Wealthspan Partners, LLC

Nile Mc Laughlin is a financial advisor with Wealthspan Partners, LLC and holds the Series 66 designation. He has one year of industry experience and previously worked at Principal Securities, Inc. and Principal Life Insurance Company. Mc Laughlin also has a background in education, having worked at Wartburg College and North Scott High School. Wealthspan Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing investment management and financial planning services. The firm emphasizes asset allocation and diversification, using a range of investment vehicles and offering both discretionary and non-discretionary portfolio management.

Cody Williams is a financial advisor at Wealthspan Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets, LLC and Morgan Stanley & Co LLC. Wealthspan Partners serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses by providing investment management and financial planning services. The firm emphasizes asset allocation and diversification, incorporates written investment policy statements, and offers both discretionary and non-discretionary portfolio management using a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

John Timmer is a CFP® with 31 years of industry experience, currently serving at Wealthspan Partners, LLC since 2023. He was previously with Securities America Advisors, Inc. and Securities America, Inc. for 26 years. Outside of his advisory role, Timmer is president of a CPA firm and serves as chairman of the board for a regional bank holding company. Wealthspan Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses with investment management and financial planning services. The firm emphasizes asset allocation and diversification, using written investment policy statements to guide portfolio construction, and offers both discretionary and non-discretionary portfolio management.

Brian Ramsay is a financial advisor with Wealthspan Partners, LLC, holding a Series 66 designation and over 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Wealthspan Partners in 2018. In addition to his advisory role, Ramsay serves as an instructor for the College for Kids program at Blackhawk College. Wealthspan Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing investment management and financial planning services. The firm emphasizes asset allocation and diversification, using a range of investment vehicles, and integrates financial planning with portfolio management guided by written investment policy statements.

Mark Tholl is a CFP® with 33 years of industry experience. He has worked at Wealthspan Partners, LLC since 2018 and previously spent 26 years with Ameriprise Financial Services, Inc. in Bradenton, FL. Wealthspan Partners, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, providing investment management and financial planning. The firm focuses on asset allocation and diversification, utilizing ETFs, mutual funds, individual equities, fixed income, and may include private fund investments and options for certain clients.