Axel Hoogland is a financial advisor at Highland Wealth Management with seven years of industry experience and a Series 65 designation. He has worked at John Deere since 2012 as an engineer, which is separate from his advisory role. Highland Wealth Management serves individuals and families with fee-only, project-based, and hourly financial planning. The firm focuses on strategic asset allocation using passive index mutual funds and ETFs, emphasizing diversification, cost minimization, and simplification, while clients retain custody of their assets.

David Becker is a financial advisor at Keystone Wealth Management in Waterloo, Iowa, with 27 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2019 to 2023. In addition to his advisory role, Becker is licensed to sell fixed insurance products, including life insurance, annuities, and long-term care. Keystone Wealth Management serves individual and high-net-worth clients as well as small-business retirement plan sponsors, offering portfolio management, financial planning, and fiduciary retirement plan consulting. The firm emphasizes tailored investment strategies with mutual funds and fundamental analysis, provides ongoing account monitoring and reporting, and manages a high client load through aggregation and model-based reviews.

John Tuve is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Tuve Investment Management, Inc., where he has worked since 2015. Prior to this, he was associated with Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, he is a licensed insurance agent and a licensed notary in Iowa. Tuve Investment Management provides discretionary asset management to individual and high-net-worth clients, managing approximately $133 million across more than 1,400 client relationships. The firm utilizes a combination of technical and fundamental analysis to create tailored portfolios and employs both long-term and short-term trading strategies to meet client objectives.

Daniel Fencl is a financial advisor with Fencl Advisory Services, LLC in Cedar Falls, IA, holding a Series 63 designation and over 40 years of industry experience. He has worked with ICM Financial Services, Inc. and Dominion Investor Services, Inc. for multiple decades and currently serves as CEO of ICM Financial Services, Inc. Fencl Advisory Services is a state-registered investment adviser that serves individuals, trusts, retirement plans, corporations, and other professional clients. The firm provides discretionary portfolio management and financial planning with a planning-driven, long-term buy-and-hold investment approach tailored to each client’s goals and risk tolerance.

Stanley Tuve is a financial advisor at Tuve Investment Management, Inc. in Waterloo, IA, with seven years of industry experience. He holds a Series 65 designation and previously worked at Purshe Kaplan Sterling Investments from 2015 to 2018. Tuve Investment Management provides discretionary asset management to individual and high-net-worth clients, managing approximately $133.3 million across 1,409 client relationships. The firm employs a combination of technical and fundamental analysis to construct and manage tailored portfolios, offering continuous supervision and monthly reviews.

Ross Barbatti is a financial advisor at Net Worth Advisors with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Private Advisor Group, LPL Financial, and Advantage Investment Management. Barbatti also serves as a licensed fixed insurance agent and notary public in Waterloo, Iowa. Net Worth Advisors is a two-advisor firm providing investment consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on recommending third-party portfolio managers based on clients’ goals and risk tolerance rather than direct asset management.

Spencer Johnson is a financial advisor with Fencl Advisory Services, LLC, holding Series 63 and 65 licenses and nine years of industry experience. He has worked at Calton & Associates, Inc., ICM Financial Services, Dominion Investor Services, Inc., and Tanner Companies. Johnson is also the owner and president of ICM Financial Services, Inc., which provides administrative support and fixed insurance products primarily through Ash Brokerage. Fencl Advisory Services is a state-registered investment adviser serving individuals, trusts, retirement plans, corporations, and other professional clients. The firm emphasizes a planning-driven, long-term, buy-and-hold investment approach with customized portfolios that combine equities, bonds, fixed accounts, and other investment vehicles.

Jake Hoppes is a financial advisor at Cedar Valley Wealth Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at Beaver Hills Country Club, Golf Lab, LLC, Structure Real Estate LLC, and Pioneer Hi-Bred International Inc. Outside of advising, he is self-employed in a non-investment related office cleaning business. Cedar Valley Wealth Advisors provides discretionary portfolio management, employee benefit plan consulting, and IRA fiduciary services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm employs a long-term, academic investment approach based on Modern Portfolio Theory, strategic asset allocation, and tax-aware implementation.

Howard Dobson Jr. is a CFP® professional with 45 years of industry experience. He has been with American Financial Management, Ltd. since 1983 and previously worked at several related firms including American Financial Securities, Inc. and Investors Professional Services Inc. Outside of his advisory work, Dobson is an author and speaker, managing book sales and speaking engagements through a related entity. He is also a member of the Million Dollar Round Table, volunteering on various committees and its charitable foundation. American Financial Management, Ltd. serves individual investors, retirement plans, trusts, and corporate entities by providing discretionary asset allocation, portfolio management, and financial planning services. The firm employs a modern-portfolio approach using multiple analysis methods and offers specialized services such as participant account management through third-party platforms and RIA-to-RIA technology consulting.

Michael Dunlop is a CFP® with nine years of industry experience, currently affiliated with Ignite Financial. He has worked at Benchmark Financial since 2021 and serves as a Senior Credit Analyst at Viking Pump, where he has been employed since 2019. Prior to these roles, he was at the University of Northern Iowa from 2016 to 2019. Ignite Financial is a state-registered investment adviser serving a diverse client base including institutional and individual investors. The firm employs a primarily passive, index-fund investment approach grounded in Modern Portfolio Theory, along with additional analytical methods and the capability to recommend outside managers.

