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.

Michael Moller is the principal of DSM Financial L.L.C. in Urbandale, IA, with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has worked in various capacities within the financial services industry since 1984. In addition to his advisory role, Moller maintains a life insurance practice focusing on term and whole life insurance. DSM Financial L.L.C. serves approximately 200 client relationships, including high-net-worth individuals, plan sponsors, and business entities. The firm offers financial planning, educational seminars, retirement-plan consulting, and refers clients to registered third-party investment managers, acting as a liaison and providing non-discretionary ERISA services for retirement plans.

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.

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, 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.

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 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.

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.

Jonathan Sherrod is a CFP® with 11 years of industry experience, currently operating Sherrod Wealth Management in Urbandale, IA. His prior experience includes roles at Fisher Investments, Charles Schwab, Merrill, Arvest Wealth Management, and Scottrade. Sherrod Wealth Management LLC is an independent registered investment adviser focusing on portfolio management and financial planning for individuals and high-net-worth clients. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading horizon, and works with third-party managers through Altruist’s Model Marketplace.

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 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.

Elizabeth Johnson is a financial advisor at Iowa Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Iowa Wealth Management since 2018, following positions at LPL Financial and SII Investments, Inc. Outside of advising, she is the owner and founder of the Stylin' Iowan blog. Iowa Wealth Management is a small, supported wealth management firm serving individuals, institutional clients, and various entities with tailored financial planning, personalized investment management, and consulting. The firm employs a combination of fundamental and technical analysis, computerized portfolio models, and periodic rebalancing, managing accounts typically on a discretionary basis and reviewing them at least quarterly.

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.