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.

John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.

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.

Daniel Baxter is a financial advisor with United Advisors America and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Alliance America Corporation and Mutual of Omaha. Outside of his advisory work, he is an insurance agent for Alliance America, focusing on life and health insurance. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing customized asset allocations and model portfolios with mutual funds, ETFs, and select exchange-traded products.

Kaley Bockhop is a financial advisor at Rosemeyer Management Group with five years of industry experience. She holds the Series 66 designation and has worked at RMG Wealth Management, Rosemeyer Management Group, Compeer Financial, and Badgerland Financial. Outside of finance, she owns and operates Kaley's Cattle LLC, a livestock business. 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, tailoring portfolios to client needs while incorporating fundamental, technical, and cyclical analysis.

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.

Brooklyn Flanagan is a Series 65-licensed financial advisor at Rosemeyer Management Group with two years of industry experience. Brooklyn’s background includes roles in banking, tax and accounting, and community-related activities such as working with the Badger Mine & Museum and operating a daycare service. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and plan sponsors. The firm employs a value-oriented, long-term investment approach combined with integrated financial planning and specialized retirement services.

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.

Jake Miller is a financial advisor at Rosemeyer Management Group in Platteville, WI, holding a Series 65 designation with one year of experience. His background includes service in the USAF National Guard and entrepreneurial work with Craft Spice Blends. Rosemeyer Management Group offers discretionary asset management, financial planning, and retirement plan consulting to a range of clients, using a value-oriented, long-term investment approach combined with strategic asset allocation and periodic rebalancing.

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.

Dylan Rasmason is a financial advisor at Rosemeyer Management Group with a Series 65 credential and one year of industry experience. His background includes roles at the University of Missouri in both the College of Agriculture, Food & Natural Resources and the Office for Financial Success, as well as positions in banking and retail. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, trusts, and corporate plan sponsors. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and integrates financial planning with investment services.

Payton Simon is a financial advisor at Rosemeyer Management Group with a Series 65 designation and five years of industry experience. Prior to his advisory roles, he worked in the athletic department at the University of Wisconsin - Madison and has held positions in the restaurant and retail sectors. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm employs a value-oriented, primarily long-only investment approach combined with fundamental, technical, and cyclical analysis, managing approximately $691 million in client assets across multiple offices.

Regan Shipp is a financial advisor at Rosemeyer Management Group with six years of industry experience. She holds a Series 65 designation and has worked at RMG Wealth Management since 2020, along with prior roles at Goldstar FS, Compeer Financial, and other firms. Shipp also serves as an independent insurance agent. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, and plan sponsors. The firm employs a value-oriented, long-term investment approach combined with integrated financial planning and offers specialized retirement plan services supported by an affiliated CPA.

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.

Jacob Rosemeyer is a financial advisor at Rosemeyer Management Group with eight years of industry experience. He holds the Series 66 designation and has worked at RMG Wealth Management, Harbour Investments, and FOCUS. Rosemeyer Management Group serves individuals, trusts, pension and corporate plan sponsors, and other entities, offering discretionary asset management, financial planning, and retirement plan consulting. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and detailed retirement-plan services.

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.

Andrew Tranel is a CFP® with 11 years of industry experience, currently serving at Rosemeyer Management Group. He has worked with the firm since 2015 and also has prior experience at Harbour Investments. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and corporate plan sponsors, among others. The firm follows a value-oriented, long-term investment approach and integrates financial planning with investment services.