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 CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with two years of industry experience. His work background includes roles at Hudson High School, John Deere, and Wartburg College. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Emily Adams is a financial advisor with Cetera based in Waverly, Iowa, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at Edward Jones for seven years and multiple positions at Cetera and Fidelity Bank and Trust since 2019. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

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.

Adam Folkerts is a financial advisor with Mass Mutual Investors Services in Waverly, Iowa, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with MML Investor Services, LLC and MassMutual Insurance Company since 2015. Outside of advising, he works in carpentry. MML Investor Services, LLC 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, providing structured, annual planning engagements using firm-approved tools and recommending investment strategies without discretionary authority.

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.

Gregory Piehl is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 34 years of industry experience, including roles at Cambridge Investment Research Inc. and Broker Dealer Financial Services Corp. Piehl also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of platform solutions and proprietary and third-party investment strategies.

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.

Denise Eskelson is a financial advisor with LPL Financial in Waverly, Iowa, holding a Series 66 designation and 14 years of industry experience. She has previously worked at firms including Morgan Stanley, Merrill, OneMain Financial, and CUNA Mutual Group. She is also involved with TruStage Wealth Management Consulting Services, a business related to her work at LPL. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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.

Jonathan Larson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2009. His prior experience includes roles at UBS Financial Services and Piper Jaffray Inc. Larson serves on the Friendship Village Foundation Finance Committee and the board of Friendship Village, a nonprofit retirement community. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Todd Glaw is a financial advisor with Ameriprise in Cedar Falls, IA, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Outside of his advisory role, he serves as Vice President of Summit Management Group, LLC, where he oversees non-licensed operational activities including staff management, marketing support, and administrative functions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a centralized team, utilizing proprietary research and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options.

Dwane Waterbury is a financial advisor with Edward Jones in Waverly, Iowa, holding Series 63 and Series 66 designations and possessing 15 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is also a group fitness instructor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and supports a large network of advisors and branch offices nationwide.

Todd Faulkner is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Brokerage Services, CUNA Mutual Group, USAA Financial Planning Services, and Edward Jones. Outside of his advisory role, he is the owner and editor of Cardinal Editorial, a remote online business. 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 investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.