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 based in Dubuque, IA, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at LPL Enterprise, Prudential Insurance Company of America, and Transamerica Financial Advisors. Outside of his advisory work, he is also involved in ministry as an itinerant preacher and teacher in various Midwestern churches. 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 employs a range of advisory platforms and tools to construct portfolios that incorporate multiple asset classes and offers both discretionary and non-discretionary account management.

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 at Cetera with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple Cetera entities since 2024, as well as Avantax Investment Services and ProEquities, Inc. She serves as Vice President of Retirement Plan Services at Honkamp Krueger Financial Services and is active in her community as a board member for the United Way of Dubuque Area Tri-States and as a volunteer capital campaign chair for the Church of the Resurrection. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that supports individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering a range of portfolio management and financial planning services. The firm’s scale includes over $256 billion in assets under management and more than 10,000 advisors nationwide.

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.

Allison Kettmann is a financial advisor at Edward Jones in Cascade, IA, holding a Series 66 designation. She joined Edward Jones in 2025 and has prior experience at Bridgewater Advisors and various roles in education and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brad Ludwig is a financial advisor with Edward Jones in Cascade, IA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Ludwig owns Castle Creek LLC, a rental property business. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

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 an advisor with LPL Financial holding a Series 66 designation and has less than one year of industry experience. Prior to joining LPL Financial, he worked at Northwestern Mutual and DuTrac Community Credit Union. Outside of his advisory role, he has involvement with Meadows Golf Course. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across a broad range of asset classes.

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.

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.

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.

Jacob Westhoff is a financial advisor with Edward Jones in Cascade, Iowa, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Fidelity Bank & Trust and several other financial and non-financial firms. He has a personal interest in farming through family involvement with feeder cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated financial services. The firm manages over $1 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.