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.

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.

Steven Koch is a financial advisor with Edward Jones in Waterloo, IA, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, he engages in craft painting around the holidays in Oelwein, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Michael Ohrt is a financial advisor with LPL Financial in Waterloo, IA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work history includes positions at Linsco/Private Ledger Corp., UBS Financial Services, and Piper Sandler & Co. 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 portfolios, third-party asset management, and institutional platforms.

Ryan Shaw is a financial advisor with LPL Financial in Waterloo, IA, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Cetera and Ameriprise. Shaw serves on the boards of local nonprofits, including the Cedar Valley Sports Commission and the Waterloo Community Schools Foundation, and is involved with the Boys & Girls Club of the Cedar Valley’s finance committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm supports a wide range of investment strategies delivered by its extensive network of advisors.

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.

Amanda Martin is a financial advisor with Ameriprise in Waterloo, IA, holding a Series 66 designation and two years of industry experience. She previously worked for nine years at Roth Jewelers. Martin is also employed as a paraplanner with K & S Operations, where she manages advisory business activities. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

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.