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.

Matthew Pillard is a financial advisor at Friday Financial in Dubuque, IA, holding Series 63 and Series 65 licenses, with over eight years of industry experience. His prior roles include positions at First Community Trust, Mid Atlantic Financial Management, and American Trust Retirement. Friday Financial serves individual and high-net-worth clients, along with trusts, estates, businesses, and participant-directed retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a passive, asset-class investment approach based on Modern Portfolio Theory, utilizing low-turnover mutual funds and DFA offerings, supported by asset-allocation modeling and third-party sub-advisors.

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 Wachter is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, holding a Series 65 designation. She has been with Weitzel Financial Services since 2022 and has prior experience at St. Mary’s University of Minnesota, Dupaco Community Credit Union, Hy-Vee, and Holy Family Catholic School Systems. Weitzel Financial Services, Inc. provides investment advisory and financial planning services to individuals, foundations, charities, and businesses, managing approximately $274 million in assets. The firm employs a goal-based investment approach combining diversified strategies with periodic rebalancing and offers both discretionary and non-discretionary management as well as automated portfolio solutions.

Timothy Weitzel is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, with 43 years of industry experience. He has been with Weitzel Financial Services since 1990. In addition to his advisory role, he operates an independent insurance agency affiliated with the firm. Weitzel Financial Services provides investment advisory and financial planning services to individuals, foundations, charities, and businesses. The firm manages approximately $274 million in assets across about 1,100 client relationships, employing a goal-based investment approach that includes active management, diversified strategies, and automated portfolio solutions.

Mark Konrardy is a financial advisor with Richmond Investment Services LLC in Dubuque, IA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His career includes roles at Prudential, CUNA Mutual Group, and LPL Financial. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm primarily manages client relationships on a discretionary basis, using tailored portfolios that incorporate a mix of LPL-sponsored models and various investment vehicles aligned with client objectives.

Matthew Moore is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Weitzel Financial Services since 2018 and has held a caseworker role supporting individuals with disabilities through the Iowa Medicaid Program since 2017. Weitzel Financial Services, Inc. provides investment advisory and financial planning services to individuals, foundations, charities, and businesses, managing approximately $274 million in assets. The firm employs a goal-based investment process utilizing diversified strategies and offers a range of portfolio management and automated advisory solutions.

Donald Rupp is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Weitzel Financial Services since 2013. In addition to his advisory role, he is involved in insurance sales, including fixed insurance, fixed annuities, and life insurance. Weitzel Financial Services, Inc. provides investment advisory and financial planning services to individuals, foundations, and businesses, managing approximately $274 million in assets. The firm employs a goal-based investment process that combines diversified strategies with periodic rebalancing and offers both discretionary and automated portfolio management options.

Raymond Quint is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Weitzel Financial Services since 2013 and runs Ray Quint & Associates, Inc., where he serves as president and is involved in insurance sales. Weitzel Financial Services provides investment advisory and financial planning services to individuals, foundations, charities, and businesses, managing approximately $274 million in assets. The firm employs a goal-based investment approach that includes diversified strategies, periodic rebalancing, and the option to use institutional sub-advisors, while offering discretionary and non-discretionary management as well as automated portfolio solutions.

Martin Berger is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, Iowa, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Weitzel Financial Services since 2015 and also owns and operates Berger Benefits, a life and health insurance agency he has managed since 2000. Weitzel Financial Services, Inc. provides investment advisory and financial planning services to individuals, foundations, charities, and businesses. The firm employs a goal-based investment process using diversified strategies and offers both discretionary and non-discretionary management, serving approximately 1,100 client relationships with about $274 million in assets under management.

Justin Smith is a financial advisor with The Life Group Financial Services in Dubuque, IA, holding Series 63 and Series 65 licenses and 8 years of industry experience. He has worked with Guncheon Financial LLC since 2018 and has been with The Life Group since 2012. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm employs a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.

Jeremy Gerardy is a financial advisor at Friday Financial in Dubuque, Iowa, holding Series 63 and Series 65 licenses with four years of industry experience. His prior experience includes roles at Global Retirement Partners, LPL Financial, Cetera Advisor Networks, AssuredPartners, and American Trust. Outside of finance, he worked at Moracco Supper Club for four years. Friday Financial serves individual and high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, primarily utilizing passively managed mutual funds and ETFs.

Nicholas Heiar is a financial advisor with Friday Financial in Dubuque, IA, holding Series 63 and Series 65 designations and having 15 years of industry experience. His prior roles include positions at Avantax Investment Services, ProEquities, and Honkamp Krueger Financial Services. Friday Financial serves individual and high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a Modern Portfolio Theory approach, primarily using passively managed mutual funds and ETFs, and incorporates quantitative tools such as Monte Carlo simulations in its investment process.

Brian Griffin is a financial advisor at Friday Financial with eight years of industry experience. He holds a Series 66 designation and has worked at Avantax Investment Services, ProEquities, Honkamp Krueger Financial Services, and Regions Hospital. Friday Financial serves individual and high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs.

Christina Hoffmann is a CFP® professional with four years of industry experience. She has worked at Friday Financial since 2024 and previously held roles at Creative Planning, LLC, Avantax Planning Partners, and Schwartz Retirement Solutions/New York Life Insurance. Friday Financial serves individual and high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a Modern Portfolio Theory-based investment approach, primarily using passively managed mutual funds and ETFs, and integrates quantitative tools and model portfolios to manage client accounts.

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.

Brittany Loeffelholz is a CFP®-certified financial advisor with 15 years of industry experience. She is currently affiliated with Richmond Investment Services LLC in Dubuque, IA, and has previously worked at Dubuque Bank & Trust, Global Portfolio Strategies, and Prudential Investment Management Services. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolios using a combination of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis.

Mary Patch is a financial advisor at Atlatl Advisers with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including IFP and Williams Group, LLC. Outside of her advisory role, she is involved in ERISA consulting through her own firm, Patch Investment Solutions, and serves on the Stewardship Committee for the Sister of Charity of the Blessed Virgin Mary. She also acts as a representative payee managing financial affairs for disabled family members and volunteers as co-chair of the ASPPA Plan Consultant Magazine. Atlatl Advisers serves individuals, retirement plans, trusts, and closely held businesses by providing financial planning, wealth management, discretionary investment management, and consulting services. The firm’s investment approach combines individualized financial plans with third-party risk-tolerance assessments and employs a mix of in-house security selection, systematic equity strategies, and external managers. Atlatl also offers specialized services such as digital-asset and cryptocurrency portfolio management, institutional OCIO services, and retirement-plan fiduciary consulting.

Bradley Weitzel is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, Iowa, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Weitzel Financial Services since 2010. In addition to financial advising, he is also an insurance agent offering products through an affiliated insurance agency. Weitzel Financial Services provides investment advisory and financial planning services to individuals, foundations, charities, and businesses. The firm manages approximately $274 million in assets and employs a goal-based investment approach that includes diversified strategies, periodic rebalancing, and the use of institutional sub-advisors.

Keith Leverentz is a financial advisor with The Life Group Financial Services, holding Series 63 and Series 65 licenses. He has been with the firm since 2012 and also has experience with Guncheon Financial, LLC. Outside of his advisory role, Keith serves as an officer and church elder at The Great Adventure Church, where he provides Bible teaching and participates in leadership. The Life Group Wealth Partners, operating under Guncheon Financial, LLC, offers discretionary investment management and wealth consulting to individuals, families, executives, business owners, and retirement plans. The firm employs a core/satellite investment strategy and provides services including portfolio management, retirement-plan design, and educational seminars.