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Nathan F

Series 63, Series 66

Cedar Rapids, IA

Raymond James Financial

Nathan Fisher is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2009. Outside of his advisory role, he serves on the board of Tanager Place, a nonprofit organization, and participates on the finance and investment committee for Willis Dady Homeless Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Travis W

CFP®, Series 66

North Liberty, IA

Edward Jones

Travis Whitmore is a CFP®-credentialed financial advisor with Edward Jones, based in North Liberty, IA, with 11 years of industry experience. He has been with Edward Jones since 2014 and also provides private hitting lessons outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering various advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Brandon R

Series 63, Series 66

Cedar Rapids, IA

OSAIC

Brandon Rude is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Securities America, Inc. He also provides financial advisory and insurance services through Kerndt Brothers Bank Wealth Management. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party managers to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeffrey J

ChFC®, Series 63, Series 66

Cedar Rapids, IA

Edward Jones

Jeffrey Johnson is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2006. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Leigh C

Series 63, Series 65

Cedar Rapids, IA

LPL Financial

Leigh Cook is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial, Cook spent over two decades with Cuna Brokerage Services, Inc. and CUNA Mutual Group. Outside of advisory work, Cook serves as the City Council Finance Coordinator for the City of Robins, Iowa. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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

Series 66

Cedar Rapids, IA

LPL Financial

Benjamin Young is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Cambridge Investment Research Advisors, Securities Management and Research, and Berthel Fisher & Company Financial Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Cedar Rapids, IA

LPL Financial

Allikan Martens is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and has four years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of advisory and brokerage services including financial planning and model portfolio programs.

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

Series 63, Series 65, Series 66

Cedar Rapids, IA

LPL Financial

Elias Randel is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63, 65, and 66 licenses and seven years of industry experience. Prior to joining LPL in 2020, he worked at Carpenters Local 308, Cambridge Investment Research Advisors, and Mutual of Omaha Investor Services. Outside of finance, he serves as a football official for both college and high school games. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a broad advisory and brokerage platform that includes financial planning, model portfolios, and institutional services.

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

Series 66

Cedar Rapids, IA

Edward Jones

Adam Springer is a financial advisor at Edward Jones in Cedar Rapids, IA, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2015 and also has a longstanding affiliation with Oxford International beginning in 2003. Outside of his advisory work, he is a guitar player and singer in a musical group called Wonderful Smiths LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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