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.

Justin Schultz is a CFP® professional with two years of experience in financial advising, currently with Steele Capital Management, Inc. in Dubuque, IA. His prior experience includes roles at Ameriprise, Midwestone Bank, Menards, and Chick-fil-A. Steele Capital Management provides fee-only investment advisory and retirement plan consulting to individuals and company-sponsored plans, focusing on long-term, low-fee strategies using diversified mutual funds and ETFs. The firm also serves as a subadvisor to Collective Investment Funds used in retirement plans.

Nicholas Smith is a CFP® professional with 18 years of industry experience, currently serving at Steele Capital Management, Inc. since 2007. He operates a personal farming business in the Epworth, Iowa area as a sole proprietor outside of his advisory role. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans, emphasizing long-term, buy-and-hold strategies with low-fee, tax-advantaged investments and selective active management.

Dawn Otting is a financial advisor at Steele Capital Management, Inc. in Dubuque, IA, with 12 years of industry experience. She holds a Series 65 designation and has been with Steele Capital Management since 2013. 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 with an emphasis on low-fee, tax-advantaged investments and strategic asset allocation.

Kevin Timmerman is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to this, he worked at Steele Capital Management for 23 years. He also serves as an adjunct professor at Loras College, teaching approximately five hours per month. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Colin Allison is a financial advisor with Empower Advisory Group in Dubuque, Iowa, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at GWFS Equities, Prudential Customer Solutions, Global Portfolio Strategies, and Prudential Insurance. Outside of advising, he is the owner of a property management business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated approach uses proprietary and third-party methods focused on long-term portfolio returns and savings rates, with close alignment to Empower’s recordkeeping and administrative platforms.

Eric Amberg is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Investment Management Services LLC and Global Portfolio Strategies, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kyle Sperfslage is a Series 65-licensed financial advisor with Cetera Planning Partners in Dubuque, Iowa. He has been in the industry since 2022, previously working at Avantax Planning Partners and Prinsco. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Jennifer Wardle is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 designation and has worked at GWFS Equities, Inc., Prudential Customer Solutions LLC, Prudential Investment Management Services LLC, and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Spencer Sell is a financial advisor with Empower Advisory Group in Dubuque, IA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Gwfs Equities, Inc. since 2022 and multiple roles within Prudential entities from 2012 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s services focus on integrated financial plans and managed accounts within Empower’s recordkeeping and administrative platforms.

Will Davies is a financial advisor at Cetera Planning Partners with a Series 65 credential and one year of industry experience. Prior to joining Cetera Planning Partners, he worked at Avantax Planning Partners and held teaching positions at the University of Denver, University of San Diego, University of Iowa, and Culford School. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates a formal, document-driven planning process with diversified mutual fund and ETF allocations and offers additional services including tax planning, bookkeeping, payroll support, and an estate-planning service through a third-party provider.

Daniel Buchenau is a financial advisor with Empower Advisory Group in Dubuque, IA, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and related entities from 2004 to 2020, as well as Empower Retirement since 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, operating within an integrated platform that aligns with Empower’s recordkeeping and administrative services.

Brian Sauser is a CFP®-designated financial advisor with Eagle Strategies (NY Life) based in Dubuque, Iowa, with 26 years of industry experience. He has been associated with Eagle Strategies since 2008 and New York Life Insurance Company since 1999. Sauser also operates Sauser Financial, LLC, which offers insurance brokerage services including fixed annuities, life, health, and disability insurance. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and maintains a predominantly non-discretionary asset base, operating within an integrated New York Life affiliate structure.

Heather Heim is a financial advisor at Empower Advisory Group with one year of industry experience. She holds a Series 66 designation and is based in Dubuque, Iowa. Her prior work includes roles at Change Healthcare and Emmaus University. Heim is also involved with Crossroads Church Peosta. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Naomi Feldott is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Empower Advisory Group and has previously worked at Personal Capital Advisors Corporation and Prudential-affiliated firms. Outside of her advisory role, Feldott serves as Treasurer for the Dubuque Senior High School Educational Foundation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s services emphasize long-term portfolio returns and are closely integrated with Empower’s recordkeeping and administrative platforms.

Hannah Moore is a CFP® professional with three years of industry experience, currently serving at Independent Financial Partners. Her prior experience includes roles at LPL Financial, MidWestOne Bank, Private Client Services, and Nicolet Wealth Management. Moore is also a commissioned notary. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model with options for discretionary and non-discretionary account management and is noted for its retirement-plan advisory and pension consulting capabilities.

Adam Rang is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. His prior roles include positions at Avantax Planning Partners and Weitzel Financial Services. Outside of finance, he owns AJR Photos LLC, a sports photography business. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and additional services such as tax planning and estate strategy. The firm’s investment approach focuses on diversified allocations aligned with client objectives and risk tolerance within a formal planning framework.

Matthew Cash is a CFP® professional with 17 years of industry experience. He is currently with Cetera Planning Partners and has held prior roles at Robert W. Baird, UBS Financial Services, and Avantax Advisory Services. He is based in Dubuque, IA. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates a diversified investment approach using mutual funds and ETFs aligned with client objectives and leverages a broader Cetera network to provide expanded services including tax planning, bookkeeping, and estate planning.

Jesse Dalsing is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including GWFS Equities, Inc., Prudential Customer Solutions LLC, and Global Portfolio Strategies, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Joshua Herbst is a financial advisor with Principal Financial Services in Dubuque, IA, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Metlife Securities, Massachusetts Mutual Life Insurance Company, and Union Financial, Inc. He serves as President-Elect of NAIFA Dubuque. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party manager asset allocation and separately managed account solutions.