Stoy Hall is a CFP® with 14 years of industry experience and the principal of Black Mammoth LLC, an independent advisory firm based in Ankeny, IA. 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 serves as president of the board for the Starts Right Here Movement and owns consulting firms LNC Financial and Legacy Fiduciary Services. Black Mammoth LLC offers discretionary portfolio management, financial planning, family office and wealth planning, retirement plan consulting, and business advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm manages accounts primarily on a discretionary basis using model portfolios and may engage third-party sub-advisers, while also sponsoring affiliated private funds and providing cash sweep programs.

Kyle Thompson is a financial advisor at Leetown Advisors with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Waddell and Reed, Park Avenue Securities, and Guardian Life. Outside of his advisory role, Thompson is involved with KT Constrictors, a business unrelated to investments. Leetown Advisors serves individual, high-net-worth, employer plan sponsor, and institutional clients with investment management, comprehensive financial planning, business consulting, and retirement plan services. The firm employs a primarily passive, asset-class allocation strategy using index funds and ETFs, incorporates options and covered-call techniques in separately managed accounts, and acts as an ERISA 3(38) investment manager for retirement plans.

Samuel O'Brien is a financial advisor with Capital View Wealth Management, LLC in Des Moines, IA. He holds a Series 63 designation and has 27 years of industry experience. O'Brien has been with Capital View Wealth Management since its founding in 2003. Capital View Wealth Management is an independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides personalized portfolio management and advisory consulting, focusing on exchange-traded equities and other investments clients bring to the relationship, using fundamental analysis, long-term purchase strategies, and selective option-writing.

Matthew Ford is a CFP® and CFA® with four years of industry experience. He is the principal advisor at BlackOak Advisors LLC in Des Moines, IA, where he has worked since 2021. Prior to this, he held a role at Freemark Partners Management LP for four years. Outside of his advisory work, he is the founder and co-chief investment officer of Klima Capital Advisors LP, an investment firm specializing in regulated carbon markets. BlackOak Advisors LLC serves individuals, families, trusts, estates, businesses, and institutional clients, offering investment management, wealth management, financial planning, and investment consulting. The firm’s investment approach centers on strategic asset allocation with diversified ETFs, mutual funds, fixed-income instruments, and rules-based factor strategies, and it also offers alternative engagement formats such as project-based or hourly consulting.

Jay Polson is the principal advisor at Polson Wealth Management in Des Moines, IA, with 14 years of industry experience. He held a position at Raymond James & Associates for 10 years before founding his independent advisory firm in 2026. Outside of his advisory work, he is involved with Lozier Lake Cottage LLC, a family-related business. Polson Wealth Management is an independent registered investment adviser serving individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers customized portfolio management and integrates financial planning with a primarily long-term, fundamental investment approach, while also accommodating shorter-term trading when appropriate.

John Flynn is the sole advisor at Prospective Value Partners LLC in Des Moines, IA, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has led the firm since its founding in 2015. Prospective Value Partners provides discretionary asset management and portfolio supervision to individuals, retirement plans, trusts, estates, charitable organizations, and some institutional clients. The firm employs a fundamental, value-oriented investment approach focused on long-only positions in publicly traded companies, with occasional shorter-term special situations, managing approximately $76 million across 36 accounts.

Joel Fortney is a CFA® charterholder and a financial advisor with Koios Private Family Offices, LLC in Des Moines, Iowa, with one year of industry experience. His prior work includes roles at Principal Global Investors, Stategy Capital, LP, and Koios Management Group, LLC. Outside of advisory work, he is co-owner and CFO of Koios Management Group, a management consulting firm, and co-owner of Ultra Skin Science, a beauty product distribution company. Koios Private Family Offices is an independent registered investment adviser that provides discretionary asset management and financial planning to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental and quantitative analysis to construct diversified portfolios with an emphasis on risk management and reduced volatility.

