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.

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 11 years of experience in the financial advisory industry. She has been with Clarity Asset Management, Inc. since 2015. Clarity Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm uses fundamental analysis and a proprietary due-diligence process to build diversified portfolios with a long-term focus, while also offering regular portfolio reviews and educational seminars to clients and the public.

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® and holds a Series 65 license with nine years of industry experience. He has worked exclusively at Clarity Asset Management, Inc. since 2016. Clarity Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm uses fundamental analysis and an internal due-diligence process to build diversified portfolios with a long-term focus, offers discretionary portfolio management, and conducts educational seminars open to clients and the public.

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.

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.

Steven Larson is a financial advisor at Clarity Asset Management, Inc. in Ames, IA, holding a Series 65 designation with 25 years of industry experience. He has been with Clarity Asset Management since 2001. Clarity Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm primarily uses fundamental analysis and an internal due-diligence process to construct diversified portfolios with a long-term orientation and offers ongoing public educational seminars and workshops.

Seth Fulton is a financial advisor at Van Diest Capital with 14 years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC Wealth, Inc. and Signator Investors, Inc. Outside of his advisory role, he serves as treasurer for Johnston Youth Football. Van Diest Capital is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, retirement plan consulting, and socially responsible investing to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm applies a blend of fundamental, quantitative, and cyclical analysis within a modern portfolio theory framework, tailoring strategies to each client’s unique “Investment Fingerprint™.”

Mark Kline is a financial advisor at Fiat Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked at Cintas for 12 years. In addition to his advisory role, he is active as an insurance agent with Fiat Insurance Services. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning. Their investment approach includes using third-party model portfolios, tax-sensitive tools, and a range of investment products, with custody recommendations centered on Schwab.

Benjamin Rasmussen is a financial advisor at Van Diest Capital with four years of industry experience. He holds the Series 66 designation and has previously worked at Dawson & Bertran Investment Advisors and held a coaching position at Webster City Schools. Rasmussen has experience in education and community roles alongside his advisory career. Van Diest Capital is an SEC-registered investment adviser that offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm integrates fundamental, quantitative, and cyclical analysis within a modern portfolio theory framework and incorporates ESG/SRI considerations in its investment process.

Tyler Dawson is a financial advisor with Van Diest Capital, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at several firms including M.S. Howells & Co., Royal Alliance Associates, and Signator Investors. In addition to his advisory role, he serves as an elder and board member of the Missionary Alliance Church, where he is involved in leadership and teaching. Van Diest Capital is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, retirement-plan consulting, and socially responsible investing to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm combines fundamental, quantitative, and cyclical analysis within a modern portfolio theory framework and incorporates ESG considerations into its investment process.

Bryce Littler is a CFP®-certified financial advisor with four years of industry experience, currently practicing at Van Diest Capital in Polk City, IA. Prior to joining Van Diest Capital, he worked at WealthCharter Retirement Planning and Principal. In addition to his advisory work, Littler operates a tax and accounting practice through VDC Accounting, LLC. Van Diest Capital is an SEC-registered investment adviser that delivers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a mix of fundamental, quantitative, and cyclical analysis within a modern portfolio theory framework and incorporates ESG considerations into its investment process.

William Bertran is a financial advisor at Van Diest Capital with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at OSAIC and Signator Investors, Inc. Outside of his advisory role, Bertran serves as an elder at Missionary Alliance Church, providing spiritual oversight to the congregation. Van Diest Capital is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, pension plans, charitable organizations, and businesses. The firm uses a blend of fundamental, quantitative, and cyclical analysis within a modern portfolio theory framework, incorporating ESG and socially responsible investing considerations tailored to each client’s individual investment profile.

Taylor Pfannebecker is a financial advisor with LSB Wealth Management in Ankeny, IA. He holds Series 65 and Series 63 licenses and has one year of experience in the industry. His prior work includes roles at Sammons Financial Group, Enterprise Holdings, and LPL Financial. LSB Capital Management, Inc. provides discretionary asset management, financial planning, and sub-advisory services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm focuses on personalized, long-term portfolio management using a buy-and-hold strategy, implementing portfolios with mutual funds, stocks, bonds, ETFs, and third-party managers across multiple advisory platforms.

Annette Utterback is a financial advisor with LSB Wealth Management, holding Series 63 and Series 65 credentials and over 34 years of industry experience. She has been associated with LSB Capital Management, Inc. since 2021 and has prior experience with LPL Financial, Lincoln Savings Bank, and Broker Dealer Financial Services Corp. LSB Capital Management, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and institutions. The firm focuses on personalized, long-term portfolio management using a variety of investment vehicles and third-party managers, operating across multiple offices and advisory platforms.

Zachary Morrissey is a financial advisor with LSB Wealth Management in Ankeny, IA, holding Series 65 and Series 66 designations and eight years of industry experience. His prior work includes roles at Sammons Retirement Solutions, LPL Financial, and Lincoln Savings Bank. Morrissey is also involved with LSB Capital Management, an independent registered investment advisor affiliated with his firm. LSB Capital Management 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 focuses on personalized, long-term portfolio management using a buy-and-hold strategy combined with active trading as needed, employing a variety of investment vehicles and third-party managers.