Tanner L Howell

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.

John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.

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.

Daniel Baxter is a financial advisor with United Advisors America and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Alliance America Corporation and Mutual of Omaha. Outside of his advisory work, he is an insurance agent for Alliance America, focusing on life and health insurance. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing customized asset allocations and model portfolios with mutual funds, ETFs, and select exchange-traded products.