Caitlin Clemons is a financial advisor at Foster Group, Inc. in Urbandale, IA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Stifel, Nicolaus & Company, Charter Bank, and the University of Iowa. Foster Group, Inc. manages approximately $4.78 billion across 1,956 client relationships through a team of 54 advisors. The firm serves individuals, corporate and institutional clients, and retirement plans, offering investment supervisory services, financial planning, and qualified plan consulting with a long-term, asset-allocation driven investment approach.

Melissa Pflieger is a CFP®-designated financial advisor at Foster Group, Inc. with three years of industry experience. Prior to joining Foster Group, she held roles at Productive Resources, Mindlance Inc, Kelly Services, and spent 28 years at John Deere. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, offering tailored service tiers ranging from digitally-led CoreWealth to bespoke SelectWealth solutions.

Thomas Clark is a financial advisor with Sowell Management in West Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 57 years of industry experience, including roles at Sowell Financial Services, International Assets Advisory, and CONCERT Wealth Management. Clark is also the owner of Compensation Designs, a business providing employee benefit and non-qualified programs for corporate clients, a role he has held since 1986. Additionally, he serves as a senior advisor assisting employers with tax credit applications and acts as an executor/trustee for a relative’s estate. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management and financial planning services. The firm’s investment approach includes strategic and tactical allocation, individual equity selection, customized portfolios, and model portfolios developed in partnership with firms like Goldman Sachs, Affinity, and Rayliant.

Kendon Perry is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Farm Bureau Financial Services and FBL Marketing Services since 2001. Perry is also involved in managing a family-owned LLC and operates a business under Kendon H Perry and Associates. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs and written financial planning. The firm primarily uses third-party portfolio managers and maintains a non-discretionary advisory model, with a focus on educational resources and a connection to the Farm Bureau brand.

Shelly Burroughs is a Series 66-licensed financial advisor with 18 years of industry experience. She is currently with FBL Wealth Management, LLC and has prior work history with Farm Bureau Financial Services and FBL Marketing Services. Outside of her advisory role, she also works as a sales representative for LegalShield. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities, delivering investment management primarily through wrap-fee programs and written financial planning. The firm operates largely on a non-discretionary basis, utilizing third-party portfolio managers and sub-advisers to implement investment decisions.

Hong Chang is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with FBL Wealth Management, LLC and previously worked at Bank of America and Merrill. Chang also serves as an adjunct professor at the University of Wisconsin, Milwaukee, teaching engineering materials. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management primarily through non-discretionary advisory relationships supported by third-party discretionary managers, emphasizing individualized advice and a combination of strategic and tactical asset allocation.

Steven Lorenzen is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His career includes roles at Hallmark Financial Services and Farm Bureau Financial Services before joining FBL Wealth Management. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes non-discretionary investment management through third-party portfolio managers and offers written financial planning alongside educational seminars and newsletters.

Morgan Flax is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and six years of industry experience. His background includes roles at FBL Financial Group and Kansas State University, as well as service in the United States Marine Corps. Outside of advising, he is a co-owner of Sheepdog Brewing Company LLC, an apiary and meadery in Ness City, KS. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes non-discretionary investment management through third-party portfolio managers and provides written financial planning along with educational resources.

Kristopher Mull is a Series 66-licensed financial advisor with FBL Wealth Management, LLC in West Des Moines, Iowa, bringing two years of industry experience. His prior work includes roles at FBL Financial Group and FBL Marketing Services, as well as positions in education and regional services. Outside of advising, he owns Kristopher Mull & Associates Inc, where he acts as an insurance agent for Mountain West Farm Bureau. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm employs a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers to implement client strategies while providing written financial planning and educational resources.

Daniel Hummel is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Equitrust Marketing Services LLC and Farm Bureau since 2010. Outside of advisory services, he is actively involved as an insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse range of clients, including individuals, high-net-worth families, and institutional entities, offering investment management through wrap-fee programs, financial planning, and educational seminars. The firm provides primarily non-discretionary advisory relationships, utilizing third-party sub-advisers for discretionary trading, and operates within the integrated distribution network of FBL Financial Group and Farm Bureau.

