Mitch Seiberling

James Berg is a financial advisor at Principal Advised Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Principal Securities Inc. and Principal Life Insurance Company since 1998. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest, utilizing a combination of third-party methodologies and proprietary models.

Matthew Armstrong is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior experience includes roles at Principal Life Insurance Co. and Principal Securities Inc. from 2016 to 2021, followed by his current positions at Thrivent Investment Management Inc. and Thrivent Financial since 2021. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers customized asset allocations and long-term investment strategies, utilizing a range of investment options including low-cost diversified mutual funds and ETFs, and provides discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan advisory services.

Scott Mergen is a financial advisor at Empower Advisory Group with credentials including Series 63 and Series 66. He has experience spanning over a decade with prior roles at Legacy Bank, Iowa Realty, and Scott's Roofing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Amy De Haai is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting using a combination of passive and active investment strategies guided by an internal Investment Committee.

Heather Buttery is a financial advisor with Empower Advisory Group in Altoona, IA, holding Series 63 and Series 66 registrations and nine years of industry experience. Her prior roles include positions at Wells Fargo, Principal Life Insurance Company, and Nationwide. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm’s integrated service model connects financial planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Deborah Jackson is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has been associated with Royal Alliance Associates since 2016. Outside of her advisory role, she is involved with the Lutheran Women Mission League, serving in leadership roles to coordinate fundraising and community support activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with an emphasis on diversified portfolio construction using a range of investment vehicles and supports both discretionary and non-discretionary account management.