Nolan Farwell is a Series 66 credentialed financial advisor with 18 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Cetera and Financial Resource Advisors. Outside of advising, he has engaged in historic preservation projects and is involved in self-publishing. 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 variety of investment solutions including model portfolios, third-party asset management access, and institutional platforms, supported by extensive advisor tools and a broad range of non-advisory financial services.

Joshua Mercurio is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has held roles at Cetera and Financial Resource Advisors, where he is a partner and investment advisor representative. He is also the owner of Mercurio Financial Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a range of discretionary and non-discretionary investment strategies supported by advisor-facing technology.

Jonathan Larson is a financial advisor with Stifel in Waterloo, Iowa, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Stifel since 2009 and previously at UBS Financial Services and Piper Jaffray Inc., with tenures beginning in 1992 and 2006 respectively. Larson serves as a board member of Friendship Village, a nonprofit retirement community, and participates on its Foundation Finance Committee. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and supports client discretion in implementation and monitoring.

Katrina Helle is a financial advisor with Edward Jones in Waterloo, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her career includes roles at LPL Financial, GreenState Credit Union, TDAmeritrade, Prudential, Farm Bureau Financial Services, and Bank of the West Investment Services. She has served as a FINRA arbitrator since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Noah Brown is a CFA® charterholder and financial advisor at LPL Financial with two years of industry experience. He has worked at several firms including Cetera and Principal Global Investors and has also been involved with The Commons Church, Inc. Noah serves as a financial professional and analyst at Financial Resource Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Jesse Meehan is a CFP® professional with 21 years of experience in financial advisory. He is currently with OSAIC and has held prior roles at Signator Investors, Inc. and Advisors Advantage Network. Meehan also serves as president of Financial Decisions Group, an S-corp engaged in securities transactions and fixed insurance sales. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Todd Glaw is a financial advisor with Ameriprise in Washburn, Iowa, holding a Series 63 designation and 38 years of industry experience. He has worked at Ameriprise and its predecessor firms since 1989. Outside of his advisory role, he serves as Vice President of Summit Management Group, LLC, where he manages non-licensed operational activities including staff oversight and administrative support. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-supported advice primarily for clients with assets in Ameriprise-managed accounts.

Thomas Tjaden is an investment advisor representative with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes positions at Cetera Advisors LLC, Financial Resource Advisors, and CUNA Brokerage Services, Inc. Outside of his advisory role, he is involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of financial products.

Wayne Jacobson is a financial advisor with LPL Financial in Cedar Falls, IA, holding a Series 63 license and over 40 years of industry experience. He has been with LPL Financial since 1992 and also operates Jacobson & Co, which he founded in 1990. Outside of his advisory role, he writes fixed and life insurance business primarily with Transamerica Life and Allianz Life. 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 financial planning and portfolio management services, including third-party asset management and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services infrastructure.

Jessica Purcell is a financial advisor with Ameriprise in Cedar Falls, IA, holding Series 65 and Series 63 licenses and with 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Outside of her advisory work, she manages a cattle farm operation associated with her personal property. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and recommendations based on proprietary research and algorithmic tools.

Isaiah Mundell is a CFP® certificant affiliated with OSAIC in Waterloo, IA, with seven years of industry experience. He has worked previously at Wells Fargo Advisors, Robinhood Financial, and USAA Investment Services, among others. Mundell owns and operates Mundell Financial Planning Inc. as an additional business activity. Osaic Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and risk-assessment techniques to develop portfolios across various asset classes, managed on discretionary or non-discretionary bases.

Ethan Jacobson is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked with firms including J.P. Morgan Securities and Chase Investment Services Corp. In addition to his advisory role, he is the owner of Jacobson Tax Solutions, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Remington Van Raden is a financial advisor with LPL Financial in Cedar Falls, IA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Jacobson Financial Services and Northwestern Mutual. He is also involved with Jacobson Tax Solutions, LLC, a tax preparation and accounting business. 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 a broad range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Corey Joens is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. The firm is a full-service wealth management company serving over four million individual and institutional clients, including a wide range of households and organizations. Edward Jones manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices and offers a variety of investment strategies and affiliated financial services under a fiduciary standard.

Michael Huisman is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Waterloo, IA. He has seven years of industry experience, including three years at Atlantic Bottling Company prior to joining Edward Jones in 2019. Huisman is involved with Cardone Equity Fund V, LLC, a real estate multifamily fund in Aventura, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs supported by a large network of financial advisors and branch offices nationwide.

Rae Briney is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. She has worked at Ameriprise since 2018 and previously held roles at LPL Financial and Lincoln Savings Bank. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Nicholas Blasberg is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LSB Financial, and LSB Capital Management. Blasberg serves on the Board of Directors and the Investment Committee of the Community Foundation of Northeast Iowa. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.

Justin Dams is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2022 and previously has worked with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 1998. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, employing a broad range of investment strategies and operational tools.

Colin Egan is a financial advisor with Ameriprise in Cedar Falls, IA, holding CFP® and Series 66 designations and three years of industry experience. Prior to joining Ameriprise in 2023, he worked at Ruby Seven Studios and Heartify LLC. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering 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.

Jason Luders is a financial advisor with Cambridge Investment Research Advisors in Cedar Falls, IA, holding a Series 66 designation and 14 years of industry experience. He has been with Cambridge Investment Research since 2012 and with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, Luders is involved in insurance services through SHAW Insurance Services LLC and Genesis Insurance, and he volunteers as a baseball coach. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of investment implementation options, including proprietary and third-party strategies, and maintains institutional features such as advisor transition loans and formal compliance processes.