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 Financial Services, holding Series 63 and Series 65 designations and 13 years of industry experience. She has been with Ameriprise since 2002. Outside of her advisory role, she manages a hobby farm as part of her personal property, including associated maintenance and minimal farm-related activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Ryan Folkerts is a financial advisor at Mass Mutual Investors Services and holds the Series 66 designation. He has less than one year of industry experience, having joined the firm and its affiliate MassMutual Life Insurance Company in 2026. Prior to his advisory role, he worked in various positions including at Roling Ford and Jimmy John's, and has several years of experience in education at Wartburg College and local schools. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and structured annual planning engagements tailored to client goals.

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.

Emily Lane is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for 23 years at Cuna Mutual Group and Cuna Brokerage Services, Inc. Lane is also involved with TruStage Wealth Management Consulting Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Morgan Steege is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Sumner-Fredericksburg Community School District. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, 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.

Austin Myers is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. Myers is also involved outside of finance in assisting with cattle operations at Myers Red Angus. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across a range of investment types.

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.

Olivia Gilliland is a financial advisor with LPL Financial in Waverly, Iowa, holding a Series 66 designation and four years of industry experience. She has worked at LPL Financial since 2022 and previously held roles at Armco Credit Union and David L Gordley, DDS LLC. Additionally, she is a commissioned Notary Public. 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, asset management programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of strategies and research tools.

Charles Headley is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2022. Prior to this, he spent over 30 years with CUNA Brokerage Services, Inc. and Cuna Mutual Group. 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, model portfolios, third-party asset management, and institutional platforms.

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.

Robert Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc before joining LPL Financial in 2018. Outside of his advisory role, Moore is involved in managing non-variable insurance through Moore Financial Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various financial offerings.

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.

Stephanie Arensdorf is a financial advisor with Ameriprise in Janesville, IA, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the boards of the UNI Planned Giving Advisory Council and Threehouse: A Wesley Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Rachel Clayberg is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles at Joyce Oaks Wealth Management Group, Ameriprise Financial, and SitusAMC. Outside of finance, she co-founded Get Roasted Coffee Company, a business she was involved with for two years. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, pension plans, charitable organizations, and other entities. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both proprietary and third-party strategies tailored to client objectives.

Troy Delagardelle is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds.