Bradley Conner is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing 11 years of industry experience. He has worked at Cambridge Investment Research in various capacities since 2015 and serves as a trustee and treasurer for the Pilgrim Nazarene Church in Mount Pleasant, Iowa. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of portfolio management and model-based solutions.

Thomas Wittrock is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2020 and was previously associated with Cambridge Investment Research, Inc. He also worked at Brown's Shoe Fit and Iowa Wesleyan University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients 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, utilizing various portfolio management strategies and custody arrangements.

Tyler Miller is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior roles include positions at Stifel Nicolas, American Funds, and Frost Investment Advisors. He also serves as a professor at Southern Illinois University Edwardsville School of Business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party strategies.

Chelsea Sones is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds the Series 66 designation and previously worked at MidWestOne Bank for three years. Outside of her advisory role, she participates as a speech judge for the Iowa High School Speech Association. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, utilizing various portfolio management platforms and both discretionary and non-discretionary strategies.

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.

Jeffrey Wick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been with Cambridge since 2015, including roles at both Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of advising, he is involved in managing residential rental properties. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Mark Thornton is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, he serves as a referee for junior high basketball, softball, and baseball and is president of a nonprofit organization focused on carry-on bags. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, offering a range of portfolio management options and both proprietary and third-party investment strategies.

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.

Matthew Guba is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior work includes roles at Cantella & Co., Inc. and SII. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, and supports multiple custody and platform arrangements tailored to client objectives.

Alexandria Den Hartog is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. She holds a Series 66 designation and has been with Cambridge Investment Research since 2012. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and provides multiple custody and platform arrangements with both proprietary and unaffiliated investment strategies.

Carrie Lathrop is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. She has been with Cambridge Investment Research since 2011. Lathrop serves as a board member of the Fairfield Chamber of Commerce, a local business networking organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary models and third-party strategies tailored to client objectives.

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.

Dakota Howard is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and five years of industry experience. Prior to joining Cambridge, he held roles at Menasha Packaging LLC, Fairfield Arts and Convention Center, Family Video, and Iowa Wesleyan University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of investment platforms and both proprietary and third-party strategies.

Christina Zimmer is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial and Cambridge Investment Research. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies, operates under a fiduciary standard, and is notable for its large network of advisors and comprehensive affiliated services.

Garret Wahlers is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has also worked with Cambridge Investment Research, Inc. since 2016. Outside of his advisory work, he is active as a rideshare driver, streaming affiliate on Twitch, and agent in the performing arts sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management and platform options.

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.

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.

James Bicknell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and with Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as Treasurer and volunteer for New Mexico Zia Sundials. Cambridge Investment Research Advisors is a large 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, using both proprietary models and third-party strategies across multiple platform arrangements.

Gretchen Rasmussen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and over 22 years of industry experience. She has been with Cambridge since 2004 and serves as a board member and officer for several local nonprofit organizations, including The Cambridge Foundation and Immanuel Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of investment platforms and proprietary strategies.

Gregory Miller is a Series 66-licensed financial advisor at Ameriprise with 11 years of industry experience. He has worked at Ameriprise since 2019 and previously was employed by Cambridge Investment Research Advisors. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized retirement-income consulting team.