Jessica Hoffman

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® professional with seven years of industry experience. He founded Hart Wealth Management in 2025 after working at West Financial Advisors, L.L.C. and RSM US LLP. Hart Wealth Management is an investment manager that primarily manages pooled or institutional assets through discretionary investment management, financial planning, and investment-related tax planning. The firm employs multi-asset allocation strategies based on charting, fundamental and technical analysis, and incorporates tax-sensitive practices such as tax-loss harvesting and tax-aware asset location.

Lucas Speltz is the principal of Ashland Advisors PLLC, a state-registered investment adviser based in Van Meter, Iowa. He holds Series 63 and Series 65 licenses and has eight years of experience with Ashland Advisors, alongside a concurrent role as Director of Provider Relations Finance at Blue Cross Blue Shield of Minnesota. Outside of his advisory and corporate work, he serves as CFO for two small businesses in the food and beverage sector. Ashland Advisors PLLC provides non-discretionary investment advisory and financial planning services primarily to individuals and families, with an emphasis on long-term, diversified, income-focused strategies tailored to client goals and risk tolerance. The firm also offers accounting and tax-preparation services, leveraging Speltz’s CPA credentials, and operates on an hourly fee basis without custody of client assets.

Brian Weckman is a financial advisor with Actis Wealth Management in Waukee, IA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at LPL Financial and ownership of several business ventures, including Central Iowa Resellers, which focuses on purchasing and reselling estate sale items. Actis Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers tailored investment programs that utilize a mix of analytical approaches and portfolio strategies, and it provides pension consulting services including ERISA 3(38) investment management.

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.