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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

40 advisors near 51250

Out of 400,000+ nationwide

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Randy I

CFP®, ChFC®, Series 63, Series 65

Orange City, IA

Compass Lighthouse Capital, LLC

Randy Immeker is a financial advisor with Compass Lighthouse Capital, LLC and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked at Compass Lighthouse Capital since 2019 and Northwest Wealth Management since 2010. In addition to his advisory role, he is also licensed as a health insurance agent. Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high-net-worth clients, specializing in discretionary portfolio management and access to model portfolios managed by third-party sub-advisers. The firm’s investment approach includes rigorous selection and ongoing monitoring of sub-advisers based on quantitative and qualitative criteria, with clients selecting risk categories aligned to model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Ben G

CFP®, Series 65

Sioux Center, IA

Water Valley Investment Advisors, Inc.

Ben Gesink is a CFP® with three years of industry experience, currently serving as a financial advisor at Water Valley Investment Advisors, Inc. He has worked at Financial Engines Advisors L.L.C., Iowa State Bank, Dordt University, and Western Christian High School. Water Valley Investment Advisors, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on tailored investment policies and long-term fundamental analysis. The firm manages discretionary portfolios primarily composed of mutual funds, equities, fixed income, and ETFs, with regular reporting and no account minimums.

Wealth management
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Kevin G

CFA®

Sioux Center, IA

Water Valley Investment Advisors, Inc.

Kevin Gesink is a CFA® charterholder with 25 years of industry experience. He has been with Water Valley Investment Advisors, Inc. since 2000. The firm provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, emphasizing fundamental analysis and long-term trading with portfolios primarily composed of mutual funds, equities, fixed income, and ETFs. Water Valley Investment Advisors prepares tailored Investment Policy Statements for each client and offers discretionary management without using third-party advisers or wrap programs.

Wealth management
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Jeremy V

Series 66

Orange City, IA

SPC

Jeremy Van Beek is a financial advisor at SPC with a Series 66 designation and four years of industry experience. His prior roles include positions at Parkland Securities LLC and Cornerstone Financial Advisors, INC, as well as teaching and other work at Dordt University. He serves as a church elder at Living Water Community Church in Orange City, IA, and is a commissioned notary public in the state. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing both discretionary and nondiscretionary investment strategies.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Andrew B

Series 66

Sioux Center, IA

Money Concepts Capital Corp

Andrew Borger is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and one year of industry experience. He previously worked at The Planning Firm, American State Bank, and Diamond Vogel. Outside of his advisory role, Borger serves on the advisory council for the Family Crisis Center, is a board member of Ridge Golf Club, and acts as treasurer and deacon at Bethel Christian Reformed Church. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Benjamin H

Series 63, Series 65

Orange City, IA

Eagle Strategies (NY Life)

Benjamin Hulstein is a financial advisor with Eagle Strategies (NY Life) based in Orange City, Iowa. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, having worked with New York Life Insurance Company since 2001. Hulstein serves as a board member and president of the Stewarts Landing Condo Association. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Christopher S

Series 63, Series 66

Orange City, IA

Eagle Strategies (NY Life)

Christopher Saras is a financial advisor with Eagle Strategies (NY Life) in Orange City, IA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Eagle Strategies since 2014 and New York Life since 2007, and he owns The Pathway Financial Group, which offers New York Life products and brokers non-registered insurance products. Saras serves on the board of the Fellowship of Christian Athletes in Northwest Iowa and is also involved with local athletic and educational nonprofit boards. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm operates through a network of over 2,000 investment adviser representatives and emphasizes client-directed solutions with third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of year-end 2024.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Adam B

Series 63, Series 65

Orange City, IA

Eagle Strategies (NY Life)

Adam Buss is a financial advisor with Eagle Strategies (New York Life) based in Sioux Falls, SD, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2019, and CNA Surety from 2013 to 2019. Outside of his advisory work, he owns a woodworking hobby business focused on creating South Dakota state signs and serves as a board member of the Brandon Community Foundation, which supports local nonprofit funding. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Anthony V

Series 66

Orange City, IA

Money Concepts Capital Corp

Anthony Vande Brake is a financial advisor with Money Concepts Capital Corp in Orange City, IA, holding a Series 66 designation and eight years of industry experience. He has worked with Money Concepts Capital Corp since 2017 and was previously with Van Rooyen Financial Group from 2013 to 2017. In addition to his advisory role, he has been involved with the City of Orange City since 2016. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, utilizing model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Nicolaas D

Series 63, Series 65, Series 66

Sioux Center, IA

Kestra Advisory

Nicolaas Doelman is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at LPL Financial for 10 years before joining Kestra in 2019. Outside of advisory roles, he manages a farming sharecropping arrangement on a residential property he owns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and offers multiple management platforms and third-party solutions within a supervisory framework.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Thomas D

Series 66

Sioux Center, IA

Money Concepts Capital Corp

Thomas De Jong is a Series 66-credentialed financial advisor with Money Concepts Capital Corp, based in Sioux Center, IA, and has 17 years of industry experience. He has been with Money Concepts Capital Corp since 2009 and also owns The Planning Firm, LLC, where he serves as business manager. Outside of his advisory work, he chairs the Stewardship/Foundation Committee at Bethel Christian Reformed Church and is involved in teaching and consulting activities. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with approximately 431 advisors, MCAS employs a range of managed programs and uses fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Zachary E

Series 66

Sioux Center, IA

OSAIC Institutions, INC.

