Seasoned financial advisors in Burlington, IA

Curtis Cloke is a financial advisor with J.W. Cole Advisors, Inc. in Burlington, Iowa, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with J.W. Cole Advisors since 2016. Outside of his advisory role, Cloke is involved in several ventures including serving as president and owner of Acuity Financial, Inc., leading Thrive Income Distribution LLC which provides research and educational training, and working as an adjunct instructor at The American College and Southeastern Community College. J.W. Cole Advisors operates a large network of independent advisors and offers a range of fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutions, using various investment strategies and digital advice platforms.

Jon Hart is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Ryan Brueck is a CFP® with seven years of experience in the financial industry. He is currently affiliated with ClearWealth in Burlington, IA, and has prior experience at Northwestern Mutual Investment Services LLC and other firms. ClearWealth is a state-registered advisory firm managing approximately $44.3 million for around 145 clients. The firm focuses on passive investment management using index mutual funds and ETFs, while also employing fundamental and technical analyses, and provides tailored portfolio management alongside comprehensive financial planning services.

Brian Foecke is a financial advisor with Eagle Strategies (NY Life) based in Burlington, Iowa. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His career includes roles at New York Life Insurance Company since 1999 and Legacy Retirement Solutions, LLC. Outside of his advisory work, he serves as an officer and board member for several local nonprofit organizations including the Holy Trinity Catholic Schools Foundation and the West Point Public Library Foundation. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jodi Anderson is a ChFC® credentialed financial advisor with eight years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at firms including LPL Financial and Bannerman Wealth Management. Anderson also provides administrative support within her firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning and asset management services.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.