Weston Vorwald is a Series 66-licensed financial advisor with Edward Jones, based in Dubuque, IA, and has 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Joellen Herkert is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2022 and previously worked as a homemaker for 22 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process 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.

Justin Boxleiter is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Investment Management Services, GWFS Equities, and LPL Financial. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Michael Montag is a CFP® and PFS™ credentialed financial advisor with 30 years of industry experience. He is currently with OSAIC and has prior experience at RSM McGladrey Inc, Global Portfolio Strategies, Inc., and Prudential Retirement Brokerage Services, Inc. Montag also serves as a board member of the East Dubuque District Library Foundation. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, wrap and non-wrap portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by advanced analytical tools and multiple custodial and program arrangements.

Sharon Meyer is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in Dubuque, IA, where she has worked since 2014. She holds the Series 66 designation and participates in community activities as a board member of the River Rodeo Committee and a finance committee member for Opening Doors in Dubuque. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Kreeb is a financial advisor with Thrivent Investment Management in Dubuque, Iowa, holding a Series 66 designation and 21 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of her advisory role, she serves on the Mount Mercy University Alumni Board and is a committee member for the Beckman Catholic Endowment Fund. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering broad financial planning without implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services through its WealthPlan option.

Bret Johnson is a financial advisor with LPL Financial in Dubuque, IA, holding a Series 66 license and 16 years of industry experience. His prior roles include positions at Ameriprise Financial Services and BFC Planning, Inc. He is also a member of Bridgewater Advisors, Inc., where he manages an advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports its advisors with research-driven tools and provides a broad range of advisory and non-advisory financial services.

Kevin Stevens is a CFP®-certified financial advisor with 33 years of industry experience, currently with Cetera in Dubuque, IA. He previously worked at Concourse Financial Group Securities Inc and Honkamp Krueger Financial Services, Inc., with a long tenure in various roles starting in 2002. Stevens serves as a board member for Area Residential Care and a board trustee for Dubuque County Hospital, overseeing programming, housing, and physical assets of local care facilities. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, offering a range of portfolio management and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform with diverse program options and affiliations that influence its product offerings.

Brenden Dauphin is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Before joining LPL Financial, he worked at Ameriprise for three years and has held roles outside financial services in retail and lawn care. His background includes a variety of non-financial business activities prior to his advisory career. 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 financial planning and asset management services, employing a network of over 22,800 advisors who implement both proprietary and third-party investment strategies across diverse platforms.

William Chalmers is a financial advisor at Raymond James Financial with 45 years of industry experience. He holds Series 63 and Series 65 designations and has served on the Investment Oversight Advisory Commission for the City of Dubuque from 2009 to 2019. He is also the owner of Chalmers Investment Services LLC, a support company where he acts as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Bart Timmerman is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following nine years at A. G. Edwards & Sons, Inc. He also has a power of attorney arrangement for a family member. 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 combines research and analytics with a broad platform of brokerage and advisory solutions.

David Fant is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2020. His prior roles include positions at VALIC Financial Advisors, Lincoln Investment, and Legend Advisory Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.