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 at Principal Advised Services with 20 years of industry experience. He holds Series 63 and Series 66 designations and has a longstanding career within the Principal Financial Group, including roles at Principal Life Insurance Company since 2004 and Principal Financial Services since 2016. Outside his advisory duties, he works as a retirement consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, providing both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group, leveraging proprietary models and affiliated resources to serve its clients.

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 with Integrity Advisory Solutions, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Lion Street Financial, Princor Financial Services, Principal Life Insurance, VOYA Financial Advisors, Morgan Stanley, and Citigroup Global Markets. 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 and manages approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a variety of investment approaches and leveraging third-party platforms to tailor portfolios and manage held-away retirement accounts.

Nicholas Fairfield is an advisor at Principal Advised Services with a Series 66 credential and one year of industry experience. His background includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc., as well as prior experience in the military and various service and technology positions. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models and operating as part of the Principal Financial Group family.

Jeremiah Young is a Series 66-licensed financial advisor with two years of industry experience, currently serving at Principal Advised Services in West Des Moines, IA. He previously worked at Northwestern Mutual and has experience in the banking and insurance sectors within the Principal Financial Group. Outside of finance, he has held roles in the brewing industry as a bartender. 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 leverages proprietary and third-party tools and operates within the Principal Financial Group family, which supports access to affiliated financial products and services.

Matthew Armstrong is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Thrivent Investment Management Inc., Thrivent Financial, Principal Life Insurance Co, Principal Securities Inc, Integrity Alliance, LLC, and VOYA Financial Advisors, Inc. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers and model portfolios, utilizing diversified investment approaches including mutual funds, ETFs, individual securities, and alternative investments.

Jacob Bergman is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked across multiple entities within the Principal Financial Group since 2022, including roles at Principal Bank and Principal Life Insurance Company. Bergman’s current position involves providing one-on-one investment advice to retirement plan participants regarding their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models to deliver both non-discretionary recommendations and a discretionary investment management program, leveraging its affiliation with Principal Financial Group to provide integrated product access and operational support.

Jacob Green is a financial advisor with Principal Advised Services in Ankeny, IA, holding a Series 66 credential with one year of industry experience. Prior to joining Principal, he worked in the renewable energy sector, including roles at Chevron Renewable Energy Group and Renewable Energy Group. At Principal, he provides one-on-one investment advice to retirement plan participants and supports sales of bank deposit products through Principal Bank. Principal Advised Services delivers 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, offering access to affiliated products and a range of discretionary and non-discretionary investment solutions.

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.

Bradley Hanus is a financial advisor with Integrity Advisory Solutions, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Principal Asset Management, Cache Advisors LLC, and other firms in the financial services sector. 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 utilizes various investment strategies and third-party platforms to tailor client portfolios.

Ever since the third grade, I knew I wanted to be a financial planner, following in the footsteps of my father who was also a CFP®. His unexpected passing transformed that childhood dream into a calling. I feel truly blessed to pursue this profession, especially since few people have the privilege of fulfilling a lifelong aspiration. Over the years, I have earned extensive education, credentials, and professional experience through respected institutions, including Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Exit Planning Advisor® (CEPA®) designations. I also hold an MBA in Finance from the University of Minnesota and a B.S. in Finance and International Business from Iowa State University. My leadership includes serving two terms as President of the Financial Planning Association of Iowa. Now, twenty years after my father’s passing, I am honored to continue our family legacy through the resurrection of Conley Capital Management, upholding his values while fulfilling my passion for serving clients with integrity and true fiduciary care. Unlike many firms that impose rigid asset minimums or cookie-cutter models, Conley Capital Management recognizes that every financial journey looks different. As a serial entrepreneur myself, I understand the importance of reinvesting in one’s vision, which sometimes means not having large investment accounts ready to be managed. For this reason, we offer multiple client engagement options designed to provide long-term fiduciary guidance no matter your stage of life or circumstances.

Belma Mujdzic is a financial advisor at Integrity Advisory Solutions with 23 years of industry experience. She holds a Series 66 designation and previously worked at VOYA Financial Advisors and Ameriprise. Outside of her advisory role, she owns Freedom Construction, a new home construction and sales business. Integrity Advisory Solutions serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporations through a network of about 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and utilizes various investment strategies and third-party platforms to construct tailored client portfolios.

Meredith Mussmann is a financial advisor at The Wealth Consulting Group with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Cambridge Investment Research and Edward Jones. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process combining various analytical approaches and offers services through multiple custodial platforms and sponsored programs.

Christopher Childers is a financial advisor with IP Financial Advisory Services LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc. and Innovation Partners LLC. He is also involved in managing Childers Management Corp, where he provides fixed insurance products. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory programs with insurance and risk management services.

Stanley Poorman is a CFP® with 16 years of industry experience, currently serving at Principal Advised Services since 2018. Prior to this, he worked at Learnvest, Inc. from 2015 to 2018. He also holds a Series 66 designation. 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, operating within the Principal Financial Group family to access a range of affiliated financial products and services.

Eli Greufe is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance Company, and Principal Bank. Principal Advised Services delivers investment advice primarily to retirement plan participants and retail IRA clients through a combination of third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, leveraging integrated services and affiliated products to support its advisory offerings.

Kevin Wingert is a financial advisor with Royal Fund Management, LLC in Urbandale, Iowa, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been involved with several related entities, including American Retirement Health, LLC, and American Retirement Education LLC, where he focuses on Medicare supplement insurance and financial education. Wingert also serves as president of American Retirement Systems, LLC, and American Retirement Planning, LLC, both insurance marketing organizations. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis and offers specialized services such as options writing and access to select non-traded REITs.

Mackenzie Veldman is a financial advisor at Choreo, LLC with five years of industry experience. She holds a Series 65 designation and has worked at firms including RSM US Wealth Management LLC and Northwest Wealth Management. Outside of her advisory role, she is involved in marketing for Pizza Ranch, a restaurant business she has been connected with since 2008. Choreo, LLC serves a diverse client base ranging from individual and high-net-worth investors to institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO consulting. The firm utilizes a quantitative, committee-approved investment process and provides a range of portfolio implementation strategies, including managed accounts and direct indexing.