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Michael A

Series 66

Waukon, IA

Edward Jones

Michael Alexander is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2008. He has 18 years of industry experience. Outside of his advisory role, he owns and operates E&M Farm LLC and NEI Tractors, a business focused on buying, selling, and shipping antique tractors internationally. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 advisors and offers a range of advisory programs and investment solutions.

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

Series 66

Lansing, IA

Raymond James Financial

Quincy Johnson is a financial advisor at Raymond James Financial with a Series 66 credential and two years of industry experience. Before joining Raymond James, he worked at Thrivent Financial and has experience in healthcare administration with Mayo Clinic and Crossing Rivers Health. Outside of finance, he is an owner and operator of several businesses in New Albin, Iowa, including Johnson's Gas N Go and Pump House LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through its unique affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Cathy B

Series 66

Waukon, IA

Edward Jones

Cathy Buhl is a Series 66 licensed financial advisor with Edward Jones, based in Waukon, Iowa, and has two years of industry experience. Her prior work includes roles at Kerndt Brothers Savings Bank and Zion United Church of Christ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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Nicholas W

Series 63, Series 65

Waukon, IA

OSAIC

Nicholas Wilz is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln Investment, FBL Marketing Services, Farm Bureau Financial Services, and Peoples State Bank. Outside of his advisory role, he is owner and president of The Nicholas Wilz & Associates Inc., an entity used for tax and accounting purposes, and is involved in life and health insurance sales as an agent. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, offering a range of investment products and portfolio management options supported by proprietary tools and third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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