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.

Steven Koch is a financial advisor with Edward Jones in Waterloo, IA, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, he engages in craft painting around the holidays in Oelwein, IA. 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 investment solutions supported by a nationwide network of over 23,700 financial advisors.

Michael Ohrt is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Linsco/Private Ledger Corp., affiliated with LPL Financial, since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ryan Shaw is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Cetera. Shaw is involved in nonprofit activities as a board member of the Cedar Valley Sports Commission and the Waterloo Community Schools Foundation, and he serves on the finance committee of the Boys & Girls Club of the Cedar Valley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, supported by research, model portfolios, and various management strategies.

Mikal Ludolph II is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. He has worked previously at Woodbury Financial Services and Monat Wealth Management, where he continues to serve as Vice President and Registered Representative. Ludolph also holds a vice president position at Milestones Planning, Inc., an entity associated with OSAIC Wealth, Inc. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by a large network of affiliated advisers and employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Amanda Martin is a financial advisor with Ameriprise in Waterloo, IA, holding a Series 66 designation and two years of industry experience. She previously worked for nine years at Roth Jewelers. Martin is also employed as a paraplanner with K & S Operations, where she manages advisory business activities. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Aaron Teare is a financial advisor at Ameriprise in Waterloo, IA, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked at Ameriprise since 2019 and previously spent 12 years at GMAC Mortgage/Ocwen Financial Corporation. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Tyler Johnson is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors. Outside of his advisory role, he has partial ownership in a financial planning practice, Johnson Wealth Management Inc., located in Waterloo, IA. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm uses tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Joni Reiling is a Series 66-licensed financial advisor with over 21 years of industry experience. She is currently with LPL Financial and GreenState Credit Union and has previously worked at Midwest Financial Solutions, Ameritas Investment Corp, and Central Financial Group. Outside of her advisory roles, Reiling serves as a notary in Fort Dodge, Iowa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Noah Arends is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked in various roles including at Iowa State University and Corteva. Outside of advising, he assists other advisors with client relationship management and case preparation as a registered assistant at Financial Decisions Group. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm utilizes asset-allocation tools and third-party platforms to construct and manage portfolios that include a wide range of investment types.

George Peterson is a CFP® and Series 66-credentialed financial advisor at OSAIC with five years of industry experience. Prior to joining OSAIC, he held positions at John Deere and various retail companies. He is also involved in financial planning and insurance sales under the Financial Decisions Group DBA. OSAIC serves a diverse client base including individual investors, high-net-worth clients, corporations, and nonprofit organizations. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes proprietary tools for portfolio construction and management.

Jeremey Bullerman is a financial advisor with LPL Financial in Waterloo, IA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior roles include positions at Cetera and Cetera Advisors LLC. Outside of his advisory work, he serves as a volunteer on the Planned Giving Committee for the Waterloo School Foundation and has ownership roles in several business ventures including Integrated Accounting Solutions and FRA Financial, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research and various portfolio management options.

Michael Hulme is a financial advisor with LPL Financial in Waterloo, IA, holding a Series 66 designation and 12 years of industry experience. He has previously worked at Cetera and serves as managing partner and CFO of Financial Resource Advisors, LLC. Hulme is active in several community and nonprofit roles, including chairing the Community Foundation of Northeast Iowa and Cedar Valley Catholic Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Travis Bovy is a financial advisor with LPL Financial holding a Series 66 license and 14 years of industry experience. He has previously worked with Cetera and is involved in several business activities including serving as president of DT Ventures, Inc., which owns a restaurant, and part owner of FRA Tower Park, LLC, a real estate office building. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary portfolio management and research from multiple sources.

William Mcintee is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He has been with OSAIC since 2018 and formerly worked at Signator Investors, Inc. from 2016 to 2018. He is also president of Bill Mcintee Financial Services Inc. Outside of his advisory roles, he has involvement with a family LLC established to manage ownership of a family cabin. OSAIC serves a wide range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through multiple platforms. The firm utilizes asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Casey Mclaughlin is a financial advisor with LPL Financial based in Waterloo, Iowa. He holds a Series 63 designation and has 42 years of industry experience. Since 2000, he has been associated with Linsco / Private Ledger and McLaughlin Investment Services. He is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and various portfolio strategies.

Jordan Alborn is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. His prior experience includes roles at Farmers State Bank and Fsb Premier Wealth Management, Inc. Outside of his advisory work, he co-owns a group fitness business and serves on the boards of several local youth sports organizations and a nonprofit. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research-driven strategies and automated recommendation tools to deliver tailored, tax-efficient income plans. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Chase Felchle is a financial advisor with OSAIC based in Waterloo, IA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with OSAIC since 2018 and previously with Signator Investors, Inc. from 2016 to 2018. Felchle is also involved with Financial Decisions Group, where he serves as an Investment Adviser Representative and an insurance agent. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and efficient frontier analysis, offering portfolios that may include a range of securities managed on discretionary or non-discretionary bases.