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.

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.

Bruce Keith is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. Outside of his advisory work, Keith volunteers as a firefighter with the Algona Fire Department. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, with affiliated mutual funds and tax-efficient services.

Andrew Jansen is a financial advisor with OSAIC based in Algona, IA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held roles at Royal Alliance Associates, Ameritas Investment Corp, and Central Financial Group, where he is also a partner and COO. Outside of advisory work, he is a managing partner in several LLCs that oversee commercial properties leased to Central Financial Group. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Jerri Soukup is a financial advisor with Edward Jones in Algona, Iowa, holding CFP® and Series 66 designations and having 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she assists with administrative tasks for her husband's diesel repair business. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Mc Kenzie Jorgenson is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Algona, IA, and has six years of industry experience. Prior to joining Edward Jones in 2020, Mc Kenzie held positions at Pharmacists Mutual Insurance Company and various other roles including in banking and retail. Outside of advising, Mc Kenzie coaches cheerleading at Bishop Garrigan Schools and is opening a bookstore/café in Algona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm supports its services with a large national advisor and branch network and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Amy Jansen is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 16 years of industry experience. Her prior roles include positions at Royal Alliance Associates, Sii, Ameritas Investment Corp, and Central Financial Group. She is also involved with Central Financial Group as a Registered Assistant and Supervising Principal, assisting advisers with meeting preparation and paperwork. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment tools and strategies, managing accounts through discretionary and non-discretionary approaches, and supports over 6,000 advisors with approximately $200 billion in assets under management.

Alex Elbert is a Series 66-registered financial advisor with OSAIC, based in Algona, Iowa, and has five years of industry experience. He has worked at Central Financial Group since 2019 and previously spent eight years at Algona Marine & Sport. Outside of advisory work, Elbert is involved in farming activities and is a managing partner of multiple real estate LLCs that hold commercial properties leased to Central Financial Group. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and offers programs such as wealth management platforms, third-party money manager access, retirement plan consulting, and financial planning services.

Bailey Ross is a financial advisor with Edward Jones in Algona, Iowa, holding a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of investment strategies and affiliated products under a fiduciary standard.

Brady Ross is a financial advisor with Edward Jones in Algona, Iowa, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked briefly with Bella Sala and PUSH Agency in 2020 and was involved with University of Iowa Football from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment solutions supported by a nationwide network of more than 23,700 financial advisors.