Stoy Hall is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Black Mammoth LLC since 2020. His prior experience includes roles at Centric Advisors, Majors and Mondragon, MWA Financial Services, and Modern Woodmen Of America. Outside of his advisory work, he is president of the board for the nonprofit Starts Right Here Movement and owns consulting firms LNC Financial and Legacy Fiduciary Services, Inc. Black Mammoth LLC provides discretionary portfolio management, financial planning, family office, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm offers business advisory services including CFO consulting and investment banking support, typically managing assets through firm-developed model portfolios and third-party sub-advisers where appropriate.

Kyle Thompson is the sole advisor at Leetown Advisors, an independent firm based in Ankeny, IA. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including prior roles at Waddell and Reed, Park Avenue Securities, and Guardian Life. Outside of financial advising, he is involved with KT Constrictors, a non-investment-related business. Leetown Advisors serves individual clients, including high-net-worth individuals, offering investment management, financial planning, business consulting, and retirement plan management for employer plan sponsors. The firm primarily uses passive, asset-class-based portfolios with index funds and ETFs, supplemented by fundamental and technical analysis, and provides institutional retirement plan services and paraplanning support to other advisers.

Travis specializes in working with those nearing and in retirement. He takes a transparent and collaborative approach to helping clients define their best life and outlining the steps necessary to get there. His services include cash flow analysis, tax planning, investment management, risk management, and estate planning. This can be offered via one-time Planning Engagements or ongoing Full-Service Advisory offerings.

Kacy Bass is a CFP® with 10 years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2015. She holds a Series 65 license and is based in Ames, Iowa. Clarity Asset Management provides discretionary investment management, financial planning, and consulting to a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach utilizing diversified mutual funds, ETFs, and individual equities, supported by institutional tools and a multi-office service model.

Jon Christensen is a financial advisor at Christensen Capital, LLC with 27 years of industry experience. He holds a Series 63 designation and has been involved with both Christensen Capital and the Target 3 Fund, LP for over three decades. Christensen Capital provides discretionary investment management to a private pooled investment vehicle and separately managed individual accounts. The firm primarily serves high-net-worth individuals, focusing on value stocks and special situations through detailed fundamental analysis and a low-turnover investment approach.

Nevin Conlon is a CFP® with eight years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2016. Prior to joining Clarity, he worked for four years with Cedar Falls Community Schools. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach using diversified mutual funds, ETFs, and individual equities, supported by institutional tools and multiple office locations.

Kevin Frette is a financial advisor at Custom Wealth Planners with 14 years of industry experience. He holds a Series 66 designation and previously worked at Northwest Wealth Management LLC for 11 years. Custom Wealth Planners is a fee-only registered investment adviser serving individuals, charitable organizations, corporations, and employer plan sponsors. The firm employs an investment approach based on asset allocation and modern portfolio theory, offering both passive and active strategies tailored to client goals, risk tolerance, and tax considerations.

Donald Erickson is a ChFC® with 26 years of industry experience. He has been with Clarity Asset Management, Inc. since 2013. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $222 million in client assets using a fundamentals-driven, long-term investment approach that incorporates diversified mutual funds, ETFs, and individual equities.

Clay Budach is a CFP® with five years of experience in financial advising, currently with Custom Wealth Planners. His prior roles include positions at Northwestern Mutual Investment Services LLC and Ameriprise. Custom Wealth Planners is a fee-only registered investment adviser serving individuals, charitable organizations, corporations, and employer plan sponsors. The firm employs an investment approach based on asset allocation and modern portfolio theory, combining passive and active strategies tailored to client goals and risk tolerance.

Phillip Ramsey is a financial advisor at Uncommon Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Summit Financial Group Inc. and Vsr Advisory Services. Outside of advising, he serves as president of a homeowners association and promotes the sport of Spikeball as an ambassador. Uncommon Wealth Partners serves individuals, small businesses, trusts, and retirement-plan clients by providing financial planning, investment portfolio management, and consulting services. The firm primarily implements recommendations on a non-discretionary basis using model portfolios and third-party managers, with a client base that includes corporate and pension/profit-sharing plan relationships.

