Angie Fritz

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.

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.

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.

Ryan Hervey is a financial advisor at Accel Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwest Wealth Management LLC for nine years before joining Accel Wealth Management in 2022. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm uses a total portfolio approach focused on disciplined, diversified allocation, long-term holdings, and risk management strategies including options and structured notes.

Juan Garcia Heredia is a Series 65-licensed advisor at Accel Wealth Management with one year of industry experience. Prior to joining Accel, he worked at Elmcrest Country Club and GM Financial. Outside of finance, he owns and manages the Vega Sports Academy, a sports coaching business. Accel Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a disciplined, diversified “total portfolio” approach focused on long-term investments and employs tools like options and structured notes for risk management.

Mitchell Cook is a financial advisor at Accel Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The O.N. Equity Sales Company, Ohio National Financial Services, Unified Trust Company, HKFS, and ProEquities Inc. Outside of his advisory role, he is involved in educating and consulting clients on insurance and annuity products. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach focused on disciplined, diversified allocations with a primary emphasis on long-term investments and periodic rebalancing.