bank and Trust. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a wide network of over 22,800 advisors.

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