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.

Mikal Ludolph II is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. He has worked previously at Woodbury Financial Services and Monat Wealth Management, where he continues to serve as Vice President and Registered Representative. Ludolph also holds a vice president position at Milestones Planning, Inc., an entity associated with OSAIC Wealth, Inc. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by a large network of affiliated advisers and employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

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.

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.

Tyler Johnson is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors. Outside of his advisory role, he has partial ownership in a financial planning practice, Johnson Wealth Management Inc., located in Waterloo, IA. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm uses tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Joni Reiling is a financial advisor with LPL Financial in Waterloo, IA, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at GreenState Credit Union, Ameritas Investment Corp, and Edward Jones. She is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services delivered by a large network of investment adviser representatives.

Noah Arends is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked in various roles including at Iowa State University and Corteva. Outside of advising, he assists other advisors with client relationship management and case preparation as a registered assistant at Financial Decisions Group. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm utilizes asset-allocation tools and third-party platforms to construct and manage portfolios that include a wide range of investment types.

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.

George Peterson is a CFP® and Series 66-credentialed financial advisor at OSAIC with five years of industry experience. Prior to joining OSAIC, he held positions at John Deere and various retail companies. He is also involved in financial planning and insurance sales under the Financial Decisions Group DBA. OSAIC serves a diverse client base including individual investors, high-net-worth clients, corporations, and nonprofit organizations. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes proprietary tools for portfolio construction and management.

David Stern is a Series 66-credentialed financial advisor with 26 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 22 years with Cuna Mutual Group and CUNA Brokerage Services, Inc. He is based in Cedar Falls, 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with multiple investment options and operational tools.

Jeremey Bullerman is a financial advisor with LPL Financial in Waterloo, IA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior experience includes roles at Cetera and Cetera Advisors LLC. Outside of advising, he serves as a volunteer on the Waterloo School Foundation’s Planned Giving Committee and is involved in ownership and leadership roles in several private businesses, including accounting services and financial resource advisory entities. 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, supported by a broad network of investment adviser representatives.

Michael Hulme is a Series 66-licensed financial advisor with LPL Financial, based in Waterloo, IA, and has 12 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cetera for several years. Hulme is involved in multiple community and nonprofit organizations, serving as chair of the board for the Community Foundation of Northeast Iowa and chairperson of Cedar Valley Catholic Schools, among other roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Halverson is a CFP® with six years of industry experience, currently serving as a financial advisor at Ameriprise in Cedar Falls, IA. His prior work history includes roles at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc, as well as experience outside the financial sector at Hanna Cylinders and Bemis Manufacturing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.