Bradley Hanus is a financial advisor at Integrity Advisory Solutions with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Principal Asset Management, Principal Funds Distributor, Princor Financial Services, and Principal Life Insurance Company. Integrity Advisory Solutions serves individuals, trusts, estates, and 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 while utilizing various asset-allocation frameworks 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 the Series 66 designation and has previously worked at Voya Financial Advisors and Integrity Alliance/Brokers International Financial Services. Outside of her advisory role, she is the owner of Freedom Construction, a new home construction and sales business. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a variety of investment strategies and third-party platforms.

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.

Angela Bailiff is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with various Principal entities since 2012, including Principal Financial Services, Principal Life Insurance Company, Principal Bank, and Principal Advised Services. Her role includes 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, combining third-party methodologies with proprietary models and operating as part of the Principal Financial Group family. The firm’s integrated approach includes nondiscretionary recommendations and a discretionary investment management program, supported by governance committees and a dedicated supervision team.

Kendra Erkamaa is a CFP® professional with over 21 years of experience in financial advisory. She is affiliated with Harbour Investments, Inc. and Triangle Financial Services, Inc., where she has held roles since 2005 and 2004 respectively. Outside of her advisory work, she is involved in financial education as a speaker for Money Smart Week and serves on a grievance commission panel. She also holds leadership positions in nonprofit organizations including NAWBO Iowa and Iowa Collaborative Divorce, and owns a mediation services business. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Amanda Sheeder is a financial advisor with Prospera Financial Services, Inc. in West Des Moines, Iowa, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior experience includes roles at LPL Financial LLC, Athene Securities, and Voya Financial, among others. She has been with Prospera since 2022. Prospera Financial Services, Inc. is a multi-team advisor and broker-dealer managing approximately $12.4 billion across about 207 advisors. The firm serves individuals, corporate and charitable entities, and retirement plans, offering advisory and financial planning services through multiple platforms and model portfolios.

Bryce Vandenriessche is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Principal Financial Group and its affiliated entities since 2019, including roles at Principal Bank and Principal Life Insurance Company. Vandenriessche also serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering non-discretionary investment recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies and proprietary models, operating within the Principal Financial Group family to provide access to various affiliated financial products and services.

Clinton Akerberg is a financial advisor with The Wealth Consulting Group in Des Moines, IA, holding a Series 66 designation and 22 years of industry experience. He has worked at WCG Wealth Advisors, LLC and LPL Financial since 2017, with prior experience at Summit Financial Group Inc. Outside of advising, he is a co-owner of The Crumb Catcher, LLC, a business based in Des Moines. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis, offering active and passive investment strategies, model portfolios, and an algorithmic Guided Wealth Portfolios service with tax optimization features.

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.

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.

Lance Presley is a financial advisor at Integrity Advisory Solutions with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Brokers International Financial Services. In addition to his advisory work, he is an independent insurance agent servicing existing contracts. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of investment strategies and third-party platforms.