Thomas Jaeger is a CFP® with 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. He is based in Dubuque, Iowa, and holds Series 63 and Series 66 licenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Jay Lassen is a financial advisor with Thrivent Investment Management in Waterloo, IA, holding Series 66 and Series 63 licenses and three years of industry experience. His career includes roles at Thrivent Financial and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed accounts through its WealthPlan program while maintaining separate planning and investment management services.

Kristina Price is a financial advisor at Stifel with 27 years of industry experience. She has been with Stifel since 2009 and holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she serves as a director of the Spangler Cemetery Association. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Clark Lichty is a financial advisor at Edward Jones in Waterloo, IA, holding the CFP® designation along with Series 65 and Series 66 licenses. He has 10 years of industry experience, including 9 years with Edward Jones and 10 years of prior self-employment. Outside of his advisory role, he serves as Vice President of the board for his condominium association, where he manages reserve assets. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Jacob Murray is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has worked previously at John Deere and Hudson High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Brady O'connor is a financial advisor at Osaic Wealth Inc. with a Series 66 designation. He has been with Osaic and related firms since 2024 and has prior experience working in educational settings and community sports organizations. Osaic Wealth Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers comprehensive advisory and brokerage services, employing advanced portfolio construction tools and supporting multiple investment platforms.

Steven Rosauer is a CFP® professional with 37 years of industry experience, currently affiliated with Cetera. He has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. Rosauer also owns Rosauer Financial, a financial services business, and serves as club chaplain for the Moose Lodge 328 in Waterloo, Iowa. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Andrew Fober is a financial advisor with Ameriprise in Cedar Falls, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated firms since 2007. Outside of his advisory role, Fober serves as an adjunct instructor at the University of Northern Iowa, teaching a course on financial skills. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals nearing or in retirement with significant investable assets, providing personalized, research-driven recommendations coordinated by a centralized consulting team.

Gabriel Groothuis is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, with earlier roles including positions at Stifel Nicholas and the University of Northern Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on topics such as retirement, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Alexandra Lynch is a Series 66 credentialed financial advisor with Ameriprise in Cedar Falls, IA, bringing 10 years of industry experience. She has been with Ameriprise Financial Services since 2016. Outside of her advisory role, Lynch is co-owner of The McCright Agency, a vehicle and property casualty insurance business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Austin Hamer is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His prior work includes roles at Businessolver and Scheels. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Matthew Untiedt is a financial advisor with Edward Jones in Waterloo, IA, holding the CFP® designation and Series 66 license. He has 10 years of experience, all with Edward Jones since 2016. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Goreham is an investment advisor representative with LPL Financial, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has previously worked at Cetera, Scheid's, and CUNA Brokerage Services. Goreham is also involved in insurance activities through a related business operation. 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 wide range of financial planning and investment management services, utilizing various strategies and technology tools across a large network of advisors.

Kari Schaffer is a financial advisor with Osaic Wealth, Inc. in Waterloo, Iowa, holding Series 63 and Series 65 credentials with 26 years of industry experience. She previously worked for L.M. Kohn & Company for 24 years and leads a third-party administration firm, Paradigm Benefits, LLC, since 1998. She also serves as trustee for a revocable trust for her parents. Osaic Wealth, Inc. serves a broad range 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, employs a variety of asset-allocation tools, and provides access to third-party money managers and wrap programs.

Hunter Bell is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Ameriprise. His prior experience includes roles at LSB Capital Management, Lincoln Savings Bank, LPL Financial, and Edward Jones. Outside of his advisory work, he is an assistant to the Vice President of a private aviation company, working remotely after business hours. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Ronald Kiewiet is a financial advisor with Cetera who has 56 years of industry experience and holds a Series 63 designation. His work history includes roles at Cetera Wealth Services, LLC and VOYA Financial Advisors. He serves as a board member for Friends of Faith Retirement Homes, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser offering a multi-manager platform that supports individuals, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services.

Rick Schwartz is a financial advisor with Ameriprise in Cedar Falls, IA, holding a Series 63 designation and 50 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of advisory services, he receives income through a compensation-sharing agreement with K & S Operations LLC, though he holds no ownership or management responsibilities there. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement planning recommendations focused on reliable income and tax-aware withdrawal 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.

Bradford Lee is a financial advisor with LPL Financial who holds a Series 63 designation and has 41 years of industry experience. He has been with LPL Financial since 1992. Outside of his advisory work, he contributes articles to royalsreview.com, a baseball website. 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, with advisory services delivered through a large network of investment adviser representatives using various investment strategies.

Glen Henry is a financial advisor with Cambridge Investment Research Advisors in Cedar Falls, IA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes positions at American Financial Securities, Investors Professional Services, and American Financial Management. He also serves as president of Glen Henry Financial Group LLC, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base. The firm supports independent Financial Professionals through multiple platform and custody options, offering both proprietary and third-party model strategies tailored to client objectives.