Charles Cunliffe Jr. is a financial advisor with LPL Financial in Dubuque, IA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2020, he spent six years at VOYA Financial Advisors. Outside of his advisory role, he owns Creative Maxims LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

April Hanson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory work, April owns a small business creating craft glitter cups. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Sarah Spires is a financial advisor at Wells Fargo Advisors in Dubuque, Iowa, with 18 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

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.

Tammy Beasley is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has worked at several firms including Prudential and GWFS Equities, Inc. Outside of her advisory role, she is involved with Ritzy Repeats, a venture she has been part of since 2025. Wells Fargo Advisors serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services supported by Wells Fargo research and tools. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning.

Jaymes Billmyer is a financial advisor with Raymond James Financial in Dubuque, IA, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2014. Outside of his advisory role, he is the owner of Billmyer Wealth Services, a financial planning support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Stefan Johnson is a financial advisor with OSAIC, holding Series 65 and Series 63 designations and bringing eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America, LPL Enterprise, and Transamerica Financial Advisors. Outside of his advisory work, he serves as an itinerant preacher and teacher, conducting ministry activities at various churches in the Midwest. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, and access to multiple investment platforms. The firm utilizes asset-allocation tools and third-party managers to construct diversified portfolios managed on discretionary or non-discretionary bases.

Mitchell McGraw is a financial advisor at OSAIC with nine years of industry experience and holds a Series 66 designation. His career includes roles at FDG Mitch McGraw LLC and McGraw Property Management LLC, and he serves as an officer in the Iowa National Guard. In addition to his advisory work, he is involved in property management and insurance brokerage. OSAIC serves a broad range of clients, including individual and institutional investors, offering brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and supports discretionary and non-discretionary account management, incorporating multiple investment vehicles and third-party platforms.

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, holding Series 63 and Series 65 licenses and 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she is a group fitness class instructor at the Galena Arts and Recreation Center. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jennifer Ready is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. She has worked with multiple Cetera entities since 2024 and previously with Avantax Investment Services and ProEquities. Outside of her advisory role, Ready serves as Vice President of Retirement Plan Services at HK Financial Service and participates on the board of the United Way of Dubuque Area Tri-States, as well as volunteering in a capital campaign for her local church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including access to affiliated and unaffiliated third-party managers.

Melissa Schmitt is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. She is co-owner of New Eagle Wealth Management, where she also provides financial advisory services including retirement, income, and Social Security planning. Schmitt has worked with multiple firms including LPL Financial and Avantax, with her current roles spanning Cetera and New Eagle Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that combines model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Cheryl Biermann is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. She is also an adjunct professor at Loras College, teaching courses on estate planning, life insurance, and related financial planning topics. Outside of her advisory work, she performs as a self-employed musician in the local area. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered through a centralized consulting team.

Amanda Maiers is a financial advisor at Edward Jones in Dubuque, IA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she worked for Medical Associates Healthcare and Health Plans from 2007 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Scott Hoffman is a financial advisor with LPL Financial in Dubuque, Iowa, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Prudential Insurance Company of America, and Thrivent Financial for Lutherans. Outside of his advisory work, he is involved in farming. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research tools and a large network of advisors.

Brevin Hawkinson is a Series 66 licensed financial advisor with LPL Financial in Dubuque, Iowa. He has less than one year of industry experience, previously working at Northwestern Mutual and holding roles in educational institutions and a golf course. Outside of his advisory work, he has experience in both education and recreational facility settings. 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 access to third-party asset managers, supported by technology tools but emphasizing advisor-driven investment decisions.

Rohin Ullberg is a ChFC®-designated financial advisor with 38 years of industry experience, currently with Cambridge Investment Research Advisors. He previously worked at Independent Financial Group, Inc. for eight years. Outside of advisory roles, Ullberg owns a car wash business and has involvement in various investment and insurance-related ventures. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Cheyanne Schmitt is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Her prior work includes roles at Duluth Trading Company and Dupaco Community Credit Union, where she currently maintains an affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with a platform supporting both discretionary and non-discretionary investment strategies.

Austin Jungers is a financial advisor with LPL Financial in Dubuque, IA, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous roles include positions at Prudential Investment Management Services and GWFS Equities. He is also involved as a financial consultant with Dupaco Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with a range of investment tools and technology.