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John S

Series 66

Cedar Rapids, IA

LPL Financial

John Selk is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation and four years of industry experience. He has been affiliated with LPL Financial since 2021 and also owns Selk Insurance Advisors. Additionally, he has a background in financial and tax services through Acorn Financial Group, which he has been involved with since 2013. 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 financial planning, model portfolios, third-party asset management, and institutional platforms with both discretionary and non-discretionary investment strategies.

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

Series 63, Series 65

Cedar Rapids, IA

LPL Financial

Roger Abel is a financial advisor with LPL Financial in Cedar Rapids, Iowa, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior firms include Cambridge Investment Research Advisors and Ameritas Investment Company. Outside of his advisory work, Abel is also a professional fisherman. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 63, Series 65

Cedar Rapids, IA

Cambridge Investment Research Advisors

Kevin Patterson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and totaling 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017, with prior roles at affiliated firms including Vigilant Distributers, LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Matthew P

Series 63, Series 65

North Liberty, IA

LPL Financial

Matthew Peoples is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 23 years of industry experience. His career includes roles at Commonwealth Financial Network, Investment Centers of America, and managing his own firms, including Peoples Financial Planning and Peoples Capital Management. He is also the owner of MLP Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized investment strategies.

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

Series 63, Series 65

Cedar Rapids, IA

LPL Financial

Scott Klahn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Private Client Services, Prime Capital Investment Advisors, Lawing Financial, and Cambridge Investment Research. Klahn operates out of Cedar Rapids, 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

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

Series 63, Series 65

Cedar Rapids, IA

Merrill

Lisa Olinger is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has worked in the financial services industry for over thirty-five years and joined Merrill as a Financial Advisor in 2006. Lisa serves as a resource to a select group of businesses and families, providing services aligned with client goals and extending beyond traditional investment management. Lisa has extensive experience in the design, implementation, and evaluation of retirement plans for businesses, a focus she has maintained for over three decades. She also assists individuals with retirement income planning, portfolio construction, and investment management strategies to support their transition into retirement. Lisa holds a Bachelor of Arts degree from the University of Colorado at Boulder. She has earned multiple professional designations, including Chartered Retirement Plans Specialist (CRPS), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her client focus areas include college education planning, divorce transition planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management
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Casey M

Series 63, Series 66

Cedar Rapids, IA

LPL Financial

Casey Mushrush is a financial advisor with LPL Financial in Cedar Rapids, IA, holding Series 63 and Series 66 credentials and having 12 years of industry experience. Prior to joining LPL Financial in 2018, Mushrush worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Outside of advisory work, he is involved in legal services through Premier Trust and Estate, PLC, where he provides attorney services. 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 advanced research tools and a broad scope of financial activities.

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

Series 66

Cedar Rapids, IA

Thrivent Investment Management

Angela Etscheidt is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked previously at firms including Principal Securities Inc and LPL Financial. Outside of her advisory role, she owns InJOY Today, LLC, which provides general assistance and respite care services to families, particularly those affected by dementia. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based analyses and written recommendations across various financial planning topics. The firm’s planning services are separate from portfolio management and emphasize client engagement through both one-time and ongoing relationships.

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Ella B

Series 66

Cedar Rapids, IA

LPL Financial

Ella Brazell is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 designation. She has one year of industry experience and a background that includes roles at Cedar Rapids Bank and Trust and other local organizations. Outside of her advisory work, she serves as a coach at the Dance Academy of Cedar Rapids. 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 financial planning and investment management services, utilizing proprietary model portfolios, third-party subadvisors, and various strategic approaches.

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

Series 66

Cedar Rapids, IA

Cetera

Samuel Hammes is a financial professional at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated entities since 2023. Outside of his advisory role, he is the owner of Hambeck Enterprises and serves as a board member for the nonprofit No Foot Too Small. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning solutions with access to multiple program platforms and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Stefan C

Series 66

Cedar Rapids, IA

OSAIC

Stefan Christensen is a financial advisor at OSAIC Wealth Inc with a Series 66 designation and three years of industry experience. His prior roles include positions at Thrivent Financial, Impact BND, and GreatAmerica Financial Services. Outside of his advisory work, he serves on the boards of community organizations such as the Good Friday Prayer Breakfast and Bridgehaven Pregnancy Support Center, where he participates in event coordination and organizational governance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and offers a range of advisory and brokerage services through a multi-advisor platform.

Annuities Private / alternative investments
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Samuel R

Series 66

Cedar Rapids, IA

Robert Baird & Co.

Samuel Rechkemmer is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at GreenState Wealth Management, GreenState Credit Union, Eddie Bauer, and in education at North Central Junior High and Liberty High School. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, wrap programs, and brokerage services, supported by internal research, overlay management, and a combination of manager-traded and model-traded strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Paul B

Series 66

Mount Vernon, IA

Edward Jones

Paul Binsfield is a financial advisor with Edward Jones in Mount Vernon, Iowa, holding a Series 66 designation and having 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Binsfield coaches boys' golf and varsity tennis at Mount Vernon High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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

Series 65, Series 63

Cedar Rapids, IA

Cambridge Investment Research Advisors

Nathan Kounkel is a financial advisor at Cambridge Investment Research Advisors with Series 65 and Series 63 credentials. He has been with Cambridge Investment Research entities since 2026 and has 10 years of experience at Executive Benefit Services, Inc. in addition to his current roles. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion-dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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William F

Series 63, Series 66

Cedar Rapids, IA

Edward Jones

William Fleming is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Cambridge Investment Research Advisors, Broker Dealer Financial Services Corp, Wintrust Investments LLC, and Country Trust Bank. Fleming is based in Cedar Rapids, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Cedar Rapids, IA

Robert Baird & Co.

Lainey Ford is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has a background that includes positions at Evereve, Von Maur, and the University of Iowa. Lainey is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and uses a combination of internal research and external manager oversight in its investment approach.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Monte M

ChFC®, Series 63

Cedar Rapids, IA

OSAIC

Monte Marti is a ChFC® credentialed financial advisor with 34 years of industry experience. He currently works at OSAIC and has held roles at Wealthstore Financial and Securities America Advisors, Inc. He also manages a small family apple orchard and serves as a church trustee. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process involves model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by affiliated broker-dealer and RIA relationships.

Annuities Private / alternative investments
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Kara P

Series 66

Cedar Rapids, IA

Robert Baird & Co.

Kara Prickett is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Baird in 2025, she worked for 18 years at University of Iowa Hospitals and Clinics. Kara is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and technology tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Ryan N

Series 63, Series 65

Ely, IA

OSAIC

Ryan Nielsen is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Private Wealth Asset Management, and Royal Alliance Associates. He serves as a board member and treasurer for Cedar Valley Montessori School, where he is involved in governance and strategic planning. Osaic Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with a range of management options and maintains a complex network of affiliated broker-dealers and asset managers.

Annuities Private / alternative investments
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Nicole D

Series 66

Cedar Rapids, IA

LPL Financial

Nicole Davis is a financial advisor with LPL Financial in Cedar Rapids, Iowa. She holds a Series 66 designation and has 13 years of industry experience. Prior to joining LPL Financial in 2024, she worked at Wells Fargo Clearing and Wells Fargo Bank. 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.

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