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® and Series 65-licensed financial advisor with eight years of industry experience. He founded Hart Wealth Management in 2025 after seven years with West Financial Advisors, L.L.C. and nine years at RSM US LLP. Hart Wealth Management provides discretionary investment management, comprehensive financial planning, and investment-related tax planning to individuals, families, and businesses. The firm uses a long-term, multi-asset class approach with written investment policy statements and integrates tax-sensitive strategies such as tax-loss harvesting into its portfolio management.

Michael Banasiak is a CFP® professional with 20 years of experience in financial advising. He is the sole advisor at Omni Wealth Management, where he has worked since 2020. Prior to that, he was with Iron Horse Wealth Management for three years and Legacy Financial Group, LLC for eleven years. Omni Wealth Management is an independent firm that provides fee-only financial planning and personalized investment management to individuals and institutional clients, including retirement plans, trusts, and charitable organizations. The firm manages discretionary, tailored portfolios through a mix of in-house advisers and outside portfolio managers, and it operates a wrap fee program designed to absorb transaction costs.

Lucas Speltz is the principal of Ashland Advisors PLLC, a state-registered independent investment advisory firm. He holds Series 65 and Series 63 licenses and has eight years of experience at Ashland Advisors alongside six years in a finance role at Blue Cross Blue Shield of Minnesota. In addition to his advisory work, he serves as chief financial officer for two small businesses, a coffee roasting company and a café. Ashland Advisors PLLC provides non-discretionary investment advisory and financial planning services to individuals and families, along with accounting and tax-preparation services. The firm emphasizes fundamental analysis and long-term, diversified income-preferred strategies, with implementation directed by clients who choose their own custodians.

Brian Weckman is a financial advisor at Actis Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial, LLC as well as other financial and business ventures. Outside of advising, he owns and operates Central Iowa Resellers, a business focused on purchasing and reselling estate sale items. Actis Wealth Management provides discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses model frameworks with client customization and employs strategies including option writing and active trading, offering services such as ERISA 3(38) investment-manager oversight and managing approximately $70 million for about 64 clients.

Michael Marusiak is a financial advisor at Acumen Associates LLC in Clive, Iowa, holding Series 65 and Series 63 designations with eight years of industry experience. He has worked with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co since 2020 and has been with Acumen Associates since 2015. Acumen Associates LLC provides discretionary investment management to individuals and institutions, focusing on equity and volatility portfolios. The firm utilizes exchange-traded funds, individual equities, option-writing, and volatility strategies, including proprietary models for trading volatility futures, distinguishing its approach through the prominent use of derivatives.

Kirk Bond is the principal of Apexedge LLC, an independent financial advisory firm based in Grimes, IA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Apexedge in 2025, he worked with RIA Advisory Group, LLC for 15 years and has operated as a sole proprietor since 1999. Outside of his advisory work, Bond is a part-owner of Brokerstreet Insurance Services and is active as a life insurance marketer. Apexedge LLC provides financial planning, consultation, and discretionary asset management primarily to individuals and high-net-worth clients. The firm utilizes a third-party manager network through Envestnet/ARIA to implement investment strategies based on client suitability questionnaires.

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 with 13 years of industry experience. He has been with Ballast Capital Advisors, LLC since 2016. Outside of his advisory role, he is involved as sole member of Veritas Capital, LLC, which serves as General Partner of the Ballast Distressed Opportunity Fund, LLLP, and holds leadership positions in other investment-related partnerships. Ballast Capital Advisors serves primarily high-net-worth and institutional clients through discretionary investment management and comprehensive financial planning. The firm emphasizes a liability-driven investment approach centered on individual bonds and asset-liability matching, supplemented by indexed ETFs and selective active equity or credit positions.

Michael Delzell is a financial advisor at Total Wealth with a Series 65 designation and one year of industry experience. Before joining Total Wealth, he held positions at Nikulski Financial, Inc. and worked in education and community services for several years. He has been involved with organizations including Morningside University and Blue Grass Lawns LLC. Total Wealth provides investment advice and financial planning primarily to individual clients and small businesses, combining ongoing portfolio management with one-time project-based plans. The firm follows Modern Portfolio Theory, favoring passively managed mutual funds and ETFs, and offers customized financial plans with regular reviews.

Bradley Clark is a CFA® charterholder with 12 years of industry experience. He has been with Paladin Wealth Partners since 2016 and previously worked at HJN Advisors, LLP from 2014 to 2016. Paladin Wealth Partners provides wealth management and advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and charting analysis alongside modern portfolio theory to build customized portfolios primarily composed of mutual funds and exchange-traded funds.

