Rhonda Thill is a financial advisor with Avantax Planning Partners, Inc. based in Dubuque, IA. She holds Series 63, 65, and 66 licenses and has seven years of industry experience. Prior to her current role, she worked at Honkamp Krueger Financial Services and IBM. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets as of year-end 2025.

Christopher Allan is a financial advisor at Avantax Planning Partners, Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 registrations. Prior to his current role, Allan worked at Prudential from 2009 to 2020 and has been with Avantax since 2020. He serves as treasurer for the Beckman Music Department Parents Association, a volunteer position at his children’s school. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered representatives and manages assets using style allocation models with a focus on tax-intelligent strategies.