John Anderson is a financial advisor at Investments By Design, Inc with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Anderson has led Investments By Design since 2012. Investments By Design provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and some corporate or business entities. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing various strategies including long- and short-term trading, short sales, margin, and options writing, alongside traditional asset allocations.

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.

David Swisher is a CFP® professional with 28 years of industry experience, currently advising clients at Benchmark Capital Group Ltd. since 2009. He also engages in tax preparation and consulting through Academy Advisors Ltd. and serves as a trustee on his spouse’s living trust and irrevocable life insurance trust. Benchmark Capital Group Ltd. provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of investment strategies including fundamental and technical analysis and offers both long- and short-term approaches tailored to client objectives.

Richard Hahn is a financial advisor at Benchmark Capital Group Ltd. in Galena, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Benchmark Capital Group Ltd. since 2012. Benchmark Capital Group Ltd. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary and non-discretionary portfolio management, financial planning, and employer retirement-plan consulting. The firm manages approximately $174 million and employs a varied investment approach that includes fundamental and technical analysis, supporting both long- and short-term strategies tailored to client needs.

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.

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.

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.

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.

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.

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.

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.

Matthew Moore is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at Weitzel Financial Services since 2018 and also serves as a caseworker for the Iowa Medicaid Program, supporting life skills development for mentally and socially handicapped youth. Weitzel Financial Services serves individuals, foundations, charitable organizations, and businesses with comprehensive financial planning and portfolio management focused on a goal-based, long-term investment approach that includes global diversification and a blend of active and passive strategies. The firm combines advisory services with brokerage and insurance offerings and supports over 1,100 client relationships through a small team of six advisors.

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.