Gregg Horsman

Alexandre Ducharme is a CFA® charterholder and the sole advisor at Woodlands Capital Management, LLC, where he has worked since 2014. He has 10 years of industry experience. Woodlands Capital Management is an independent registered investment adviser serving a small client base, including high-net-worth individuals, with approximately $5.8 million in discretionary assets under management. The firm offers long-only and long/short equity strategies based on fundamental analysis, emphasizing risk control and client objectives, and employs a performance-based fee structure for its long/short strategy with qualified clients.

Joseph Hart is a CFP® professional with seven years of industry experience. He founded Hart Wealth Management in 2025 after working at West Financial Advisors, L.L.C. and RSM US LLP. Hart Wealth Management is an investment manager that primarily manages pooled or institutional assets through discretionary investment management, financial planning, and investment-related tax planning. The firm employs multi-asset allocation strategies based on charting, fundamental and technical analysis, and incorporates tax-sensitive practices such as tax-loss harvesting and tax-aware asset location.

Michael Banasiak is a CFP® professional with 20 years of experience in the financial industry. He is the sole advisor at Omni Wealth Management, where he has worked since 2020. Prior to that, he served at Iron Horse Wealth Management and Legacy Financial Group. Omni Wealth Management provides financial planning and personalized investment management to individuals and institutional clients such as retirement plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, including a wrap fee program, and structures accounts around mutual funds, ETFs, and insurance products.

Michael Moller is the principal of DSM Financial L.L.C. in Urbandale, IA, holding Series 63 and Series 65 licenses with 38 years of industry experience. His career includes roles at several firms and operating his own sole proprietorship since 1984. In addition to advisory services, he maintains an active life insurance agency, writing term and whole life insurance policies. DSM Financial serves approximately 200 client relationships, primarily high-net-worth individuals, plan sponsors, and business entities. The firm provides financial planning, educational seminars, and retirement-plan consulting, referring clients to third-party investment managers while acting as a liaison and offering non-discretionary ERISA services for retirement plans.

Lucas Speltz is the principal of Ashland Advisors PLLC, a state-registered investment adviser based in Van Meter, Iowa. He holds Series 63 and Series 65 licenses and has eight years of experience with Ashland Advisors, alongside a concurrent role as Director of Provider Relations Finance at Blue Cross Blue Shield of Minnesota. Outside of his advisory and corporate work, he serves as CFO for two small businesses in the food and beverage sector. Ashland Advisors PLLC provides non-discretionary investment advisory and financial planning services primarily to individuals and families, with an emphasis on long-term, diversified, income-focused strategies tailored to client goals and risk tolerance. The firm also offers accounting and tax-preparation services, leveraging Speltz’s CPA credentials, and operates on an hourly fee basis without custody of client assets.

Brian Weckman is a financial advisor with Actis Wealth Management in Waukee, IA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at LPL Financial and ownership of several business ventures, including Central Iowa Resellers, which focuses on purchasing and reselling estate sale items. Actis Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers tailored investment programs that utilize a mix of analytical approaches and portfolio strategies, and it provides pension consulting services including ERISA 3(38) investment management.