John Michael Anderson

David Swisher is a CFP® professional with 28 years of industry experience, currently advising clients at Benchmark Capital Group Ltd. since 2009. He also engages in tax preparation and consulting through Academy Advisors Ltd. and serves as a trustee on his spouse’s living trust and irrevocable life insurance trust. Benchmark Capital Group Ltd. provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of investment strategies including fundamental and technical analysis and offers both long- and short-term approaches tailored to client objectives.

Richard Hahn is a financial advisor at Benchmark Capital Group Ltd. in Galena, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Benchmark Capital Group Ltd. since 2012. Benchmark Capital Group Ltd. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary and non-discretionary portfolio management, financial planning, and employer retirement-plan consulting. The firm manages approximately $174 million and employs a varied investment approach that includes fundamental and technical analysis, supporting both long- and short-term strategies tailored to client needs.

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.