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 a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes various asset-allocation strategies and third-party platforms to provide tailored advisory services.

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.

Gabriel Capps is a financial advisor with Principal Advised Services and Principal Financial Services, holding a Series 66 credential and offering 20 years of industry experience. He has worked at multiple Principal entities since 2006 and serves as an Investment Adviser Representative. Outside of his advisory roles, he officiates high school and Division III college football and wrestling games. 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 methodologies and proprietary models while leveraging its affiliation with Principal Financial Group entities to deliver a range of investment and banking products.

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.

David Peirce is a financial advisor with Avantax Planning Partners, Inc. in Dubuque, IA, holding a Series 65 credential and one year of industry experience. He is also a partner at Denman CPA LLP, a CPA firm providing audit, assurance, consulting, tax, and wealth management services. Peirce owns David R Peirce, CPA P.C., which holds his partnership interest in Denman CPA LLP. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm manages portfolios using model-based style allocation strategies and offers tax-intelligent overlays, discretionary account management, and centralized trading and reporting through designated custodians.

Lawrence St John is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and 20 years of industry experience. He has worked at Principal Life Insurance Company since 2004 and has been affiliated with Principal Securities Inc. and Principal Advised Services since 2016 and 2022, respectively. 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, providing access to affiliated products and investment management through its SimpleInvest program.

Matthew Juffer is a CFP® professional at Andersen with 21 years of industry experience. He has previously worked at Ausdal Financial Partners, Inc. and has ongoing roles with HJN Advisors, LLP and Hamilton Juffer & Associates LLP. Juffer also serves as a trustee for family trusts. Andersen provides full-service investment consulting and performance measurement to high-net-worth individuals, families, and related entities. The firm operates on a non-discretionary basis, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning services.

Chandler Fiscella is a financial advisor with Principal Advised Services in West Des Moines, IA, holding a Series 66 designation and two years of industry experience. His background includes roles at Principal Bank, Principal Securities, and Principal Life Insurance Company, as well as service in the United States Marine Corps. Principal Advised Services primarily provides investment advice and related services to retirement plan participants and retail IRA clients. The firm offers a blend of third-party and proprietary advisory models, including a discretionary wrap-fee investment management program, and benefits from its affiliation with the Principal Financial Group family of companies.

Steven Johnson is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Principal Advised Services since 2024 and has also worked at Principal Securities and Principal Life Insurance since 2016. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and benefits from its affiliation with the Principal Financial Group family, which provides access to affiliated products and services.

James Ennis is a financial advisor with Focus Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at Focus Financial since 2018 and previously at VOYA Financial Advisors. Ennis is also an at-large board member of The Barbican Owners Association, a nonprofit organization involved in community property management. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, utilizing individualized investor profiles and a variety of investment strategies and vehicles.

Lindsey Oneil is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. She currently works at Compound Planning, Inc., where she has been since 2025, following prior roles at Choreo, LLC and RSM US LLP. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a risk-based investment approach using customized model allocations and leverages third-party sub-advisors and technology to provide tax-aware direct indexing, options strategies, and specialized lending solutions.

Aaron Weringa is a financial advisor with Principal Advised Services in Des Moines, IA. He holds a Series 66 designation and has been in the industry for one year. His prior work experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and Caesars Entertainment. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family and integrates services across affiliated entities to offer a range of investment and financial products.

James Beaty is a financial advisor with Principal Advised Services and holds a Series 66 designation. He has 25 years of industry experience, primarily with Principal Financial Services and Principal Life Insurance Company. His current roles include providing investment advice to retirement plan participants and working in advice, education, and sales at Principal Bank. Principal Advised Services offers investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm is part of Principal Financial Group and provides access to affiliated products and integrated services supported by governance and compliance oversight.