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Matthew G

CFP®, Series 63, Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Matthew Guba is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Cantella & Co., Inc., Sii, and National Planning Corporation. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi‑billion dollar asset base 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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Gavin S

CFP®, Series 66

Fairfield, IA

Edward Jones

Gavin Stever is a CFP® and Series 66-registered financial advisor with Edward Jones, bringing five years of industry experience. His prior work includes roles at Lowe’s, Herrstrom Farms, and Vision Ag, as well as a period at Iowa State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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David G

CFP®, Series 66

Mt Pleasant, IA

Edward Jones

David George is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Mount Pleasant Municipal Utilities and Two Rivers Bank & Trust. Outside of his advisory role, he owns a commercial building leased to a law firm and residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and offers services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Fairfield, IA

Mass Mutual Investors Services

Kyle Foreman is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 12 years of industry experience, including roles at LPL Financial LLC, Cambridge Investment Research, and Voya Financial Advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations through annual, collaborative planning relationships.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jessica B

Series 66

Fairfield, IA

LPL Financial

Jessica Burgmeier is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with LPL Financial, where she has worked since 2022, following 15 years at Cambridge Investment Research, Inc. 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 asset management solutions through 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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Mary V

Series 66

Fairfield, IA

LPL Financial

Mary Viccari is a financial advisor with LPL Financial in Fairfield, IA, holding a Series 66 designation and eight years of industry experience. Her prior experience includes multiple roles at Cambridge Investment Research from 2016 to 2021. Outside of her financial advisory work, she is employed with Shokai, LLC, where she waits tables and tends bar. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad 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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Amos S

Series 66

Keosauqua, IA

Cambridge Investment Research Advisors

Amos Stovall is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience and is based in Keosauqua, Iowa. Outside of his advisory role, he owns a dog grooming business and is involved in construction through his ownership of Stovall Construction LLC. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of platforms and model strategies to support discretionary and non-discretionary management.

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

Series 66

Birmingham, IA

LPL Financial

Kylie Slocum is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She previously worked at Raymond James & Associates and Cambridge Investment Research, where she spent over a decade. Outside of her advisory role, she is involved in a family handyman and repair business as well as managing Wildflour Farm LLC in Birmingham, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, 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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Joseph S

CFP®, Series 66

Fairfield, IA

Edward Jones

Joseph Stever is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Fairfield, IA, and also manages farm income as a side business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor network and affiliated financial services.

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

CFP®, Series 66

Mt. Pleasant, IA

Wells Fargo Clearing

Alan Weber is a CFP® and Series 66-registered financial advisor with Wells Fargo Clearing, based in Mt. Pleasant, IA. He has 10 years of industry experience, including seven years at Edward Jones prior to joining Wells Fargo Clearing in 2022. Outside of his advisory role, he serves as power of attorney for a family member, assisting with bill payments and tax matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Elizabeth W

Series 66

Birmingham, IA

LPL Financial

Elizabeth Warner is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She previously worked for Cambridge Investment Research, Inc. for 15 years before joining LPL Financial in 2024. 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 access, 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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Brian O

Series 63, Series 66

Fairfield, IA

Edward Jones

Brian Olson is a financial advisor with Edward Jones in Fairfield, Iowa, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Olson manages real estate properties, including maintaining the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Janice T

CFP®, PFS™, Series 63, Series 65

Keosauqua, IA

Cambridge Investment Research Advisors

Janice Towne is a CFP® and PFS™ credentialed financial advisor with 30 years of industry experience. She is currently with Cambridge Investment Research Advisors and has held roles at Avantax Advisory Services and Riverview Financial Group. Towne serves as treasurer and owner/partner of the Hotel Manning Preservation Group and is a board member of the Henry County Health Center Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals and multiple platform options.

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