Thomas Phillips IV is a financial advisor at FBL Wealth Management, LLC with one year of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining FBL Wealth Management, he worked at WesleyLife for seven years and Ramsey Village Retirement Community for one year. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm delivers investment management through wrap-fee programs, financial planning, and educational seminars, emphasizing individualized advice and reliance on third-party managers for discretionary trading.

Joseph Nielsen is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with FBL Financial Group since 2014 and is also involved in ranching operations, owning and managing cattle ranches in Utah. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, offering investment management primarily through third-party portfolio managers and written financial planning. The firm emphasizes a non-discretionary investment approach and provides educational resources alongside its advisory services.

Andrew Farmer is a CFP® with 13 years of industry experience, currently serving as an advisor at Foster Group, INC. in Urbandale, IA. He has been with Foster Group for over 11 years in total, including a recent tenure starting in 2026. Foster Group, INC. serves individuals, including high-net-worth clients, as well as corporate and institutional clients and retirement plans. The firm employs a long-term, asset-allocation driven investment approach, offering diversified exposure to mutual funds, ETFs, and independent managers while providing tiered financial planning services tailored to client complexity.

Matthew Boswell is a financial advisor with FBL Wealth Management, LLC, holding Series 65 and Series 63 credentials and bringing 18 years of industry experience. He has worked with FBL Marketing Services since 2011 and has been associated with Farm Bureau since 2007. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, written financial plans, and retirement plan services, emphasizing individualized advice and utilizing third-party discretionary managers for account execution.

Ethan Gascho is a CFP® professional with seven years of industry experience. He has been with Foster Group, Inc. since 2019 and previously worked at Sherpa Investment Management for five years. Foster Group, Inc. advises individuals, including high-net-worth clients, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds and ETFs, combining strategic management with digitally-enabled services tailored to various client needs.

Peter Henderson is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at FBL Marketing Services, FBL Financial Group, and Mountain West Farm Bureau Mutual Insurance. Outside of financial services, he is a drummer in the band Strumbucket and coaches youth lacrosse in Jackson, WY. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized, non-discretionary advice implemented via third-party discretionary managers.

Carl Mccarthick is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with Farm Bureau Financial Services and FBL Marketing Services since 1996. Outside of his advisory role, he is involved in farming as a part-time owner. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily offers non-discretionary investment management through third-party portfolio managers and provides written financial planning, with a focus on educational resources and a relationship model tied to the Farm Bureau brand.

Colin Newell is an Investment Adviser Representative at FBL Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with FBL Financial Group and its affiliates since 2022. Outside of his advisory role, he volunteers as an offensive line coach for Ankeny High School football and is the owner of The Newell Agency, Inc., an insurance business. FBL Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, primarily through non-discretionary investment programs managed by third-party portfolio managers. The firm provides financial planning and educational resources while operating within a primarily non-discretionary structure and leveraging its affiliation with FBL Financial Group.

Cynthia Schulte is a ChFC® credentialed advisor with 37 years of industry experience, currently affiliated with FBL Wealth Management, LLC in West Des Moines, IA. She has been with Farm Bureau Financial Services since 1994 and also has a longstanding role with FBL Marketing Services since 1988. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm delivers investment management primarily through third-party portfolio managers and offers written financial planning, operating mainly on a non-discretionary basis with an emphasis on educational resources.

Colleen Claude is a financial advisor at Foster Group, Inc. with 12 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets for seven years before joining Foster Group in 2021. Outside of her advisory role, she is involved as an independent consultant for Mary Kay Cosmetics to access product discounts. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 relationships. The firm employs a long-term, asset-allocation driven investment approach with diversified mutual fund and ETF exposure, offering tiered service levels and utilizing third-party platforms for portfolio management and estate planning.