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 at LPL Financial in Dubuque, IA, with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including JPMorgan Chase Bank, Prudential Insurance Company of America, and Thrivent Financial for Lutherans. Outside of his advisory role, he is involved in farming activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, incorporating model portfolios and research from various sources.

Brevin Hawkinson is a financial advisor with LPL Financial in Dubuque, IA. He holds a Series 66 designation and has recently begun his career in the industry. His prior work experience includes roles at Northwestern Mutual and DuTrac Community Credit Union. Outside of finance, he has been involved with Meadows Golf Course for several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Cheyanne Schmitt is a financial advisor with LPL Financial in Dubuque, IA, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Duluth Trading Company and Dupaco Community Credit Union. She also serves as an Associate Financial Consultant at Dupaco Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various technology solutions.

Austin Jungers is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing eight years of industry experience. His career includes roles at Prudential Investment Management Services and GWFS Equities, Inc. He is also affiliated with Dupaco Financial Services as a financial consultant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

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 with Ameriprise based in Peosta, Iowa, holding a Series 66 designation and 16 years of industry experience. He has worked with Ameriprise since 2009 and is also involved with Main Event. Outside of his advisory role, he serves as an ambassador for No Foot Too Small, a nonprofit supporting families affected by infant loss, leading a local support group for fathers. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet certain asset criteria, offering tailored recommendation reports that address income, Social Security, and tax strategies. The firm combines research and modeling with advisory support and offers a broad range of brokerage and insurance solutions through affiliated companies.

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 credentials and 21 years of industry experience. He has worked at LPL Financial and DUPACO Financial Services, Inc. since 2007. In addition to advisory services, he engages in fixed annuity and term life insurance sales through his affiliation with Dupaco Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by both discretionary and non-discretionary portfolio management, as well as research and model portfolios from multiple sources.

Chad Hruska is a financial advisor with LPL Financial in Dubuque, IA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has previously worked at VOYA Financial Advisors, Inc., AssuredPartners Great Plains, LLC, and CETERA Advisor Networks LLC. He is also involved as a fixed annuity, life, disability, and long-term care insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various technology-driven investment solutions.

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.