Alexander Schwarck

Nicole Myer is a financial advisor with Avantax Planning Partners, Inc. She holds a Series 65 credential and has nine years of industry experience. Prior to joining Avantax, she worked at Erpelding Voigt & Co., LLP for eleven years. Outside of advisory work, she is a member of Myer Tile & Backhoe LLC, which installs farm drainage tile. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm offers discretionary portfolio management with model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer, investment adviser, insurance, and pension consulting entities.

Thad Lichter is a financial advisor with Avantax Planning Partners, Inc. who holds Series 63 and Series 65 credentials and has 16 years of industry experience. He has worked at Avantax Planning Partners since 2009 and has prior experience with Cetera Wealth Services, Avantax Investment Services, and ProEquities. Outside of his advisory role, he is a partner at Erpelding, Voigt & Co, LLP, a CPA firm providing tax preparation, accounting, and payroll services, and has also worked in design and bookkeeping for a local art business. Avantax Planning Partners primarily serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with CPA firms and registered advisor representatives. The firm offers discretionary portfolio management using model-based style allocation strategies, retirement plan management, financial planning, and tax-intelligent overlays, with investment decisions overseen by an Investment Advisory Committee.

Aaron Greteman is a financial advisor with Avantax Planning Partners, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His work history includes roles at Cetera Wealth Services, Avantax Investment Services, Avantax Planning Partners, and ProEquities. In addition to his advisory work, he is a partner at Erpelding, Voigt & Co., a CPA firm, where he is involved in tax preparation, audit, and bookkeeping, and he serves on the board of the Monsignor Lafferty Tuition Foundation. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, managing most client accounts on a discretionary basis with centralized trading and reporting.

Jeffrey Knapp is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Cetera Wealth Services, Avantax Investment Services, and ProEquities, alongside a long-standing partnership at Erpelding, Voigt & Co., where he provides financial, tax, and accounting services. Outside of advising, he serves in various nonprofit leadership roles, including treasurer positions for local foundations and chairing the Algona Rotary Club Foundation. Avantax Planning Partners primarily serves individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation investment approach overseen by an Investment Advisory Committee and offers discretionary portfolio management with tax-intelligent overlays, operating within a larger corporate group that includes broker-dealer, advisory, and pension consulting affiliates.

Angela Ennen is a Series 65 licensed financial advisor with Avantax Planning Partners, Inc. She has five years of experience in the financial industry and concurrently serves as a partner and CPA at Erpelding, Voigt & Co., a public accounting firm where she provides tax, consulting, and bookkeeping services. Ennen is also active in her community as Treasurer of the Algona Noon Kiwanis Club and as a Foundation Board Member for First United Methodist Church. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management with tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer, investment adviser, and insurance entities.

John Burns is a financial advisor with Eagle Strategies (NY Life) based in Algona, Iowa. He holds Series 63 and Series 65 designations and has 12 years of industry experience. His career includes roles at Innovative Financial Solutions, Gradient Advisors LLC, and New York Life Insurance Co. Additionally, he owns a trucking business, J&J Oil. 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 and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.