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Steven N

Series 63, Series 66

Waterloo, IA

OSAIC

Steven Nida is a financial advisor with OSAIC based in Waterloo, Iowa. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 13 years with Securities America Advisors, Inc. Outside of his advisory role, he serves as president of Wealth Solutions, Inc., a company involved in insurance and financial planning. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with access to various investment products and third‑party money managers, utilizing asset-allocation tools and automated portfolio rebalancing.

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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Keith H

Series 63, Series 65

Waterloo, IA

STIFEL

Keith Hamer is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he is involved with Hamer Holdings LLC, which owns property in Wisconsin held within his IRA. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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Casey M

Series 63

Waterloo, IA

LPL Financial

Casey Mclaughlin is a financial advisor with LPL Financial in Waterloo, Iowa, holding a Series 63 designation and 42 years of industry experience. He has worked with Linsco / Private Ledger and McLaughlin Investment Services since 2000. Outside of his advisory work, Mclaughlin serves as a notary public. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a broad range of financial services.

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

Series 66

Waterloo, IA

OSAIC

Erica Johnson is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for five years. Johnson is also a 50% owner of a financial planning practice, Johnson Wealth Management Inc., based in Waterloo, IA. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party money managers.

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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Laurel T

Series 66

Waterloo, IA

LPL Financial

Laurel Thompson is a financial advisor with LPL Financial in Waterloo, IA, holding a Series 66 designation and 15 years of industry experience. She has worked at Cedar Rapids Bank & Trust and LPL Financial since 2016 and was previously with Ameriprise from 2012 to 2016. Laurel also serves in a fiduciary capacity for a personal estate matter. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research 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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