Zachary Elbers is a financial advisor at OSAIC Institutions, INC. with a Series 66 designation and three years of industry experience. His prior work includes roles at Infinex Investments, Peoples Bank, Rock Industries, and several other firms. He also has experience in education, having worked at Rock Valley Christian School and Western Christian High School for 14 years. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements and access to alternative investments. The firm’s services are delivered primarily through a network of investment adviser representatives using a combination of fundamental and technical analysis, with a notable emphasis on non-discretionary assets.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Derrick D

Series 63, Series 65

Orange City, IA

SPC

Derrick Dehaan is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Parkland Securities since 2014 and Van Rooyen Financial Group Inc. since 2005. Outside of his advisory roles, he is the owner and officer of Cornerstone Financial Advisors, Inc., a financial services business, and serves as a notary public in Iowa. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a broad network of advisers, providing both discretionary and nondiscretionary management options.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Travis N

Series 66

Orange City, IA

Edward Jones

Travis Netten is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for Dakota Dental from 2015 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Todd V

Series 63, Series 65

Sioux Center, IA

Cetera

Todd Van Bruggen is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, Mariner Wealth Advisors, and 1st Global Advisors. He is also secretary of Siebrecht & Co., P.C. dba Pottebaum & Van Bruggen, P.C., which provides tax, bookkeeping, payroll, and financial planning services. Cetera Investment Advisers serves a broad client base including individual, high-net-worth, institutional, and retirement-plan clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a large advisory platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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John D

CFP®, Series 63

Sioux Center, IA

Cetera

John Dykstra is a CFP® professional with 20 years of industry experience, currently serving at Cetera since 2014. He has a background that includes roles at American State Bank, where he is involved in trust department support. Dykstra also serves as co-trustee for a family revocable living trust and participates in finance committees for Trinity Reformed Church in Orange City, Iowa. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a broad trust and institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Blair P

CFP®, Series 66

Orange City, IA

Edward Jones

Blair Punt is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent two years at Rasmussen Air and Gas Energy. Blair is based in Orange City, IA, and holds a Series 66 registration. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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David A

Series 66

Sioux Center, IA

Cetera

David Addink is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His work history includes roles at Cetera Investment Services LLC and American State Bank, where he supports the trust department with reporting and account paperwork but does not engage in investment decisions. He has also been involved with community organizations such as Rock Hill Community Church and Christ Community Church. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities with access to multiple investment programs and custodial arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Beverly W

Series 66

Orange City, IA

Cetera

Beverly Walhof is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. She has worked at Cetera and affiliated firms since 2014, including Iowa State Bank Wealth Management and Zeutenhorst Financial. Outside of her advisory role, she serves as a facilitator for Love INC, Sioux County, a nonprofit focused on assisting churches in addressing material, emotional, and relational poverty through community programs. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Nick B

Series 63, Series 65

Sioux Center, IA

Thrivent Investment Management

Nick Brundell is a financial advisor with Thrivent Investment Management in Sioux Center, IA, holding Series 63 and 65 licenses and bringing nine years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2016 and previously spent seven years at Auto Trimmers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without portfolio management for institutional clients.

Business ownership considerations
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Aaron H

Series 66

Sioux Center, IA

Equitable Advisors

Aaron Haverdink is a financial advisor with Equitable Advisors in Sioux Center, IA, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2019 and also owns Zeutenhorst Financial Inc. Outside of his advisory work, Haverdink serves as a sound engineer for First Reformed Church and is involved with the Northwestern College Music Patron Board and the Pride of the Dutchmen Marching Band Parent Board Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model that utilizes multiple asset managers and offers both advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Scott L

ChFC®, Series 63, Series 66

Sioux Center, IA

Thrivent Investment Management

Scott Lyftogt is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory work, Lyftogt serves on the boards of Mission Central, which supports Lutheran missionaries, and Destiny Youth Ranch, a youth horse ranch focused on Christian outreach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas. The firm’s approach combines holistic, goal-based analyses with client engagement through financial advisors, while keeping planning services separate from managed-account offerings.

