John Anderson is a financial advisor at Investments By Design, Inc in Galena, IL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 17 years of industry experience and has been with Investments By Design since 2012. Investments By Design provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and business entities. The firm’s investment approach is based on documented client goals, time horizon, and risk tolerance, employing a range of analysis methods and strategies from long-term investing to options writing.

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 26 years of industry experience. He has held his current role since 2012 and holds Series 63 and Series 65 designations. Benchmark Capital Group Ltd. provides investment advice and planning primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical methods and trading strategies tailored to client objectives and risk tolerance, offering both discretionary and non-discretionary portfolio management alongside modular financial planning and retirement plan consulting.

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.

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.

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.

Kelley Donovan is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Richmond Investment Services LLC, Donovan has worked with firms including LPL Financial, Global Retirement Partners, and ISG Advisors. 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 uses a combination of LPL-sponsored model and managed programs to create tailored portfolios aligned with client objectives, managing most relationships on a discretionary basis.

Ryan Burbach is a financial advisor at Friday Financial with a Series 65 designation and two years of industry experience. He previously worked as a sole proprietor and held positions at Command Security Solutions, Inc. and Honkamp Krueger & Co. PC. 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 manages approximately $210.5 million in assets through a five-advisor team and employs a strategic asset allocation approach primarily using passively managed mutual funds and ETFs.

Dilan Simon is a financial advisor at Contego Capital Group, Inc. in Dubuque, Iowa, holding a Series 65 designation. He is part of a team of eight advisors at the firm. Contego Capital Group primarily serves high-net-worth individuals, trusts, estates, pooled investment vehicles, small businesses, and charities, offering discretionary asset management along with sub-advisory and retirement-plan services. The firm also provides non-discretionary financial planning and consulting across retirement, estate, tax, and insurance matters.

Alexander Timp is a financial advisor at Friday Financial in Dubuque, IA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Optum, Change Healthcare, and Kunkel & Associates. 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 strategic asset allocation approach based on Modern Portfolio Theory, primarily utilizing passively managed mutual funds and ETFs.

Brooke Gassman is a financial advisor with Richmond Investment Services LLC in Dubuque, IA, holding a Series 66 designation and over 15 years of professional experience. Prior to joining Richmond Investment Services, she worked for the Keystone Area Education Agency for 15 years and has been associated with LPL Financial LLC since 2024. Richmond Investment Services provides discretionary and non-discretionary investment advisory services, financial planning, estate-planning consulting, and retirement plan consulting to a range of clients, including individuals, trusts, and charitable organizations. The firm emphasizes tailored portfolio construction and rebalancing using multiple LPL-sponsored platforms and manages over $453 million in discretionary assets.

Wyatt Kelly is a financial advisor with Nations Financial Group, Inc. based in Dubuque, IA. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Core Investments Group, Inc., Duluth Trading Co, Aldi, and Loras College. Nations Financial Group, Inc. provides investment advisory services to individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor recommendations based on client objectives, risk tolerance, and liquidity needs.

Brett Wessels is a CFA® charterholder and holds a Series 65 license, with 13 years of experience in the financial industry. He has been with Steele Capital Management, Inc. since 2012. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach that emphasizes low-fee, tax-advantaged, and passive investment vehicles, supplemented by selective active management.