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Zachary D

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

Zachary Dalluge is a CFP® and Series 65-licensed advisor with eight years of industry experience, currently with Foster Group, Inc. He has worked at Foster Group since 2018, with prior experience at Principal Financial Group and service in the Iowa House of Representatives. Foster Group, Inc. advises individuals, 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 that emphasizes diversified exposure to mutual funds, ETFs, and independent managers, while offering tiered service levels ranging from digitally led to bespoke wealth management.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Barry W

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Barry Waugh is a financial advisor at FBL Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Cambridge Investment Research and FBL Financial Group. Outside of his advisory role, he serves as a volunteer board member for Iowa Prep Baseball, where he helps prepare athletes for high school baseball. 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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Gregory C

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Gregory Clark is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Gallagher, FBL Financial Group, and FBL Marketing Services. Outside of advisory work, he is involved with Fitness Installation Inc., where he installs gym floors. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates a mainly non-discretionary advisory model.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Michael S

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Michael Smith is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Farm Bureau Financial Services and FBL Marketing Services since 2002. 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 offering written financial planning and educational resources.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Connor H

Series 65

Urbandale, IA

Foster Group, INC.

Connor Hoeft is a financial advisor at Foster Group, Inc. with a Series 65 designation and one year of experience in the industry. Prior to joining Foster Group, he worked at Holmes Murphy and held roles at Sprout Social, the University of Iowa, Illini Suburban Asphalt Maintenance Inc., Genoa Pizza, and Marmion Academy. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals, corporate and institutional clients, and retirement plans. The firm follows a long-term, asset-allocation-driven investment approach with diversified mutual fund and ETF exposure, and it provides tailored service tiers alongside technologically enabled platforms for account management and estate planning.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Matthew A

CFP®, Series 63, Series 65

Urbandale, IA

Foster Group, INC.

Matthew Abels is a financial advisor at Foster Group, Inc. with 16 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Foster Group, he worked at Packerland Brokerage Services, Inc. Additionally, he serves as a director of an independent hog management business. Foster Group advises individuals, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion in assets. The firm employs a long-term, asset-allocation driven investment approach, offering service tiers ranging from digitally-led CoreWealth to bespoke SelectWealth engagements.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Brandon A

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Brandon Avery is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been affiliated with Equitrust Marketing Services LLC since 2011 and Farm Bureau since 2010. Outside of advisory services, he operates the Brandon Avery Agency, Inc., an insurance sales business. FBL Wealth Management serves a diverse range of clients, including individual investors, retirement plans, trusts, and charitable organizations, offering investment management primarily through third-party portfolio managers and written financial planning. The firm’s model emphasizes a non-discretionary approach and provides educational resources alongside its advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Kyle E

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Kyle Emrick is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 license. He has eight years of industry experience and has been affiliated with various entities within the FBL Financial Group since 2018. FBL Wealth Management serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized advice through non-discretionary relationships, leveraging third-party sub-advisers for discretionary trading, and offers services such as investment management, financial planning, and educational seminars.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Eric T

CFP®, ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Eric Tegrootenhuis is a CFP® and ChFC® with 38 years of industry experience, currently serving at FBL Wealth Management, LLC in West Des Moines, IA. He has a long tenure with Farm Bureau Insurance and FBL Marketing Services, alongside a 34-year career at West Lyon School. Outside of his advisory role, he owns and operates a hog farm in Sioux County, Iowa. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities, providing investment management primarily through wrap-fee programs and written financial planning. The firm uses a network of Investment Adviser Representatives and relies on third-party portfolio managers for day-to-day investment decisions, typically operating on a non-discretionary basis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Andrew M

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

Andrew Mullan is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Foster Group, Inc. since 2018, following seven years at Gannon Real Estate. Foster Group, Inc. serves individual, corporate, and institutional clients, including high-net-worth individuals, managing approximately $4.78 billion across nearly 2,000 client relationships with a team of 54 advisors. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds and ETFs, offering tiered service levels and digital tools to support financial planning and portfolio management.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Chad C

