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.

Steven Reed is the principal of Reed Financial, LLC, an independent registered investment adviser based in Urbandale, IA. He holds the ChFC® designation and has 36 years of industry experience. Prior to founding Reed Financial, he held various roles at Northwestern Mutual and has operated his own sole proprietorship since 1987. He is also the managing member of Reed Commercial Lending LLC, which facilitates financial transactions between small business owners and lenders. Reed Financial provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, including qualified retirement plans. The firm employs tailored investment strategies and offers pension consulting services, including limited-scope ERISA 3(21) fiduciary roles and preparation of related disclosures.

Michael Marusiak is a financial advisor at Acumen Associates LLC in Clive, Iowa, with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Eagle Strategies LLC and New York Life Insurance Company. Acumen Associates LLC is a solo independent advisory firm providing discretionary investment management to individuals and institutions. The firm employs a model-driven investment approach focused on volatility securities and derivatives, utilizing equity portfolios combined with covered-call and put-write strategies as well as proprietary volatility futures curve modeling.

Logan Queck is a financial advisor with Total Wealth in West Des Moines, IA, holding the ChFC® designation and Series 65 license with nine years of industry experience. His prior roles include positions at Integrity Wealth Management LLC, Royal Fund Management, and Horter Investment Management. Outside of advisory work, Queck owns Everything Insurance, a licensed insurance agency, through which he conducts insurance transactions as an independent agent. Total Wealth provides portfolio management and financial planning primarily for individual and high-net-worth clients, employing modern portfolio theory with diversified portfolios mainly composed of ETFs, mutual funds, and insurance products such as annuities. The firm integrates insurance distribution into its investment approach and operates alongside overlapping accounting and consulting services through Total Wealth Planning.

Redspire Wealth Management, LLC is a financial planning and investment management firm in West Des Moines, Iowa. I am a CERTIFIED FINANCIAL PLANNER® professional who enjoys working with clients at any age and stage of life. I believe that it's never too early or too late to set yourself up for financial success. My favorite part of my job is meeting new people and working on their financial plans. Financial planning is a highly collaborative process. Working with people to discover what they want to accomplish, their dreams, and how to get where they want to go is the highlight of my job. The people and families I work with have more confidence and clarity about their financial situation - they get a strong sense of comfort knowing they have a plan in place and know how to implement it! Although I am located in the heart of central Iowa, I work with clients located outside of the area and can meet virtually. I know that between kids, work schedules, vacations, and other commitments that schedules can get hectic. I try to accommodate clients' schedules and needs because every situation is unique. Redspire Wealth Management, LLC offers flat-fee and ingoing financial planning service, as well as investment management so you can determine what is the right service for your situation.

Guthrie Gaylord is a financial advisor at 3G Capital LLC with seven years of industry experience. He holds a Series 65 credential and previously worked at Wells Fargo. In addition to his advisory role, he serves as President and Managing Member of Double Eagle Capital Partners Management, LLC, where he acts as a fiduciary for partners' invested capital. 3G Capital LLC provides financial planning, investment advisory, and portfolio management services to individual investors, high-net-worth clients, and pooled investment vehicles. The firm employs an active, value-oriented equity selection approach combined with diversified allocations to low-cost ETFs, emphasizing strategic asset allocation and periodic rebalancing.

Kirk Bond is a financial advisor with RIA Advisory Group, LLC in Des Moines, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with RIA Advisory Group since 2011 and operates as a sole proprietor. Outside of his advisory role, Bond is a life insurance marketer and a 20% owner of Brokerstreet Insurance Services, a non-variable insurance business. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages a diversified portfolio including equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, typically providing discretionary account management supported by charting, fundamental and technical analysis.