Hello, I'm Mike. I founded Teacher Wealth to raise the standard of financial advice to educators. As a former teacher, I understand the challenges that educators face with their finances; as well as the unique opportunities. Unfortunately, in many ways, the financial services community has ignored the profession. I am trying to change that. Teachers deserve better! Many families just need someone to walk with them as they make important decisions. To really get to know them. To ask them the right questions. To challenge them. To offer them accountability. I am honored to be this person for my clients. At Teacher Wealth, we like to say that "it's not just about the money." Instead, the focus is on how money can best create clarity, security, and fulfillment in our lives. The K-12 financial literacy education movement is a passion of mine and I try to help with that by serving on the board of the Iowa Jump$tart Coalition. On the personal side, I've been married to my best friend Tisa for over 20 years. We live in chaos most of the time in our Des Moines, Iowa home as we raise our four awesome kids. We do our best to prioritize our marriage over everything else except our faith. We are active members of Holy Trinity Catholic Church in Des Moines.

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.

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.

William Taber is a Series 65-licensed financial advisor with Taber Asset Management L.L.C. in Des Moines, IA, and has 10 years of industry experience. He is also involved with the Foxdale Condominiums Owners Association, serving as its president and director. In addition, he works as a scoreboard operator for Des Moines Public Schools. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning services.

Larry King is a financial professional at Des Moines Investments, LLC with a Series 65 designation and 15 years of experience at Athene. He is based in Des Moines, Iowa. Des Moines Investments manages approximately $264.8 million in discretionary assets for about 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm offers portfolio management and financial planning services tailored to client goals, using ETFs, stocks, bonds, mutual funds, and REITs, with reviews typically conducted quarterly.

Eric Peterson is a financial advisor at Peterson Financial Group, Inc. in Des Moines, Iowa, with 19 years of industry experience. He has been with Peterson Financial Group since 2013 and previously worked at Apollo Delivery Services, LLC. Outside of advising, he serves as president of ETTN Marketing Group, Inc., which provides marketing services including consumer education events. Peterson Financial Group serves individual and high-net-worth clients, focusing on retirement income planning, discretionary investment management, and integrated financial planning. The firm employs a structured Retirement Readiness Review process to guide asset allocation and offers portfolio management primarily through model managers on third-party platforms.

Anastasia Taber is a CFP® with five years of industry experience, currently serving at Taber Asset Management L.L.C. in Des Moines, IA. Prior to joining Taber Asset Management, she worked at Cleary Gottlieb Steen & Hamilton and Bernstein Management Corp. The firm’s advisory team also produces a public educational podcast called “Creating Wealth.” Taber Asset Management provides investment and wealth management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach grounded in fundamental analysis and actively manages portfolios with a focus on fixed income, risk-managed equity strategies, and customized balanced allocations.

William Taber is a financial advisor with Taber Asset Management L.L.C. in Des Moines, Iowa, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Taber Asset Management since 1999. Outside of his advisory role, he is a member of Taber Virtual Global Investment Network LLC, a general consulting business that is currently inactive. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach based on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning.

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 at Uncommon Wealth Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles in various service and hospitality businesses, including Thrive Fencing and Cornbred Barbecue. Uncommon Wealth Partners serves individual clients, small businesses, and fiduciary entities by offering financial planning, portfolio management, consulting, and referrals to third-party money managers. The firm emphasizes non-discretionary management using model portfolios and third-party managers, combining multiple investment approaches and servicing a high client-to-advisor ratio.

David Harkin is a CFP® and ChFC® with 30 years of industry experience. He is affiliated with Des Moines Investments, LLC and has worked at Cambridge Investment Research, Inc. and Fort Des Moines Financial Services, Inc. for the past 20 years. Outside of his advisory roles, he is involved with John Well's Farm. Des Moines Investments manages approximately $264.8 million in discretionary assets for around 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm provides portfolio management and financial planning services, constructing individualized investment profiles and implementing portfolios using ETFs, stocks, bonds, mutual funds, and REITs.

Dashle Kelley is a financial advisor at Calibrate Wealth, LLC in Des Moines, IA, with one year of industry experience. He holds a Series 65 designation and previously worked at Principal Financial Group from 2014 to 2023. He has also been affiliated with Grandview University since 2023. Calibrate Wealth manages approximately $9.5 million in client assets for a select group of individuals, trusts, estates, pension and profit-sharing plans, nonprofit organizations, and business entities. The firm employs a top-down, sector-driven investment process with active trading strategies and discretionary portfolio management.