Mark Konrardy is a financial advisor with Richmond Investment Services LLC in Dubuque, IA, holding Series 63 and Series 66 licenses and 24 years of industry experience. His career includes roles at Prudential, CUNA Mutual Group, and LPL Financial. Richmond Investment Services LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm provides financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, implementing portfolios through various LPL-sponsored programs and its own Strategic Wealth Management program.

Brittany Loeffelholz is a CFP® professional with 16 years of industry experience. She is currently with Richmond Investment Services LLC, a position she has held since 2025. Her prior roles include positions at Dubuque Bank & Trust, Global Portfolio Strategies, Inc., and Prudential Investment Management Services LLC. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm provides financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, implementing tailored asset allocation strategies through a variety of LPL-sponsored programs and its own Strategic Wealth Management program.

Kelley Donovan is a financial advisor at Richmond Investment Services LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at several firms including LPL Financial and Edward Jones. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm provides tailored financial planning, discretionary portfolio management, and estate-planning consultations, emphasizing customized asset allocation and ongoing supervision with access to various LPL-sponsored advisory programs.

Brooke Gassman is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Richmond Investment Services, she worked at LPL Financial LLC and spent 15 years at the Keystone Area Education Agency. Richmond Investment Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, business entities, and retirement plan sponsors. The firm provides tailored financial planning, discretionary portfolio management, estate-planning consultations, and retirement plan consulting, utilizing various LPL-sponsored advisory programs and its own Strategic Wealth Management program.