Stephen Musser is a financial advisor at Legacy Bridge Private Family Offices with 16 years of industry experience. He holds the CFA® designation as well as Series 66 and Series 63 licenses. His prior roles include positions at Northwestern Mutual Investment Services LLC and Victory Capital Management. Legacy Bridge Private Family Offices serves high-net-worth families, related entities, and select trusts, estates, and foundations by providing discretionary investment management alongside comprehensive private family office services. The firm emphasizes diversified, asset-allocation driven portfolios tailored to client objectives and risk tolerance and offers detailed consolidated performance reporting and negotiated performance-based fee arrangements.

Mark Gelbman is a CFP® with 24 years of industry experience, currently serving as the sole advisor at Strategic Wealth Solutions, LLC in Urbandale, Iowa. His prior roles include positions at Kestra Advisory Services, Principal Securities, and Northwestern Mutual Investment Management. Outside of his advisory practice, he works as a marketer for AIG/American General, focusing on fixed insurance products such as single premium immediate annuities. Strategic Wealth Solutions provides wealth management, financial planning, investment management, and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm primarily serves individual clients with customized discretionary portfolios and utilizes a subadvisory relationship with AE Wealth Management for model portfolio implementation.

Brian Thompson is a financial advisor at Rockway Wealth Partners with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wealth Advisors of Iowa, VisionPoint Advisory Group, and LPL Financial LLC. Thompson also serves in the Iowa Air National Guard. Rockway Wealth Partners is a state-registered investment adviser serving individuals, retirement plans, corporations, and trusts. The firm manages approximately $25.1 million in discretionary assets and offers portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and LPL Research–designed strategies.

Emily Koonce is a CFP® with six years of industry experience and has been with Boyle Capital since 2018. She previously worked at Sterling Financial Advisory Services and held roles in the Johnston and Clarke Community School Districts. Boyle Capital provides investment advisory services to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm uses fundamental analysis and offers portfolio management through a wrap-fee program, manager-of-managers selections, and fee-based financial planning.

Tara Amundson is a financial advisor at AIM Advisors with a Series 65 designation and three years of industry experience. She has worked at AIM Advisors and AIM Advisors LLC since 2021 and has been with Wells Fargo Bank, N.A. since 2014. AIM Advisors provides asset management and financial planning services to individuals, high-net-worth clients, and institutional entities such as pension and profit-sharing plans. The firm operates as a fiduciary, managing discretionary accounts with a long-term buy-and-hold investment approach and includes tax-aware planning as part of its financial services.

Patrick Freund is a CFA® charterholder with eight years of industry experience. He has worked at Ballast Capital Advisors, LLC since 2017 and previously spent eight years at American Equity Investment. Freund is a member-manager of Spire Capital, LLC, a private investment holdings entity that is currently dormant. Ballast Capital Advisors serves primarily high-net-worth individuals and institutional clients, offering discretionary investment management and comprehensive financial planning. The firm emphasizes a liability-driven investment approach centered on fixed income, combining top-down and bottom-up research, and provides access to affiliated private investment opportunities.

Ryan O'Hare is a financial advisor at Boyle Capital in West Des Moines, Iowa, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Boyle Capital since 2014. Boyle Capital serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers investment advisory and financial planning services, managing approximately $298 million in client assets through a range of portfolio management strategies, including a wrap-fee program and discretionary portfolio management.

David Merritt is a financial advisor with Boyle Capital in West Des Moines, IA, holding a Series 65 designation and 26 years of industry experience. He has been with Boyle Capital since 2016 and also maintains roles in CPA firms, including Sterling Financial Advisory Services, where he is a majority owner and CPA, and Brinkman & Reed, CPAs, where he is a part owner and CPA. Boyle Capital serves individual and high-net-worth clients, as well as trusts and retirement plans, offering portfolio management through a wrap-fee program, manager-of-managers selections, and fee-based financial planning. The firm employs a fundamental analysis approach and uses strategies including options writing and leverage, with ongoing portfolio rebalancing and third-party manager oversight.

David Olberding is a financial advisor at Weis Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Weis Advisory since 2015. Outside his advisory role, he is involved in the sale of fixed insurance products. Weis Advisory provides fee-based investment advisory and financial planning services primarily for individual and high-net-worth clients, along with retirement plan consulting and portfolio management. The firm manages approximately $187.9 million in assets and employs a combination of technical, fundamental, cyclical, and charting analyses to construct and supervise individualized portfolios.