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.

Adam Reisch is a CFP® professional with 13 years of experience in financial advising. He currently works at Friday Financial and is also a partner and accountant with Honkamp Krueger & Co. P.C., a regional public accounting firm. Additionally, he is a partner in a franchise restaurant business. Prior to joining Friday Financial, he was affiliated with HK Financial Services, Inc. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, passively managed portfolios supplemented by model portfolios and third-party managers.

Keith Habel is a financial advisor at Friday Financial with six years of industry experience and holds a Series 65 credential. He previously worked at HK Financial Services, Inc. for six years and has been a partner and CPA at Honkamp Krueger & Co. P.C., a regional public accounting firm, since 2004. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach with diversified, passively managed portfolios and utilizes third-party managers and proprietary tools for portfolio construction and reporting.

Elyse Wegmann is a financial advisor at Friday Financial in Dubuque, IA, holding the PFS™ designation with three years of industry experience. She previously worked at Avantax Planning Partners, Inc. for three years and has been employed with Honkamp, PC since 2011, where she provides tax planning and accounting services. Friday Financial offers 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 low-turnover, passively managed funds and model portfolios.

Katie Thomas is a CFP® with 15 years of industry experience currently serving as a financial advisor at Friday Financial. She has previously worked at ProEquities Inc. and Avantax Planning Partners, Inc. In addition to her advisory role, she is a partner and accountant at Honkamp Krueger & Co. P.C., a regional public accounting firm, and serves on the advisory council for the Loras College CFP Program. Thomas is also active in her community as a board member and treasurer of the Dubuque Area Chamber of Commerce and the St. Columbkille Parent Association. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, buy-and-hold portfolios with passive asset-class funds and supplements its strategies with model portfolios and software tools.

Renee Hesselman is a financial advisor at Friday Financial with 11 years of industry experience and holds the Series 65 designation. She has worked at Honkamp P.C. since 2003 as a CPA, providing tax services, and serves as treasurer and a board member of the Four Mounds Foundation, a nonprofit organization focused on estate preservation and education. Friday Financial offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified, buy-and-hold strategies with passive mutual funds and ETFs, supported by model portfolios and portfolio-allocation software.

Kyle Kunz is a financial advisor at Friday Financial in Dubuque, IA, with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Honkamp Krueger Financial Services for 12 years. In addition to his advisory role, Kunz is a Certified Public Accountant at Honkamp Krueger & Co., PC, where he provides tax services. Friday Financial offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and participant-directed retirement plans. The firm employs a Modern Portfolio Theory-based approach, primarily using diversified, buy-and-hold portfolios with passive asset-class mutual funds and ETFs, supplemented by model portfolios and portfolio-allocation software.

Eric Foy is a financial advisor with Friday Financial in Dubuque, Iowa, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Friday Financial, he worked at UMB Bank and spent over 25 years at HTLF. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, focusing on diversified, buy-and-hold portfolios using low-turnover, passively managed funds, and offers additional access to private equity and other alternative investment strategies.

Jeremy Gerardy is a financial advisor at Friday Financial in Dubuque, IA, holding Series 65 and Series 63 licenses with four years of industry experience. His prior work includes roles at Global Retirement Partners, LPL Financial, Cetera Advisor Networks, AssuredPartners, and American Trust. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach using diversified, passively managed portfolios supplemented by model portfolios and portfolio-allocation software.

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 nine years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services, Proequities, and Honkamp Krueger Financial Services. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm’s approach relies on Modern Portfolio Theory and typically implements diversified, buy-and-hold portfolios using passively managed mutual funds and ETFs, supplemented by model portfolios and portfolio-allocation software.

Heather Vetter is a financial advisor at Friday Financial with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Avantax Planning Partners, Inc. and Proequities, Inc. In addition to her advisory role, she is a partner and audit manager at Honkamp Krueger & Co. P.C., a regional public accounting firm, and serves as treasurer for the Safari Club International Iowa Chapter, a nonprofit organization. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and participant-directed retirement plans. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified, buy-and-hold portfolios with passively managed asset-class mutual funds and ETFs, supported by model portfolios and portfolio-allocation software.

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.

Michael Welbes is a financial advisor at Friday Financial in Dubuque, IA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at ProEquities Inc and Avantax Planning Partners, Inc. In addition to his advisory role, Welbes is a partner and accountant at Honkamp Krueger & Co. P.C. and serves as a board member of the nonprofit Opening Doors. Friday Financial offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified, passively managed portfolios supplemented by model portfolios and portfolio-allocation software.

Angela White is a financial advisor at Friday Financial with eight years of industry experience. She holds a Series 65 designation and has worked at Friday Financial since 2026. Prior to that, she was with HK Financial Services, Inc. for eight years and is concurrently employed as an accountant at Honkamp Krueger & Co., P.C., a regional CPA firm where she provides tax, consulting, and valuation services unrelated to investment advising. Friday Financial offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified, buy-and-hold portfolios primarily composed of passive mutual funds and ETFs, and provides discretionary portfolio management supported by third-party sub-advisors and portfolio-allocation tools.

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.

Jay Harris is a Series 65-licensed financial advisor with 12 years of industry experience. He currently works at Friday Financial and has previously spent 12 years with Avantax Planning Partners, Inc. In addition to his advisory role, he is a partner and accountant at Honkamp Krueger & Co. P.C., a regional public accounting firm. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, buy-and-hold portfolios using passively managed mutual funds and ETFs, supported by advanced portfolio-allocation software and third-party managers.

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.