Adam Shane Kline

I've spent nearly 15 years working with women, families, and small business owners who know there's something more they could be doing with their money—they just need help figuring out what that is. ‍ Think of me as your Personal CFO—someone who oversees your entire financial life so you can focus on living it. I’m uniquely qualified as a Certified Divorce Financial Advisor, mediator, businesswomen and mom. I understand complex family dynamics, the impact money can have on relationships. Whether you’re in a phase of life that’s good, bad or ugly, I know the importance of having a trusted confidant when navigating uncharted waters. ‍ Here's what I love: watching clients move from feeling overwhelmed to having a clear path forward. Seeing them ask deeper questions as we work together. Helping them pay less in taxes, efficiently fund their dreams, and leave a legacy that matters. Those outcomes don't happen by accident—they happen when we take the time to understand what really matters to you. ‍ I've played viola most of my life, and music taught me how to listen—really listen—and how every detail matters when you're building something meaningful. I bring that same attention and care to financial planning. Every client is different. Every situation deserves thought and intention. ‍ When I'm not working with clients, I'm performing with Des Moines ensembles, raising three boys with my husband Kyle in Urbandale.

Stoy Hall is a CFP® with 14 years of industry experience and the principal of Black Mammoth LLC, an independent advisory firm based in Ankeny, IA. His prior experience includes roles at Centric Advisors, Majors and Mondragon, MWA Financial Services, and Modern Woodmen of America. Outside of his advisory work, he serves as president of the board for the Starts Right Here Movement and owns consulting firms LNC Financial and Legacy Fiduciary Services. Black Mammoth LLC offers discretionary portfolio management, financial planning, family office and wealth planning, retirement plan consulting, and business advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm manages accounts primarily on a discretionary basis using model portfolios and may engage third-party sub-advisers, while also sponsoring affiliated private funds and providing cash sweep programs.

Kyle Thompson is a financial advisor at Leetown Advisors with nine years of industry experience. He holds Series 63 and Series 65 designations. Prior to founding Leetown Advisors in 2017, he worked at Waddell And Reed and Guardian Life. Outside of his advisory role, he is involved with KT Constrictors, a non-investment business. Leetown Advisors provides investment management, financial planning, business consulting, and retirement plan services to individuals, employer plan sponsors, and institutional clients. The firm employs a primarily passive, asset-class allocation strategy supplemented by fundamental and technical analysis and offers services such as derivatives management and ERISA 3(38) investment management.

Jayme Bresnahan is a financial advisor with Successful Resource Management, Ltd. in Johnston, Iowa, holding a Series 66 credential and 17 years of industry experience. She has worked with Successful Resource Management and Investacorp Inc. and is also involved in managing a family limited partnership and serving as an officer of a holding company. Successful Resource Management provides personalized financial planning and investment management to individuals, trusts, charitable organizations, and business entities, offering discretionary portfolio management, qualified-plan account management, financial planning, estate-planning services, and occasional CFO engagements. The firm uses documented investment objectives and technical analysis tools to guide asset allocation and security selection.

David Cunningham is a CFP® professional with 27 years of experience in financial advising. He founded Cunningham Wealth Management, L.L.C., doing business as LW Advisors, L.L.C., where he has worked since 2015. He also operates as a sole proprietor and holds a Series 63 designation. In addition to his advisory work, he is licensed as an insurance agent. LW Advisors, L.L.C. provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, managing approximately $35.9 million across about 76 client relationships. The firm develops investment programs tailored to each client’s objectives, time horizon, and risk tolerance, employing both fundamental and technical analysis, and offers educational seminars and workshops open to the public.

Shawn Terrell is a financial advisor with Dentist Exit Planning in Windsor Heights, IA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He previously worked at Park Avenue Securities for 10 years and has been associated with Guardian Life Insurance Company for 15 years. Terrell is also the author of the book "The Professional Practice Trap." Dentist Exit Planning provides investment advisory and financial planning services primarily to dental-practice clients and high-net-worth individuals, focusing on exit planning. The firm offers portfolio management, comprehensive financial planning, and ongoing consulting, utilizing mutual funds and ETFs while incorporating tax considerations and reviewing accounts quarterly.