John Charles Greenwood

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.

Matthew Pillard is a financial advisor at Friday Financial in Dubuque, IA, holding Series 65 and Series 63 licenses. He has experience working at several firms, including First Community Trust, Mid Atlantic Financial Management, and American Trust Retirement, with a total of several years in the industry. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a diversified, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and ETFs along with model portfolios and portfolio-allocation software.

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 Wachter is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA. She holds a Series 65 designation and has recently begun her career in the industry. Prior to joining the firm, she worked in education and community credit unions. Weitzel Financial Services provides advisory services to individuals, foundations, charitable organizations, and businesses, offering comprehensive financial planning and portfolio management through a goal-based, long-term approach that emphasizes diversification and asset allocation. The firm combines discretionary and non-discretionary management with educational seminars and automated advisory options.

Timothy Weitzel is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, with 43 years of industry experience. He has been with Weitzel Financial Services since 1990. In addition to his advisory role, he works as an independent insurance agent through the affiliated agency, dedicating a small portion of his time to insurance services. Weitzel Financial Services serves individuals, foundations, charitable organizations, and businesses, providing comprehensive financial planning and portfolio management with a goal-based, long-term investment approach that emphasizes diversification and asset allocation. The firm offers both discretionary and non-discretionary management, incorporates automated advisory options, and conducts educational seminars.

Adam Reisch is a CFP® professional with 13 years of experience in financial advising. He currently works at Friday Financial and is also a partner and accountant with Honkamp Krueger & Co. P.C., a regional public accounting firm. Additionally, he is a partner in a franchise restaurant business. Prior to joining Friday Financial, he was affiliated with HK Financial Services, Inc. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, passively managed portfolios supplemented by model portfolios and third-party managers.