Marilyn Quinn is a CFP® with 44 years of industry experience, currently affiliated with Net Worth Advisors in Waterloo, IA. She has worked with Private Advisor Group, LLC since 2019 and previously with Advantage Investment Management LLC and LPL Financial. Net Worth Advisors is a two-advisor firm that provides investment consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on recommending third-party portfolio managers based on clients’ goals and risk tolerance, generally selecting managers with at least five years of experience.

Karla Hoppes is a CFP® with 24 years of industry experience, currently serving at Cedar Valley Wealth Advisors since 2010. She holds a Series 65 license and provides financial advisory services from Cedar Falls, IA. In addition to her advisory role, she contributes occasional support to Touchstone Tax & Accounting, a CPA firm offering accounting and tax planning services. Cedar Valley Wealth Advisors offers discretionary portfolio management, employee benefit plan consulting, and IRA fiduciary portfolio services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm employs a long-term, academic investment approach based on Modern Portfolio Theory, strategic asset allocation, and tax-aware implementation.

Casey Redmond is a CFP® professional with eight years of industry experience, currently affiliated with Ignite Financial in Cedar Falls, IA. He has been involved with Peeling Back Layers since 2017 and Don Bosco Catholic High School since 2014. Ignite Financial is a state-registered investment adviser serving a diverse client base that includes institutional clients, charitable organizations, and individual investors. The firm employs a primarily passive, index-fund investment approach grounded in Modern Portfolio Theory, complemented by fundamental and technical analyses and due diligence on outside managers.

Thomas Barbatti is a financial advisor with Net Worth Advisors, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with Net Worth Advisors since 1995 and also has roles at LPL Financial and Advantage Investment Management. Net Worth Advisors is a two-advisor firm that provides investment consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on recommending third-party portfolio managers based on clients’ goals and risk tolerance rather than direct asset management.

Robert Heaton is a financial advisor with Cedar Valley Wealth Advisors in Cedar Falls, IA, holding a Series 63 designation and 24 years of industry experience. He has been with Cedar Valley Wealth Advisors since 2001 and also serves as managing member of Cedar Valley Tax & Accounting, a non-investment related CPA firm, since 2014. Additionally, he consults for Touchstone Tax & Accounting, providing income tax compliance and accounting services. Cedar Valley Wealth Advisors offers discretionary portfolio management, employee benefit plan consulting, and IRA fiduciary portfolio services to individuals, trusts, and businesses. The firm employs a long-term, academic investment approach based on Modern Portfolio Theory and strategic asset allocation, incorporating tax-aware implementation and individualized trading strategies.

David Beaty is a ChFC® credentialed financial advisor with 39 years of industry experience. He is the principal of Heartland Financial Services, Ltd. in Cedar Falls, IA, where he has worked since 1999. Prior to this, he was affiliated with GWN Securities Inc. and Heartland Marketing Resources. Beaty serves as a board member for the Heast Center for the Arts. Heartland Financial Services is a state-registered investment adviser that provides financial planning and consulting services to individuals, high-net-worth clients, and small businesses. The firm emphasizes long-term purchase strategies using mutual funds and ETFs and delivers tailored written plans without managing client assets on a discretionary basis.

Caleb Schmidt is a financial advisor at Dynamic Financial Group with 13 years of industry experience. He holds a Series 66 designation and has worked at Dynamic Financial Group since 2017, following prior roles at Cetera Advisors LLC and Financial Resource Advisors. Outside of his advisory work, Schmidt is president of Schmidt Financial Services, Inc., and also works as an insurance agent selling life, health, and long-term care insurance. Dynamic Financial Group advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing $474 million in discretionary assets. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers comprehensive portfolio management and financial planning through a four-advisor team.

Robert Hansen is a financial advisor with FSB Premier Wealth Management, Inc. in Waverly, Iowa, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Bankers Life, ProEquities Inc, and Bankers Life Securities, Inc. He also serves as a private banker at Farmers State Bank. FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, small businesses, trusts, estates, qualified plans, and other institutions. The firm employs a range of strategies tailored to client objectives and risk tolerance and manages approximately $346.7 million in discretionary assets through a team of 11 advisors.

Alexander Vlach is a financial advisor at FSB Premier Wealth Management, Inc. in Waterloo, IA, holding the CFP® designation and Series 66 license with nine years of industry experience. He has worked at FSB Premier Wealth Management since 2015 and serves as a Private Banker at Farmers State Bank, working with private banking clients. FSB Premier Wealth Management offers portfolio management, financial planning, and consulting services to individuals, high net worth clients, small businesses, trusts, estates, qualified plans, and other institutions. The firm employs a team-based approach using tailored asset allocation strategies and manages approximately $346.7 million in discretionary assets.

Rodney Duroe is a financial advisor at FSB Premier Wealth Management, Inc. with 17 years of industry experience. He holds a Series 66 designation and has been employed at Farmers State Bank since 1993. Outside of his advisory role, he serves as director, CEO, and cashier of Farmers State Bank, president of Cedar Valley Venture Fund, and vice president and director of the Duroe Family Foundation. FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, small businesses, trusts, estates, qualified plans, and other institutions. The firm manages approximately $346.7 million on a discretionary basis and employs a team of 11 advisors, using tailored portfolios that incorporate asset allocation, fundamental and technical analysis, and alternative strategies.