Katie Thomas

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 63 and Series 65 licenses, with over eight years of industry experience. His prior roles include positions at First Community Trust, Mid Atlantic Financial Management, and American Trust Retirement. Friday Financial serves individual and high-net-worth clients, along with trusts, estates, businesses, and participant-directed retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a passive, asset-class investment approach based on Modern Portfolio Theory, utilizing low-turnover mutual funds and DFA offerings, supported by asset-allocation modeling and third-party sub-advisors.

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 at Weitzel Financial Services, Inc. in Dubuque, IA, holding a Series 65 designation. She has been with Weitzel Financial Services since 2022 and has prior experience at St. Mary’s University of Minnesota, Dupaco Community Credit Union, Hy-Vee, and Holy Family Catholic School Systems. Weitzel Financial Services, Inc. provides investment advisory and financial planning services to individuals, foundations, charities, and businesses, managing approximately $274 million in assets. The firm employs a goal-based investment approach combining diversified strategies with periodic rebalancing and offers both discretionary and non-discretionary management as well as automated portfolio solutions.

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 operates an independent insurance agency affiliated with the firm. Weitzel Financial Services provides investment advisory and financial planning services to individuals, foundations, charities, and businesses. The firm manages approximately $274 million in assets across about 1,100 client relationships, employing a goal-based investment approach that includes active management, diversified strategies, and automated portfolio solutions.

Mark Konrardy is a financial advisor with Richmond Investment Services LLC in Dubuque, IA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His career includes roles at Prudential, CUNA Mutual Group, and LPL Financial. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm primarily manages client relationships on a discretionary basis, using tailored portfolios that incorporate a mix of LPL-sponsored models and various investment vehicles aligned with client objectives.