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Denise E

Series 66

Waverly, IA

LPL Financial

Denise Eskelson is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL in 2022, she worked at CUNA Brokerage Services, Inc. and CUNA Mutual Group from 2017 to 2022, and at OneMain Financial from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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John J

CFP®, ChFC®, Series 63, Series 66

Parkersburg, IA

Fisher Investments

John Joyner is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with Fisher Investments and previously worked at Edward Jones for seven years, along with prior roles at Tim Joyner Insurance Agency and State Farm VP Management Corp. Outside of his advisory work, he operates a self-proprietorship buying and selling rare coins. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach with a five-member committee that integrates quantitative and qualitative research to build diversified portfolios across equity, fixed-income, and blended mandates.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Todd F

Series 66

Waverly, IA

LPL Financial

Todd Faulkner is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group for seven years. Outside of his advisory role, he is the owner and editor of Cardinal Editorial, a remote online business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Emily L

Series 63, Series 66

Waverly, IA

LPL Financial

Emily Lane is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She previously worked at Cuna Mutual Group and Cuna Brokerage Services, Inc. for 23 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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An L

Series 63, Series 65

Waverly, IA

LPL Financial

An Le is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL, An’s background includes roles at TruStage, Florida Financial Advisors, Digitive, and academic positions at the University of Edinburgh and the University of Texas at Austin. Outside of advisory work, An is employed with Rover and Outlier in non-investment-related roles. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by in-house and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Gary P

Series 63, Series 65

Waverly, IA

LPL Financial

Gary Parson is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Cuna Mutual Group and Cuna Brokerage Services, Inc. Outside of his advisory work, he occasionally performs as a musician in a band. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a large network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Kevin T

Series 63, Series 65

Parkersburg, IA

LPL Financial

Kevin Truax is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory work, he owns several young horses that are trained and shown in national competitions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Mark H

Series 63, Series 66

Waverly, IA

LPL Financial

Mark Holmquist is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Cetera, and State Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

College savings (529s, UTMA, etc.)
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