Jon Christensen

Stoy Hall is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Black Mammoth LLC since 2020. 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 is president of the board for the nonprofit Starts Right Here Movement and owns consulting firms LNC Financial and Legacy Fiduciary Services, Inc. Black Mammoth LLC provides discretionary portfolio management, financial planning, family office, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm offers business advisory services including CFO consulting and investment banking support, typically managing assets through firm-developed model portfolios and third-party sub-advisers where appropriate.

Kyle Thompson is the sole advisor at Leetown Advisors, an independent firm based in Ankeny, IA. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including prior roles at Waddell and Reed, Park Avenue Securities, and Guardian Life. Outside of financial advising, he is involved with KT Constrictors, a non-investment-related business. Leetown Advisors serves individual clients, including high-net-worth individuals, offering investment management, financial planning, business consulting, and retirement plan management for employer plan sponsors. The firm primarily uses passive, asset-class-based portfolios with index funds and ETFs, supplemented by fundamental and technical analysis, and provides institutional retirement plan services and paraplanning support to other advisers.

Travis specializes in working with those nearing and in retirement. He takes a transparent and collaborative approach to helping clients define their best life and outlining the steps necessary to get there. His services include cash flow analysis, tax planning, investment management, risk management, and estate planning. This can be offered via one-time Planning Engagements or ongoing Full-Service Advisory offerings.

Kacy Bass is a CFP® with 10 years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2015. She holds a Series 65 license and is based in Ames, Iowa. Clarity Asset Management provides discretionary investment management, financial planning, and consulting to a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach utilizing diversified mutual funds, ETFs, and individual equities, supported by institutional tools and a multi-office service model.

Nevin Conlon is a CFP® with eight years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2016. Prior to joining Clarity, he worked for four years with Cedar Falls Community Schools. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach using diversified mutual funds, ETFs, and individual equities, supported by institutional tools and multiple office locations.

Kevin Frette is a financial advisor at Custom Wealth Planners with 14 years of industry experience. He holds a Series 66 designation and previously worked at Northwest Wealth Management LLC for 11 years. Custom Wealth Planners is a fee-only registered investment adviser serving individuals, charitable organizations, corporations, and employer plan sponsors. The firm employs an investment approach based on asset allocation and modern portfolio theory, offering both passive and active strategies tailored to client goals, risk tolerance, and tax considerations.