Nicole Myer

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.

Alexander Schwarck is a financial advisor with OSAIC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at OSAIC since 2018 and has prior experience with Sii and Ameritas Investment Corp. Schwarck is a partner and owner of Central Financial Group, where he is involved in sales and operational duties. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.