Avantax Planning Partners, Inc.

Michael Gasperi is a financial advisor at Avantax Planning Partners, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera Wealth Services, LLC, Avantax Investment Services, Inc., and ProEquities, Inc. He also serves as a Senior Financial Advisor and Non-Equity Partner at Honkamp Krueger Financial Services, where he acts as a wholesaler to CPA representatives. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and generally manages client accounts on a discretionary basis with centralized trading and reporting.

Marcia Lewis is a CFP® professional with 25 years of experience in financial services. She is currently with Avantax Planning Partners, Inc. and has held roles at Blue & Co., LLC and CSSC Brokerage Services, Inc. She is a Director Emeritus at Blue & Co., a regional CPA firm, where she provides tax, consulting, and business valuation services. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing model-based style allocation strategies and discretionary portfolio management within a larger corporate group structure.

Deidre Budahl is a financial advisor with Avantax Planning Partners, Inc. in Rapid City, SD, holding a Series 65 designation and 10 years of industry experience. She has been a partner and accountant at Casey Peterson, Ltd., a regional CPA firm, since 2003. Budahl serves on the board of Monument Health - Rapid City Hospital and is the Board Chair for the South Dakota Board of Accountancy. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative arrangements with independent CPA firms. The firm employs model-based style allocation strategies and offers discretionary portfolio management with tax-intelligent overlays and centralized trading.

Nathan Hand is a financial advisor with Avantax Planning Partners, Inc. based in Huntsville, Alabama. He holds a Series 65 designation and has seven years of industry experience. Nathan is also a partner and accountant at Anglin Reichmann Armstrong, P.C., a regional CPA firm, where he has worked since 2005. Additionally, he is the sole owner of Deep South Miners, LLC, a cryptocurrency mining business. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm employs model-based style allocation strategies overseen by an Investment Advisory Committee and offers discretionary portfolio management, retirement plan services, and tax-intelligent overlays.

Kyle Wininger is a financial advisor with Avantax Planning Partners, Inc. in Evansville, IN, holding the PFS™ designation and two years of industry experience. He also serves as Vice President at Harding Shymanski & Company, a regional accounting firm where he has worked for over 25 years. Wininger is actively involved in community service, holding board positions with the Boys & Girls Club of Evansville, Tri-State Food Bank, and Cops Connecting with Kids. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, leveraging model-based style allocation strategies and discretionary portfolio management within a larger corporate group that includes affiliated broker-dealer and pension consulting entities.

Nicholas Kruse is a CFP® professional affiliated with Avantax Planning Partners, Inc. in Dubuque, IA, with eight years of industry experience. His background includes roles at Cetera Wealth Services, LLC, Avantax Insurance Services, and ProEquities, Inc. He previously held a registered representative position at Honkamp Krueger Financial Services. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often working through referral arrangements with independent CPA firms. The firm employs model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer and pension consulting entities.

Matthew Nigl is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. He is also a partner and CPA at Honkamp Krueger & Co, PC, where he manages the Oshkosh office and provides tax and advisory services. Nigl serves as treasurer of the WW Association of Condominium Owners Inc., overseeing financial management for the organization. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, with a focus on tax-intelligent overlays and centralized trading and reporting.

Amie Toyama is a financial advisor at Cetera in Denver, CO, holding the PFS™ designation with over 16 years of industry experience. Her prior roles include eight years at Watson Coon Ryan LLC and nearly a decade at Yanari Watson McGaughey, among other firms. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a broad institutional platform.

Troy Coon is an investment advisor representative with Avantax Planning Partners, Inc. based in Centennial, CO, holding Series 63 and Series 65 licenses and four years of industry experience. He also manages Watson Coon Ryan LLC, a partnership providing tax consulting, compliance, and IRS representation services for businesses and individuals. Additionally, he operates a sole proprietorship offering tax consulting and planning. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management with tax-intelligent overlays, operating within a larger corporate group that includes broker-dealer, investment adviser, and insurance entities.

Ruth Goran is a financial advisor with Avantax Planning Partners, Inc. in Skokie, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Avantax Planning Partners since 2001 and maintains a CPA tax practice serving closely held companies and their owners. Outside of her advisory role, she is president of Entertain2Educate, a company focused on developing educational scripts, and is actively involved in several nonprofit organizations in board and treasurer roles. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and centralized trading and reporting.

Mordechai Taylor is a financial advisor at Avantax Planning Partners, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to joining Avantax Planning Partners in 2022, he has been associated with Premier Accounting & Tax Services, Inc. since 2009. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays, and operates within a larger corporate group that includes broker-dealer, investment adviser, insurance, and pension consulting affiliates.

Matthew Folz is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role since 2019, he has worked as an accountant and Vice President at Harding, Shymanski & Company, P.S.C., a regional CPA firm, since 1995. He also serves as a volunteer Finance Committee Member for the Sisters of St. Benedict, a nonprofit organization. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, with an investment process overseen by an advisory committee and a focus on tax-intelligent overlays and systematic rebalancing.

Laura Hoss is a financial advisor with Avantax Planning Partners, Inc. She holds a Series 65 credential and has eight years of industry experience. In addition to her advisory role, she serves as an Accounting Manager at Honkamp Krueger & Co., P.C., a regional CPA firm, and acts as treasurer for two nonprofit organizations, Gilda's Club of the Quad Cities and Moline Baseball Academy, Inc. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often collaborating with independent CPA firms. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and centralized trading through designated custodians.

Wendy Sims is a PFS™ credentialed financial advisor with 27 years of industry experience. She is affiliated with Avantax Planning Partners, Inc. and has worked with Honkamp Krueger Financial Services since 1999. In addition to her advisory role, she is a shareholder and accountant at Schuring Uitermarkt Sims McCleish Ver Meer, PC, a regional CPA firm, and serves on the boards of the Leighton Investment Company and the Pella Regional Health Center Foundation. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation investment approach with discretionary portfolio management and offers tax-intelligent overlays and centralized trading through its designated custodians.

Richard Runde is a financial advisor with Avantax Planning Partners, Inc. based in Dubuque, IA. He holds a Series 66 designation and has 11 years of industry experience. Runde has worked at Honkamp Krueger Financial Services Inc. since 2015 and previously at Proequities Inc. from 2013 to 2017. He is also a partner at Honkamp Krueger & Company, a CPA firm, where he provides accounting and tax services. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm manages client accounts using model-based style allocation strategies and offers tax-intelligent overlays, with discretionary portfolio management and centralized trading and reporting.