Stephanie Arensdorf

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.

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.

Spencer Johnson is a financial advisor with Fencl Advisory Services, LLC, holding Series 63 and 65 licenses and nine years of industry experience. He has worked at Calton & Associates, Inc., ICM Financial Services, Dominion Investor Services, Inc., and Tanner Companies. Johnson is also the owner and president of ICM Financial Services, Inc., which provides administrative support and fixed insurance products primarily through Ash Brokerage. Fencl Advisory Services is a state-registered investment adviser serving individuals, trusts, retirement plans, corporations, and other professional clients. The firm emphasizes a planning-driven, long-term, buy-and-hold investment approach with customized portfolios that combine equities, bonds, fixed accounts, and other investment vehicles.

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.

Howard Dobson Jr. is a CFP® professional with 45 years of industry experience. He has been with American Financial Management, Ltd. since 1983 and previously worked at several related firms including American Financial Securities, Inc. and Investors Professional Services Inc. Outside of his advisory work, Dobson is an author and speaker, managing book sales and speaking engagements through a related entity. He is also a member of the Million Dollar Round Table, volunteering on various committees and its charitable foundation. American Financial Management, Ltd. serves individual investors, retirement plans, trusts, and corporate entities by providing discretionary asset allocation, portfolio management, and financial planning services. The firm employs a modern-portfolio approach using multiple analysis methods and offers specialized services such as participant account management through third-party platforms and RIA-to-RIA technology consulting.