Rohin Lawrence Ullberg

John Anderson is a financial advisor at Investments By Design, Inc with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Anderson has led Investments By Design since 2012. Investments By Design provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and some corporate or business entities. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing various strategies including long- and short-term trading, short sales, margin, and options writing, alongside traditional asset allocations.

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.

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.

Stephanie Bussan is a CFP® with nine years of industry experience. She is currently with Brady Martz Wealth Solutions, LLC and has previously worked at Creative Planning, LLC, Avantax Advisory Services, and HK Financial Services, Inc. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold philosophy, using model portfolios and research support from partners such as Dimensional Fund Advisors.