Gregory Piehl is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 34 years of industry experience, including roles at Cambridge Investment Research Inc. and Broker Dealer Financial Services Corp. Piehl also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of platform solutions and proprietary and third-party investment strategies.

Aaron Sannes is a financial advisor with Ameriprise in Cedar Falls, IA, holding a Series 63 designation and over 35 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. He is a past president of the Blackhawk County Estate Planning Council and serves on the board of Western Home Communities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice, utilizing a research-driven, tax-aware approach with a non-discretionary implementation model.

Dwane Waterbury is a financial advisor with Edward Jones in Waverly, IA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, Dwane leads group fitness classes as a certified instructor. 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 broad range of investment strategies and affiliated products supported by a large nationwide network of advisors and branch offices.

Wayne Jacobson is a financial advisor with LPL Financial in Cedar Falls, IA, holding a Series 63 license and over 40 years of industry experience. He has been with LPL Financial since 1992 and also operates Jacobson & Co, which he founded in 1990. Outside of his advisory role, he writes fixed and life insurance business primarily with Transamerica Life and Allianz Life. 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 portfolio management services, including third-party asset management and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services infrastructure.

Ethan Jacobson is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked with firms including J.P. Morgan Securities and Chase Investment Services Corp. In addition to his advisory role, he is the owner of Jacobson Tax Solutions, LLC, a tax preparation and accounting business. 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.

Remington Van Raden is a financial advisor with LPL Financial in Cedar Falls, IA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Jacobson Financial Services and Northwestern Mutual. He is also involved with Jacobson Tax Solutions, LLC, a tax preparation and accounting business. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Ryan Folkerts is a financial advisor at Mass Mutual Investors Services and holds the Series 66 designation. He has less than one year of industry experience, having joined the firm and its affiliate MassMutual Life Insurance Company in 2026. Prior to his advisory role, he worked in various positions including at Roling Ford and Jimmy John's, and has several years of experience in education at Wartburg College and local schools. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and structured annual planning engagements tailored to client goals.

Morgan Steege is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Sumner-Fredericksburg Community School District. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Austin Myers is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. Myers is also involved outside of finance in assisting with cattle operations at Myers Red Angus. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across a range of investment types.

Nicholas Blasberg is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LSB Financial, and LSB Capital Management. Blasberg serves on the Board of Directors and the Investment Committee of the Community Foundation of Northeast Iowa. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.

Colin Egan is a financial advisor with Ameriprise in Cedar Falls, IA, holding CFP® and Series 66 designations and three years of industry experience. Prior to joining Ameriprise in 2023, he worked at Ruby Seven Studios and Heartify LLC. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jason Luders is a financial advisor with Cambridge Investment Research Advisors in Cedar Falls, IA, holding a Series 66 designation and 14 years of industry experience. He has been with Cambridge Investment Research since 2012 and with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, Luders is involved in insurance services through SHAW Insurance Services LLC and Genesis Insurance, and he volunteers as a baseball coach. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of investment implementation options, including proprietary and third-party strategies, and maintains institutional features such as advisor transition loans and formal compliance processes.

Stephanie Arensdorf is a financial advisor with Ameriprise in Janesville, IA, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the boards of the UNI Planned Giving Advisory Council and Threehouse: A Wesley Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Rachel Clayberg is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles at Joyce Oaks Wealth Management Group, Ameriprise Financial, and SitusAMC. Outside of finance, she co-founded Get Roasted Coffee Company, a business she was involved with for two years. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, pension plans, charitable organizations, and other entities. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both proprietary and third-party strategies tailored to client objectives.

Paul Braley is a financial advisor with Thrivent Investment Management in Cedar Falls, IA, holding Series 66 and Series 63 licenses. He has one year of industry experience and previously worked at Regions Bank and Northwestern Mutual in various capacities. Prior to his financial services career, he spent ten years at Verizon Wireless. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations on a range of planning topics. The firm’s approach separates planning services from managed accounts, emphasizing periodic reviews and advisor-led plan updates.

Todd Johnson is a financial advisor with Ameriprise in Cedar Falls, IA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2017 and previously spent over 20 years at Johnson Financial Services and six years at Woodbury Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, primarily for clients maintaining significant assets in Ameriprise-managed accounts.

Jana Eilderts is a financial advisor at Edward Jones in Cedar Falls, Iowa, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns a business creating home and personal decor items. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Cindy Gleason is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 35 years of industry experience. She has worked at firms including Arbor Point Advisors and Summit Brokerage Services and operates Gleason Resource Group, which provides divorce mediation services. Additionally, she is involved in tax preparation and notary services. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Laure Meyer is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 23 years of industry experience, including prior roles at CUNA Brokerage Services and TruStage. She was also involved in Meyer Construction for over two decades and operates as a Mary Kay representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nicholas Bouwman is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2018 and has seven years of industry experience. Prior to joining Edward Jones, he held roles with the UGA Athletic Association and UGA Housing, as well as at Lanehart Electric Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.