Adam Laffey is a financial advisor with IAMS Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Packerland Brokerage Services for nine years and has been involved with Neal Insurance, LLC for over a decade. Outside of finance, Laffey is a partner in agricultural ventures, including raising and selling cattle through Laffey Cattle Company and managing Laffey Farms Inc. 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, employing a diverse asset-allocation approach that includes proprietary and third-party model portfolios.

Chad Carlos is a financial advisor with IAMS Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining IAMS Wealth Management in 2024, he worked at firms including CETERA Advisor Networks LLC, Renaissance Financial Corp, and TD Ameritrade. He also works as an insurance agent specializing in fixed life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, and trusts. The firm manages accounts on a discretionary basis using proprietary and third-party model portfolios and offers a broad range of investment instruments, incorporating tools such as AI for research and household aggregation for fee breakpoints.

Tadeo Hubahib is a financial advisor at IAMS Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked as a Planning Partner since 2021. Outside of his advisory role, he owns and manages an advertising website directory focused on Asian stores. 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 with tailored asset allocations and employs a broad range of investment instruments, including equities, ETFs, fixed income, direct indexing, cryptocurrency, and structured products.

Timothy Demay is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has ongoing roles outside of advising, including tax preparation services through his sole proprietorship, TD Tax and Finance, and machine operation at a manufacturing company. IAMS Wealth Management provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, retirement plans, and trusts, offering discretionary portfolio management with model-based strategies and a range of investment options.

Gregory Boles is a financial advisor at IAMS Wealth Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked in the financial services sector since 2001, including roles at Ameritas Investment Corp and Vista Financial. Outside of his advisory duties, he provides outsourced estate planning software services through Legacy Lock. IAMS Wealth Management, LLC serves 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 ERISA 3(21) plan services, employing a broad range of investment instruments and operational tools to tailor solutions for its clients.

Jeremy Dopp is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at BCJ Capital Management and currently engages in multiple business activities, including partnerships in estate planning software companies Legacy Lock LLC and Simple Estate Docs, LLC, as well as involvement in insurance marketing through The Producer Alliance and Macro Planning Group. IAMS Wealth Management serves individual investors, corporations, retirement plans, trusts, and other entities with discretionary portfolio management and financial planning. The firm employs a broad range of investment instruments and utilizes AI tools while operating a distinctive adviser network supported by corporate affiliations and specialized compensation models.

Stephen Clubb is a financial advisor at IAMS Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Delaware Valley Advisors, and Minnesota Life Insurance Company. He is also an independent insurance agent specializing in life, health, disability, 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 primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing proprietary and third-party model portfolios along with an asset-allocation approach.

William Campbell is a Series 65-licensed financial advisor with 18 years of industry experience. He has worked at IAMS Wealth Management, LLC since 2017 and has held a managerial role at Professional Insurance Elite since 2008, where he oversees accounting and recruiting personnel. Campbell previously owned and managed Clearview Retirement Group, which is currently a dormant entity. 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 a range of investment vehicles and model portfolios.

Zachary Reeg is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with IAMS Wealth Management, LLC and Goodlife Wealth Management. He has held roles at Goodlife Wealth Management since 2022 and at IAMS Wealth Management since 2021, with prior experience at CWM, LLC and a brief tenure with the Texas Rangers. Outside of his advisory work, he is president and owner of Goodlife Wealth Management, where he also manages life and health insurance and annuities. 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 using a mix of proprietary and third-party model portfolios and an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Philip Eickhoff is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Iter-Silva Financial Group and SUMMIT KAI-ZEN FiNANCIAL. He also owns a sole proprietorship providing life insurance and annuity sales and brokerage services specializing in settlement planning for attorneys and their clients. IAMS Wealth Management offers 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 model portfolios and integrates a broad range of investment instruments alongside operational practices like AI research tools.

David Ricchini is a financial advisor at IAMS Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Apollon Wealth Management, Brinker Capital Securities, and TD Ameritrade. Outside of finance, he has experience working in golf course operations and in lawn care services. IAMS Wealth Management provides investment advisory and financial planning services to a diverse client base, including individual investors, corporations, retirement plans, and trusts. The firm employs discretionary portfolio management with various model-based strategies and utilizes a wide range of investment instruments while maintaining corporate affiliations in insurance marketing and broker-dealer distribution.

Herbert Catledge is a financial advisor at IAMS Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society. He is the founder and president of Foothills-Retirement Income Solutions LLC, a firm focused on life insurance and annuities sales. 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 multiple asset classes.

James Baumann is a CFP® with 38 years of industry experience, currently serving at IAMS Wealth Management, LLC since 2019. He previously worked at Client One Securities, LLC for eight years and has been self-employed since 1986. Baumann is also involved in the sale of life and health insurance and annuities. 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, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.