Matthew Watters is a CFP® and ChFC® with 30 years of industry experience. He is currently with Midwest Heritage Financial Advisors and has previously worked at Securities America Advisors, Inc. Watters serves as an investment board member for the Iowa Public Employees' Retirement System (IPERS) and acts as a FINRA arbitrator. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, providing discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a total portfolio approach using active, diversified strategies implemented through mutual funds, ETFs, options, and structured notes.

Levi Cyphers is a financial advisor at Midwest Heritage Financial Advisors in West Des Moines, IA, with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America, Cetera, Bridgeforth LLP, and Foresters Financial Services. Outside of financial advising, Cyphers co-owns a small-town hotel in Clifton, Kansas. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, providing discretionary portfolio management, financial planning, and specialized services to individuals, high-net-worth clients, trusts, and business entities. The firm employs an active, diversified investment strategy and offers a combination of brokerage and insurance services within a hybrid model.

Casey Malloy is a CFP® professional with 11 years of industry experience, currently serving as a financial planner at Midwest Heritage Financial Advisors. His prior experience includes roles at Pfs Investments Inc. and Primerica Financial Services. Outside of his advisory work, he is involved in a family business teaching his children entrepreneurial skills through a recurring lemonade stand. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, FSB, providing discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, and business entities. The firm employs an active, diversified investment approach and manages portfolios using mutual funds, ETFs, options, and structured notes tailored to client objectives.

Mark Vance is a financial planner with Midwest Heritage Financial Advisors in West Des Moines, IA, holding Series 65 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at First National Bank of Omaha, Ally Invest Advisors, LPL Financial, and Securities America, Inc. He serves on the board of Millard United Sports, contributing to the organization of local girls fastpitch softball teams. Midwest Heritage Financial Advisors operates as the investment advisory division of Midwest Heritage Bank, FSB, providing discretionary portfolio management, financial planning, retirement planning, and tax and estate planning to individuals, trusts, charitable organizations, and business entities. The firm employs a “total portfolio” approach with active, diversified strategies implemented through mutual funds, ETFs, options, and structured notes, with management tailored to client objectives.