Kevin Mclean is a CFA® with one year of experience at Syverson Strege and previously spent 19 years at Principal Financial. He holds the Series 63 designation and is based in West Des Moines, IA. Syverson Strege is a team-based wealth management firm serving individuals, families, trusts, and estates, including high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and utilizes an institutional automated platform for model portfolios with features such as automated rebalancing and optional tax-loss harvesting.

Mark Vance is a financial planner at Midwest Heritage Financial Advisors with 22 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at firms including First National Bank of Omaha, UBS Financial Services, and Ally Invest Advisors. Outside of his advisory role, he serves on the board of Millard United Sports, supporting local girls’ fastpitch softball programs. Midwest Heritage Financial Advisors is the investment advisory division of Midwest Heritage Bank, serving individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $398.7 million through a total portfolio approach called Strategy Diversification, employing active, diversified allocation across asset classes and strategies aimed at managing volatility and seeking consistent returns.

Kailey Hanson is a financial advisor at Merkle Retirement Planning with three years of industry experience. She holds a Series 65 designation and has previously worked at Mokosak Advisory Group and Sammons Financial Group. Hanson also serves as a Client Service Administrator at Financial Advisory Service, Inc. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm offers tailored financial planning, discretionary asset management through model portfolios and direct security management, and retirement-plan consulting under ERISA standards.

Nkiru Nwachukwu is a financial advisor at Merkle Retirement Planning with a Series 65 designation and two years of industry experience. Prior to joining Merkle, Nwachukwu held positions at Arizona State University and the University of Arizona College of Pharmacy. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, offering tailored financial plans and model-driven portfolio management implemented through proprietary and third-party models. The firm also conducts educational workshops and publishes periodic client communications.

Stacey Perkins is a financial advisor at Merkle Retirement Planning with five years of industry experience. She holds Series 65 and Series 63 credentials. Prior to joining Merkle, she worked at Northwestern Mutual and Gilbert and Cook Inc. Outside of her advisory role, Perkins is involved in a multi-level marketing business related to online workout subscriptions and nutritional products. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, offering tailored financial planning, model-portfolio solutions, and discretionary portfolio management. The firm emphasizes asset allocation and model-driven strategies implemented through internally developed and third-party portfolios.

Kiley Ingersoll is an Investment Adviser Representative at FBL Wealth Management, LLC with a Series 66 designation and no prior industry experience. Before joining FBL, Kiley worked at the Wyoming Business Council and Uinta B.O.C.E.S. #1. Outside of advising, Kiley is involved in insurance sales and owns an insurance services LLC. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers, and offers written financial planning along with educational seminars and newsletters.

Sarah Schechinger is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. She is currently associated with FBL Marketing Services, LLC and FBL Financial Group. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities, offering investment management primarily through third-party portfolio managers and sub-advisers. The firm emphasizes a mostly non-discretionary investment approach and provides written financial planning alongside educational seminars and newsletters.

Timothy Hawkins is a CFP® professional with 26 years of experience in financial advisory roles, currently serving at Lexaurum Advisors. His previous work includes long tenures at The Masters Group Inc and Brokers International Financial Services. Outside of his advisory work, he is involved in managing multiple real estate-related business activities. LexAurum Advisors is a multi-advisor firm managing approximately $1.27 billion for individuals, families, businesses, and institutions. The firm employs a diversified investment approach aligned with modern portfolio theory and offers standardized model portfolios typically implemented with low-cost ETFs.

Brenton Collins is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Advisors and Arete Wealth Management since 2014. Collins is also president and owner of Collins Capital Management, Inc. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management, proprietary model allocations, and third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Eric Hanson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with FBL Financial Group since 2019 and has been involved with Equitrust Marketing Serv LLC and Farm Bureau since 2000. Outside of his advisory role, Hanson is an owner and operator of a row crop farming business in Pomeroy, Iowa. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers to implement day-to-day investment decisions while providing written financial planning and educational resources.

