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Elizabeth W

Series 66

Birmingham, IA

LPL Financial

Elizabeth Warner is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She previously worked for Cambridge Investment Research, Inc. for 15 years before joining LPL Financial in 2024. 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 portfolio programs, third-party asset management access, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew N

Series 63, Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Matthew Nelson is a financial advisor with Cambridge Investment Research Advisors in Fairfield, Iowa, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2008 and at Cambridge Investment Research, Inc. since 2005. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, with a range of portfolio management options including proprietary and third-party model strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Brian O

Series 63, Series 66

Fairfield, IA

Edward Jones

Brian Olson is a financial advisor with Edward Jones in Fairfield, Iowa, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Olson manages real estate properties, including maintaining the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Jason C

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Jason Conner is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2013. Outside of his advisory role, Conner serves as a trustee and board member of Pilgrim Nazarene Church and is a board member of Green Mound Cemetery. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Jeffrey V

Series 63, Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Jeffrey Voreis is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge since 2009. Outside of his advisory role, he serves as a committee director for the local Cub Scouts and chairs the parent’s committee. 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 Financial Professionals, utilizing a variety of investment platforms and strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Janice T

CFP®, PFS™, Series 63, Series 65

Keosauqua, IA

Cambridge Investment Research Advisors

Janice Towne is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and PFS™ designations and over 30 years of industry experience. She has extensive prior experience with Avantax Advisory Services and Riverview Financial Group and currently serves as treasurer and owner/partner of the Hotel Manning Preservation Group. Additionally, she is a board member of the Henry County Health Center Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services utilizing proprietary and third-party strategies across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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David S

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

David Silvers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and affiliated with Cambridge Investment Research, Inc. since 2006. Outside of his advisory role, he volunteers as a coach for the Cardinal-Pekin Dust Devils Trap Team. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and offering both proprietary and third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Richard E

Series 63, Series 65

Fairfield, IA

Cambridge Investment Research Advisors

Richard Ede Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held roles at Cambridge Investment Research Advisors since 2018 and has concurrently worked with Bostrom and Broker Dealer Financial Services Corp. Additionally, he has worked as an IT project manager outside the industry. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm utilizes multiple custody platforms and proprietary and third-party investment strategies, combining discretionary and non-discretionary portfolio management tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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