Mark Stevens is a CFP® and CFA® credentialed advisor with 14 years of industry experience. He is currently the principal of Vestera Wealth LLC, an independent firm established in 2025. His prior experience includes roles at HTLF, 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 employs a primarily long-term investment approach using ETFs, individual securities, mutual funds, structured products, and alternative investments, combining multiple analytical methods and ongoing oversight of independent managers.

Ricky Winslow is a financial advisor at StackStone Wealth, LLC with over 32 years of industry experience. He holds the CFP® designation and Series 63 license and has previously worked for Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory role, Winslow manages RLW, LLC, a consulting business focused on operations and management. StackStone Wealth provides investment management, financial planning, ERISA plan advisory, and third-party manager selection services to institutions, retirement plans, trusts, and individuals. The firm combines active and passive investment strategies with diversified asset allocation and tactical approaches, managing approximately $1.49 billion across several thousand accounts.

Aiden Dunne is a financial advisor at Stackstone Wealth, LLC in Dubuque, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Stackstone Wealth, he worked at Ameriprise and GreatAmerica Financial Services. Stackstone Wealth provides investment management, financial planning, ERISA plan advisory, and manager selection services to institutions, retirement plans, trusts, and individual clients. The firm combines active and passive management with tactical asset allocation and uses independent managers and alternatives where appropriate.

Gary Rowan is a financial advisor at Stackstone Wealth, LLC with 30 years of industry experience. He held positions at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC from 1998 to 2026 before joining Stackstone Wealth. Rowan manages GLCR, LLC, where he serves as lead consultant. StackStone Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory and consulting, and third-party manager selection for institutions, retirement plans, trusts, and individuals. The firm blends active and passive management strategies and employs tactical asset allocation, managing approximately $1.49 billion across several thousand accounts.

Joseph Leibfried is a CFP® with 13 years of industry experience, currently serving at Stackstone Wealth, LLC. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 14 years. He is also the owner of JBL, LLC and is involved with the nonprofit organization 100 Men Who Care: Tri-State Area. Stackstone Wealth provides discretionary and non-discretionary investment management, financial planning, and ERISA plan advisory services 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 with diversified asset allocation and the use of independent managers and sub-advisors.

Kelly Schwigel is a financial advisor at Stackstone Wealth, LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services from 2005 to 2026. Schwigel also serves as a paraplanner with Balanced Growth Partners, LLC. StackStone Wealth provides investment management, financial planning, ERISA plan advisory, and third-party manager selection to institutions, retirement plans, trusts, and individuals. The firm employs a blended active and passive investment approach and operates through a platform tied to Balanced Growth Partners, utilizing Sanctuary Wealth’s resources for reporting and compliance.

Hannah Fangmann 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, she worked at Ameriprise for three years and has a background in education at both the college and secondary school levels. Stackstone Wealth offers investment management, financial planning, and consulting services to institutions, retirement plans, trusts, and individual clients. The firm combines active and passive strategies with diversified asset-class exposure and uses independent managers and sub-advisors to tailor portfolios.

Logan Ben is a CFP® and Series 66-licensed advisor with seven years of industry experience. He has worked at Stackstone Wealth, LLC since 2026 and previously spent six years at Ameriprise Financial Services. Outside of advising, he supports practice operations at Balanced Growth Partners, LLC. StackStone Wealth provides investment management, financial planning, and ERISA plan advisory services to institutions, retirement plans, trusts, and individuals. The firm combines active and passive strategies, diversified asset allocation, and independent manager selection, managing approximately $1.49 billion across several thousand accounts.

Deanna Brown is a financial advisor at Stackstone Wealth, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services from 2005 to 2026. She is also involved with Balanced Growth Partners LLC as a financial advisor. 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, managing approximately $1.49 billion across several thousand accounts. The firm employs a blended active and passive investment approach with diversified asset exposure and tactical allocation strategies.

Scott Leibfried is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Stackstone Wealth, LLC and previously worked at Ameriprise Financial Services from 2005 to 2026. Outside of his advisory role, he is involved in leadership and coaching through Dynamic Directions and serves on the board of Clarity Clinic. Stackstone Wealth provides investment management, financial planning, and consulting services to institutions, retirement plans, trusts, and individual clients. The firm employs a blend of active and passive strategies, tactical asset allocation, and independent manager selection, supported by a platform tied to Balanced Growth Partners and Sanctuary Wealth.

Ryan Keating is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Stackstone Wealth, LLC since 2026 and previously held roles at Ameriprise, The Meadows Golf Club, Honkamp Krueger, Loras College, Xavier High School, and Cedar Rapids Country Club. Outside of his advisory role, Keating is involved with Balanced Growth Partners, LLC, supporting practice operations. StackStone Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection for institutions, retirement plans, trusts, and individuals. The firm combines active and passive management with diversified asset classes and tactical strategies, managing roughly $1.49 billion across several thousand accounts without a stated minimum.

