Luke Merfeld

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.

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.

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.

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.