Wealthspan Partners, LLC

Royce Woodley is a CFA® charterholder with six years of industry experience. He is currently with Wealthspan Partners, LLC and previously worked at Capital Client Group, Inc. and FactSet. Wealthspan Partners, LLC is a registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides investment management and financial planning, constructing portfolios using ETFs, mutual funds, equities, fixed income, and private funds for select clients.

Nile Mc Laughlin is a Series 66-registered advisor at Wealthspan Partners, LLC with two years of industry experience. Prior to joining Wealthspan Partners in 2026, he worked at Principal Financial Services and Principal Life Insurance Company from 2024 to 2026. He also has experience in education, having worked at Wartburg College and North Scott High School. Wealthspan Partners, LLC is an SEC-registered firm that provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers portfolio construction using ETFs, mutual funds, individual securities, options, and private fund investments, emphasizing ongoing client contact and periodic portfolio reviews.

Cody Williams is a financial advisor at Wealthspan Partners, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets and Morgan Stanley & Co LLC. Wealthspan Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers investment management and financial planning, utilizing a range of securities and private fund investments for select clients, and maintains an institutional platform relationship that supports its advisory services.

John Timmer is a CFP® with over 32 years of experience in the financial services industry. He is currently with Wealthspan Partners, LLC, where he has worked since 2023, and previously spent 26 years at Securities America Advisors, Inc. In addition to his advisory work, Timmer is the president of Timmer And Associates, CPA, PC, a CPA firm, and serves as chairman of the board for American Bank & Trust’s holding company. Wealthspan Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides investment management and financial planning services, constructing portfolios that include ETFs, mutual funds, equities, fixed income, options, and select private funds.

Brian Ramsay is a financial advisor at Wealthspan Partners, LLC with 27 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Wealthspan Partners in 2018. Outside of his advisory role, Ramsay serves as an instructor for the College for Kids program at Blackhawk College. Wealthspan Partners, LLC is an SEC-registered advisory firm managing approximately $451 million in client assets across more than 500 accounts. The firm provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, employing a variety of securities and maintaining a focus on ongoing personal contact and portfolio review.

Mark Tholl is a CFP® with 33 years of experience in the financial services industry. He has been with Wealthspan Partners, LLC since 2018 and previously worked at Ameriprise Financial Services, Inc. for 26 years. Wealthspan Partners, LLC is an SEC-registered advisory firm that provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $451 million in client assets and utilizes a range of investment vehicles, including ETFs, mutual funds, equities, fixed income, options, and private fund investments for select clients.