Tyler Sippel is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Heacock & Jones Financial Services for five years. Outside of finance, he has experience in the food and beverage industry, having been involved with Verena Street Coffee Company and Happy's Place. Wealth Enhancement Advisory Services is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting services, utilizing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Tanner Howell is a financial advisor at Thrivent Investment Management with Series 66 credentials and no prior industry experience. Before joining Thrivent, he held various roles outside of finance, including positions at The Home Depot and Sunset Lanes Bowling Alley. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority.

Lawrence Segers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent five years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Alauna Boettner is a financial advisor with Ameriprise in Dubuque, IA, holding a Series 63 designation and 29 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations tailored to clients’ financial situations.

Shai Riedl is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Honkamp Krueger, the Wisconsin Department of Natural Resources, and Prudential Insurance Corporation of America. Outside of his advisory role, he owns a farm in Darlington, Wisconsin, where he is involved in cattle farming, and manages a vacation rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Christopher Noel is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior firms include Ameriprise Financial Services and Edward Jones. He is also the owner of Bridgewater Advisors Three LLC, through which he manages an advisory business. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Peter Timmerman is a financial advisor with Wells Fargo Clearing in Dubuque, IA. He holds a Series 66 designation and has experience in the financial services industry beginning in 2022, including roles at Principal Financial Group and University of Wisconsin - Stevens Point. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brendan Houlihan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Ericson Hilbun is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at CUNA Mutual Group, Collins Community Credit Union, Keller Williams, Loras College, and VOYA Financial Advisors. He is also involved with Freedom Financial Group, LLC, an entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational and research tools.

Joshua Theisen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked for East Dubuque Nitrogen Fertilizers for eight years. Outside of finance, he owns and operates a home decor business that sells products through Etsy and local craft shows. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and comprehensive planning across various financial topics. The firm offers these services without discretionary trading authority and allows clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”

Frederick Ganter is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2026, he worked at Ameriprise from 2022 to 2026 and spent nine years at Elkhorn Area High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and operational tools.

Thomas Casey is a CFP® professional affiliated with LPL Financial in Dubuque, IA, with two years of industry experience. He previously worked at Ameriprise for three years and has been involved with the Boys and Girls Club of Greater Dubuque. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions, offering a range of advisory and brokerage services supported by extensive operational and research tools.

Stefan Johnson is a financial advisor at OSAIC with Series 63 and Series 65 credentials and eight years of industry experience. He has previously worked at LPL Enterprise, Prudential Insurance Company of America, and Transamerica Financial Advisors, among others. Outside of his financial advisory work, Johnson is active in ministry work and itinerant preaching, speaking regularly at various churches and Bible camps in the Midwest. OSAIC serves a diverse client base including retail, institutional, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager programs.

Mitchell Mcgraw is a financial advisor at OSAIC with nine years of industry experience and holds a Series 66 designation. He has worked at several firms including Signator Investment Inc. and currently operates FDG Mitch McGraw LLC and McGraw Property Management LLC. In addition to his financial advisory work, Mcgraw serves as an officer in the Iowa National Guard. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and diversified portfolio management. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools and offers access to a range of third-party and proprietary investment strategies.

James Gorton is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and previously worked at First Community Trust from 2016 to 2018. Outside of his advisory role, he serves as a trustee on the Carnegie-Stout Public Board of Trustees in Dubuque, Iowa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Michelle Harris is a financial advisor with Wells Fargo Clearing in Dubuque, IA, holding Series 63 and Series 65 licenses and 33 years of industry experience. She has previously worked at PNC Wealth Management, Natcity Investments, Inc., and U.S. Bancorp Investments. Outside of her advisory role, she is a group fitness class instructor at the Galena Arts and Recreation Center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support diversified portfolio selection.

Rohin Ullberg is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including prior roles at Independent Financial Group, Inc., SII Investments, Inc., and First Allied Securities, Inc. Outside of advisory work, Ullberg owns Happy’s Car Wash in Antioch, Illinois. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Zachary Evanovich is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2009, including six years at the current firm location in Dubuque, IA. Outside of his advisory role, he serves as an ambassador for No Foot Too Small, a nonprofit supporting families affected by infant loss. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Rebecca Timmerman is a financial advisor with Wells Fargo Clearing in Dubuque, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns a small business specializing in the installation of window blinds. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Timmerman is a financial advisor with Wells Fargo Clearing in Dubuque, IA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wells Fargo Clearing, he worked at RSM US LLP for five years and has experience coaching as the head coach for Iowa United, a sports organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to client plan objectives.