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.

Matthew Schecklman is a financial advisor at Ameriprise in Cedar Falls, IA, holding a Series 66 credential with less than one year of industry experience. He joined Ameriprise in 2025 after completing extended periods of study. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Steven Flack is a financial advisor with Ameriprise in Cedar Falls, IA, holding a Series 63 designation and 30 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. In addition to his advisory role, he is involved in independent insurance brokering with Allianz Life Insurance Company of North America. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Steven Nida is a financial advisor with OSAIC based in Waterloo, Iowa. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 13 years with Securities America Advisors, Inc. Outside of his advisory role, he serves as president of Wealth Solutions, Inc., a company involved in insurance and financial planning. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with access to various investment products and third‑party money managers, utilizing asset-allocation tools and automated portfolio rebalancing.

Mark Mccombs is a financial advisor at Ameriprise with 30 years of industry experience and holds the CFP® and Series 63 designations. Before joining Ameriprise in 2024, he worked at LSB Capital Management, Inc., LPL Financial, and Lincoln Savings Bank. He serves on the board of the Cedar Bend Humane Society and teaches a Financial Literacy course at the University of Northern Iowa. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic analysis to provide tailored recommendations within a specialized product ecosystem.

Keith Hamer is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he is involved with Hamer Holdings LLC, which owns property in Wisconsin held within his IRA. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling to support client decision-making.

Travis Bovy is a financial advisor with LPL Financial in Waterloo, IA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera and operating his own entities, such as DT Ventures, Inc., a holding company that owns a restaurant called The Pedaler’s Fork. 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 institutional platforms, supported by technology tools for operational and research assistance.

Logan Wolf is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked with Jacobson Financial Services and True North Restoration of Iowa. Outside of his advisory role, Wolf has been involved in business activities related to Jacobson Financial Services, LLC. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Nolan Hovland is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 credential and has prior work experience in both education and retail, including roles at Instacart and local school districts. Outside of his advisory role, he is a co-owner and distribution coordinator of a ladder distribution company and assists with a youth springboard diving business operated by his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on comprehensive, goal-based planning covering a wide range of financial topics, offering clients planning without discretionary portfolio management.

William Mcintee is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He has been with OSAIC since 2018 and formerly worked at Signator Investors, Inc. from 2016 to 2018. He is also president of Bill Mcintee Financial Services Inc. Outside of his advisory roles, he has involvement with a family LLC established to manage ownership of a family cabin. OSAIC serves a wide range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through multiple platforms. The firm utilizes asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Casey Mclaughlin is a financial advisor with LPL Financial in Waterloo, Iowa, holding a Series 63 designation and 42 years of industry experience. He has worked with Linsco / Private Ledger and McLaughlin Investment Services since 2000. Outside of his advisory work, Mclaughlin serves as a notary public. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a broad range of financial services.