John Anderson

Alan Bird is a CFA® charterholder with 13 years of industry experience. He co-founded McDevitt & Bird Investment Management Co. in 1996, where he continues to work. Outside of his advisory role, Bird served as a director and officer of Royal Savings Bank, a community bank in Chicago, from 1972 until his planned retirement in 2012. McDevitt & Bird Investment Management Company provides discretionary and non-discretionary portfolio management and investment advice primarily to high-net-worth individuals and a small number of institutional clients. The firm uses a combination of charting, cyclical, fundamental, and technical analysis to recommend individual securities and tailors holding periods to client objectives.

David Swisher is a CFP® with 28 years of industry experience and has been with Benchmark Capital Group Ltd. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in tax preparation and consulting through Academy Advisors Ltd. and serves as trustee on his spouse’s living trust and her irrevocable life insurance trust. Benchmark Capital Group Ltd. provides investment advice and planning primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm customizes strategies based on client objectives and risk tolerance, employing various analytical methods and trading strategies, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Richard Hahn is a financial advisor at Benchmark Capital Group Ltd. with 26 years of industry experience. He has held his current role since 2012 and holds Series 63 and Series 65 designations. Benchmark Capital Group Ltd. provides investment advice and planning primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical methods and trading strategies tailored to client objectives and risk tolerance, offering both discretionary and non-discretionary portfolio management alongside modular financial planning and retirement plan consulting.

Matthew Pillard is a financial advisor at Friday Financial in Dubuque, IA, holding Series 63 and Series 65 licenses, with over eight years of industry experience. His prior roles include positions at First Community Trust, Mid Atlantic Financial Management, and American Trust Retirement. Friday Financial serves individual and high-net-worth clients, along with trusts, estates, businesses, and participant-directed retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a passive, asset-class investment approach based on Modern Portfolio Theory, utilizing low-turnover mutual funds and DFA offerings, supported by asset-allocation modeling and third-party sub-advisors.

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.

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.