Kevin L James

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.

Alexander Savage is a CFP® professional with four years of industry experience. He is the founder of Savage Wealth Advisors and also leads Savage Tax Advisory LLC. His background includes roles at Hall CPA PLLC, BHE Renewables, LLC, LWBJ, and Primerica Advisors. Savage Wealth Advisors serves individuals and families, including high-net-worth clients and business owners, offering integrated wealth management that combines financial planning and discretionary investment management aligned with clients’ tax situations. The firm emphasizes long-term strategic asset allocation using low-cost, diversified funds and model portfolios, and provides non-discretionary advice on private investments under formal diligence and suitability guidelines.

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 11 years of experience in the financial advisory industry. She has been with Clarity Asset Management, Inc. since 2015. Clarity Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm uses fundamental analysis and a proprietary due-diligence process to build diversified portfolios with a long-term focus, while also offering regular portfolio reviews and educational seminars to clients and the public.

Jon Christensen is a financial advisor at Christensen Capital, LLC with 27 years of industry experience. He holds a Series 63 designation and has been involved with both Christensen Capital and the Target 3 Fund, LP for over three decades. Christensen Capital provides discretionary investment management to a private pooled investment vehicle and separately managed individual accounts. The firm primarily serves high-net-worth individuals, focusing on value stocks and special situations through detailed fundamental analysis and a low-turnover investment approach.