Zachary Marsh is a financial advisor with Calibrate Wealth, LLC in Clive, Iowa, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before founding Calibrate Wealth in 2017. Calibrate Wealth manages approximately $9.5 million in assets for a select group of clients, including individuals, trusts, pension plans, nonprofits, and business entities. The firm employs a sector-driven, top-down investment approach with active trading strategies and discretionary portfolio management.

Dashle Kelley is a financial advisor at Calibrate Wealth, LLC in Des Moines, IA, with one year of industry experience. He holds a Series 65 designation and previously worked at Principal Financial Group from 2014 to 2023. He has also been affiliated with Grandview University since 2023. Calibrate Wealth manages approximately $9.5 million in client assets for a select group of individuals, trusts, estates, pension and profit-sharing plans, nonprofit organizations, and business entities. The firm employs a top-down, sector-driven investment process with active trading strategies and discretionary portfolio management.