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.

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.

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.

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.

Brent Gilmore is a financial advisor with Stifel in Waterloo, IA, holding a Series 66 designation and possessing 22 years of industry experience. He has been with Stifel since 2009. Outside of his advisory work, he serves as a voting board member for the Cedar Valley Irish Cultural Association, involved in operations for the annual Iowa Irish Fest. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Paul Braley is a financial advisor with Thrivent Investment Management in Cedar Falls, IA, holding Series 66 and Series 63 licenses. He has one year of industry experience and previously worked at Regions Bank and Northwestern Mutual in various capacities. Prior to his financial services career, he spent ten years at Verizon Wireless. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations on a range of planning topics. The firm’s approach separates planning services from managed accounts, emphasizing periodic reviews and advisor-led plan updates.

Tayler Tjaden is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL in 2026, Tayler worked at Cetera and Financial Resource Advisors. Tayler is also involved with Financial Resource Advisors as a financial professional. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Michael Ramker is a Series 66 certified financial advisor with 14 years of industry experience. He is currently affiliated with LPL Financial and has also worked with Cuna Brokerage Services, Inc. and CUNA Mutual Group since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers various financial planning and asset management services including model portfolios, third-party subadvisors, and institutional platforms.

Adam Schaefer is a financial advisor with LPL Financial in Waterloo, Iowa, holding a Series 66 designation and two years of industry experience. He previously worked at Cetera and Lincoln Savings Bank, and maintains involvement in several community organizations, including serving as vice president of St. Patrick Catholic School, a trustee for Guiding Star Cedar Valley, and a board member of the Boys & Girls Club of the Cedar Valley. He also participates as an independent sports official for youth sports programs in Iowa. 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 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 advanced operational tools.

Shane Pitkin is a financial advisor with Wells Fargo Clearing in Waterloo, IA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he serves as a hunter education instructor with the International Hunter Education Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Phillip Westemeier is a financial advisor with Ameriprise in Waterloo, IA, holding a Series 63 designation and 36 years of industry experience. He has worked at Ameriprise since 2005 and concurrently has a long-standing role at Kum & Go Kerr Mcgee since 1989. He has also been affiliated with the University of Northern Iowa since 1984. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Cameron Henry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He previously worked at The Vanguard Group for 10 years before joining Cambridge in 2024. Outside of advising, he serves as a wrestling coach for the Cedar Falls School District and is a board member of Junior Achievement of Eastern Iowa-Cedar Valley. 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 advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary strategies across various platform arrangements.

Todd Johnson is a financial advisor with Ameriprise in Cedar Falls, IA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2017 and previously spent over 20 years at Johnson Financial Services and six years at Woodbury Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, primarily for clients maintaining significant assets in Ameriprise-managed accounts.

Matthew Kohls is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at PRUCO Securities, The Prudential Insurance Company of America, BFC Planning, Berthel Fisher & Company Financial Services, Lincoln Savings Bank, Securities America Advisors, and LPL Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various advisory programs, while also facilitating insurance product sales through affiliated entities.

Jana Eilderts is a financial advisor at Edward Jones in Cedar Falls, Iowa, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns a business creating home and personal decor items. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.