Wendy Sims is a financial advisor with Avantax Planning Partners, Inc. and holds the PFS™ designation. She has 27 years of industry experience, including 21 years at Honkamp Krueger Financial Services and a concurrent role since 1982 as a shareholder and accountant at Schuring Uitermarkt Sims McCleish Ver Meer, PC, a regional CPA firm. Sims also serves on the boards of the Leighton Investment Company and the Pella Regional Health Center Foundation. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisor representatives. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across 164 advisors and 7,500 clients.

Chad Klyn is a financial advisor with Avantax Planning Partners, Inc. in Dubuque, IA, holding the PFS™ designation and having two years of industry experience. He has been associated with Avantax Planning Partners since 2023 and has a longer tenure with Schuring & Uitermarkt Financial Services, Ltd. dba Welgaard Financial Services and Schuring & Uitermarkt, PC dba Welgaard CPAs and Advisors. Klyn serves as a director for a nonprofit organization focused on creating an all-inclusive playground for children and holds treasurer roles with both a religious nonprofit and the Kiwanis Club of Pella, Iowa. 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 with discretionary portfolio management, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group that offers access to a broad range of affiliated broker-dealer, investment adviser, insurance, and pension consulting services.

Michael Vermeer is a financial advisor with Avantax Planning Partners, Inc. who holds a Series 63 designation and has 26 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, Avantax Investment Services, INC., and Proequities. Outside of advising, he is a shareholder in Schuring & Uitermarkt, P.C., an accounting practice, and serves as Vice President of Radjas, Inc., a drive-in theatre. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm’s investment process is overseen by an Investment Advisory Committee and emphasizes model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays.

Wendy Albers is a financial advisor at Avantax Planning Partners, Inc. with three years of industry experience and holds the PFS™ designation. She has a background in public accounting and financial services through her long-term involvement with Schuring & Uitermarkt PC dba Welgaard CPAs and Advisors. Outside of her advisory role, she serves as treasurer for Spark of Life Ministries, a nonprofit organizing spiritual retreats for high school students. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets using firm-designed style allocation models with a focus on tax-intelligent strategies and offers access to a range of affiliated financial services.