Mark Stevens is a CFP® and CFA® with 13 years of experience in the financial industry. He is currently the sole advisor at Vestera Wealth LLC, where he has worked since 2025. His prior experience includes roles at HTLF (Heartland Financial USA), ATCapital Management, and American Trust. Vestera Wealth LLC provides investment advisory and wealth management services to individuals, trusts, businesses, and charitable organizations, with a focus on high-net-worth clients. The firm manages assets primarily on a discretionary basis, combining multiple analytical approaches and oversight of independent managers, and also acts as a sub-advisor to other registered investment advisors and trust departments.

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.

Maya Moroney is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA. She holds a Series 65 credential and has recently begun her career in the financial industry. Prior to this role, she worked in education and community credit unions. Weitzel Financial Services provides advisory services to individuals, foundations, charitable organizations, and businesses. The firm employs a goal-based, long-term investment approach with an emphasis on global diversification and asset allocation, offering both discretionary and non-discretionary portfolio management alongside financial planning and automated advisory options.

Timothy Weitzel is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, with 44 years of industry experience. He has been with Weitzel Financial Services since 1990 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent affiliated with the firm. Weitzel Financial Services provides comprehensive 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 with global diversification and a blend of active and passive strategies, and it also offers educational seminars and automated advisory options.

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.

Matthew Moore is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, with six years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Weitzel Financial Services since 2018. Outside of his advisory role, Moore is a caseworker for the Iowa Medicaid Program, assisting individuals with developmental disabilities. Weitzel Financial Services provides financial planning and portfolio management to individuals, including high-net-worth clients, foundations, and businesses. The firm uses a goal-based, long-term investment approach that incorporates global diversification and a mix of strategies, delivering services through discretionary and non-discretionary management alongside automated advisory options and educational seminars.

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.

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.

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.

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.

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, 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.

Brett Wessels is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Steele Capital Management, Inc. since 2012. He holds a Series 65 license and is based in Dubuque, Iowa. Steele Capital Management provides fee-only investment advisory and retirement plan consulting to individuals, including high-net-worth clients, as well as company-sponsored retirement plans. The firm emphasizes long-term, generally passive, low-fee strategies using diversified mutual funds and ETFs, with services that include portfolio management, participant education, and fiduciary oversight for retirement plans.