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 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.

Jake Hoppes is a financial advisor at Cedar Valley Wealth Advisors with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, he operates a small office cleaning business performed during non-trading hours. Cedar Valley Wealth Advisors provides discretionary portfolio management, IRA fiduciary services, and employee benefit plan consulting to individuals, trusts, pension and profit-sharing plans, and businesses. The firm emphasizes long-term, asset-allocation driven strategies using broadly diversified, low-turnover mutual funds and integrates financial planning into its managed-account services.

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.

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.

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 25 years of industry experience. He has been with Cedar Valley Wealth Advisors since 2001 and is also the managing member of Cedar Valley Tax & Accounting, a CPA firm where he provides income tax compliance and accounting services. Additionally, he consults for Touchstone Tax & Accounting, providing similar services on a limited basis. Cedar Valley Wealth Advisors offers discretionary portfolio management, IRA fiduciary services, and employee benefit plan consulting to individuals, trusts, and businesses. The firm employs a long-term, asset-allocation-driven investment approach utilizing broadly diversified, low-turnover institutional-class mutual funds and integrates financial planning into its managed-account services.

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.