Series 63, Series 66, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Chad Christensen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been associated with FBL Marketing Services and Farm Bureau Financial Services since 2013. Christensen also works as a full-time insurance agent affiliated with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individuals, high-net-worth, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, financial planning, non-fiduciary retirement-plan services, and educational seminars, emphasizing individualized advice and a combination of strategic and tactical investment approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Timothy M

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Timothy Mars is a financial advisor at FBL Wealth Management, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with Farm Bureau and FBL Marketing Services since 2015. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, written financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates with a non-discretionary structure, emphasizing client-directed investment decisions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Wayne B

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Wayne Burkhart is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Equitrust Marketing Services LLC and Farm Bureau since 2011. Burkhart is also a full-time insurance agent affiliated with Farm Bureau Life and Property and Casualty. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, written financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates with a non-discretionary structure, emphasizing client-directed investment decisions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Adam W

ChFC®, Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Adam Weibel is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at Charles Schwab & Co. and TD Ameritrade. Outside of his advisory work, he serves as vice president of a local Business Networking International chapter, overseeing new member approvals. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, and nonprofits, offering investment management through various program arrangements. The firm focuses on individualized, primarily non-discretionary advice while utilizing third-party managers for discretionary execution.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Kent G

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Kent Gethmann is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Security Bank, Farmers Trust & Savings Bank, and Mesirow Financial, Inc. He is also a full-time insurance agent affiliated with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, financial planning, and educational resources. The firm primarily uses third-party portfolio managers for day-to-day investment decisions and operates a mainly non-discretionary advisory model.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Chad T

CFP®, Series 63

Des Moines, IA

Mariner Independent

Chad Tramp is a CFP® with 23 years of experience in the financial services industry. He is currently affiliated with Mariner Independent and has held roles at RSM US Wealth Management, Choreo Advisors, and others. He serves as president of a single-family office, DVMFO LLC, where he manages family office activities including investment allocation, estate planning, and tax planning. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of portfolio management options and retirement plan services, supported by institutional resources and affiliated entities.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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Matthew B

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Matthew Brunson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with FBL Financial Group since 2023 and previously with Farm Bureau Financial Services and FBL Marketing Services. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth clients, and institutions, providing investment management through wrap-fee programs and written financial plans. The firm emphasizes individualized advice and relies on third-party sub-advisers for discretionary account management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Russell K

Series 63, Series 66

Grimes, IA

Independent Wealth Network, Inc.

Russell Kramer is a financial advisor with Independent Wealth Network, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Broker Dealer Financial Services Corp. for 13 years and has been with K&S Financial Services for over two decades. Outside of his advisory role, he serves on the finance committee of the Dallas Center Education Foundation and owns a futures trading business focused on hedging for corn and soybean producers. Independent Wealth Network, Inc. provides advisory services to a broad range of clients including individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a variety of investment strategies, including discretionary portfolio management and uses both fundamental and technical analysis tailored to client goals and risk tolerances.

Options & derivatives strategies
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William S

CFP®, Series 63

Waukee, IA

Steele Capital Management, Inc.

William Streff is a CFP® with 17 years of industry experience. He is currently with Steele Capital Management, Inc., where he has worked since 2026. Prior to this, he was with Streff Wealth Management for eight years and Iron Horse Wealth Management for five years. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on low-fee, tax-advantaged, and passive investments, along with selective active management.

General retirement planning Social Security optimization Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ashlee V

CFP®

Urbandale, IA

Foster Group, INC.

Ashlee Vieregger is a CFP® professional at Foster Group, Inc. with five years of industry experience. She previously worked at Bankers Trust Company and Moneta Group Investment Advisors, LLC. Ashlee has been with Foster Group since 2021. Foster Group, Inc. serves individual, corporate, institutional, and retirement plan clients, managing approximately $4.78 billion across nearly 2,000 relationships through a team of 54 advisors. The firm employs a long-term, asset-allocation driven investment approach focused on diversified mutual funds and ETFs, offering tiered service levels and utilizing digital platforms for portfolio and estate planning management.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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