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 63 and Series 65 designations. Prior to founding Leetown Advisors in 2017, he worked at Waddell And Reed and Guardian Life. Outside of his advisory role, he is involved with KT Constrictors, a non-investment business. Leetown Advisors provides investment management, financial planning, business consulting, and retirement plan services to individuals, employer plan sponsors, and institutional clients. The firm employs a primarily passive, asset-class allocation strategy supplemented by fundamental and technical analysis and offers services such as derivatives management and ERISA 3(38) investment management.

Alexander Savage is a CFP® professional with four years of industry experience. He is the founder of Savage Wealth Advisors and also leads Savage Tax Advisory LLC. His background includes roles at Hall CPA PLLC, BHE Renewables, LLC, LWBJ, and Primerica Advisors. Savage Wealth Advisors serves individuals and families, including high-net-worth clients and business owners, offering integrated wealth management that combines financial planning and discretionary investment management aligned with clients’ tax situations. The firm emphasizes long-term strategic asset allocation using low-cost, diversified funds and model portfolios, and provides non-discretionary advice on private investments under formal diligence and suitability guidelines.

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.

Seth Fulton is a financial advisor with Van Diest Capital, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. Outside of his advisory work, he serves as Treasurer for Johnston Youth Football. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies and offers Socially Responsible Investing options, with an affiliation to an accounting practice and a team-based approach.

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 a Series 66 designation and four years of industry experience. Before joining Van Diest Capital in 2025, he worked at Dawson & Bertran Investment Advisors for three years. Outside of his advisory role, Rasmussen serves as a coach at Webster City Schools. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm incorporates Socially Responsible Investing options and uses a process combining modern portfolio theory with fundamental, cyclical, and quantitative analysis.

Tyler Dawson is a financial advisor at Van Diest Capital with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Transamerica Financial Advisors and Signator Investors, Inc. Outside of his advisory role, he serves as an elder and board member at Missionary Alliance Church, where he is involved in teaching and public speaking. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm incorporates Socially Responsible Investing options and uses a comprehensive investment process drawing from modern portfolio theory and various analytical approaches.

Bryce Littler is a financial advisor at Van Diest Capital in Polk City, IA, with four years of industry experience and a Series 65 designation. His prior roles include positions at WealthCharter Retirement Planning, Principal, and HK Solutions Group. In addition to his advisory work, he runs a tax and accounting practice through VDC Accounting, LLC. Van Diest Capital provides portfolio management, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including Socially Responsible Investing, and integrates accounting services through its affiliated tax practice.

William Bertran is a financial advisor at Van Diest Capital with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including OSAIC and Signator Investors, Inc. Outside of his advisory role, Bertran serves as an elder at Missionary Alliance Church, providing spiritual oversight for the congregation. Van Diest Capital offers portfolio management, financial planning, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm incorporates a range of investment strategies and maintains a formal affiliation with an accounting practice and related business activities.

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.