Bailey Ross

Patrick Reding is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Berthel Fisher since 1990. Reding serves as Vice President on the Kossuth Regional Hospital Foundation Board, involved in fundraising efforts for the hospital. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of discretionary and non-discretionary platforms tailored to client needs.

Nicole Myer is a financial advisor at Cetera Planning Partners with nine years of industry experience. She holds a Series 65 credential and has worked previously at Erpelding, Voigt & Co., LLP, where she was a partner focusing on tax accounting. Outside of advising, she is a member of MYER TILE & BACKHOE LLC, which installs farm drainage tile and involves tasks such as payroll preparation and bookkeeping. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations matched to client objectives and risk tolerance, supported by a range of ancillary services including tax planning, bookkeeping, and estate planning through a third-party provider.

Thad Lichter is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Planning Partners, and ProEquities. Outside of advising, Lichter is a partner at Erpelding, Voigt & Co LLP, a CPA firm providing tax preparation, review, planning, accounting, and payroll services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning and preparation, bookkeeping, payroll support, and estate-planning services through third-party providers, employing a diversified investment approach tailored to client objectives and risk tolerance.

John Burns is a financial advisor with Eagle Strategies (NY Life) based in Algona, Iowa. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. Burns is also the owner of J&J Oil, a trucking business. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Aaron Greteman is a financial advisor at Cetera Planning Partners with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avantax Investment Services and ProEquities. In addition to his advisory role, he is a partner at a CPA firm, Erpelding, Voigt & Co., where he is involved in tax return preparation, audit, and bookkeeping, and serves on the board of the Monsignor Lafferty Tuition Foundation. Cetera Planning Partners serves individual and high-net-worth clients, focusing particularly on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, integrating services such as tax planning, bookkeeping, and estate planning through third-party providers, with an investment approach centered on diversified portfolios tailored to client objectives and risk tolerance.

Jennifer Penning is a financial advisor at Cetera Planning Partners with three years of industry experience. She holds a Series 65 credential and has previously worked at Avantax Planning Partners, Inc., Erpelding, Voigt & Co., LLP, and Hogan-Hansen, PC. Outside of her advisory role, she serves on the board and finance committee of the Algona Family YMCA. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers services including investment management, financial planning, tax planning, and estate planning through third-party partnerships. The firm employs a diversified investment approach using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, with options for discretionary or non-discretionary account management.