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.

Keith Hamer is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he is involved with Hamer Holdings LLC, which owns property in Wisconsin held within his IRA. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling to support client decision-making.

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.

Russell Pierpont is a financial advisor with Ameriprise in Reinbeck, IA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at Thrivent Financial, Wells Fargo Clearing, and Upper Iowa University. 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 written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Laurel Thompson is a Series 66 credentialed financial advisor with 15 years of industry experience. She is affiliated with LPL Financial and serves clients through Cedar Rapids Bank & Trust, where she has worked since 2016. Thompson acts in a fiduciary capacity for estate management in addition to her advisory responsibilities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, and retirement consulting services, employing both discretionary and non-discretionary management approaches supported by research and diversified strategies.