Cody Kowalski is a financial advisor with Uncommon Wealth Partners, LLC in Ankeny, IA, holding a Series 65 designation and approximately one year of experience in advisory services. Prior to joining the firm, his work history includes roles in the hospitality and recreation industries. Uncommon Wealth Partners serves individual and high-net-worth clients, as well as trusts and estates, providing financial planning, portfolio advisory services, and referrals to third-party money managers. The firm uses model portfolios and third-party manager solutions, along with web-based planning tools, to deliver financial plans and client reporting.

Steven Larson is a Series 65-licensed financial advisor at Clarity Asset Management, Inc. in Ames, Iowa, with 24 years of industry experience. He has been with Clarity Asset Management since 2013, including the firm's current iteration since 2022. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach using diversified mutual funds, ETFs, and individual equities, supported by institutional tools for portfolio construction and performance reporting.

Seth Fulton is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Van Diest Capital and has previously worked at OSAIC Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Outside of his advisory role, he serves as treasurer for Johnston Youth Football, assisting with registration and communications. Van Diest Capital provides discretionary portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of investment options including equities, fixed income, ETFs, real estate funds, commodities, and non-U.S. securities.

Mark Kline is a financial advisor at Fiat Wealth Management with a Series 65 designation and three years of industry experience. Prior to joining Fiat, he worked at Cintas for 12 years. He is also active as an insurance agent with Fiat Insurance Services. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning, discretionary portfolio management, and pension consulting. The firm manages approximately $370 million in client assets using a model-driven advisory approach and emphasizes tax-aware planning and fiduciary responsibility.

Benjamin Rasmussen is a financial advisor at Van Diest Capital with four years of industry experience. He holds the Series 66 designation and previously worked at Dawson & Bertran Investment Advisors. Outside of finance, he is a coach at Webster City Schools. Van Diest Capital provides discretionary portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, and incorporates Socially Responsible Investing (ESG) when requested.

Tyler Dawson is a financial advisor at Van Diest Capital with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at firms including Transamerica Financial Advisors, Signator Investors, and Royal Alliance Associates. Outside of his advisory role, he serves as an elder and board member at Missionary Alliance Church, where he participates in teaching and public speaking. Van Diest Capital offers discretionary portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, employing both long- and short-term trading strategies and incorporating Socially Responsible Investing options upon client request.

Bryce Littler is a CFP® with three years of industry experience, currently serving as a financial advisor at Van Diest Capital. His prior roles include positions at WealthCharter Retirement Planning and Principal. In addition to his advisory work, he operates a tax and accounting practice through VDC Accounting, LLC. Van Diest Capital provides discretionary portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory and quantitative methods, utilizing a range of asset classes and incorporating ESG considerations upon client request.

William Bertran is a financial advisor at Van Diest Capital with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including OSAIC, Signator Investors, Transamerica Financial Advisors, and Life Investors. Bertran also serves as an elder at Missionary Alliance Church. Van Diest Capital provides discretionary portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, offering a range of investment options and incorporating Socially Responsible Investing considerations upon client request.

Annette Utterback is a financial advisor at LSB Wealth Management with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LSB Capital Management, Lincoln Savings Bank, and LPL Financial. Outside of her advisory role, she serves as Vice President of JRM Properties LLC. LSB Capital Management, Inc. is a registered investment adviser offering discretionary asset management, financial planning, and sub-advisory services to a diverse client base that includes individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold investment approach and utilizes mutual funds, stocks, bonds, ETFs, and third-party managers to manage client portfolios.

Zachary Morrissey is a financial advisor at LSB Wealth Management with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Sammons Retirement Solutions, LPL Financial, and Lincoln Savings Bank. Morrissey has also held positions outside finance, including roles with the United States Postal Service and Ankeny Golf & Country Club. LSB Capital Management, Inc., a wholly owned subsidiary of Lincoln Savings Bank, provides discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach and uses a range of investment products and third-party managers to construct client portfolios.