Kate Juelfs is a financial advisor at Foster Group, INC. with 19 years of industry experience. She holds a Series 66 designation and has been with Foster Group in various roles since 2013. Prior to that, she worked at Investment Advisors Corp from 2007 to 2011. Foster Group, INC. advises individuals, including high-net-worth clients, corporate and institutional clients, and retirement plans. The firm manages approximately $4.78 billion across nearly 2,000 client relationships, offering investment supervisory services, financial planning, and qualified plan consulting with a long-term, asset-allocation-driven approach.

Angel Love is a financial advisor at Principal Advised Services in Des Moines, IA, holding Series 65 and Series 63 licenses with nine years of industry experience. Angel has worked with Principal Securities and Principal Life Insurance Company since 2017 and previously held roles at Inverness Technologies and Serco Inc. 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 combines third-party methodologies with proprietary models and is part of the Principal Financial Group family, which provides access to a broad range of affiliated financial products and services.

Justin Drake is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation with two years of industry experience. His work history includes roles at FBL Financial Services, FBL Marketing Services, FBL Financial Group, and HomeServices Lending. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, financial plans, retirement-plan services, and educational seminars, emphasizing individualized advice and utilizing a combination of strategic asset allocation and third-party discretionary managers for trade execution.

Chad Terry is a CFP® professional with 27 years of industry experience, currently affiliated with Nicolet Wealth Management in West Des Moines, IA. His prior roles include positions at Legacy Financial Group, Brokers International Financial Services, AMERIPRISE FINANCIAL SERVICES, and Blackrock Investments. Terry serves on the board of Revelton Distilling Company and Junior Achievement of Central Iowa. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm performs investment research and manager selection through an internal team and oversees plan implementation with discretionary fiduciary authority.

Andrew Endelman is a financial advisor with Independent Wealth Network, Inc., holding a Series 65 credential and over 10 years of industry experience. He previously worked at Investment Advisors Corp from 2013 to 2017 before joining Independent Wealth Network, where he has been since 2017. Outside of his advisory role, he serves as a board member of the Villas of Ashworth Glen Homeowners Association and owns a golf simulator business and commercial real estate holdings. Independent Wealth Network advises individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, providing wealth management, financial planning, and consulting services. The firm’s 30 investment adviser representatives oversee approximately $518 million in client assets and implement portfolio strategies using a combination of third-party managers, models, and discretionary authority.

Ryan Steffen is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Wells Fargo Advisors for five years and operated a sole proprietorship before joining Principal. Outside of his advisory role, Steffen was owner and operator of an e-commerce business selling items through Amazon. 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 called SimpleInvest. The firm integrates proprietary and third-party models and benefits from its membership in the Principal Financial Group family, which supports access to affiliated products and operational resources.

Bryan Hermosillo is a financial advisor at Principal Advised Services with two years of industry experience. He holds a Series 66 designation and previously worked at Bell Brothers Heating and Air Conditioning, Inc., Bank of America, and Wells Fargo Bank. 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 tools and proprietary models and operates as part of the Principal Financial Group, allowing access to affiliated products and services.

Nicholas Smith is a CFP® with 14 years of industry experience, currently serving as an Investment Adviser Representative at FBL Wealth Management, LLC in West Des Moines, IA. He has been involved with FBL Marketing Services, LLC and Farm Bureau since 2011. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily offers investment management through third-party portfolio managers and provides written financial planning and educational resources within a non-discretionary advisory framework.

Jeremy Vanderzyl is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, with three years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience with FBL Marketing Services and FBL Financial Group. Outside of advisory, he provides technical agricultural consulting on specialty crop production through Diamond Block Services and works as an insurance agent affiliated with Farm Bureau Financial Services. 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 via wrap-fee programs, financial planning, and non-fiduciary retirement services, emphasizing individualized advice and utilizing third-party discretionary managers for trading execution.

Matthew Moklestad is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has worked at Foster Group in various capacities since 2016 and previously held roles at Principal Funds Distributor, Inc. and Principal Financial Services. Foster Group, INC. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans through a team of 54 advisors. The firm employs a long-term, asset-allocation driven investment approach using diversified mutual funds, ETFs, independent managers, and institutional strategies, while offering tailored service tiers and leveraging digital platforms for portfolio management and estate planning.