Rebecca Foss is a financial advisor with Ameriprise in Cedar Falls, IA, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers 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.

Brent Gilmore is a financial advisor with Stifel in Waterloo, IA, holding a Series 66 designation and possessing 22 years of industry experience. He has been with Stifel since 2009. Outside of his advisory work, he serves as a voting board member for the Cedar Valley Irish Cultural Association, involved in operations for the annual Iowa Irish Fest. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Tayler Tjaden is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Financial Resource Advisors. Outside of his advisory role, he is also a financial professional with Financial Resource Advisors, providing financial services under a DBA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Ramker is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He has been associated with CUNA Brokerage Services, Inc. and CUNA Mutual Group since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Adam Schaefer is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience, including prior roles at Cetera and Lincoln Savings Bank. Outside of his advisory work, Schaefer serves on several community boards and in advisory roles, including the Boys & Girls Club of the Cedar Valley, St. Patrick Catholic School, and Guiding Star Cedar Valley, and has worked as a sports official in local youth sports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Shane Pitkin is a financial advisor with Wells Fargo Clearing in Waterloo, IA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he serves as a hunter education instructor with the International Hunter Education Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Phillip Westemeier is a financial advisor with Ameriprise in Waterloo, IA, holding a Series 63 designation and 36 years of industry experience. He has worked at Ameriprise since 2005 and concurrently has a long-standing role at Kum & Go Kerr Mcgee since 1989. He has also been affiliated with the University of Northern Iowa since 1984. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew Kohls is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including PRUCO Securities, BFC Planning, and Lincoln Savings Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisory services with sales of financial products.

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.

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.

Charles Shirey is a financial advisor with Stifel in Waterloo, Iowa, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel for 17 years. Outside of his advisory role, he serves on the investment committee of the Waterloo Community Foundation and is a member of the finance committee at Westminster Presbyterian Church in Waterloo. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that clients use to inform their investment decisions.

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.

Kyle Rasmussen is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at LSB Capital Management, LPL Financial, Lincoln Savings Bank, and Ameriprise Financial Services. He serves on several nonprofit boards, including as president of the Grundy County Memorial Hospital Foundation and vice president of Little Rebels Learning Center. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.