Cassidy Rose Williams

Jaime Malm is a financial advisor at Iron Horse Financial Services LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Paladin Wealth, LLC and Gradient Financial Group, where he serves as Vice President of Marketing. Outside of advisory work, Malm is involved in fixed insurance sales through Iron Horse Retirement LLC. Iron Horse Financial Services primarily serves individual and high-net-worth clients, offering discretionary asset management using third-party model portfolios, financial planning, and insurance-related services. The firm emphasizes a co-advisor approach with outsourced platforms to implement portfolios and deliver client reporting.

Sarah Johnson is a financial advisor at Iron Horse Financial Services LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Simmons & Simmons, Inc., AdamsBrown LLC, and Avantax Advisory Services. Iron Horse Financial Services LLC serves primarily individual clients, including both high-net-worth and non-high-net-worth households, offering discretionary asset management, financial planning, and consulting. The firm uses model-based portfolio strategies managed through a co-advisor arrangement with Gradient Investments and the Orion Portfolio Solutions platform.

Emma Malm is a financial advisor at Iron Horse Financial Services LLC with a Series 65 credential and one year of industry experience. Prior to joining Iron Horse Financial Services in 2026, she was associated with Iron Horse Retirement starting in 2023 and was a full-time student from 2010 to 2023. Iron Horse Financial Services primarily serves individual clients, including both high-net-worth and non‑HNW households, offering discretionary asset management, financial planning, and consulting. The firm employs model-based discretionary strategies through co-advisory relationships and delivers financial plans on a fixed-fee schedule.

Bradley Malm is a financial advisor at Iron Horse Financial Services LLC with Series 65 and Series 63 licenses. He has 10 years of prior experience at Gradient Financial Group and has been with Iron Horse Financial Services since 2023. Malm also has a long-standing involvement with Iron Horse Properties LLC. Iron Horse Financial Services primarily serves individual clients, including both high-net-worth and non-high-net-worth households, offering discretionary asset management and financial planning through a co-advisor relationship with Gradient Investments and the Orion Portfolio Solutions platform.

Justin Kaufman is a financial advisor with SJHL Financial Group and holds a Series 65 designation. He has three years of industry experience and is also a partner in the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where he provides tax preparation, tax planning, and business advisory services. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm focuses on customized, goal-based portfolios utilizing low-cost, diversified mutual funds and ETFs, with portfolio management supported by a sub-advisor and an affiliated CPA practice.

Stacie Wilson is a Series 65-licensed financial advisor at SJHL Financial Group with two years of industry experience. She is also a partner at Swindoll, Janzen, Hawk & Loyd, LLC, a CPA firm where she provides tax preparation, planning, business advisory, and attestation services. SJHL Financial Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a long-term, goal-based investment approach using low-cost, diversified mutual funds and ETFs, supported by fundamental analysis and portfolio monitoring.