Christopher Manternach is a financial advisor with Avantax Planning Partners, Inc. in Dubuque, Iowa, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Cetera and Avantax firms since 2012. Outside of financial advising, he works part-time as a cashier at a family-owned retail beer and liquor store. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and retirement plan services to individuals, businesses, and nonprofit organizations. The firm operates primarily through CPA firms and advisor representatives, managing approximately $7.57 billion in assets as of 2025, and utilizes tax-intelligent strategies and firm-designed allocation models to serve its clients.

Scott Schemmel is a financial advisor with Avantax Planning Partners, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His work history includes roles at Cetera and American Trust & Savings Bank. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing assets via firm-designed style allocation models with a focus on tax-intelligent strategies and centralized trading.