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.

Zachary Knutson is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Innovative Wealth Management, LLC since 2017 and previously worked at SII Investments. Outside of his advisory role, he serves on the Board of Directors for Heartland Technology and is involved in tax planning and preparation through his ownership of Innovative Tax Services, LLC. Innovative Wealth Management, LLC provides investment advisory and financial planning services primarily to individuals, charitable organizations, and small businesses. The firm offers discretionary portfolio management and standalone financial planning, using third-party money managers and model portfolios to implement tailored investment strategies.

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 with Net Worth Advisors in Waterloo, IA, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His prior work includes roles at Private Advisor Group, LPL Financial, Advantage Investment Management, and National Planning Corporation. He is also a licensed fixed insurance agent and a notary public. Net Worth Advisors provides investment consulting by assessing clients’ financial information and recommending third-party portfolio managers rather than directly managing investments. The firm conducts due diligence on managers, monitors portfolios, and primarily operates through a consulting and implementation model involving outside managers.

Kimberly Hoffmann is a financial advisor at Innovative Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Monat Wealth Management. Hoffmann is also the owner of Innovative Tax Services LLC and Innovative Consultants, LLC, which provide tax preparation and marketing guidance services. Innovative Wealth Management, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and small businesses. The firm provides discretionary portfolio management and access to third-party money managers, focusing on ETFs, mutual funds, and individual equities.

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.

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 Hansen is a financial advisor at FSB Premier Wealth Management, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Farmers State Bank and Bankers Life. Hansen also serves as a private banker at Farmers State Bank. FSB Premier Wealth Management provides advisory services to individuals, high-net-worth clients, small businesses, trusts, estates, qualified retirement plans, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting services, tailoring portfolios based on risk tolerance and ongoing reviews.

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.

Benjamin Saak is a financial advisor at FSB Premier Wealth Management, Inc. in Waterloo, IA, holding a Series 66 designation with one year of industry experience. Prior to joining FSB Premier Wealth Management, he worked at Farmers State Bank and has experience in various roles including private banking. FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, small businesses, and institutions. The firm employs a tailored investment approach using asset allocation, fundamental and technical analysis, and alternative strategies, managing approximately $346.7 million through a team of 11 advisors.

Jacob Myrvik is a financial advisor with FSB Premier Wealth Management, Inc. in Waterloo, IA, holding a Series 66 designation and eight years of industry experience. He has worked at Farmers State Bank since 2017 and serves as a private banker there. 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 institutions. The firm manages approximately $346.7 million on a discretionary basis and employs a team of about 11 advisors.

Nolan Tomlinson is a financial advisor at FSB Premier Wealth Management, Inc. in Waterloo, IA, holding a Series 66 designation with three years of industry experience. He has worked at Farmers State Bank since 2021, where he serves as a private banker alongside his advisory role. Prior to that, Nolan held positions in construction and distribution, as well as at the University of Northern Iowa. 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 range of investment strategies tailored to client objectives and risk tolerance.

Tiffany Coffin is a CFP® and Series 66-registered advisor with FSB Premier Wealth Management, Inc. in Waterloo, IA, bringing 11 years of industry experience. She has worked at FSB Premier Wealth Management since 2016 and also serves as a private banker at Farmers State Bank. Outside of her advisory role, she is a co-owner of a property management business. 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 institutions. The firm manages approximately $346.7 million on a discretionary basis and uses a combination of asset allocation, fundamental and technical analysis, and alternative strategies tailored to client objectives and risk tolerance.

Abigail Sears is a financial advisor at FSB Premier Wealth Management, Inc. in Waterloo, IA, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at FSB Premier Wealth Management since 2019. In addition to her advisory role, she serves as a Treasury Management Officer at Farmers State Bank, assisting businesses with treasury services. FSB Premier Wealth Management provides advisory services to individuals, high-net-worth clients, small businesses, trusts, estates, qualified retirement plans, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, with portfolios tailored through advisor-led planning and ongoing reviews across a variety of investment vehicles.

Stephanie Holding is a financial advisor with FSB Premier Wealth Management, Inc. in Waterloo, IA, holding a Series 66 designation and 10 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for seven years and currently serves as a private banker at Farmers State Bank. FSB Premier Wealth Management provides advisory services to individuals, high-net-worth clients, small businesses, trusts, estates, qualified retirement plans, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, with portfolios tailored through advisor-led planning and ongoing reviews.

Ryan Risetter is a financial advisor at FSB Premier Wealth Management, Inc. with 13 years of industry experience. He has been with FSB Premier Wealth Management since 2013 and also holds a role at Farmers State Bank, where he has worked since 2004. Risetter serves on the Hawkeye Community College Foundation Board and leads a for-profit investment club, Make Money Holdings, LLC. FSB Premier Wealth Management, Inc. provides advisory services to individuals, high-net-worth clients, small businesses, trusts, estates, qualified retirement plans, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, with investment strategies tailored through advisor-led planning and ongoing reviews.

Heather Cox is a financial advisor at Nations Financial Group, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at BankIowa, Thrivent Financial, Ohnward Bank and Trust, and other financial institutions. Outside of her advisory work, she assists with an e-commerce electronic retail business and works as a cashier at a vendor during college sporting events. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Logan Bauhs is a financial advisor with Principal Advised Services in Waterloo, IA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been affiliated with Principal Financial Services and Principal Life Insurance Company since 2016. Bauhs provides one-on-one investment advice to retirement plan participants, assisting with distribution options at benefit events. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program. The firm operates as part of the Principal Financial Group family, providing access to proprietary products and integrated service platforms.