Mark Frederick is a financial advisor with Stackstone Wealth, LLC in Dubuque, Iowa, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He previously worked at Ameriprise Financial Services, U.S. Bancorp Investments, and LPL Financial. Frederick is also affiliated with Balanced Growth Partners, LLC, where he serves as a financial advisor in the financial planning department. StackStone Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory and consulting, and third-party manager selection for institutions, retirement plans, trusts, and individual clients. The firm employs an investment approach combining active and passive management, diversified asset-class exposure, tactical allocation shifts, and alternative investments, supported by its platform relationships and integrated held-away account management.

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.

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.

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.

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.

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.

Jacob Rosalez is a financial advisor with Cetera Planning Partners and holds a Series 66 designation. He has six years of industry experience and has previously worked with firms including Avantax and Ameriprise Financial Services. Rosalez also assists investment representatives with their clients through Avantax Planning Partners. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, financial planning, Social Security optimization, and retirement advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers.

Michael Otting is a financial advisor with Empower Advisory Group who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Prudential Customer Solutions LLC, Global Portfolio Strategies, Inc., and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Josh Vondran is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Advised Assets Group, GWFS Equities, American Trust, LPL Financial, and Cetera Investment Advisors. Outside of his advisory work, he serves as a judge for the United Powerlifting Association and coaches youth baseball in Western Dubuque. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Marc Kerscher is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Thrivent since 2008. Outside of his advisory role, he serves as an assistant high school football coach and is a member of the board of directors for a senior living complex. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brian Gogel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and concurrently maintains a long-standing role at Citizens State Bank. Outside of his advisory work, he is involved in agricultural operations as a partner in Gogel Brothers Farms and serves as treasurer for both the Monticello School Foundation and the Monticello Youth Baseball Softball Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and other retirement-plan sponsors. The firm offers a range of services through independent financial professionals, including financial planning, investment management, and retirement plan advisory, utilizing proprietary and third-party model strategies and multiple platform arrangements tailored to client objectives.

Brandon Hedley is a financial advisor with Osaic Wealth, Inc. based in Dubuque, Iowa. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors, Inc. and Securities Service Network, Inc. from 2016 to 2024. Outside of advisory work, he owns a marketing business focused on life and disability insurance and is involved in insurance sales. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a variety of portfolio construction tools and offers access to multiple third-party investment platforms and managed-account solutions.

Matthew Ungs is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his advisory role, he worked for the City of Dyersville from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nolan Vosler Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He has been associated with LPL Financial since 1992 and also manages the investment program at First Central State Bank. Vosler has longstanding involvement with community organizations, including the DeWitt Noon Lions and DeWitt Community Hospital as a major donor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors utilizing various portfolio strategies and institutional platforms.

Allison Kettmann is a financial advisor at Edward Jones in Cascade, IA, holding a Series 66 designation. She joined Edward Jones in 2025 and has prior experience at Bridgewater Advisors and various roles in education and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brock Hillers is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Cottingham and Butler for two years and has experience in diverse roles including time with the University of Iowa Football program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Brad Ludwig is a financial advisor with Edward Jones in Cascade, IA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Ludwig owns Castle Creek LLC, a rental property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Christian Brokaw is a financial advisor at Edward Jones in Monticello, IA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kent Streicher is a financial advisor with Edward Jones in Anamosa, Iowa, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns Streicher Enterprises, an LLC involved in commercial property development including plans for a new Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of investment strategies and affiliated financial products under a fiduciary standard.

Jacob Westhoff is a financial advisor with Edward Jones in Cascade, Iowa, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Fidelity Bank & Trust and several other financial and non-financial firms. He has a personal interest in farming through family involvement with feeder cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated financial services. The firm manages over $1 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Anthony Fury is a CFP® professional with 13 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously worked at Securities America and Securities Service Network. Outside of advisory work, he is the owner of an insurance services business and a silent investor in two local enterprises, including a subscription-based gift box service. Osaic Wealth, Inc. serves a diverse client base encompassing individual and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Craig Thompson is a financial advisor with Edward Jones in Monticello, IA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns a small office rental business in Monticello. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amy Cooper is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at LPL Financial since 2001. Prior to joining LPL, she owned and operated her own insurance agency, Cooper Financial Services, Inc., and continues to be involved in insurance services including life, health, disability, and property and casualty insurance. She is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports a broad range of investment strategies and integrates insurance and credit offerings alongside its advisory platform.

Cole Schmelzer is a financial advisor with LPL Financial in Peosta, Iowa, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Dupaco Community Credit Union since 2014 and previously with CUNA Brokerage Services and Global Portfolio Strategies. Outside of advising, Schmelzer is involved with Dupaco Financial Services, a business affiliated with his activities at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes various advisory tools and platforms serving over 22,800 advisors.

Kris Gobeli is a Certified Financial Planner® with six years of industry experience, currently serving with Thrivent Investment Management. His prior work includes roles at Edward Jones, Fidelity Bank & Trust, and Facet. Outside of finance, he co-owns a small herd of miniature cattle and serves on the board of the Wyoming Fair Association, supporting local agricultural events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning without portfolio management for institutional clients and allows clients to combine planning with managed-account services under a consolidated billing option.