Ross Barbatti is a financial advisor with Net Worth Advisors in Waterloo, IA, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His prior work includes roles at Private Advisor Group, LPL Financial, Advantage Investment Management, and National Planning Corporation. He is also a licensed fixed insurance agent and a notary public. Net Worth Advisors provides investment consulting by assessing clients’ financial information and recommending third-party portfolio managers rather than directly managing investments. The firm conducts due diligence on managers, monitors portfolios, and primarily operates through a consulting and implementation model involving outside managers.

Marilyn Quinn is a CFP® with 44 years of industry experience, currently affiliated with Net Worth Advisors in Waterloo, IA. She has worked with Private Advisor Group, LLC since 2019 and previously with Advantage Investment Management LLC and LPL Financial. Net Worth Advisors is a two-advisor firm that provides investment consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on recommending third-party portfolio managers based on clients’ goals and risk tolerance, generally selecting managers with at least five years of experience.

Thomas Barbatti is a financial advisor at Net Worth Advisors with 52 years of industry experience. He has held roles at LPL Financial and Advantage Investment Management prior to joining Net Worth Advisors, where he has worked since 1995. Barbatti holds the Series 63 and Series 65 credentials. Net Worth Advisors provides investment consulting by recommending third-party portfolio managers based on clients’ financial information, goals, and risk tolerance. The firm conducts due diligence on recommended managers and focuses on consulting and implementation rather than direct asset management.