Wyatt Kelly

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.

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.

David Swisher is a CFP® with 28 years of industry experience and has been with Benchmark Capital Group Ltd. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in tax preparation and consulting through Academy Advisors Ltd. and serves as trustee on his spouse’s living trust and her irrevocable life insurance trust. Benchmark Capital Group Ltd. provides investment advice and planning primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm customizes strategies based on client objectives and risk tolerance, employing various analytical methods and trading strategies, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Richard Hahn is a financial advisor at Benchmark Capital Group Ltd. with 27 years of industry experience. He has held the Series 63 and Series 65 licenses and has worked at Benchmark Capital Group Ltd. since 2012. Benchmark Capital Group Ltd. provides investment advice and planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analysis methods and trading strategies to tailor portfolios based on client objectives and risk tolerance, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting.

Matthew Pillard is a financial advisor at Friday Financial in Dubuque, IA, holding Series 65 and Series 63 licenses. He has experience working at several firms, including First Community Trust, Mid Atlantic Financial Management, and American Trust Retirement, with a total of several years in the industry. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a diversified, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and ETFs along with model portfolios and portfolio-allocation software.

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.