Cole Schmelzer is a financial advisor with LPL Financial based 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 alongside his role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and a range of model portfolios and research resources.

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 CFP® with 20 years of industry experience, currently affiliated with LPL Financial. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining LPL and Dupaco Financial Services. Belken is also a commissioned notary in Dubuque, IA. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Henry Kinney Jr. is a financial advisor with LPL Financial in Dubuque, IA, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial since 1998 and has operated RetireRight, LLC since 2019. Kinney has also been involved in the sale of non-variable and long-term care insurance through local brokerage offices. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and brokerage services, utilizing model portfolios, research, and various technologies to support diversified investment strategies.

Brian Greenwood is a financial advisor at Edward Jones in Dubuque, IA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at the State of Wisconsin and Design Mill LLC. He is also the owner of Utilly LLC, a software-as-a-service business, where he manages customer support and software updates. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.

Bret Johnson is a financial advisor with LPL Financial in Dubuque, IA, holding the Series 66 designation and 16 years of industry experience. He previously worked at Ameriprise Financial Services from 2015 to 2026. Johnson is also a member of Bridgewater Advisors, Inc., where he manages an advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

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 two years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise and Heacock and Jones Financial Services. Outside of advisory roles, he has worked in various fields including retail and service industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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 consulting, and brokerage services with discretionary and non-discretionary management options.

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 at LPL Financial based in Dubuque, IA, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial, Schmitt worked for Dupaco Community Credit Union from 2007 to 2023. Outside her advisory role, she is involved with The Achievement Group (TAG) and Back Nine as a non-variable insurance producer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including 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 supported by model portfolios and research from multiple sources.

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.