John Greenwood is a financial advisor with Edward Jones in Dubuque, IA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Greenwood is involved in several business ventures, including ownership of an online marketing business and partnership in a real estate rental firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large national network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment options while operating under a fiduciary standard.

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.

Alexander Breckon is a financial advisor at Ameriprise in Dubuque, IA, holding a Series 66 designation. He has experience at UMB Bank spanning four years and previously worked at Door County Kayak Tours and TJMaxx. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Lawrence Segers is a financial advisor with Wells Fargo Clearing in Galena, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of investment options that include insurance-related vehicles and bank deposit sweep programs.

Andrew Smith is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has worked at Ameriprise since 2005. Outside of Ameriprise, he is an associate advisor at Nancy S Daoud & Associates LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides annual retirement-income planning advice based on in-depth research and algorithmic analysis.

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®-credentialed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience 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, and manages a short-term vacation rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of financial advisors and branch offices across the United States.

Brandon Hedley is a financial advisor at Osaic with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at several firms, including Securities America Advisors, Inc. and Securities Service Network, Inc. In addition to his advisory role, Hedley is involved in insurance sales through Fury Financial Services and owns a marketing business specializing in life and disability insurance. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and utilizes firm-provided tools and third-party platforms to construct and manage portfolios across various asset classes.

Kyle Lippold is a financial advisor with LPL Financial in Dubuque, IA, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior experience includes roles at Prudential Investment Management Services, Global Portfolio Strategies, Proequities, Avantax Investment Services, and GWFS Equities. Since 2022, he also provides investment advisory services through RetireRight, LLC, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning, portfolio management programs, and institutional platforms, supporting advisors with research, technology, and a variety of discretionary and non-discretionary investment strategies.

Bradley Mootz is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is a Series 66 license holder based in Platteville, WI. Outside of his advisory role, Mootz is a partner in agricultural ventures focused on managing and renting feedlots and pastures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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.

Matthew Stewart is a Series 66–licensed financial advisor with LPL Financial in Dubuque, Iowa. He has four years of industry experience, including roles at Dutrac Community Credit Union and HyVee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolios, supported by advanced operational tools and a broad network of over 22,800 advisors.

Isaac Stangl is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he held various roles including positions at Dupaco Community Credit Union and local government offices. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 in Dubuque, IA, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo affiliates since 2009, including Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, using research from Wells Fargo Investment Institute alongside third-party data and diversification principles.

Barbara Barton is a financial advisor with Wells Fargo Advisors in Dubuque, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors, she worked at the Dubuque Museum of Art and Mercy Medical Center. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations.

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.”

Garret Locke is a Series 66-licensed financial advisor with nine years of industry experience. He is currently affiliated with LPL Financial and previously worked at CUNA Brokerage Services, CUNA Mutual Group, and Thrivent Financial. Outside of his advisory role, Locke has been a soccer referee since 1986. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Moore is a financial advisor at Wells Fargo Advisors in Dubuque, IA, holding a Series 66 designation with 12 years of industry experience. He has been with Wells Fargo Advisors since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including cash-flow, retirement, education, and niche planning areas, using proprietary research and planning tools to develop tailored recommendations.