IAMS Wealth Management, LLC

Matthew Gill is a financial advisor at IAMS Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked with IAMS Wealth Management since 2018. In addition to his advisory role, he is the managing member of Westwood Financial Solutions, LLC, a life insurance, annuities, and mortgage brokerage business, and provides consulting services for financial professionals through A.C.E.S. Advisor Consulting & Education. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm focuses on discretionary portfolio management tailored to client objectives and risk tolerances, utilizing proprietary and third-party model portfolios across various asset classes.

Scott Walker is a financial advisor at IAMS Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Virtue Capital Management, LLC and Transamerica Financial Advisors. Outside of his advisory role, he is an independent insurance agent and provides outsourced estate planning services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm manages accounts on a discretionary basis using proprietary and third-party model portfolios and employs a range of investment instruments including equities, ETFs, fixed income, direct indexing, cryptocurrency, and structured products.

Robert Ricci is a financial advisor at IAMS Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been an owner and independent insurance agent at Solid Rock Financial since 1995, specializing in life insurance, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives, utilizing a range of investment strategies including proprietary and third-party model portfolios.

Michael Hansen is a financial advisor at IAMS Wealth Management, LLC in Omaha, NE, with seven years of industry experience. He holds a Series 65 designation and has been with IAMS Wealth Management since 2016. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm employs discretionary portfolio management with a range of investment instruments and utilizes AI tools for research and operations.

Matthew Latta is a financial advisor at IAMS Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has been with IAMS Wealth Management since 2018 and is also involved with Annuity Client Solutions as an annuity sales and insurance agent. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

Brady Pelzer is a financial advisor at IAMS Wealth Management, LLC with Series 65 credentials and one year of industry experience. His prior work includes roles at Fidelity Financial Corp., Northwestern Mutual, and Nebraska Furniture Mart. He is also involved with Pelzer Capital, LLC and Exclusive Strategic, LLC, where he serves as an owner and insurance agent. Additionally, he provides outsourced estate planning services through Legacy Lock, LLC. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management with an asset-allocation approach incorporating equities, ETFs, fixed income, and alternative instruments.

Duncan Smith is a financial advisor at IAMS Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zacks Investment Management and Fisher Investments. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios with a diversified asset-allocation approach.

Jonathan Moore is an investment advisor representative at IAMS Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Dunn Bailey Lamb & Moore and Legacy Tax & Wealth Management. Outside of advisory roles, he operates separate businesses providing tax preparation, bookkeeping, payroll services, and QuickBooks coaching. IAMS Wealth Management, LLC offers investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm employs discretionary portfolio management with a diverse range of investment instruments and supports both model-based strategies and client-specific restrictions.

John Fritsch is a Series 65-licensed financial advisor with eight years of industry experience, currently with IAMS Wealth Management, LLC in Sioux Falls, SD. He has been with IAMS since 2018 and also serves as a general agent at Financial Benefits Company, where he has worked since 1992. Outside of finance, he is a partner in Dakota Spirit LLC, a youth cheerleading training and competition club. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm focuses on discretionary portfolio management using proprietary and third-party model portfolios, serving a diverse client base including high-net-worth individuals.

Michael Audi is a financial advisor at IAMS Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2019. Additionally, he serves as president of MLA Finance, where he focuses on annuities, life insurance, and retirement planning. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using a diversified asset-allocation approach and manages over $343 million in discretionary assets.

Jordan Paff is a financial advisor with IAMS Wealth Management, LLC in Dallas, TX, holding a Series 65 license and three years of industry experience. Prior to his current role, he worked as an independent insurance agent and has served as president of Simply Disciples Incorporated since 2022. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm manages accounts primarily on a discretionary basis, employing a range of investment instruments and utilizing AI tools for research and operational support.

Jack Carini is a financial advisor at IAMS Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IAMS Wealth Management since 2017, following roles at Foresters Equity and his own firm, Carini Financial. Outside of advisory services, he is a licensed life insurance agent and operates Carini Financial, where he provides insurance and investment planning and education. IAMS Wealth Management serves a diverse client base including individual investors, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management with a range of investment instruments and uses proprietary models, AI tools, and tailored client strategies.

Tyler Prescott is a financial advisor with IAMS Wealth Management, LLC in Omaha, NE. He holds a Series 66 designation and has five years of industry experience. His career includes roles at BancWest Investment Services, Inc., Bank of the West, and Thrivent Financial. In addition to his advisory work, he is an Independent Insurance Agent and a Sales Supervisor with American Elm Distribution Partners. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm offers discretionary portfolio management with tailored asset allocations and a variety of investment instruments, and it is known for its corporate affiliations and extensive adviser network.

Kevin Klickna is a financial advisor at IAMS Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Axa Advisors, LLC. In addition to his advisory role, he operates as an independent insurance agent and provides outsourced estate planning software services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management tailored to client objectives and risk tolerances, utilizing a range of investment vehicles including equities, ETFs, fixed income, and alternatives.

Christopher Conley is a financial advisor at IAMS Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. He also works as an insurance agent with Sterling nfg, focusing on life, health, disability, and long-term care insurance as well as annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management and consulting services, employing an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.