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Michael M

Series 65

Higganum, CT

IAMS Wealth Management, LLC

Michael Moulthrop is a financial advisor at IAMS Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2021. In addition to his advisory role, he is active as an insurance agent at Horizons Insurance, focusing on life, health, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management using proprietary and third-party model portfolios, employing an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Kevin R

Series 63, Series 65

Egg Harbor Township, NJ

IAMS Wealth Management, LLC

Kevin Rutledge is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at multiple firms, including FOUNDATIONS INVESTMENT ADVISORS, LLC and Impact Partnership Wealth, LLC. He also advises clients on annuity and life insurance products through his own businesses, My Retirement Peace of Mind and Calm Seas Retirement Strategies. IAMS Wealth Management provides investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and other entities. The firm employs discretionary portfolio management using proprietary and third‑party models, offers a range of investment instruments including equities, ETFs, and structured products, and operates a network of co‑branded investment adviser representatives with distinctive corporate affiliations.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Paul S

ChFC®, Series 63, Series 65

Aiken, SC

IAMS Wealth Management, LLC

Paul Sipala Jr. is a financial advisor at IAMS Wealth Management, LLC with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining IAMS Wealth Management in 2018, he worked at Foresters Equity Services, Inc. and Florida Gulf Tax Advisors. He also operates Paul V. Sipala, Jr., LLC, through which he provides tax preparation, insurance sales, and fixed and index annuities to clients. IAMS Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and trusts, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a wide range of investment instruments and uses proprietary model portfolios, AI tools, and a network of affiliated advisers to tailor and manage client accounts.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Wendell B

Series 65

Dublin, OH

IAMS Wealth Management, LLC

Wendell Bennett is a financial advisor at IAMS Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has been associated with Entingh Financial Services since 2004. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios and an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Samuel P

Series 65

Omaha, NE

IAMS Wealth Management, LLC

Samuel Pimper is a financial advisor with IAMS Wealth Management, LLC, holding a Series 65 designation and located in Omaha, NE. He has experience working at Lazarus Retirement Solutions, Lazarus Insurance LLC, Lazarus Investment Services Inc, and Lee Enterprises. IAMS Wealth Management provides investment advisory and financial planning services to a range of clients including individual investors, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and consulting, and employs a variety of investment instruments alongside AI tools and household account aggregation.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Russell S

CFP®, Series 63, Series 66

Tamaqua, PA

IAMS Wealth Management, LLC

Russell Stellfox is a CFP®-certified financial advisor with 20 years of industry experience. He is currently associated with IAMS Wealth Management, LLC, and has held roles at Stellfox Financial, Senior Planning Group, Calton & Associates, Ameritas Advisory Services, LLC, and Ameritas Investment Corp. Stellfox is also licensed as an independent insurance agent and engages in the sale of fixed insurance products through his ownership of Seasons Change Financial and Senior Planning Group. IAMS Wealth Management, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, retirement plans, and trusts. The firm manages accounts primarily on a discretionary basis using proprietary and third-party model portfolios and offers a broad range of investment instruments along with integrated financial planning and consulting services.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Ian T

Series 63, Series 65

Lake St. Louis, MO

IAMS Wealth Management, LLC

Ian Turner is a financial advisor at IAMS Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IAMS Wealth Management since 2017. He is also vice president of Turner Financial Wealth Management, where he develops and recommends insurance-related planning strategies for clients. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across various asset classes.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Philip B

ChFC®, Series 63

Stowe, VT

IAMS Wealth Management, LLC

Philip Bongiorno is a financial advisor at IAMS Wealth Management, LLC with 40 years of industry experience. He holds the ChFC® and Series 63 designations and has been with IAMS since 2017, previously working at Regal Investment Advisors. In addition to his advisory role, he is the owner and president of Policy Inspector Inc., an online service that searches for lost insurance and annuity policies. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across various asset classes.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Adam C

CFP®, ChFC®, Series 63

Greenville, SC

IAMS Wealth Management, LLC

Adam Clements is a CFP® and ChFC® with 10 years of industry experience. He is affiliated with IAMS Wealth Management, LLC and Rampart Financial, Inc., where he is also an owner and insurance agent specializing in life, health, long-term care insurance, and annuities. His prior experience includes roles at Estate Planning Strategies, Inc. and self-employment in related fields. IAMS Wealth Management, LLC provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm employs discretionary portfolio management using proprietary and third-party models and offers a range of services including ERISA plan support, brokerage, and standalone financial consulting.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Kristopher H

