Kyle Lippold

Mark Stevens is a CFP® and CFA® credentialed advisor with 14 years of industry experience. He is currently the principal of Vestera Wealth LLC, an independent firm established in 2025. His prior experience includes roles at HTLF, 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 employs a primarily long-term investment approach using ETFs, individual securities, mutual funds, structured products, and alternative investments, combining multiple analytical methods and ongoing oversight of independent managers.

Ricky Winslow is a financial advisor at StackStone Wealth, LLC with over 32 years of industry experience. He holds the CFP® designation and Series 63 license and has previously worked for Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory role, Winslow manages RLW, LLC, a consulting business focused on operations and management. StackStone Wealth provides investment management, financial planning, ERISA plan advisory, and third-party manager selection services to institutions, retirement plans, trusts, and individuals. The firm combines active and passive investment strategies with diversified asset allocation and tactical approaches, managing approximately $1.49 billion across several thousand accounts.

Aiden Dunne is a financial advisor at Stackstone Wealth, LLC in Dubuque, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Stackstone Wealth, he worked at Ameriprise and GreatAmerica Financial Services. Stackstone Wealth provides investment management, financial planning, ERISA plan advisory, and manager selection services to institutions, retirement plans, trusts, and individual clients. The firm combines active and passive management with tactical asset allocation and uses independent managers and alternatives where appropriate.

Gary Rowan is a financial advisor at Stackstone Wealth, LLC with 30 years of industry experience. He held positions at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC from 1998 to 2026 before joining Stackstone Wealth. Rowan manages GLCR, LLC, where he serves as lead consultant. StackStone Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory and consulting, and third-party manager selection for institutions, retirement plans, trusts, and individuals. The firm blends active and passive management strategies and employs tactical asset allocation, managing approximately $1.49 billion across several thousand accounts.

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.

Joseph Leibfried is a CFP® with 13 years of industry experience, currently serving at Stackstone Wealth, LLC. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 14 years. He is also the owner of JBL, LLC and is involved with the nonprofit organization 100 Men Who Care: Tri-State Area. Stackstone Wealth provides discretionary and non-discretionary investment management, financial planning, and ERISA plan advisory services to institutions, retirement plans, trusts, and individual clients. The firm manages approximately $1.49 billion and employs a blend of active and passive investment strategies with diversified asset allocation and the use of independent managers and sub-advisors.