Waterloo, IA 816 Tower Park Drive Office

Kelly Goreham is an investment advisor representative with LPL Financial, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has previously worked at Cetera, Scheid's, and CUNA Brokerage Services. Goreham is also involved in insurance activities through a related business operation. 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 wide range of financial planning and investment management services, utilizing various strategies and technology tools across a large network of advisors.

Nolan Farwell is a Series 66 credentialed financial advisor with 18 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Cetera and Financial Resource Advisors. Outside of advising, he has engaged in historic preservation projects and is involved in self-publishing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of investment solutions including model portfolios, third-party asset management access, and institutional platforms, supported by extensive advisor tools and a broad range of non-advisory financial services.

Joshua Mercurio is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has held roles at Cetera and Financial Resource Advisors, where he is a partner and investment advisor representative. He is also the owner of Mercurio Financial Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a range of discretionary and non-discretionary investment strategies supported by advisor-facing technology.

Noah Brown is a CFA® charterholder and financial advisor at LPL Financial with two years of industry experience. He has worked at several firms including Cetera and Principal Global Investors and has also been involved with The Commons Church, Inc. Noah serves as a financial professional and analyst at Financial Resource Advisors, LLC. 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 institutions. The firm offers a wide range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Thomas Tjaden is an investment advisor representative with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes positions at Cetera Advisors LLC, Financial Resource Advisors, and CUNA Brokerage Services, Inc. Outside of his advisory role, he is involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of financial products.

Tayler Tjaden is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL in 2026, Tayler worked at Cetera and Financial Resource Advisors. Tayler is also involved with Financial Resource Advisors as a financial professional. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Adam Schaefer is a financial advisor with LPL Financial in Waterloo, Iowa, holding a Series 66 designation and two years of industry experience. He previously worked at Cetera and Lincoln Savings Bank, and maintains involvement in several community organizations, including serving as vice president of St. Patrick Catholic School, a trustee for Guiding Star Cedar Valley, and a board member of the Boys & Girls Club of the Cedar Valley. He also participates as an independent sports official for youth sports programs in 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Ryan Shaw is a financial advisor with LPL Financial in Waterloo, IA, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Cetera and Ameriprise. Shaw serves on the boards of local nonprofits, including the Cedar Valley Sports Commission and the Waterloo Community Schools Foundation, and is involved with the Boys & Girls Club of the Cedar Valley’s finance committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm supports a wide range of investment strategies delivered by its extensive network of advisors.

Jeremey Bullerman is a financial advisor with LPL Financial in Waterloo, IA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior experience includes roles at Cetera and Cetera Advisors LLC. Outside of advising, he serves as a volunteer on the Waterloo School Foundation’s Planned Giving Committee and is involved in ownership and leadership roles in several private businesses, including accounting services and financial resource advisory entities. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Michael Hulme is a Series 66-licensed financial advisor with LPL Financial, based in Waterloo, IA, and has 12 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cetera for several years. Hulme is involved in multiple community and nonprofit organizations, serving as chair of the board for the Community Foundation of Northeast Iowa and chairperson of Cedar Valley Catholic Schools, among other roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Travis Bovy is a financial advisor with LPL Financial in Waterloo, IA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera and operating his own entities, such as DT Ventures, Inc., a holding company that owns a restaurant called The Pedaler’s Fork. 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 portfolio programs, and institutional platforms, supported by technology tools for operational and research assistance.