Scott Mergen

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 65 and Series 63 licenses and previously worked at Waddell and Reed, Park Avenue Securities, and Guardian Life. Outside of his advisory role, Thompson is involved with KT Constrictors, a business unrelated to investments. Leetown Advisors serves individual, high-net-worth, employer plan sponsor, and institutional clients with investment management, comprehensive financial planning, business consulting, and retirement plan services. The firm employs a primarily passive, asset-class allocation strategy using index funds and ETFs, incorporates options and covered-call techniques in separately managed accounts, and acts as an ERISA 3(38) investment manager for retirement plans.

Samuel O'Brien is a financial advisor with Capital View Wealth Management, LLC in Des Moines, IA. He holds a Series 63 designation and has 27 years of industry experience. O'Brien has been with Capital View Wealth Management since its founding in 2003. Capital View Wealth Management is an independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides personalized portfolio management and advisory consulting, focusing on exchange-traded equities and other investments clients bring to the relationship, using fundamental analysis, long-term purchase strategies, and selective option-writing.

Matthew Ford is a CFP® and CFA® with four years of industry experience. He is the principal advisor at BlackOak Advisors LLC in Des Moines, IA, where he has worked since 2021. Prior to this, he held a role at Freemark Partners Management LP for four years. Outside of his advisory work, he is the founder and co-chief investment officer of Klima Capital Advisors LP, an investment firm specializing in regulated carbon markets. BlackOak Advisors LLC serves individuals, families, trusts, estates, businesses, and institutional clients, offering investment management, wealth management, financial planning, and investment consulting. The firm’s investment approach centers on strategic asset allocation with diversified ETFs, mutual funds, fixed-income instruments, and rules-based factor strategies, and it also offers alternative engagement formats such as project-based or hourly consulting.

Jay Polson is the principal advisor at Polson Wealth Management in Des Moines, IA, with 14 years of industry experience. He held a position at Raymond James & Associates for 10 years before founding his independent advisory firm in 2026. Outside of his advisory work, he is involved with Lozier Lake Cottage LLC, a family-related business. Polson Wealth Management is an independent registered investment adviser serving individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers customized portfolio management and integrates financial planning with a primarily long-term, fundamental investment approach, while also accommodating shorter-term trading when appropriate.

John Flynn is the sole advisor at Prospective Value Partners LLC in Des Moines, IA, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has led the firm since its founding in 2015. Prospective Value Partners provides discretionary asset management and portfolio supervision to individuals, retirement plans, trusts, estates, charitable organizations, and some institutional clients. The firm employs a fundamental, value-oriented investment approach focused on long-only positions in publicly traded companies, with occasional shorter-term special situations, managing approximately $76 million across 36 accounts.