Logan Shearer is a financial advisor at Principal Advised Services in Des Moines, IA. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, Athene Annuity and Life, and Aegon Asset Management. 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, combining proprietary models with third-party methodologies and leveraging integration within the Principal Financial Group family.

Gary Carlson is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with Nations Financial Group since 2007. Carlson is also an independent insurance agent, selling fixed, life, and long-term care insurance products. Nations Financial Group serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of advisory services such as portfolio management, pension consulting, and model portfolios that use a variety of investment strategies across different risk profiles.

Kevin Lors is a CFP® professional at Compound Planning, Inc. with 12 years of industry experience. He previously worked at Choreo, LLC for 12 years before joining Compound Planning. Outside of advising, he is a 50% owner of Northwater LLC and Northwater Development LLC, companies involved in land development and property sales near Adel, Iowa. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program that includes access to in-house and third-party investment models, with a fiduciary approach focused on risk-based allocations tailored to client goals.

Jeffrey Trier is a ChFC® with 27 years of industry experience, currently serving at Integrity Advisory Solutions. He previously worked at Principal Life Insurance Co. for 23 years and held multiple roles at Principal Asset Management and affiliated firms from 2016 to 2026. His activities also include performing certain functions for Principal Global Investors, LLC and its affiliates. Integrity Advisory Solutions serves individual, trust, estate, corporate, and business clients through a network of approximately 100 independent advisors, managing roughly $1.1 billion in client assets. Its services encompass portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, utilizing fundamental and technical analysis alongside various asset-allocation strategies.

Jenny Borcherding is a Series 66-licensed financial advisor with Principal Advised Services in Des Moines, IA, and has 21 years of industry experience. She has worked with various Principal entities, including Principal Bank since 2024 and Principal Life Insurance Company and Principal Financial Services since 2006. Principal Advised Services specializes in providing investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates third-party tools and proprietary models, leveraging its affiliation with Principal Financial Group to offer proprietary funds and related services.

Michael Schultz is a financial advisor at Principal Advised Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various entities within the Principal Financial Group since 2017. Outside of his advisor role, he is the owner of SMB, LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party tools and proprietary models and benefits from integration with affiliated Principal Financial Group entities to deliver its services.

Chad Tramp is a CFP® with 23 years of experience in the financial services industry. He is currently affiliated with Mariner Independent and has held roles at RSM US Wealth Management, Choreo Advisors, and others. He serves as president of a single-family office, DVMFO LLC, where he manages family office activities including investment allocation, estate planning, and tax planning. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of portfolio management options and retirement plan services, supported by institutional resources and affiliated entities.

Jodi Breheny is a financial advisor at Savvy with 27 years of industry experience. She holds a Series 66 designation and previously worked at Farm Bureau Financial Services for over a decade. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, using proprietary technology and quantitative tools.

Joleen Scheer is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. She currently works at Compound Planning, Inc. and previously spent 12 years at RSM US Wealth Management LLC and three years at Choreo, LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a mix of long-term buy-and-hold strategies and tactical tools, including direct indexing and tax-loss harvesting, supported by continuous monitoring and documented oversight.

Jessica Stewart is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Primerica Advisors. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using various asset-allocation strategies and third-party platforms.

Jagar Vanderheiden is a financial advisor with Principal Advised Services in Des Moines, IA. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients through both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party tools, serving clients with solutions supported by its affiliation with Principal Financial Group and related entities.

Boedy Tracy is a Series 66-licensed financial advisor with Principal Advised Services in Des Moines, IA, with three years of industry experience. Their prior work includes roles at Wells Fargo and Mutual of Omaha. Tracy also serves as a retirement consultant, providing one-on-one investment advice to Principal retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm operates within the Principal Financial Group family, which allows access to affiliated products and integrated services.

Brandy Lamp is a financial advisor with Principal Advised Services, holding the CFP®, ChFC®, and Series 63 designations and bringing 29 years of industry experience. She has extensive tenure within Principal-affiliated firms, including Principal Financial Services and Principal Life Insurance Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models, serving clients through its affiliation with the Principal Financial Group family.

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.

Vicki Monaco is a financial advisor with Royal Fund Management, LLC in Des Moines, IA, holding a Series 65 designation and 14 years of industry experience. She has worked at Royal Fund Management since 2013 and has been involved with Life & Legacy, LLC since 2006, where she serves as Executive Director and Insurance Agent, focusing on the sale of life, long-term care, and fixed annuities. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of analytical approaches to implement investment strategies tailored to client risk tolerances and offers specialized services including options writing and access to select alternative investments.

Andrew Rinn is a CFP® with 23 years of industry experience, currently serving at Beacon Capital Management, Inc. He has held positions at Midland National Life Insurance Company, Sammons Financial Network, and Ameritas entities. Rinn is also the Secretary of the Society of Financial Service Professionals, a nonprofit role involving oversight of meeting minutes and bylaws without compensation. Beacon Capital Management provides investment advisory services primarily to retail investors through third-party intermediaries. The firm employs tactical, data-driven strategies using ETFs and mutual funds, managing model portfolios and offering discretionary account management for individuals, retirement plans, trusts, and registered investment companies.

Anne Spina is a financial advisor with Principal Advised Services in Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. She has 32 years of industry experience, including long-term roles with Principal Financial Services and Principal Life Insurance Company. Spina currently manages consultants focused on bank deposit product sales and supervises investment advisor representatives providing retirement plan distribution advice. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary models. The firm is part of Principal Financial Group, which provides integrated access to affiliated bank products, mutual funds, and asset management services.

James Rhodes is a financial advisor at Altitude Capital Management LLC in Des Moines, IA, with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Whitney and Associates, Redbird Insurance, Wells Fargo, and Principal Life Insurance Company. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm customizes strategies based on client objectives and risk tolerance, employing various approaches including asset allocation and technical analysis, and manages accounts through a multi-team structure with 33 advisors.

Rachel Waldo is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked with various entities within Principal Financial Group since 2004. Outside of her advisory role, she is a board member for the Lake Panorama Association and is involved in local community activities including photography for Central Iowa Publishing and administrative support at a dance studio. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program. The firm integrates third-party and proprietary methodologies and operates within the Principal Financial Group family, enabling access to affiliated products and trading services.

Nicholas Flynn is a financial advisor at Principal Advised Services with a Series 66 designation and two years of industry experience. He has held roles at Principal Life Insurance Company, Principal Financial Services, and Wells Fargo Bank. Outside of his advisory duties, he is involved in providing one-on-one investment advice to retirement plan participants and managing sales of bank deposit products at Principal Bank. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, using both proprietary models and third-party tools like Morningstar. The firm is part of the Principal Financial Group and integrates with affiliated entities to provide access to proprietary funds and bank products.