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.

Patrick Owens is a financial advisor with Avantax Planning Partners, Inc. in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Iowa State Bank, and DV Financial. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral relationships with CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays.

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.

Zion Oromo is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Principal Financial Services and Principal Life Insurance Company, as well as experience outside the financial sector at Enterprise Holdings and Ellsworth Community College. At Principal Advised Services, he offers one-on-one investment advice to retirement plan participants. 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 multi-team structure affiliated with Principal Financial Group.

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.

Layne Monroe is a Series 66-licensed advisor at Integrity Advisory Solutions with 13 years of industry experience. He has held positions at several firms, including Brokers International Financial Services and Voya Financial Advisors. Outside of his advisory role, Monroe is a business development manager at Advantage Solutions, a food brokerage company. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a variety of investment approaches and third-party platforms to tailor portfolios and manage client assets.

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.

Andrew Osby is a ChFC® and Series 66 credentialed advisor with 26 years of experience in the financial services industry. He has worked at Integrity Advisory Solutions since 2025 and has held roles at Integrity Alliance/Brokers International Financial Services and Principal Life Insurance Company. Outside of his advisory work, he serves as Treasurer for the SE Polk Youth Tackle Football club in Pleasant Hill, IA. Integrity Advisory Solutions is a multi-team firm with approximately 100 independent advisors managing around $1.1 billion in client assets. The firm serves individuals, trusts, estates, and business clients, offering portfolio management, financial planning, retirement plan consulting, and sub-advisory services through a combination of fundamental and technical investment approaches.

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.

Jose Amaya Cisneros is a financial advisor at Integrity Advisory Solutions with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of Montreal, Bank of America, Merrill, and Integrity Alliance/Brokers International Financial Services. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and 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 model portfolio programs, utilizing both fundamental and technical analysis and multiple asset-allocation strategies.

Bryan Purdy is a financial advisor at Integrity Advisory Solutions with 12 years of industry experience. He holds a Series 65 designation and has worked at Integrity Alliance, LLC, Directed Services, LLC, and Voya. He serves as a committee member on the finance committee of Trinity United Methodist Church in Huxley, Iowa. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of asset allocation strategies and third-party platforms.

Jessica Facey is a financial advisor with Sowell Management, holding a Series 65 designation and beginning her advisory career in 2026. Prior to joining Sowell Management, she held roles in retail and education, including positions at Amazing Lash Studio, Ulta, Aerie, and Iowa Christian Academy. She also operates a business called Compensation Designs. Sowell Management is a fee-based registered investment adviser that serves individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm uses a multi-branch independent-contractor model with over 100 advisors and offers investment management, financial planning, retirement-plan advisory, and related consulting services.

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.

Michelle Stockman is a CFP® with 19 years of industry experience, currently serving at Integrity Advisory Solutions. She has held prior roles at Principal Securities, Principal Funds Distributor, Principal Asset Management, and D.M. Kelly & Company. Stockman is also an access person for Principal Global Investors and its affiliates. Integrity Advisory Solutions is a multi-team firm managing approximately $1.1 billion in client assets through a network of around 100 independent advisors. The firm serves individuals, trusts, estates, and corporations, offering portfolio management, financial planning, retirement plan consulting, and sub-advisory services with an emphasis on tailored investment strategies and integration of retirement-plan advisory capabilities.

Debra Straw is a financial advisor with Principal Financial Services based in Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. She has worked with Princor Financial Services Corp and Principal Life Insurance Company since 2006, and has been involved with T and R Lorimor Ltd since 1994. Outside of her advisory work, she serves as an assistant swim coach for the DSMY swim team and is a board member of the Waukee United Methodist Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Adam Shah is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is currently with Principal Financial Services and has previously worked at Wells Fargo in various investment and advisory roles. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions under multiple advisory and promoter arrangements.