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.

Raymond Quint is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Weitzel Financial Services since 2013 and concurrently leads Ray Quint & Associates, Inc., where he serves in multiple executive roles in insurance sales. Weitzel Financial Services offers comprehensive financial planning and portfolio management to individuals, foundations, charitable organizations, and businesses. The firm uses a goal-based, long-term investment approach with diversified strategies and conducts educational seminars while managing a sizable client base with a small advisory team.

Martin Berger is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 credentials with 44 years of industry experience. He has been with Weitzel Financial Services since 2015 and has owned Berger Benefits, a life and health insurance agency, since 2000. Weitzel Financial Services serves individuals, high-net-worth clients, foundations, charitable organizations, and businesses with comprehensive financial planning and portfolio management services. The firm employs a goal-based, long-term investment approach emphasizing diversification, asset allocation, and a blend of active and passive strategies, supported by model allocations and multiple platform solutions.

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.

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.

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.

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® 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.

Mary Patch is a financial advisor at Atlatl Advisers with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Ifp and Kestra Financial. Outside of her advisory role, she owns Patch Investment Solutions, an ERISA consulting business, and serves as co-chair of ASPPA Plan Consultant Magazine. Atlatl Advisers serves individual and institutional clients, providing financial planning, consulting, and investment management. The firm employs a five-part investment framework emphasizing bottom-up equity selection and manager due diligence, and offers specialized services such as digital-asset management and outsourced CIO consulting.

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.

Bradley Weitzel is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He has worked with Weitzel Financial Services since 2010. In addition to his advisory role, he is also involved as an insurance agent, offering insurance products through an affiliated agency. Weitzel Financial Services provides financial planning and portfolio management to individuals, high-net-worth clients, foundations, charitable organizations, and businesses. The firm employs a goal-based, long-term investment approach emphasizing global diversification, asset allocation, and a mix of active and passive strategies, and also conducts educational seminars for its client base.

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.

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.

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.

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.

Carolyn Bennett is a financial advisor at Lanark Financial, Inc. in Dubuque, IA, with 43 years of industry experience. She holds the Series 63 and Series 66 designations and has been with NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to a diverse client base including individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers a range of program-based accounts while utilizing both discretionary and non-discretionary management strategies.

Christopher Manternach is a financial advisor with Avantax Planning Partners, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Avantax Planning Partners since 2012 and has recent experience with Avantax Investment Services and Cetera Wealth Services. Outside of his advisory role, Manternach works as a cashier at a family-owned beer and liquor retail store. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily serves clients through a network of CPA firms and registered Advisor Representatives and utilizes tax-intelligent strategies and discretionary management based on style allocation models.