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Kyle H

Series 66

Hiawatha, IA

Edward Jones

Kyle Hibbing is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is involved in commercial real estate as president of KJJB, LLC, a building ownership entity in Hiawatha, 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 investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement income strategy Retired Founder/Business Owner Executive
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Mark H

Series 63, Series 66

Cedar Rapids, IA

Edward Jones

Mark Hoffman is a financial advisor with Edward Jones in Cedar Rapids, Iowa, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products backed by a network of approximately 23,701 financial advisors.

Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Christopher L

Series 66

Marion, IA

LPL Financial

Christopher Landherr is a financial advisor with LPL Financial, holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Ameritas Investment Corp and Central Financial Group. Outside of his advisory work, he is involved in founding real estate rental businesses with family and friends. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of advisers. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Noah N

Series 66

Cedar Rapids, IA

OSAIC

Noah Nabb is a financial advisor at OSAIC with a Series 66 designation. He has one year of industry experience and prior work history that includes roles outside the financial sector, such as positions at Meadows Golf Club and YMCA. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm’s portfolio construction utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing across multiple investment types, managing accounts on both discretionary and non-discretionary bases.

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

Series 63, Series 65

Cedar Rapids, IA

LPL Financial

Joana Karl is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, nA. Joana also serves as a notary and is involved with Cedar Rapids Investment Consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Rachel S

Series 66

Cedar Rapids, IA

LPL Financial

Rachel St. Andrews is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has been involved with Acorn Group - Selk Dawson since 2013. In addition to her advisory work, she is engaged in tax preparation, accounting, and notary services through Selk Dawson Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Jonah B

Series 66

Cedar Rapids, IA

Merrill

Jonah Beman is a Series 66 licensed financial advisor with Merrill in Cedar Rapids, IA, and has two years of industry experience. Before joining Merrill in 2023, he worked at Fidelity Investments and held various roles including positions with the University of Iowa Sport and Rec Program and Best Buy. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Michael D

Series 66, Series 65

Cedar Rapids, IA

LPL Financial

Michael Dawson is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and has operated Selk Dawson Tax Services since 2007. In addition to his advisory role, Dawson provides tax preparation and bookkeeping services through Mike Dawson Bookkeeping and Selk Dawson Tax Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Jeffrey P

Series 63, Series 65

Vinton, IA

Cambridge Investment Research Advisors

Jeffrey Peterson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 21 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entities since 2018 and previously worked at Farmers Savings Bank for 12 years. Peterson is the owner of Stoney Arch Financial, an independent financial firm based in Vinton, Iowa. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charities, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing various platform arrangements and proprietary and third-party model strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Thomas N

Series 66

Cedar Rapids, IA

Edward Jones

Thomas Neff is a financial advisor with Edward Jones in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. He previously worked at Transamerica for ten years before joining Edward Jones in 2018. Outside of his advisory role, Neff coaches high school boys tennis for the Cedar Rapids School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports its advisory services with a nationwide network of advisors and branch offices, operating under a fiduciary standard.

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

CFP®, Series 66

Cedar Rapids, IA

LPL Financial

Devon Alber is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial in Cedar Rapids, IA. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, Bankers Life, and Nationwide. Outside of his advisory work, he holds a notary commission and is engaged in tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

College savings (529s, UTMA, etc.)
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Issa K

Series 66

Cedar Rapids, IA

Merrill

Issa Karadsheh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2003 and joined Merrill Lynch in 2016. Issa provides customized financial advice by listening and understanding the needs and life goals of his clients, which include high-net-worth individuals, entrepreneurs, business owners, and corporate executives. His expertise spans working capital management, investment management, retirement planning, estate planning, succession strategies, and employee benefits. He uses the investment insights of Merrill Lynch and the banking capabilities of Bank of America to serve his clients. Issa holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute® and taught in conjunction with the Booth School of Management at the University of Chicago. He earned a Bachelor's degree in Construction Engineering from Iowa State University, a Graduate Diploma in Financial Services, and a Master's degree in Administrative Studies with a concentration in Financial Economics from Boston University. His professional designations also include Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Issa is involved in his community through organizations such as Big Brothers Big Sisters, Orchestra Iowa, and Rotary Club. He speaks Arabic and English and lives in Cedar Rapids, Iowa, with his wife Laila and their two children, Gabriel and Farah.

Wealth management Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business succession planning Executive Founder/Business Owner Doctor or Medical Professional Established Professionals Mid-Career Professionals Women Professionals Parents
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Jillisa H

Series 66

Cedar Rapids, IA

Merrill

Jillisa Hayward is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2014 and previously held various roles at the University of Phoenix from 2015 to 2023. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions. The firm integrates internal Chief Investment Office teams and third-party managers to deliver portfolio implementation and custody support.

Tax-loss harvesting Active portfolio management Wealth management
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Casie S

Series 63, Series 66

Cedar Rapids, IA

Wells Fargo Clearing

Casie Sparks is a financial advisor with Wells Fargo Clearing in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously at Diversified Investors Securities Corp. and Diversified Investment Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Elizabeth D

Series 63, Series 66

Cedar Rapids, IA

Robert Baird & Co.

Elizabeth Duggan is a financial advisor with Robert W. Baird & Co. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Merrill and Northwestern Mutual Investment Management. Outside of her advisory work, she is involved as a customer and marketing executive for Melaleuca, a wellness store. She is part of The DDK Group at Baird, which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services that include both traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Todd D

Series 63, Series 65

Cedar Rapids, IA

Cambridge Investment Research Advisors

Todd Dimmer is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including BFC Planning, Inc. and Compass Financial Strategies, where he is also involved in business consulting and independent insurance agency activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm provides a range of investment implementation options with both proprietary and third-party model strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Kyle S

Series 66

Hiawatha, IA

Cambridge Investment Research Advisors

Kyle Sleep is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has five years of industry experience and has worked with Cambridge Investment Research entities since 2020, as well as with Hawkeye Financial Group since 2017. In addition to his advisory role, he is employed with Financial Integrators Accounting & Tax, providing tax services. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and provides access to both proprietary and third-party investment strategies across various platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Crystal E

Series 66

Cedar Rapids, IA

Wells Fargo Clearing

Crystal Everett is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. She worked at World Class Industries for 12 years before joining Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and provides a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Blair S

Series 66

Cedar Rapids, IA

Equitable Advisors

Blair Shepherd is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC from 2016 to 2020. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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James V

Series 66

Cedar Rapids, IA

RBC Capital Markets

James Vandenberg is a financial advisor with RBC Capital Markets in Cedar Rapids, IA, holding a Series 66 license and eight years of industry experience. He has worked at RBC Capital Markets since 2017 and previously at City National Bank and Beck's Hybrids. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations, offering advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles, supported by RBC Capital Markets' extensive capital-markets and asset management capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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