Stoy Hall is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Black Mammoth LLC since 2020. 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 is president of the board for the nonprofit Starts Right Here Movement and owns consulting firms LNC Financial and Legacy Fiduciary Services, Inc. Black Mammoth LLC provides discretionary portfolio management, financial planning, family office, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm offers business advisory services including CFO consulting and investment banking support, typically managing assets through firm-developed model portfolios and third-party sub-advisers where appropriate.

Kyle Thompson is the sole advisor at Leetown Advisors, an independent firm based in Ankeny, IA. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including prior roles at Waddell and Reed, Park Avenue Securities, and Guardian Life. Outside of financial advising, he is involved with KT Constrictors, a non-investment-related business. Leetown Advisors serves individual clients, including high-net-worth individuals, offering investment management, financial planning, business consulting, and retirement plan management for employer plan sponsors. The firm primarily uses passive, asset-class-based portfolios with index funds and ETFs, supplemented by fundamental and technical analysis, and provides institutional retirement plan services and paraplanning support to other advisers.

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.

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.

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.

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.

William Taber is a Series 65-licensed financial advisor with Taber Asset Management L.L.C. in Des Moines, IA, and has 10 years of industry experience. He is also involved with the Foxdale Condominiums Owners Association, serving as its president and director. In addition, he works as a scoreboard operator for Des Moines Public Schools. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning services.

Eric Peterson is a financial advisor at Peterson Financial Group, Inc. in Des Moines, Iowa, with 19 years of industry experience. He has been with Peterson Financial Group since 2013 and previously worked at Apollo Delivery Services, LLC. Outside of advising, he serves as president of ETTN Marketing Group, Inc., which provides marketing services including consumer education events. Peterson Financial Group serves individual and high-net-worth clients, focusing on retirement income planning, discretionary investment management, and integrated financial planning. The firm employs a structured Retirement Readiness Review process to guide asset allocation and offers portfolio management primarily through model managers on third-party platforms.

Anastasia Taber is a CFP® and Series 65 credentialed advisor with four years of industry experience. She has worked at Taber Asset Management L.L.C. since 2021 and previously held positions at Cleary Gottlieb Steen & Hamilton and Bernstein Management Corp. Taber Asset Management provides investment and wealth management services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with active fixed-income and risk-managed equity strategies, and it offers financial planning alongside portfolio management.

William Taber is a financial advisor with Taber Asset Management L.L.C. in Des Moines, Iowa, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Taber Asset Management since 1999. Outside of his advisory role, he is a member of Taber Virtual Global Investment Network LLC, a general consulting business that is currently inactive. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach based on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning.

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 with Uncommon Wealth Partners, LLC in Ankeny, IA, holding a Series 65 designation and approximately one year of experience in advisory services. Prior to joining the firm, his work history includes roles in the hospitality and recreation industries. Uncommon Wealth Partners serves individual and high-net-worth clients, as well as trusts and estates, providing financial planning, portfolio advisory services, and referrals to third-party money managers. The firm uses model portfolios and third-party manager solutions, along with web-based planning tools, to deliver financial plans and client reporting.

David Harkin is a CFP® and ChFC® with 30 years of industry experience. He is affiliated with Des Moines Investments, LLC and has worked at Cambridge Investment Research, Inc. and Fort Des Moines Financial Services, Inc. for the past 20 years. Outside of his advisory roles, he is involved with John Well's Farm. Des Moines Investments manages approximately $264.8 million in discretionary assets for around 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm provides portfolio management and financial planning services, constructing individualized investment profiles and implementing portfolios using ETFs, stocks, bonds, mutual funds, and REITs.

Dashle Kelley is a financial advisor at Calibrate Wealth, LLC in Des Moines, IA, with one year of industry experience. He holds a Series 65 designation and previously worked at Principal Financial Group from 2014 to 2023. He has also been affiliated with Grandview University since 2023. Calibrate Wealth manages approximately $9.5 million in client assets for a select group of individuals, trusts, estates, pension and profit-sharing plans, nonprofit organizations, and business entities. The firm employs a top-down, sector-driven investment process with active trading strategies and discretionary portfolio management.

Jared Stines is a financial advisor at Peterson Financial Group, Inc. in Des Moines, IA, with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Investment Services and Voya Financial. Stines maintains an active insurance license, dedicating a substantial portion of his time to this role. Peterson Financial Group serves individual and high-net-worth clients, focusing on retirement income planning, discretionary investment management, and integrated financial planning. The firm employs a comprehensive Retirement Readiness Review process and offers portfolio management through model managers on third-party platforms, along with specialized services such as donor-advised fund sponsorship and private fund advising.