Fredrick Bell is a CFP® and CFA® with 24 years of industry experience. He is the founder and president of Bellwether Financial Advisors in West Des Moines, IA, where he has worked since 2003. Prior to founding Bellwether, he operated Fredrick A. Bell CFA, L.C. starting in 2001 and has been associated with Cambridge Investment Research since 2007. Bell also serves as treasurer and board member of the Iowa Chapter of the Military Officers Association of America. Bellwether Financial Advisors provides financial planning, investment advice, and portfolio-related consulting to individuals, small businesses, and nonprofit organizations. The firm emphasizes fundamental analysis and diversified, longer-term portfolios with selective tactical adjustments and maintains non-discretionary client relationships that typically include quarterly reviews.

Kevin Klein is a financial advisor at LIS Inc in Urbandale, IA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lifestyles Investment Strategies since 2017, following three years at RIA Advisory Group. Klein is also a licensed life insurance agent, dedicating a small portion of his time to this activity. LIS Inc is an independent registered investment adviser that provides portfolio management and financial and estate planning advice to a diverse client base, including individuals, businesses, trusts, and nonprofits. The firm employs a rules-based, globally diversified investment approach, primarily using low-cost ETFs alongside selected stocks and bonds, with most accounts managed on a discretionary basis.

Peter Rothamel is the principal advisor at Rothamel Wealth Management, LLC in Urbandale, IA, holding Series 63 and Series 66 registrations with 25 years of industry experience. Before founding his current firm in 2019, he worked at Investacorp Inc. for five years and has been involved with Successful Resource Management, Ltd. since 2013. Outside of advising, Rothamel is an author of the book "Let's Blame Everybody" and serves as an officer at Cartright & Kennedy, Inc. Rothamel Wealth Management provides portfolio management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm employs a value-oriented, primarily long-term investment approach combined with tactical and strategic asset allocation, actively monitoring and rebalancing accounts as needed.

Matthew Kimberley is a financial advisor with Des Moines Investments, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He previously worked at Des Moines Wealth Management LLC and Royal Alliance Associates, INC. Kimberley also operates Kimberley Tax Preparation, providing tax preparation services. Outside of finance, he coaches youth softball, offering private lessons in pitching and hitting. Des Moines Investments manages approximately $264.8 million in discretionary assets for around 700 clients, including individuals, business owners, and trusts. The firm offers portfolio management and financial planning services, creating tailored investment profiles and utilizing a range of securities such as ETFs, stocks, bonds, mutual funds, and REITs.

Loren Sherman is a financial advisor at Integrity Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge and Broker Dealer Financial Services. Sherman is also an independent insurance agent representing various companies. Integrity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, focusing on mutual funds, ETFs, and insurance products. The firm applies modern portfolio theory and a long-term trading approach, tailoring investment strategies to each client’s written plan and conducting regular portfolio reviews.

Gregory Carstensen is a CFA® charterholder and financial advisor with Ballast Capital Advisors, LLC, based in West Des Moines, IA. He has 13 years of industry experience and has been with Ballast Capital Advisors since 2016. He is also involved as a managing member and chief investment officer of Asymmetria Capital Partners, LLC, and serves as the general partner of the Ballast Distressed Opportunity Fund. Ballast Capital Advisors serves primarily high-net-worth individuals and institutional clients through discretionary investment management and comprehensive financial planning. The firm emphasizes a liability-driven investment approach focused on fixed income, combining top-down and bottom-up research to create bond-centric, bespoke portfolios.

Elizabeth Johnson is a financial advisor at Iowa Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at Iowa Wealth Management since 2018, following prior roles at LPL Financial and SII Investments, Inc. Outside of her advisory work, she is the owner and founder of Stylin' Iowan Blog. Iowa Wealth Management is a supported wealth management firm with two advisors managing approximately $124 million across about 136 clients. The firm offers tailored financial planning, personalized investment management, and consulting services to individuals, institutions, and charitable organizations, typically managing accounts on a discretionary basis using both fundamental and technical analysis alongside computerized portfolio models.

Bradley Clark is a CFA® charterholder with 11 years of industry experience. He has been with Paladin Wealth Partners since 2016 and previously worked at HJN Advisors, LLP. Paladin Wealth Partners provides wealth management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and charting analysis along with modern portfolio theory to build customized portfolios primarily using mutual funds and exchange-traded funds.