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.

Brandon Hedley is a financial advisor with Osaic Wealth, Inc. based in Dubuque, Iowa. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors, Inc. and Securities Service Network, Inc. from 2016 to 2024. Outside of advisory work, he owns a marketing business focused on life and disability insurance and is involved in insurance sales. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a variety of portfolio construction tools and offers access to multiple third-party investment platforms and managed-account solutions.

Kyle Lippold is a financial advisor with LPL Financial in Dubuque, IA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His previous roles include positions at Prudential Investment Management Services, Global Portfolio Strategies, and Avantax Investment Services. He also provides investment advisory services through RetireRight, LLC, an independent registered investment advisor he established in 2022. 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, with a focus on both discretionary and non-discretionary account management.

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.

Matthew Ungs is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his advisory role, he worked for the City of Dyersville from 2014 to 2018. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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 financial advisor with LPL Financial based in Dubuque, IA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Thrivent Financial. Outside of his advisory work, he has been a soccer referee since 1986. 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, supporting advisors with a variety of investment options and technological tools.

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.

Charles Cunliffe Jr. is a financial advisor with LPL Financial in Dubuque, Iowa, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2020, he spent six years with VOYA Financial Advisors. He is also the owner of Creative Maxims LLC, a non-investment related business. 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 variety of financial planning and investment management services through a large network of advisors, employing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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.

Nolan Vosler Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He has been associated with LPL Financial since 1992 and also manages the investment program at First Central State Bank. Vosler has longstanding involvement with community organizations, including the DeWitt Noon Lions and DeWitt Community Hospital as a major donor. 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 investment management services delivered through a large network of advisors utilizing various portfolio strategies and institutional platforms.

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.