Brett Wessels is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Steele Capital Management, Inc. since 2012. He holds a Series 65 license and is based in Dubuque, Iowa. Steele Capital Management provides fee-only investment advisory and retirement plan consulting to individuals, including high-net-worth clients, as well as company-sponsored retirement plans. The firm emphasizes long-term, generally passive, low-fee strategies using diversified mutual funds and ETFs, with services that include portfolio management, participant education, and fiduciary oversight for retirement plans.

Christopher Boxleiter is a CFP® professional with 19 years of industry experience, currently serving at Steele Capital Management, Inc. in Dubuque, IA, where he has worked since 2012. His credentials include Series 63 and Series 65 licenses. Steele Capital Management provides fee-only investment advisory and retirement plan consulting to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm’s approach focuses on long-term, generally passive, low-fee strategies using diversified mutual funds and ETFs, offering portfolio management tailored to each client’s risk profile.

Martin Smith is a financial advisor with Steele Capital Management, Inc. in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Steele Capital Management since 2003. Outside of his advisory role, he is a partner in two commercial cleaning businesses, Tenth Avenue, LLC and JMR Holdings, LLC, serving in a passive oversight capacity. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on low-fee, tax-advantaged, and passive investment vehicles, supplemented by selective active management, and acts as a fiduciary under ERISA/IRC standards.

Nathan Smith is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Charles Schwab and Cetera Wealth Services. Outside of advising, he works part-time as a barista at Starbucks Corporation. 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. The firm employs model-based discretionary portfolio management and offers tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer, investment adviser, insurance, and pension consulting entities.

Austin Schaul is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently with Avantax Planning Partners, Inc. in Dubuque, IA, where he has worked since 2021. Prior to that, he held positions at HK Financial Services, Inc. and had a brief role at Marcos Italian Restaurant. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm manages approximately $7.57 billion in assets and serves individuals, pension plans, charitable organizations, and businesses using tax-intelligent strategies and firm-designed style allocation models.

Nicholas Bishop is a CFP® with 10 years of industry experience, currently serving at Avantax Planning Partners, Inc. in Dubuque, IA. His prior experience includes roles at HK Financial Services, Cottingham & Butler Insurance Agency, and American Trust & Savings Bank. He is under consideration for a board member position at Albrecht Acres, providing oversight and support in a non-investment capacity. Avantax Planning Partners, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses through a network of CPA firms and registered Advisor Representatives. The firm uses style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, centralized trading, and periodic account reviews.

Joseph Bernardi is a CFP® with 41 years of experience in the financial services industry. He has been with Nations Financial Group, Inc. since 2019 and previously worked at Wunderlich Securities, Inc. from 2015 to 2019. Bernardi serves as President of Bernardi Group, LLC, where he acts as an investment advisor. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and outside managers to tailor investment strategies based on client objectives, risk tolerance, and liquidity needs.

Charles Skemp is a financial advisor at IPI Wealth Management, Inc. in Dubuque, IA, with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has been with IPI Wealth Management since 2002. He is also the owner of The Skemp Company, a business operating as a DBA for tax purposes. IPI Wealth Management serves a diverse client base that includes individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs using an open-architecture investment platform supported by an investment committee framework.

Robert Lee Jr. is a CFP® professional with 33 years of industry experience, currently serving at Nations Financial Group, Inc. since 2019. Prior to this, he worked at Wunderlich Securities, Inc. from 2015 to 2019. Outside of his advisory role, he is president and broker of a real estate brokerage firm and owns an accounting and tax services company, as well as an attorney office specializing in real estate closings, probate, and estate planning. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a range of proprietary and third-party investment strategies tailored to client objectives, supported by dual registration as an SEC-registered adviser and FINRA-registered broker/dealer.

Ivan Gruhl is a CFA® charterholder based in Dubuque, IA, with 37 years of industry experience. He currently serves with Avantax Planning Partners, Inc. and has held roles at several affiliated firms including Avantax Advisory Services and Cetera Wealth Services. Gruhl’s experience includes positions at Honkamp Krueger Financial Services and ProEquities, Inc. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and a managed retirement plan platform to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers these services primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of year-end 2025.

John Hackett is a financial advisor at NBC Securities, Inc. with 50 years of industry experience. He holds Series 63 and Series 66 licenses and has been with NBC Securities since 2015. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA‑qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of fee-based advisory programs and managed-account platforms that incorporate discretionary manager selection, model portfolios, and overlay management.

Will Davies is a financial advisor at Avantax Planning Partners, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Avantax, he held academic positions at the University of Denver, University of San Diego, and University of Iowa. Avantax Planning Partners, Inc. 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 and profit-sharing plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets as of December 31, 2025.

Trevor Thomas is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Avantax Planning Partners, Inc. He previously worked at RSM US Wealth Management LLC and Rapier Solutions, Inc. Trevor holds Series 63 and Series 65 licenses. Avantax Planning Partners, Inc. 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, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients.

Eric May is a CFP® professional with three years of industry experience, currently serving at Mariner Independent in Dubuque, IA. His prior work includes roles at Dubuque Bank & Trust and America Trust & Savings. He is also the owner of Intersect Wealth Advisors, LLC, offering investment advisory services through Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both model portfolios and advisor-level discretionary management, and integrates institutional and retirement plan resources through affiliated entities and third-party partnerships.

Bradley Lewis is a CFP® professional with 27 years of industry experience, currently serving at Steele Capital Management, Inc. in Dubuque, Iowa, where he has worked since 1997. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach, focusing on low-fee, tax-advantaged, and passive investments with selective active management, and acts as a fiduciary for retirement accounts under ERISA/IRC standards.

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.

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.

Kelly Edmonds is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc., based in Dubuque, IA, and has 14 years of industry experience. Prior to joining Avantax, Edmonds worked for Honkamp Krueger Financial Services for 14 years. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plans to individuals, pension plans, charitable organizations, and businesses. The firm delivers services primarily through a network of CPA firms and advisors, managing approximately $7.57 billion in assets as of the end of 2025, and employs investment approaches that include firm-designed style allocation models and tax-intelligent strategies.

William Bennett is a financial advisor at NBC Securities, Inc. in Dubuque, IA, holding a Series 66 designation with under one year of industry experience. His prior work includes roles at City of Sartell and St. Cloud State University. Lanark Financial, Inc. provides investment advisory services and financial planning to individuals, trusts, businesses, and institutional clients through multiple fee-based advisory programs and managed-account platforms. The firm is dual-registered as an SEC investment adviser and broker-dealer, offering a combination of discretionary manager selection, model portfolios, and brokerage execution services.

Mitchell Pregler is a CFP® professional with one year of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has worked at several firms, including Cetera Wealth Services, LLC and Avantax Advisory Services. Prior to his financial advisory career, he held positions at the University of Northern Iowa, Collins Aerospace, and other companies. 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 delivers its services primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of the end of 2025.