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.

Matthew Pillard is a financial advisor at Friday Financial in Dubuque, IA, holding Series 65 and Series 63 licenses. He has experience working at several firms, including First Community Trust, Mid Atlantic Financial Management, and American Trust Retirement, with a total of several years in the industry. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a diversified, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and ETFs along with model portfolios and portfolio-allocation software.

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 43 years of industry experience. He has been with Weitzel Financial Services since 1990. In addition to his advisory role, he works as an independent insurance agent through the affiliated agency, dedicating a small portion of his time to insurance services. Weitzel Financial Services serves individuals, foundations, charitable organizations, and businesses, providing comprehensive financial planning and portfolio management with a goal-based, long-term investment approach that emphasizes diversification and asset allocation. The firm offers both discretionary and non-discretionary management, incorporates automated advisory options, and conducts educational seminars.

Adam Reisch is a CFP® professional with 13 years of experience in financial advising. He currently works at Friday Financial and is also a partner and accountant with Honkamp Krueger & Co. P.C., a regional public accounting firm. Additionally, he is a partner in a franchise restaurant business. Prior to joining Friday Financial, he was affiliated with HK Financial Services, Inc. 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, passively managed portfolios supplemented by model portfolios and third-party managers.

Jake Layman is an advisor at Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses. He has under one year of industry experience and has held positions at multiple organizations including JB Ventures, Sanford Health, and Security National Bank of South Dakota. Weitzel Financial Services provides financial planning and portfolio management services to individuals, foundations, charitable organizations, and businesses. The firm employs a goal-based, long-term investment approach with diverse strategies and offers both discretionary and non-discretionary management alongside educational seminars.

Mark Konrardy is a financial advisor with Richmond Investment Services LLC in Dubuque, IA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His career includes roles at Prudential, CUNA Mutual Group, and LPL Financial. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm primarily manages client relationships on a discretionary basis, using tailored portfolios that incorporate a mix of LPL-sponsored models and various investment vehicles aligned with client objectives.

Keith Habel is a financial advisor at Friday Financial with six years of industry experience and holds a Series 65 credential. He previously worked at HK Financial Services, Inc. for six years and has been a partner and CPA at Honkamp Krueger & Co. P.C., a regional public accounting firm, since 2004. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach with diversified, passively managed portfolios and utilizes third-party managers and proprietary tools for portfolio construction and reporting.

Elyse Wegmann is a financial advisor at Friday Financial in Dubuque, IA, holding the PFS™ designation with three years of industry experience. She previously worked at Avantax Planning Partners, Inc. for three years and has been employed with Honkamp, PC since 2011, where she provides tax planning and accounting services. Friday Financial offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a diversified, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing low-turnover, passively managed funds and model portfolios.

Katie Thomas is a CFP® with 15 years of industry experience currently serving as a financial advisor at Friday Financial. She has previously worked at ProEquities Inc. and Avantax Planning Partners, Inc. In addition to her advisory role, she is a partner and accountant at Honkamp Krueger & Co. P.C., a regional public accounting firm, and serves on the advisory council for the Loras College CFP Program. Thomas is also active in her community as a board member and treasurer of the Dubuque Area Chamber of Commerce and the St. Columbkille Parent Association. 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 with passive asset-class funds and supplements its strategies with model portfolios and software tools.

Renee Hesselman is a financial advisor at Friday Financial with 11 years of industry experience and holds the Series 65 designation. She has worked at Honkamp P.C. since 2003 as a CPA, providing tax services, and serves as treasurer and a board member of the Four Mounds Foundation, a nonprofit organization focused on estate preservation and education. 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 strategies with passive mutual funds and ETFs, supported by model portfolios and portfolio-allocation software.

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.

Kyle Kunz is a financial advisor at Friday Financial in Dubuque, IA, with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Honkamp Krueger Financial Services for 12 years. In addition to his advisory role, Kunz is a Certified Public Accountant at Honkamp Krueger & Co., PC, where he provides tax services. Friday Financial offers 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 approach, primarily using diversified, buy-and-hold portfolios with passive asset-class mutual funds and ETFs, supplemented by model portfolios and portfolio-allocation software.

Gregory Burbach is a CFP® at Friday Financial with 22 years of experience in the financial services industry. Prior to joining Friday Financial, he spent 22 years at Avantax Planning Partners, Inc. Burbach is also President and Managing Partner of Honkamp Krueger & Co. P.C., a regional public accounting firm, and serves on the boards of Addoco, Inc., Catholic Charities Foundation, and the Dubuque Boys & Girls Club, where he acts as Treasurer. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, and businesses. The firm utilizes a Modern Portfolio Theory-based approach, typically implementing diversified, passive portfolios supplemented by model portfolios and third-party managers.

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.

Eric Foy is a financial advisor with Friday Financial in Dubuque, Iowa, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Friday Financial, he worked at UMB Bank and spent over 25 years at HTLF. 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 investment approach, focusing on diversified, buy-and-hold portfolios using low-turnover, passively managed funds, and offers additional access to private equity and other alternative investment strategies.

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.

Jeremy Gerardy is a financial advisor at Friday Financial in Dubuque, IA, holding Series 65 and Series 63 licenses with four years of industry experience. His prior work includes roles at Global Retirement Partners, LPL Financial, Cetera Advisor Networks, AssuredPartners, and American Trust. 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 using diversified, passively managed portfolios supplemented by model portfolios and portfolio-allocation software.