James Wilterdink

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 three years of industry experience, currently serving at BlackOak Advisors LLC. Prior to his current role, he worked at Freemark Partners Management LP and Bregal Investments, Inc. He is also the founder and Co-Chief Investment Officer of Klima Capital Advisors LP, an investment firm specializing in regulated carbon markets. BlackOak Advisors LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, estates, and businesses. The firm’s investment approach focuses on strategic asset allocation and long-term diversified portfolios using ETFs, mutual funds, U.S. Treasuries, and investment-grade bonds, with the option to incorporate alternative investments and third-party managers.

John Flynn is a financial advisor at Prospective Value Partners LLC in Des Moines, IA, holding Series 65 and Series 66 licenses with 10 years of industry experience. He has been with Prospective Value Partners since 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 businesses, managing approximately $76 million across 36 client accounts.

Joel Fortney is a CFA® charterholder affiliated with Koios Private Family Offices, LLC in Des Moines, IA, with over 20 years of industry experience. He has held roles at Principal Global Investors and was previously CEO of Stategy Capital, LP. Outside of advisory work, he is co-owner of Ultra Skin Science, LLC, a company engaged in the distribution of beauty products. Koios Private Family Offices, LLC provides discretionary asset management and comprehensive financial planning to a limited number of high-net-worth and business clients. The firm employs a combination of fundamental and quantitative analysis to build diversified portfolios aimed at managing risk and reducing 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.

Katie Stych is a CFP® with five years of industry experience, currently serving as an advisor at Pearl Wealth LLC. She previously worked at Abacus Wealth Partners and Morningstar Investment Management. Outside of her advisory role, she provides financial coaching through Your Watershed Moment, LLC and participates in group financial literacy coaching with Deeper Than Money. Pearl Wealth LLC offers advisory services to individuals, high-net-worth clients, families, trusts, estates, foundations, charitable organizations, and retirement plans. The firm employs a long-term, fundamental-analysis investment approach, utilizing ETFs, diversified mutual funds, independent managers, alternatives, and impact funds as appropriate.