Kevin Stevens is a CFP®-certified financial advisor with 33 years of industry experience, currently with Cetera in Dubuque, IA. He previously worked at Concourse Financial Group Securities Inc and Honkamp Krueger Financial Services, Inc., with a long tenure in various roles starting in 2002. Stevens serves as a board member for Area Residential Care and a board trustee for Dubuque County Hospital, overseeing programming, housing, and physical assets of local care facilities. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, offering a range of portfolio management and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform with diverse program options and affiliations that influence its product offerings.

Katelyn Barton is a financial advisor with Wells Fargo Advisors in Dubuque, IA, holding a Series 66 license. She has one year of industry experience, including prior roles at Cottingham & Butler and Rachel Davis State Farm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services tailored to clients meeting specific net-worth thresholds. The firm emphasizes tailored recommendations supported by Wells Fargo research and provides discrete planning engagements covering diverse areas such as retirement, education, and specialized planning needs.

Brenden Dauphin is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Before joining LPL Financial, he worked at Ameriprise for three years and has held roles outside financial services in retail and lawn care. His background includes a variety of non-financial business activities prior to his advisory career. 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 asset management services, employing a network of over 22,800 advisors who implement both proprietary and third-party investment strategies across diverse platforms.

William Chalmers is a financial advisor with Raymond James Financial in Dubuque, IA, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has worked with Raymond James Financial and its affiliates since 1986 and served for ten years on the Investment Oversight Advisory Commission for the City of Dubuque. He is also the owner of Chalmers Investment Services LLC, where he acts as an independent contractor. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal and public-finance work and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Bart Timmerman is a financial advisor with Wells Fargo Clearing in Dubuque, IA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he holds power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Lynn Schmitt is a financial advisor with LPL Financial in Dubuque, Iowa, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at Dupaco Community Credit Union for sixteen years. She also serves as a producer for The Achievement Group (TAG) and Back Nine, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

David Fant is a financial advisor with Edward Jones in Galena, IL, holding Series 63 and Series 65 licenses and with 26 years of industry experience. His prior roles include positions at VALIC Financial Advisors, Lincoln Investment, and Legend Advisory Corporation. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Nelson Rivera is a financial advisor at Edward Jones in Dubuque, Iowa, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large retail advisor network and affiliated financial services beyond advisory.