Jannifer Shull is a financial advisor at Compound Planning, Inc. with 14 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise and Southern Cross, L.L.C. Outside of her advisory role, Shull has a longstanding non-investment-related business ownership. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting services. The firm employs a risk-based investment approach using customized model allocations and partners with third-party sub-advisors and technology providers to offer a range of strategies including tax-aware direct indexing and alternative investments.

Anthony Potthoff is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 credential and is based in Des Moines, IA. His recent roles include positions 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, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party methodologies and operates as part of the larger Principal Financial Group, giving access to affiliated products and services.

Owen Malinauskas is a financial advisor with Principal Advised Services in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. His background includes roles with Principal Life Insurance Company, Principal Securities, Inc., and American Equity. He also has experience in roles related to retirement plan participant advice and bank deposit product sales. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm utilizes a combination of third-party tools and proprietary models, leveraging its affiliation with Principal Financial Group to deliver integrated financial services.

George Wilson is a financial advisor with Principal Advised Services in Des Moines, IA. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions at Wells Fargo Clearing 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 combines third-party and proprietary methodologies and operates as part of the Principal Financial Group family, which includes affiliated entities that support its range of investment products and services.

Ethan Schmidt is a financial advisor with Principal Advised Services in Urbandale, IA, holding a Series 66 designation and two years of industry experience. His background includes roles at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc. He also has experience providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models to deliver both non-discretionary recommendations and discretionary investment management programs. The firm operates as part of the Principal Financial Group network, providing integrated access to affiliated financial products and services.

Kyle Peterson is a financial advisor at Choreo, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes roles at FuturePlan and Principal Financial. Choreo provides investment and advisory services to a wide range of clients, including individuals, family offices, endowments, foundations, and corporate clients. The firm’s investment process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Alexander Ricke is a CFP® with six years of industry experience, currently serving as an advisor at Compound Planning, Inc. in Des Moines, Iowa. His prior experience includes roles at Choreo, LLC, RSM Wealth Management, and Cast Financial LLC, as well as positions in education at Lincoln Public Schools and the University of Northern Iowa. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, consulting, and institutional plan advisory. The firm employs a customized, risk-based investment approach incorporating fundamental, technical, and modern portfolio theory analysis and utilizes a range of investment strategies including low-cost ETFs, direct indexing, and alternative solutions.

Robert Wiley is a CFP® with 24 years of industry experience. He has been with LexAurum Advisors since 2016 and previously worked at Broker Dealer Financial Services Corp. Since 1998, he has also operated Wiley Financial Services. Outside of his advisory roles, Wiley manages farming operations and has served as president of the Rotary Club of Johnston, IA. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and utilizes diversified portfolios based on modern portfolio theory, offering both discretionary and non-discretionary engagements along with a sub-advisory program for other advisers.

Krystian Bajorek is a financial advisor at Principal Advised Services with one year of industry experience and holds a Series 66 designation. He has previously worked at Principal Life Insurance Company, Principal Securities, Inc., and GuideOne Insurance, and also has experience in various other roles, including teaching and staffing. In addition to his advisory work, he serves as an assistant vice president focused on advice, education, and sales of bank deposit products within Principal Bank. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to offer non-discretionary recommendations and a discretionary investment management program, leveraging its integration with the broader Principal Financial Group family for access to proprietary products and operational support.

Maura Allen is a financial advisor at Principal Advised Services with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Principal entities since 2013. Outside of her advisory role, she has been involved in Mary Kay sales since 2013. Principal Advised Services provides investment advice 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 leverages third-party methodologies alongside proprietary models and benefits from its integration within the Principal Financial Group family.

Adam Laffey is a financial advisor with IAMS Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Packerland Brokerage Services for nine years and has been involved with Neal Insurance, LLC for over a decade. Outside of finance, Laffey is a partner in agricultural ventures, including raising and selling cattle through Laffey Cattle Company and managing Laffey Farms Inc. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives, employing a diverse asset-allocation approach that includes proprietary and third-party model portfolios.

Brian Aukes is a financial advisor at Integrity Advisory Solutions with 30 years of industry experience. He has held positions at Integrity Alliance/Brokers International Financial Services since 2013. Outside of his advisory work, Aukes is the owner and pilot of HALFFASTADVENTURES, LLC, a business involved in aircraft services including plane rides, restoration, and flight instruction. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through a network of about 100 independent advisors, offering portfolio management, financial planning, retirement plan consulting, and sub-advisory services.

Thomas Sueppel is a financial consultant with Principal Advised Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2003 and joined Principal Advised Services in 2022. His role involves providing one-on-one investment advice to retirement plan participants regarding distribution options. 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 integrated trading services supported by governance and supervision structures.

Jeremiah Cole is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has worked extensively with Principal Financial Services and Principal Life Insurance Company since 2004. Cole also serves as an Assistant Vice President at Principal Bank, focusing on advice, education, and sales of bank deposit products. 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 investment management program, leveraging proprietary models and third-party methodologies while benefiting from operational integration within the Principal Financial Group family.

Matthew Nelson is a Series 66-licensed financial advisor with ten years of industry experience, currently with Principal Advised Services. His prior experience includes roles at Merrill Lynch Wealth Management and Sammons Financial Group. He also holds a position as Assistant Vice President in Advice, Education & Sales at Principal Bank. 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, leveraging proprietary models and third-party tools within the Principal Financial Group family.

William Dunker is a financial advisor at Integrity Advisory Solutions with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lion Street Financial, Princor Financial Services, and Principal Life Insurance. Outside of his advisory work, he volunteers as a baseball coach for a freshman team in Ankeny, Iowa. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing various asset allocation frameworks and third-party platforms.

Jeremiah Young is a financial advisor with Principal Advised Services in West Des Moines, IA, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Financial Services, and Northwestern Mutual. Outside of finance, he has worked as a bartender at Exile Brewing Company. 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, leveraging proprietary models and third-party tools within the Principal Financial Group family.

Robert Buckley is a financial advisor with Avantax Planning Partners, Inc., holding a Series 63 designation and over 26 years of industry experience. He has been with Avantax Planning Partners since 1999 and previously served as a shareholder and accountant at Denman & Company, a regional CPA firm. Outside of his advisory role, he manages a commercial real estate rental entity, SCOP, LLC. Avantax Planning Partners provides investment advice and 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 employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays, operating within a larger corporate group that includes broker-dealer, investment adviser, insurance, and pension consulting affiliates.

Brandon Johnson is a financial advisor at EFS Advisors with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Advanced Advisor Group LLC, Agia, and Valic Financial Advisors. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management supported by an in-house Advisory Committee that reviews fund performance quarterly.

Alana Ferguson is a financial advisor at Harbour Investments, Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Ameriprise. Outside of her advisory career, she has experience with nonprofit organizations including United Way of Story County. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and multiple execution platforms.