Wealth Advisors of Iowa, LLC

Kellie Masters is a CFP® and holds a Series 65 license, with 14 years of industry experience. She has been with Wealth Advisors of Iowa, LLC since 2007. In addition to her advisory role, she is a licensed agent selling fixed insurance products including long-term care, disability income, and life insurance. Wealth Advisors of Iowa provides portfolio management, financial planning, and qualified retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process using various analytical methods and offers services such as discretionary account management, participant-level retirement plan advice, and a wrap-fee program.

Wendy Moran is a financial advisor with Wealth Advisors of Iowa, LLC, holding a Series 65 designation and three years of industry experience. She is also a shareholder of MHCS, P.C., a CPA firm in West Des Moines, where she oversees assurance services, quality control, and risk management. Moran has been affiliated with Wealth Advisors of Iowa since 2002 and with MHCS since 2015. Wealth Advisors of Iowa provides portfolio management, financial planning, and qualified retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process using a combination of analytical methods and offers discretionary account management, participant-level retirement plan advice, and a wrap-fee program.

Jonathan Pearson is a financial advisor with Wealth Advisors of Iowa, LLC, holding a Series 66 license and 21 years of industry experience. He previously worked at LPL Financial LLC and VisionPoint Advisory Group. Outside of advisory services, he is licensed to sell fixed insurance products including long-term care, disability, and life insurance. Wealth Advisors of Iowa provides portfolio management, financial planning, and qualified retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment approach using a combination of fundamental, technical, and quantitative analysis, and offers services such as wrap-fee programs and participant-level retirement plan advice.

Nicholas Waller is a CFP® professional at Wealth Advisors of Iowa, LLC with one year of experience at the firm and a prior five-year tenure at Gilbert and Cook. He has also worked at US Health Advisors and The Harvester Club. Wealth Advisors of Iowa is an SEC-registered advisory firm with ten advisors managing approximately $539 million in discretionary assets. The firm serves individuals, high-net-worth clients, pension and profit sharing plans, trusts, and corporate entities, offering portfolio management, financial planning, and qualified retirement plan services.

Nicholas Finkenauer is a financial advisor at Wealth Advisors of Iowa, LLC with four years of industry experience. He holds a Series 65 designation and has been with Wealth Advisors of Iowa since 2021. He also has a longstanding affiliation with McGowen, Hurst, Clark, Smith dating back to 2012. Wealth Advisors of Iowa provides portfolio management, financial planning, and retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm uses a fiduciary investment approach that incorporates fundamental, technical, and quantitative analysis, offering strategies from long-term investing to options and short sales, and emphasizes ongoing account monitoring and integration of outside assets.

David Farnsworth is a Series 65-licensed financial advisor with Wealth Advisors of Iowa, LLC, where he has worked for seven years. He is also the managing partner and shareholder of McGowen, Hurst, Clark & Smith PC, a tax and business consulting firm based in West Des Moines, where he has been since 1998. Wealth Advisors of Iowa provides portfolio management, financial planning, and qualified retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process incorporating various analytical methods and offers services such as discretionary account management, participant-level retirement advice, and a wrap-fee program.

Brian Newton is a financial advisor at Wealth Advisors of Iowa, LLC, holding a Series 65 designation with nine years of industry experience. He has been with Wealth Advisors of Iowa since 2016 and is also affiliated with McGowen, Hurst, Clark & Smith, PC, where he has worked since 2001. Wealth Advisors of Iowa serves individuals, including high-net-worth clients, pension plans, trusts, banks, and business entities by providing portfolio management, financial planning, and qualified retirement plan services. The firm employs a fiduciary investment approach using various analytical methods and offers services such as ongoing account monitoring, participant education, and a wrap-fee program.

Matthew Springer is a financial advisor at Wealth Advisors of Iowa, LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab & Co., Inc. and Northwestern Mutual Wealth Management Company. Outside of advising, he has experience as an agent selling fixed insurance products, including long-term care, disability, and life insurance. Wealth Advisors of Iowa provides portfolio management, financial planning, and retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process using various analytical methods and offers discretionary account management, participant-level retirement advice, and a wrap-fee program.

Michael Brinker is a financial advisor with Wealth Advisors of Iowa, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He has been with Wealth Advisors of Iowa since 2012 and is also a partner at the CPA firm McGowen Hurst Clark & Smith, where he has worked since 1992. Outside of his advisory roles, Brinker serves as a board member of the Greater Des Moines Leadership Institute and is a member of the Board of Directors and Chair of the Audit Committee at VisionBank Iowa. Wealth Advisors of Iowa provides portfolio management, financial planning, and qualified retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process utilizing fundamental, technical, and quantitative analysis alongside modern portfolio theory, offering a range of strategies from long-term investing to short sales and options.

Nicholas Capobianco is a CFP® with 24 years of industry experience, currently serving at Wealth Advisors of Iowa, LLC since 2019. He previously worked at LPL Financial and VisionPoint Advisory Group for six years each. Outside of his advisory role, he is licensed to sell fixed insurance products, including long-term care, disability, and life insurance. Wealth Advisors of Iowa is an SEC-registered advisory firm with approximately $539 million in discretionary assets, serving individuals, high-net-worth clients, pension and profit sharing plans, trusts, and corporate entities. The firm offers portfolio management, financial planning, and qualified retirement plan services using a variety of analytic approaches and strategies, including long- and short-term trading, options, and short sales.

Nathan Beck is a Series 65-licensed financial advisor with Wealth Advisors of Iowa, LLC, where he has worked since 2021. He has four years of industry experience and also maintains an ongoing role with MHCS PC. Wealth Advisors of Iowa provides portfolio management, financial planning, and qualified retirement plan services to individuals, pension plans, trusts, banks, and business entities. The firm employs a fiduciary investment process using a combination of analytical methods and offers discretionary account management, participant-level retirement plan advice, and a wrap-fee program.