Michael Barratt is a financial advisor with Choreo, LLC in Des Moines, IA, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Charles Schwab and Avantax Investment Services. He is a founding board member of Exec Club Connect, a 501(c)(3) nonprofit focused on fundraising for children with major illnesses. Choreo provides investment and advisory services to a diverse client base, including individuals, family offices, endowments, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Holly Haaland is a financial advisor with Principal Advised Services in Ankeny, IA, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. She has held various roles within the Principal Financial Group family, including positions at Principal Bank, Principal Financial Services, and Principal Life Insurance Company. Her advisory activities include providing investment recommendations to retirement plan participants regarding distribution options. Principal Advised Services delivers 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, combining third-party tools and proprietary models while leveraging its affiliation with Principal Financial Group for operational integration and access to proprietary products.

Scott Christensen is a CFA® charterholder with 11 years of industry experience. He has worked at Principal Advised Services since 2018 and has been affiliated with Principal Securities and Principal Life Insurance Company since 2016 and 2014, respectively. Christensen also serves as President of the Animal Rescue League of Iowa Foundation Board, overseeing investment management and fund distribution. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm integrates with the Principal Financial Group family, offering access to affiliated products and a discretionary investment management program called SimpleInvest.

Joel Drake is a financial advisor with The Wealth Consulting Group in Des Moines, IA, holding a Series 63 designation and over 35 years of industry experience. His career includes roles at FSC Securities Corporation and LPL Financial, where he has been active since 2005. Outside of advisory services, he provides notary and signature guarantee services. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, using a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies to client goals and risk tolerances.

Ryan Myers is a financial advisor at Principal Advised Services in Des Moines, IA, with nine years of industry experience. He holds the Series 63 and Series 66 licenses. His previous experience includes roles at Cuna Brokerage Services and the US Air Force. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to provide both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest.

Brent Hulbert is a financial advisor with Choreo, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at RSM US Wealth Management LLC, Strategic Retirement Partners, and Kestra Investment Services/NFP Advisor Services. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts and private funds, offering specialized advisory services like OCIO work and Opportunity Zone consulting.

Silas Winders is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 credential. He has been with Principal Advised Services and affiliated entities since 2026. Outside of his financial advisory role, he is a partner at Winders Media, where he creates YouTube content focused on farming and farm toys, and sells custom farm toys through an online store. 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 is part of the Principal Financial Group family, enabling integration with affiliated entities to provide access to proprietary products and investment management.

Haley Drake is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as several roles within the Principal Financial Group affiliates. She currently provides one-on-one investment advice to retirement plan participants as a registered investment adviser representative. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, utilizing a mix of third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services.

Isaac House is a financial advisor at Principal Advised Services in Des Moines, IA, holding the Series 66 designation with one year of industry experience. He has held roles within Principal’s affiliated entities, including Principal Bank and Principal Life Insurance Company, since 2025. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and a discretionary investment management program. The firm utilizes a blend of third-party and proprietary models and is part of the Principal Financial Group, enabling operational integration with affiliated financial entities.

Michael Murkins is a CFP® and holds the Series 66 designation with eight years of industry experience. He is currently with LexAurum Advisors, where he has been since 2026, following multiple roles at Syverson Strege and prior experience at U.S. Bancorp Investments, Marrs Wealth Management, Workiva, and Renewable Energy Group. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients, and also serves other advisory firms as a sub-adviser. The firm manages approximately $1.27 billion for about 2,189 clients, employing a multi-advisor team that focuses on diversified portfolios aligned with modern portfolio theory and offers model allocations typically implemented with low-cost ETFs.

Megan Christiansen is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has previously worked at Sammons Financial Network, Sammons Retirement Solutions, and Voya Financial Advisors. Outside of her advisory role, she works part-time as a retail associate at Yarn Junction Co in West Des Moines, IA. 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, leveraging its integration within the Principal Financial Group family to offer access to proprietary funds and affiliated products.

Zoe Pins is a financial advisor at The Wealth Consulting Group with a Series 66 credential and one year of industry experience. She has worked at several firms including LPL Financial and LivWel Advisors. Outside of her advisory role, she is employed by Lululemon. The Wealth Consulting Group is an enterprise firm serving a diverse client base ranging from non-high-net-worth individuals to corporate and institutional clients. The firm employs a tailored investment process that integrates multiple analytical approaches and offers a range of advisory and fiduciary services, including legal-service integration and sub-advisory support.

Eric Vanderleek is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes roles at Principal Financial Services and Wells Fargo Advisors, among others. 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 within a framework integrated with affiliated entities of Principal Financial Group.

Christopher Benda is a financial advisor at Savvy in Des Moines, IA, with 20 years of industry experience. He previously worked at Northwest Wealth Management, LLC and FBL Wealth Management. Benda operates Benda & Co. Private Wealth as a business marketing name associated with his role at Savvy. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized investment plans with a primarily index-based, long-term approach, incorporating third-party sub-advisers, fintech tools, and in-house tax preparation and estate-planning support.

Adam Tyrrell is a financial advisor at Principal Advised Services with 28 years of industry experience. He holds the ChFC® designation and has worked with Principal Financial Services and Principal Life Insurance Company since 2013. Outside his advisory role, he serves as an elder board member at the E-Free Church of Marshalltown. 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 methodologies with proprietary models and operates as part of the Principal Financial Group family, integrating multiple affiliated entities to provide access to a range of products and services.

Mark Triplett is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Partners Advantage and operates a college consulting firm alongside his advisory role. Triplett is also involved in fixed and traditional life and annuity sales through an affiliated insurance services business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to create tailored investment strategies monitored regularly against documented risk tolerances.

Jessica Facey is a financial advisor at Sowell Management based in West Des Moines, IA. She holds a Series 65 designation and has one year of industry experience. Prior to joining Sowell Management, she worked at Compensation Designs and held various roles in retail and education. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, sub-advisory relationships, and unified managed account solutions through an independent-contractor network of over 100 advisors.

Jeffrey Bratz is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Andersen in Des Moines, IA. He previously worked at Ausdal Financial Partners for ten years and has maintained an ongoing role with HJN Advisors, LLP since 2010. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax and financial planning. The firm emphasizes consolidated performance reporting and utilizes portfolio optimization techniques alongside external research and an internal investment committee for manager selection.

Aaron Lacona is a financial advisor with Principal Advised Services in W Des Moines, IA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as multiple Principal affiliates. He provides one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and management services primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary methodologies. The firm is part of the Principal Financial Group and integrates services across its affiliated entities to provide access to various investment products and model portfolios.

Michael Gasperi is a financial advisor at Cetera Planning Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avantax Investment Services, ProEquities, Inc., and Honkamp Krueger Financial Services Inc., where he also serves as a wholesaler to CPA representatives. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach tailored to clients’ objectives and risk tolerances.