Amy Owens

Mark Guilliatt is a CFP® and ChFC® with 31 years of industry experience. He is the owner and president of AFSC Advisors, Inc., an independent firm based in Council Bluffs, IA. His prior experience includes roles at Great Point Capital, LLC and Intervest International Equities Corporation. Outside of advisory work, he has provided Medicaid planning and application processing services for 20 years. AFSC Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations with investment management and financial planning. The firm develops written investment policies and constructs portfolios tailored to client objectives, emphasizing fundamental and cyclical analysis alongside regular account reviews.

Robert Dodson is a financial advisor with Alba Financial LLC in Council Bluffs, IA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at FBL Financial Group, Edward Jones, and Securian Financial Services. Dodson is also involved in insurance sales through Farm Bureau Life. Alba Financial LLC provides fee-based investment management and financial planning services to individuals and organizational clients, including employer retirement plans. The firm manages discretionary assets primarily through a wrap-fee program and offers customized portfolios based on asset allocation, diversification, and client-directed ESG screening.

David Piatkowski is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes multiple roles at RE Dickinson Investment Advisors. Waverly Advisors is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and consulting, employing a combined approach of centrally designed and customized strategies across traditional and alternative asset classes.

Ronny Dickinson is a CFP® with 26 years of industry experience, currently serving at Waverly Advisors, LLC. He previously founded and led Dickinson Investment Advisors for over two decades. In addition to his advisory work, Dickinson maintains an active role in accounting through Dickinson & Clark CPAs, PC. Waverly Advisors, LLC is an SEC-registered adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm combines centrally designed and customized investment strategies across traditional and alternative asset classes, utilizing internal teams and third-party sub-advisers while managing affiliated businesses including an affiliated ETF and a state-chartered trust company.

Paul Larkin is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RE Dickinson Investment Advisors, Mutual of Omaha Investor Services, and Union Pacific Streamline. Waverly Advisors, LLC is an SEC-registered firm serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm provides portfolio management, financial planning, and retirement-plan fiduciary services, employing a combination of traditional and alternative asset classes with tailored allocation and rebalancing to meet client objectives.

Casey Walters is a financial advisor at Transamerica Retirement Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TDAmeritrade, and Claraphi Advisory Network LLC. Walters is based in Council Bluffs, IA. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with various managed advice programs and investment education services. The firm utilizes Morningstar Investment Management tools to provide personalized portfolio guidance and manages a large client base with an emphasis on non-discretionary assets.