Series 63, Series 66

Omaha, NE

IAMS Wealth Management, LLC

Kristopher Heig is a financial advisor at IAMS Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ashton Thomas Private Wealth, Brinker Capital Securities, and Orion Advisor Technology. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management using proprietary and third-party models, pension plan services, and standalone financial planning, utilizing a wide range of investment instruments and operational tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Caleb S

Series 65

Jackson, MI

IAMS Wealth Management, LLC

Caleb Siegrist is a financial advisor at IAMS Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Firth Financial and PEPSICO. Outside of his advisory role, he serves in the Michigan National Guard and is involved in life insurance and annuity sales through Universal Retirement. IAMS Wealth Management provides investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management using proprietary and third-party models and supports a broad range of investment instruments, including equities, fixed income, and cryptocurrency.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Brian D

Series 65, Series 66

Kaukauna, WI

IAMS Wealth Management, LLC

Brian Dvorak is a financial advisor with IAMS Wealth Management, LLC, holding Series 65 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Morgan Stanley & Co. LLC and operating his own firms, Dvorak & Associates, Inc. and Dvorak Wealth Management. Outside of advisory services, he is involved in selling insurance and annuities on a commission basis. IAMS Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, and trusts, offering discretionary portfolio management, financial planning, and various advisory services. The firm utilizes both proprietary and third-party model portfolios and employs a broad range of investment instruments, integrating technology such as AI tools in its operations.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Tanner G

Series 65

Phoenix, AZ

IAMS Wealth Management, LLC

Tanner German is a Series 65 licensed financial advisor with four years of industry experience. He is currently with IAMS Wealth Management, LLC and has prior experience at Personalized Financial and other ventures. Outside of advising, he is involved in web design and development consulting through DaVinci Digital and marketing services for real estate agents with GolfCourseHomes.com, LLC. IAMS Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and trusts. The firm employs discretionary portfolio management with proprietary and third-party models, offering a broad range of investment instruments and utilizing AI tools and household account aggregation in its advisory approach.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Kathryn H

Series 63, Series 65

Overland Park, KS

IAMS Wealth Management, LLC

Kathryn Hadley is a financial advisor at IAMS Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Calton & Associates, Inc. and KCD Financial, Inc. Hadley is also involved with First Capital Group, Inc., where she focuses on sales of fixed annuities and office administration. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing proprietary and third-party model portfolios with an asset-allocation approach.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Michael W

Series 63, Series 65

Dublin, OH

IAMS Wealth Management, LLC

Michael Wyant is a financial advisor at IAMS Wealth Management, LLC in Dublin, OH, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pentegra Investors Inc. and related entities. Outside of his advisory role, he is a partner in Plancheck, LLC, a non-investment related sales and marketing business. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm offers discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and consulting, with a broad range of investment instruments and operational practices including AI tools and household account aggregation.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Carter S

Series 63, Series 65

Dell Rapids, SD

IAMS Wealth Management, LLC

Carter Schmitz is a financial advisor at IAMS Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual and The Integrity Group, LLC. Outside of advisory work, he serves as treasurer for two student organizations at Augustana University, where he manages funds and provides resources. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm offers discretionary portfolio management using proprietary and third-party models and employs a broad range of investment instruments, with notable corporate affiliations and a distinctive adviser compensation structure.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Kalon D

Series 65

Kaukauna, WI

IAMS Wealth Management, LLC

Kalon Dvorak is a financial advisor at IAMS Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Dvorak Wealth Management and the University of Wisconsin-Milwaukee. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm uses discretionary portfolio management with model-based strategies, incorporating a broad range of investment instruments and operational practices such as AI tools for research and meeting transcription.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Tevin G

Series 65

Beloit, WI

IAMS Wealth Management, LLC

Tevin Gamble is a financial advisor at IAMS Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and Northwestern Mutual. Gamble is also involved in insurance sales through Gamble Wealth Management. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing both proprietary and third-party model portfolios across various asset classes.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Timothy R

Series 65

Port Arthur, TX

IAMS Wealth Management, LLC

Timothy Romero is a financial advisor at IAMS Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has been with IAMS Wealth Management since 2017. In addition, he is the president and owner of Romero Retirement Strategies, a separate business focusing on life and health insurance and annuities. He also provides outsourced estate planning software services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, applying an asset-allocation approach across various asset classes.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Charles H

Series 63, Series 65

Omaha, NE

IAMS Wealth Management, LLC

Charles Heuring is a financial advisor at IAMS Wealth Management, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with IAMS Wealth Management and its affiliated entities since 2016. IAMS Wealth Management, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management using proprietary and third-party models, financial planning, and consulting, employing a broad range of investment instruments and operational tools while maintaining a distinctive corporate and distribution structure.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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