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.

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.

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.

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 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.

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.

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 with Richmond Investment Services LLC, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Richmond Investments and LPL Financial, where she has worked for over a decade. Richmond Investment Services provides discretionary and non-discretionary investment advisory services, financial planning, and estate-planning consulting to a broad client base including individuals, trusts, and business entities. The firm utilizes personalized financial information and multiple analysis methods to construct diversified portfolios and leverages a strong operational relationship with LPL Financial.

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.

Brooke Gassman is a financial advisor at Richmond Investment Services LLC with one year of industry experience. She holds the Series 66 designation and previously worked at Keystone Area Education Agency for 15 years before joining Richmond and LPL Financial. Richmond Investment Services offers investment advisory, financial planning, estate-planning consulting, and retirement plan consulting services to individuals, trusts, charitable organizations, business entities, and qualified retirement plans. The firm manages over $453 million in discretionary assets and uses a combination of economic, fundamental, and technical analysis to create client portfolios across various investment vehicles.

Nicholas Kruse is a CFP® professional affiliated with Avantax Planning Partners, Inc. in Dubuque, IA, with eight years of industry experience. His background includes roles at Cetera Wealth Services, LLC, Avantax Insurance Services, and ProEquities, Inc. He previously held a registered representative position at Honkamp Krueger Financial Services. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often working through referral arrangements with independent CPA firms. The firm employs model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer and pension consulting entities.

Carolyn Bennett is a financial advisor at NBC Securities, Inc. with 43 years of industry experience. She holds Series 63 and Series 66 licenses and has been with NBC Securities since 2015. NBC Securities is part of Lanark Financial, Inc., which provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients. The firm offers multiple fee-based advisory programs and managed-account platforms, employing discretionary manager selection, model portfolios, and overlay management.

Christopher Manternach is a financial advisor with Avantax Planning Partners, Inc. in Dubuque, Iowa, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Cetera and Avantax firms since 2012. Outside of financial advising, he works part-time as a cashier at a family-owned retail beer and liquor store. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and retirement plan services to individuals, businesses, and nonprofit organizations. The firm operates primarily through CPA firms and advisor representatives, managing approximately $7.57 billion in assets as of 2025, and utilizes tax-intelligent strategies and firm-designed allocation models to serve its clients.

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.

Jacob Rosalez is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Cetera Planning Partners, Cetera Wealth Services, and Ameriprise Financial Services. Avantax Planning Partners, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses through portfolio management and financial planning. The firm uses style allocation models overseen by an investment advisory committee and provides tax-intelligent strategies, centralized trading, and annual account reviews.