Thomas Barton is a financial advisor with Wells Fargo Advisors in Dubuque, IA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his work with Wells Fargo, he owns and operates Barton Success Group dba Barton Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools.

Thomas Stricker is a CFP® professional affiliated with LPL Financial with 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services and U.S. Bancorp Investments. Outside of his advisory work, he is involved in retail business ownership through Zazou's Bridal Boutique & Tuxedos and serves on the advisory board for the Loras College Financial Planning Program. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a wide network of investment adviser representatives and a variety of investment strategies.

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 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and operates a small business specializing in the ordering and installation of blinds. 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 advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

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.

Michael Poppen is a financial advisor with LPL Financial in Dubuque, IA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at LPL Financial and Dupaco Financial Services since 2007 and was previously with Waddell & Reed from 2005 to 2007. Outside of advisory work, he is involved in fixed annuities and term life insurance through Dupaco Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisors, supported by advanced analytical tools and a broad suite of non-advisory financial products.

Chad Hruska is a financial advisor with LPL Financial in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at VOYA Financial Advisors, AssuredPartners Great Plains, and CETERA Advisor Networks. He also works with Dupaco Financial Services and is an agent selling fixed annuities, life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary investment strategies.

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.

Anthony Fury is a CFP® professional with 13 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously worked at Securities America and Securities Service Network. Outside of advisory work, he is the owner of an insurance services business and a silent investor in two local enterprises, including a subscription-based gift box service. Osaic Wealth, Inc. serves a diverse client base encompassing individual and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

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.

Nicole Heiderscheit is a financial advisor at Edward Jones in Dubuque, IA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at NxGenMdx, Simple Laboratories, Exagen Diagnostics, and Thermo Fisher Scientific. Outside of her advisory role, she owns a rental property in Chicago. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of advisory programs, managed solutions, and affiliated investment products.

Suzan Martin Hallahan is a CFP® with 28 years of industry experience and has been with LPL Financial since 2007. She is based in Dubuque, IA, and serves on the booster board of the COLTS Youth Organization, a nonprofit youth activity group. 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 extensive technology and a large network of advisors.

James Wachtel is a financial advisor with LPL Financial in Bellevue, Iowa, holding a Series 66 designation and 15 years of industry experience. His prior firms include Transamerica Financial Advisors, Inc. and Morgan Stanley & Co. LLC. Outside of advising, he has been involved with 3Fitt Life, Inc. since 2022. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Michael Montag is a financial advisor at OSAIC with 30 years of industry experience. He holds the CFP® and PFS™ designations and has worked at RSM McGladrey Inc since 2007. Montag serves as a board member for the East Dubuque District Library Foundation. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on portfolio construction using firm-provided tools and a variety of investment options.

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.

Cole Schmelzer is a financial advisor with LPL Financial in Peosta, Iowa, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Dupaco Community Credit Union since 2014 and previously with CUNA Brokerage Services and Global Portfolio Strategies. Outside of advising, Schmelzer is involved with Dupaco Financial Services, a business affiliated with his activities at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes various advisory tools and platforms serving over 22,800 advisors.

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.

Terry Belken is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently affiliated with LPL Financial and Dupaco Financial Services, having previously worked at Ameriprise Financial Services and Prudential Retirement Brokerage Services. He is also a notary in Dubuque, Iowa. 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.

Henry Kinney Jr. is a financial advisor with LPL Financial based in Dubuque, IA, holding a Series 63 designation and over 36 years of industry experience. He has been with LPL Financial and its predecessor firms since 1998 and has operated RetireRight, LLC since 2019. His professional background includes involvement in the sale of non-variable insurance products and long-term care insurance through local brokerage offices. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.