Mark Stevens

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 Wachter is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, holding a Series 65 designation. She has been with Weitzel Financial Services since 2022 and has prior experience at St. Mary’s University of Minnesota, Dupaco Community Credit Union, Hy-Vee, and Holy Family Catholic School Systems. Weitzel Financial Services, Inc. provides investment advisory and financial planning services to individuals, foundations, charities, and businesses, managing approximately $274 million in assets. The firm employs a goal-based investment approach combining diversified strategies with periodic rebalancing and offers both discretionary and non-discretionary management as well as automated portfolio solutions.

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 operates an independent insurance agency affiliated with the firm. Weitzel Financial Services provides investment advisory and financial planning services to individuals, foundations, charities, and businesses. The firm manages approximately $274 million in assets across about 1,100 client relationships, employing a goal-based investment approach that includes active management, diversified strategies, and automated portfolio solutions.

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.

Matthew Moore is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Weitzel Financial Services since 2018 and has held a caseworker role supporting individuals with disabilities through the Iowa Medicaid Program since 2017. Weitzel Financial Services, Inc. provides investment advisory and financial planning services to individuals, foundations, charities, and businesses, managing approximately $274 million in assets. The firm employs a goal-based investment process utilizing diversified strategies and offers a range of portfolio management and automated advisory solutions.

Donald Rupp is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Weitzel Financial Services since 2013. In addition to his advisory role, he is involved in insurance sales, including fixed insurance, fixed annuities, and life insurance. Weitzel Financial Services, Inc. provides investment advisory and financial planning services to individuals, foundations, and businesses, managing approximately $274 million in assets. The firm employs a goal-based investment process that combines diversified strategies with periodic rebalancing and offers both discretionary and automated portfolio management options.