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Jason M

Series 65

Des Moines, IA

Principal Financial Services

Jason Masteller is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 65 designation and 19 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Co since 2007. Outside of his advisory work, he delivers food as a DoorDash driver. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Raymond B

Series 63

Des Moines, IA

Principal Financial Services

Raymond Bening is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 63 designation and 39 years of industry experience. He has been affiliated with Principal Life Insurance Company since 1998 and has managed his own Bening Financial Organization, Inc. since 1999. Outside of his advisory work, he serves as a volunteer board member for the Brenton Arboretum. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and military personnel. The firm emphasizes direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Scott M

Series 66

Des Moines, IA

Principal Financial Services

Scott Mead is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with Princor Financial Services and Principal Life Insurance since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Mark F

Series 66

Des Moines, IA

Principal Financial Services

Mark Feld is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 14 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Co. since 2015. Outside of his advisory role, Feld serves as Director of Academy for the Bondurant Soccer Club and coaches the U15 boys soccer team at Spring Creek FC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Andre R

Series 66

Des Moines, IA

Principal Financial Services

Andre Rethman is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 20 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2005. Principal Securities provides 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Dawn R

Series 66

Des Moines, IA

Principal Financial Services

Dawn Roach is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 26 years of industry experience. She has worked with Princor Financial Services Corporation and Principal Financial since 1999. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Candence B

Series 66

Des Moines, IA

Principal Financial Services

Candence Bidler Hurley is a financial advisor at Principal Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at Principal Securities since 2018 and Principal Life Insurance since 1994. Hurley serves as a director on the board of the Iowa Insurance and Financial Services Education Fund, an organization that awards scholarships to students studying financial services and insurance-related fields. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Retired Founder/Business Owner
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Tyler S

Series 66

Des Moines, IA

Principal Financial Services

Tyler Stevens is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. He has been associated with Principal Life Insurance Company and Princor Financial Services Corporation since 2011. Outside of his advisory work, he engages in aerial photography using a personal drone. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services encompass financial planning, retirement plan consulting, and access to third-party money manager solutions offered through direct advisory and promoter arrangements.

Retired Founder/Business Owner
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Lizbeth M

Series 63, Series 66

Des Moines, IA

Principal Financial Services

Lizbeth Mccall is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and having 16 years of industry experience. She has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. 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 offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by those third-party managers.

Retired Founder/Business Owner
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Matthew D

Series 63, Series 65

Des Moines, IA

Principal Financial Services

Matthew Darling is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and 65 credentials and bringing 25 years of industry experience. He has worked with Principal Life Insurance Company since 2002 and with Principal Securities Inc. since 2016. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Linda G

Series 63, Series 65

Des Moines, IA

Principal Financial Services

Linda Gustafson is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2007. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Marlene D

Series 65, Series 63

Des Moines, IA

Principal Financial Services

Marlene Dixon is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked primarily with Principal-affiliated firms since 2010. Dixon serves as a board member of Six Degrees of Separation, a nonprofit organization based in Des Moines, IA. 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 offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Jordan R

Series 66

Pleasant Hill, IA

Edward Jones

Jordan Ritland is a financial advisor at Edward Jones in Pleasant Hill, IA, holding a Series 66 designation. He has one year of industry experience, having previously worked at Zirous Inc and Iowa State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Luke B

CFP®, Series 66

Ankeny, IA

Edward Jones

Luke Boyd is a financial advisor with Edward Jones in Ankeny, IA, holding CFP® and Series 66 designations and eight years of industry experience. He previously worked at CO-OP Financial Services for two years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Mark E

Series 63, Series 66

Ankeny, IA

Edward Jones

Mark Ellison is a financial advisor at Edward Jones in Ankeny, IA, with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory role, he is involved in rental property ownership through MHN Properties in Bonita Springs, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and operates under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Jacob C

Series 66

Des Moines, IA

Fidelity

Jacob Chenchar is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2015. Prior to joining Fidelity Investments in 2025, he spent several years within the Fidelity organization in various roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on model portfolio delivery.

Charitable giving & philanthropy Active portfolio management
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Joshua K

Series 66

Ankeny, IA

LPL Enterprise

Joshua Klyn is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 credential and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles outside of finance, such as employment at Marcos Pizza. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to various investment programs, combining adviser-led services with the availability of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Roger R

Series 63, Series 66

Des Moines, IA

Equitable Advisors

Roger Ruden is a financial advisor with Equitable Advisors in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is involved in various outside insurance brokerage activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Savannah H

Series 66

Des Moines, IA

Ameriprise

Savannah Halva is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked in various roles including at The Cafe and Iowa State University. Outside of her advisory work, she is employed as a Support Advisor on the Sales & Advice Team at Integrity Point LLC. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with its financial advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kristy B

Series 63

Des Moines, IA

Ameriprise

Kristy Barzen is a financial advisor with Ameriprise in Des Moines, IA, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Outside of her advisory role, Barzen is involved in local business networking through the West Side Chamber of Commerce and co-owns several business entities related to managing her financial planning practice. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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