Business ownership considerations
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Matthew L

Series 66

Sioux Center, IA

Equitable Advisors

Matthew Lammers is a financial advisor with Equitable Advisors in Sioux Center, IA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and also operates Zeutenhorst Financial. Outside of his advisory work, he serves as Council Financial Secretary or Treasurer for Peace Lutheran Church. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Luke R

Series 66

Sioux Center, IA

Edward Jones

Luke Rankin is a financial advisor at Edward Jones in Sioux Center, IA, holding a Series 66 designation. He has experience with multiple financial institutions and served at Dordt University from 2021 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of advisors and branch offices.

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

Series 63, Series 65

Sioux Center, IA

Cetera

Ashley Van Roekel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Cetera and its affiliates since 2020 and holds an administrative role at American State Bank’s Trust Department. Outside of finance, she has experience in event management and fitness-related activities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and trust capabilities with a broad advisory platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Nick B

Series 63, Series 65

Orange City, IA

RBC Capital Markets

Nick Baker is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Baker Financial Solutions, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life Insurance Company. Outside of advising, he is involved in private business ownership, including several private companies and investment in real estate. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring tailored portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Eric R

Series 63, Series 66

Sioux Center, IA

Edward Jones

Eric Rankin is a financial advisor at Edward Jones in Sioux Center, IA, with 23 years of industry experience. He has been with Edward Jones since 2003 and holds the Series 63 and Series 66 credentials. Outside of his advisory role, Rankin is involved as a high school swim referee for the Iowa High School Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Professional Athlete Women Professionals Young Families
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Jesse V

CFP®, Series 66

Sioux Center, IA

Edward Jones

Jesse Veenstra is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Edward Jones. He is also an assistant professor of finance at Dordt University and works as a triathlon and cycling coach through Peak Athletic Collective. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of over 23,000 advisors.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Charitable giving & philanthropy Inheritance planning Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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Isaiah D

Series 66

Sioux Center, IA

Cetera

Isaiah De Regt is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. His background includes roles at American State Bank and Dordt University, as well as earlier positions in education and commercial services. He performs administrative tasks at American State Bank in addition to his advisory duties. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Madison M

Series 66

Rock Valley, IA

Edward Jones

Madison Meyer is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Meyer worked in various roles including positions at Scooters Coffee, Langers Bar and Grill, and the City of Sheldon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Orange City, IA

Cetera

Ryan Doughan is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has been with Cetera and its affiliated entities since 2018 and previously worked at Legacy Building Company from 2009 to 2018. Doughan is also a board member of the Orange City Public Library, where he contributes to budget approval and policy oversight. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Alexander A

Series 66

Rock Valley, IA

Edward Jones

Alexander Arkema is a financial advisor with Edward Jones in Rock Valley, Iowa, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones for ten years. Outside of his advisory role, he is a silent partner in Catalina Farms LLP, a farming business in Boyden, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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

CFP®, Series 63

Sioux Center, IA

LPL Financial

Paul Hoogendoorn is a financial advisor with LPL Financial in Sioux Center, IA, holding CFP® and Series 63 credentials and bringing 18 years of industry experience. He has been with LPL Financial since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Brandon J

Series 66

Rock Valley, IA

Edward Jones

Brandon Jensen is a financial advisor at Edward Jones with one year of industry experience. His prior roles include positions at Wilbur Ellis, Advanced Agrilytics, and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Orange City, IA

Edward Jones

Austin Robyn is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. He previously worked at Vision Financial Group and has held various roles in different sectors, including self-employment and positions outside the financial industry. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 65

Sioux Center, IA

Equitable Advisors

Gretchen Zomermaand is a financial advisor with Equitable Advisors in Sioux Center, IA, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Equitable Advisors since 2007, following her tenure at AXA Advisors, LLC. Outside of her advisory role, she is involved with the Sioux Center Community Hospital and Health Center Foundation and serves as a mission team member at New Life Reformed Church. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Justin F

Series 66

Rock Valley, IA

Equitable Advisors

Justin Faber is a financial advisor with Equitable Advisors in Rock Valley, IA, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and held roles at Northwestern College and other local businesses. He is also the owner and president of Bridge Financial LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Joshua G

Series 63, Series 65

Orange City, IA

Edward Jones

Joshua Goslinga is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 65 designations. Outside of his advisory role, he owns and operates JKG Farms, Inc., which focuses on crop farming in Iowa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 63

Sioux Center, IA

Cetera

Darren Raih is a CFP® professional with 13 years of industry experience, currently serving at Cetera since 2014. He holds Series 63 and is based in Sioux Center, IA. Outside of his advisory role, he is involved in community service as a Kiwanis member, serves on the board of Sioux Center Christian School assisting with foundation growth and investment policy development, and participates on boards focused on low-income housing and capital management. Cetera Investment Advisors serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by both advisor-managed and firm-sponsored investment solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Colin C

Series 66

Sioux Center, IA

Mass Mutual Investors Services

Colin Chesser is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. He has worked at Mass Mutual Investors Services since 2022 and previously held roles at The O.N. Equity Sales Company, Securitas, and Target Corporation. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and delivers written recommendations through ongoing annual collaborative financial planning relationships.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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