Scott Wandschneider

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 a Series 65 designation and one year of industry experience. His prior work includes roles at Beaver Hills Country Club, Golf Lab, LLC, Structure Real Estate LLC, and Pioneer Hi-Bred International Inc. Outside of advising, he is self-employed in a non-investment related office cleaning business. Cedar Valley Wealth Advisors provides discretionary portfolio management, employee benefit plan consulting, and IRA fiduciary 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.