Charles Peter Geers

Mark Stevens is a CFP® and CFA® with 13 years of experience in the financial industry. He is currently the sole advisor at Vestera Wealth LLC, where he has worked since 2025. His prior experience includes roles at HTLF (Heartland Financial USA), ATCapital Management, and American Trust. Vestera Wealth LLC provides investment advisory and wealth management services to individuals, trusts, businesses, and charitable organizations, with a focus on high-net-worth clients. The firm manages assets primarily on a discretionary basis, combining multiple analytical approaches and oversight of independent managers, and also acts as a sub-advisor to other registered investment advisors and trust departments.

Frank Ortiz is a financial advisor at Rosemeyer Management Group in Dubuque, IA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at UMB Bank, Dubuque Bank and Trust, and Dutrac Community Credit Union. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach tailored to individual client needs.

Maya Moroney is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA. She holds a Series 65 credential and has recently begun her career in the financial industry. Prior to this role, she worked in education and community credit unions. Weitzel Financial Services provides advisory services to individuals, foundations, charitable organizations, and businesses. The firm employs a goal-based, long-term investment approach with an emphasis on global diversification and asset allocation, offering both discretionary and non-discretionary portfolio management alongside financial planning and automated advisory options.

Timothy Weitzel is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, with 44 years of industry experience. He has been with Weitzel Financial Services since 1990 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent affiliated with the firm. Weitzel Financial Services provides comprehensive financial planning and portfolio management to individuals, high-net-worth clients, foundations, charitable organizations, and businesses. The firm employs a goal-based, long-term investment approach with global diversification and a blend of active and passive strategies, and it also offers educational seminars and automated advisory options.

Mark Konrardy is a financial advisor with Richmond Investment Services LLC in Dubuque, IA, holding Series 63 and Series 66 licenses and 24 years of industry experience. His career includes roles at Prudential, CUNA Mutual Group, and LPL Financial. Richmond Investment Services LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm provides financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, implementing portfolios through various LPL-sponsored programs and its own Strategic Wealth Management program.

Matthew Moore is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, with six years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Weitzel Financial Services since 2018. Outside of his advisory role, Moore is a caseworker for the Iowa Medicaid Program, assisting individuals with developmental disabilities. Weitzel Financial Services provides financial planning and portfolio management to individuals, including high-net-worth clients, foundations, and businesses. The firm uses a goal-based, long-term investment approach that incorporates global diversification and a mix of strategies, delivering services through discretionary and non-discretionary management alongside automated advisory options and educational seminars.