Avantax Planning Partners, Inc.

Christopher Manternach is a financial advisor with Avantax Planning Partners, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Avantax Planning Partners since 2012 and has recent experience with Avantax Investment Services and Cetera Wealth Services. Outside of his advisory role, Manternach works as a cashier at a family-owned beer and liquor retail store. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily serves clients through a network of CPA firms and registered Advisor Representatives and utilizes tax-intelligent strategies and discretionary management based on style allocation models.

Deanna Quinlin is a financial advisor with Avantax Planning Partners, Inc. in Rock Island, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked extensively within the Cetera and Avantax networks and serves as a service leader for Honkamp Krueger Financial Services, assisting with retirement plan enrollment and clients’ 401(k) services. Outside the financial advisory role, she is involved in direct sales and consulting for consumer products. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through CPA firms and registered advisors. The firm manages over $7.5 billion in assets and employs an investment approach centered on style allocation models overseen by an advisory committee, offering tax-intelligent strategies and a range of affiliated services including trust, insurance, and pension consulting.

Kristy Haley is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes roles at Cetera Planning Partners, Tower Square Investment Management, and multiple Cetera entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients.

Reagan Rosalez is a financial advisor with Avantax Planning Partners, Inc. in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Cetera Wealth Services, Round Two, and The Cove Bar & Grill. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm delivers these services through a network of CPA firms and advisors, managing approximately $7.57 billion in assets across its advisors and clients.

Scott Schemmel is a financial advisor with Avantax Planning Partners, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His work history includes roles at Cetera and American Trust & Savings Bank. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing assets via firm-designed style allocation models with a focus on tax-intelligent strategies and centralized trading.

Rhonda Thill is a financial advisor at Avantax Planning Partners, Inc. with seven years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at multiple Cetera entities and Honkamp Krueger Financial Services. Prior to her financial services career, she was employed at IBM and Global Portfolio Strategies, Inc. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm manages approximately $7.57 billion in assets and serves individuals, pension and profit-sharing plans, charitable organizations, and businesses using tax-intelligent investment strategies and discretionary style allocation models.

Sharon Mora Schulz is a financial advisor at Avantax Planning Partners, Inc. based in Dallas, TX, holding a Series 65 designation. She has experience working with Cetera Wealth Services, LLC since 2025 and has been with Avantax in various roles since 2023. Prior to these positions, she spent 17 years at RetireBetter. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across more than 7,500 clients as of the end of 2025.

Andrew Watts is a CFP® professional based in Dallas, TX, with 22 years of industry experience. He is currently with Avantax Planning Partners, Inc., where he has worked for five years, and has prior experience at various firms affiliated with Cetera since 2025. Avantax Planning Partners, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses through portfolio management, financial planning, and a managed retirement plan platform. The firm operates primarily via a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 31, 2025.

Matthew Bregozzo is a financial advisor with Avantax Planning Partners, Inc. in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Cetera-affiliated firms and First Allied, spanning over a decade. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses, primarily through a network of CPA firms and registered Advisor Representatives. The firm manages approximately $7.57 billion in assets and utilizes firm-designed style allocation models with tax-intelligent strategies.

Christopher Allan is a financial advisor at Avantax Planning Partners, Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 registrations. Prior to his current role, Allan worked at Prudential from 2009 to 2020 and has been with Avantax since 2020. He serves as treasurer for the Beckman Music Department Parents Association, a volunteer position at his children’s school. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered representatives and manages assets using style allocation models with a focus on tax-intelligent strategies.