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 at Thrivent Investment Management with one year of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Thrivent, he worked at Regions Bank and Northwestern Mutual in various roles from 2023 to 2026, and spent ten years at Verizon Wireless before entering the financial sector. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options and emphasizes periodic review of recommendations.

An Le is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, An held positions at TruStage, Florida Financial Advisors DBA Texas Financial Advisors, Digitive, and completed academic roles at the University of Edinburgh and the University of Texas at Austin. Outside of advisory work, An is also employed with Rover and Outlier in non-investment related roles. 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 variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by research and technology tools, and manages over $819 billion in discretionary assets through a broad network of investment adviser representatives.

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 in Waterloo, IA, holding Series 63 and Series 65 licenses and having 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, LPL Financial, and Securities America Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and offers financial planning, access to third-party asset managers, and other services.

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.

Gary Parson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and previously spent over two decades with Cuna Mutual Group and CUNA Brokerage Services. Outside of his advisory role, he occasionally performs as a musician in a band. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Cindy Gleason is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 35 years of industry experience. She has worked at firms including Arbor Point Advisors and Summit Brokerage Services and operates Gleason Resource Group, which provides divorce mediation services. Additionally, she is involved in tax preparation and notary services. 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 portfolio programs, third-party asset management, and institutional platforms.

Joseph Motisi is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has nine years of industry experience, having previously worked at CUNA Mutual Group, CUNA Brokerage Services, Citizens Securities, and CITIZENS Bank. He is based in Waverly, Iowa. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a broad platform combining advisory and non-advisory financial activities.

Dixon Terry is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously in hospitality and healthcare sectors, including roles at Legacy Bar and Grill, Clear Lake Yacht Club, and McKesson. He is also affiliated with the University of Northern Iowa. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Aaron Teare is a financial advisor at Ameriprise in Waterloo, IA, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked at Ameriprise since 2019 and previously spent 12 years at GMAC Mortgage/Ocwen Financial Corporation. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Amber Swanger is a financial advisor with Thrivent Investment Management who holds a Series 66 designation and has 11 years of industry experience. She has been with Thrivent Financial and its affiliated entities since 2014. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based planning that covers topics such as retirement, tax, estate, and special needs planning, with an option to combine planning with managed-account services under a consolidated billing system called WealthPlan.

David Lettinga is a financial advisor with Ameriprise in Cedar Falls, IA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Raymond James Financial Services and First Command Advisory Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Charles Shirey is a financial advisor with Stifel in Waterloo, Iowa, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel for 17 years. Outside of his advisory role, he serves on the investment committee of the Waterloo Community Foundation and is a member of the finance committee at Westminster Presbyterian Church in Waterloo. Stifel serves a diverse client base 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, providing asset allocation and financial planning analyses that clients use to inform their investment decisions.

Laure Meyer is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 23 years of industry experience, including prior roles at CUNA Brokerage Services and TruStage. She was also involved in Meyer Construction for over two decades and operates as a Mary Kay representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

Nicholas Bouwman is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2018 and has seven years of industry experience. Prior to joining Edward Jones, he held roles with the UGA Athletic Association and UGA Housing, as well as at Lanehart Electric Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Nathan Harban is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked at Walmart and Hy-Vee. 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.

Garrett Akins is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for 13 years at Quad/Graphics. He is involved with the Community Foundation of Northeast Iowa’s Investment Policy Committee and serves as a board member for the Kiwanis Club of Greater Waverly. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branches nationwide.