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.

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.

Kelly Schwigel is a financial advisor at Stackstone Wealth, LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services from 2005 to 2026. Schwigel also serves as a paraplanner with Balanced Growth Partners, LLC. StackStone Wealth provides investment management, financial planning, ERISA plan advisory, and third-party manager selection to institutions, retirement plans, trusts, and individuals. The firm employs a blended active and passive investment approach and operates through a platform tied to Balanced Growth Partners, utilizing Sanctuary Wealth’s resources for reporting and compliance.

Hannah Fangmann is a financial advisor at Stackstone Wealth, LLC in Dubuque, Iowa, holding a Series 66 designation with one year of industry experience. Prior to joining Stackstone Wealth in 2026, she worked at Ameriprise for three years and has a background in education at both the college and secondary school levels. Stackstone Wealth offers investment management, financial planning, and consulting services to institutions, retirement plans, trusts, and individual clients. The firm combines active and passive strategies with diversified asset-class exposure and uses independent managers and sub-advisors to tailor portfolios.

Logan Ben is a CFP® and Series 66-licensed advisor with seven years of industry experience. He has worked at Stackstone Wealth, LLC since 2026 and previously spent six years at Ameriprise Financial Services. Outside of advising, he supports practice operations at Balanced Growth Partners, LLC. StackStone Wealth provides investment management, financial planning, and ERISA plan advisory services to institutions, retirement plans, trusts, and individuals. The firm combines active and passive strategies, diversified asset allocation, and independent manager selection, managing approximately $1.49 billion across several thousand accounts.

Deanna Brown is a financial advisor at Stackstone Wealth, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services from 2005 to 2026. She is also involved with Balanced Growth Partners LLC as a financial advisor. StackStone Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection to institutions, retirement plans, trusts, and individuals, managing approximately $1.49 billion across several thousand accounts. The firm employs a blended active and passive investment approach with diversified asset exposure and tactical allocation strategies.

Scott Leibfried is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Stackstone Wealth, LLC and previously worked at Ameriprise Financial Services from 2005 to 2026. Outside of his advisory role, he is involved in leadership and coaching through Dynamic Directions and serves on the board of Clarity Clinic. Stackstone Wealth provides investment management, financial planning, and consulting services to institutions, retirement plans, trusts, and individual clients. The firm employs a blend of active and passive strategies, tactical asset allocation, and independent manager selection, supported by a platform tied to Balanced Growth Partners and Sanctuary Wealth.

Ryan Keating is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Stackstone Wealth, LLC since 2026 and previously held roles at Ameriprise, The Meadows Golf Club, Honkamp Krueger, Loras College, Xavier High School, and Cedar Rapids Country Club. Outside of his advisory role, Keating is involved with Balanced Growth Partners, LLC, supporting practice operations. StackStone Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection for institutions, retirement plans, trusts, and individuals. The firm combines active and passive management with diversified asset classes and tactical strategies, managing roughly $1.49 billion across several thousand accounts without a stated minimum.

Mark Frederick is a financial advisor with Stackstone Wealth, LLC in Dubuque, Iowa, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He previously worked at Ameriprise Financial Services, U.S. Bancorp Investments, and LPL Financial. Frederick is also affiliated with Balanced Growth Partners, LLC, where he serves as a financial advisor in the financial planning department. 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 individual clients. The firm employs an investment approach combining active and passive management, diversified asset-class exposure, tactical allocation shifts, and alternative investments, supported by its platform relationships and integrated held-away account management.

Brittany Glendenning is a financial advisor at Stackstone Wealth, LLC with eight years of industry experience. She holds the Series 66 designation. Prior to joining Stackstone Wealth in 2026, she worked at Ameriprise Financial Services and American Trust & Savings Bank. Outside of her primary role, she provides client relationship support as a paraplanner and client service specialist at Balanced Growth Partners, LLC. StackStone Wealth offers discretionary and non-discretionary investment management, financial planning, and ERISA plan advisory services to institutions, retirement plans, trusts, and individual clients. The firm combines active and passive management strategies with diversified asset-class exposure and utilizes independent managers and sub-advisors for portions of client portfolios.

Stacey Willenbring is a financial advisor at Stackstone Wealth, LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2026. Outside of her advisory role, she serves as Client Service Manager at Balanced Growth Partners, LLC, managing practice operations. Stackstone Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection to institutions, retirement plans, trusts, and individuals. The firm employs a blend of active and passive management strategies and integrates independent managers and sub-advisors within client portfolios.

Steven Mc Donough is a financial advisor at Stackstone Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Ameriprise Financial Services, Avantax Investment Services, and Honkamp Krueger Financial Services. He is also engaged in managing an advisory business with Balanced Growth Partners. Stackstone Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection to institutions, retirement plans, trusts, and individual clients. The firm combines active and passive management with diversified asset allocation and tactical strategies, and it operates through a platform relationship with Balanced Growth Partners and Sanctuary Wealth.

Alysia Harrick is a financial advisor at Stackstone Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services from 2008 to 2026. Outside of Stackstone Wealth, she is also a financial advisor and Director of Business Development at Balanced Growth Partners LLC. Stackstone Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and consulting services to institutions, retirement plans, trusts, and individual clients. The firm manages approximately $1.49 billion across several thousand accounts, employing an investment approach that blends active and passive management, tactical asset allocation, and independent manager selection.

Nick Splinter is a financial advisor at StackStone Wealth, LLC in Dubuque, Iowa, holding a Series 66 designation with one year of industry experience. Prior to joining StackStone Wealth in 2026, he worked at Ameriprise for two years and has experience in educational roles at the University of Northern Iowa and local Catholic schools. StackStone Wealth provides discretionary and non-discretionary investment management, financial planning, and ERISA plan consulting to institutions, retirement plans, trusts, and individual clients. The firm employs a blend of active and passive management strategies with diversified asset-class exposure and tactical allocation approaches, serving several thousand accounts without a stated minimum.

April Blasen is a financial advisor with Stackstone Wealth, LLC in Dubuque, IA, holding the CFP® designation as well as Series 65 and Series 66 licenses. She has 21 years of industry experience, including prior roles at Ameriprise Financial Services from 2004 to 2026. Outside of her advisory work, she provides client services through Balanced Growth Partners, LLC. Stackstone Wealth offers investment management, financial planning, ERISA plan advisory, and third-party manager selection to institutions, trusts, retirement plans, and individuals. The firm combines active and passive strategies with tactical asset allocation and uses independent managers, serving a diverse client base with approximately $1.49 billion in assets under management.

Conner Krantz is a financial advisor with Stackstone Wealth, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Ameriprise and Northwestern Mutual. Stackstone Wealth provides investment management, financial planning, ERISA plan advisory, and third-party manager selection 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 combined with tactical asset allocation and diversified asset exposure.

Gregory Johns is a financial advisor at Stackstone Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise Financial Services, MML Investors Services, and Wells Fargo Clearing Services. In addition to his role at Stackstone Wealth, he is also employed as an investment manager and financial advisor with Balanced Growth Partners, LLC. Stackstone Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and consulting services to institutions, retirement plans, trusts, and individual clients. The firm’s investment approach combines active and passive management with diversified asset classes, tactical asset allocation, and the use of alternatives, supported by relationships with independent managers and a platform integrated with Balanced Growth Partners and Sanctuary Wealth.