Jordan Alborn is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. His prior experience includes roles at Farmers State Bank and Fsb Premier Wealth Management, Inc. Outside of his advisory work, he co-owns a group fitness business and serves on the boards of several local youth sports organizations and a nonprofit. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research-driven strategies and automated recommendation tools to deliver tailored, tax-efficient income plans. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Elijah Lee is a financial advisor with LPL Financial in Waterloo, IA, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at GWFS Equities Inc. and managing Lee Wealth Management. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports more than 22,800 advisors nationwide.

Tony Patterson is a financial advisor with Mass Mutual Investors Services and holds the CFP® and Series 66 designations. He has 12 years of industry experience, including prior roles at Primerica Advisors and Guardian Life Insurance Company. Outside of his advisory work, he is also active as an insurance broker specializing in life and disability insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as collaborative, annual relationships focused on client goals and investment strategies.

Shannon Hall is a Series 66-registered financial advisor with Edward Jones in Cedar Falls, Iowa, bringing 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Erica Johnson is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for five years. Johnson is also a 50% owner of a financial planning practice, Johnson Wealth Management Inc., based in Waterloo, IA. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party money managers.

Chase Felchle is a financial advisor with OSAIC based in Waterloo, IA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with OSAIC since 2018 and previously with Signator Investors, Inc. from 2016 to 2018. Felchle is also involved with Financial Decisions Group, where he serves as an Investment Adviser Representative and an insurance agent. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and efficient frontier analysis, offering portfolios that may include a range of securities managed on discretionary or non-discretionary bases.

Brandon Pedersen is a financial advisor with Thrivent Investment Management in Cedar Falls, IA, holding a Series 66 designation and 14 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of advisory work, he serves as a board member for LOVE INC, a nonprofit that connects churches with people in need and coordinates community support programs, and is involved in farming through ownership and crop sharing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based analyses and written financial recommendations without direct implementation. The firm offers planning alongside managed-account services through a consolidated billing option called “WealthPlan,” and does not act as a portfolio manager for institutional clients.

Alex Renaud is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of advisory work, he is Co-CEO and President of Kingdom Ventures LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning on a broad range of topics, with planning and managed-account services delivered under a consolidated billing option called “WealthPlan.”

Joshua Katcher is a CFP® professional with 22 years of experience in the financial services industry, currently with Ameriprise since 2012. He holds Series 63 and Series 65 licenses and is based in Cedar Falls, Iowa. Outside of advising, he owns K and S Operations, LLC, an entity formed to manage operational and expense practices, and Joshua J. Katcher, LLC, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Laurel Thompson is a financial advisor with LPL Financial in Waterloo, IA, holding a Series 66 designation and 15 years of industry experience. She has worked at Cedar Rapids Bank & Trust and LPL Financial since 2016 and was previously with Ameriprise from 2012 to 2016. Laurel also serves in a fiduciary capacity for a personal estate matter. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.