Thomas Phillips IV is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds Series 63, 65, and 66 designations and has one year of industry experience. His prior work includes seven years at WesleyLife and a year at Ramsey Village Retirement Community. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers investment management primarily through wrap-fee programs and written financial plans, emphasizing individualized advice and non-discretionary client relationships supported by third-party discretionary managers.

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 affiliated with Foster Group, INC. He has been with Foster Group since 2016. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach primarily using low-cost mutual funds and ETFs, supplemented by technology platforms and independent manager allocations.

Matthew Boswell is a financial advisor at FBL Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked with FBL Marketing Services since 2011 and Farm Bureau since 2007. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm focuses on individualized advice and implements investment strategies through a combination of strategic asset allocation, value-oriented selections, and fundamental and technical analysis, often utilizing third-party discretionary managers for trade execution.

Ethan Gascho is a CFP® professional with seven years of industry experience. He is currently with Foster Group, Inc., where he has worked since 2019. Prior to that, he spent five years at Sherpa Investment Management. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach using primarily low-cost mutual funds and ETFs, supplemented by technology platforms and third-party services to support estate planning and retirement account management.

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 credential and previously worked at RBC Capital Markets for seven years before joining Foster Group in 2021. Outside of financial advising, she is registered as an independent consultant with Mary Kay Cosmetics. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm offers a range of service tracks and employs a long-term, asset-allocation investment strategy primarily using low-cost mutual funds and ETFs, supplemented by technology and third-party platforms.

Nicole Nee is a Series 65-registered advisor with Foster Group, INC. in Urbandale, Iowa, and has six years of industry experience. She previously worked at LMC Insurance & Risk Management for five years before joining Foster Group. Foster Group serves individual and institutional clients through tailored service tracks and employs a long-term, asset-allocation investment approach using primarily low-cost mutual funds and ETFs. The firm combines traditional portfolio management with technology platforms and offers comprehensive wealth management and qualified plan consulting.

Daniel Durant is a financial advisor at FBL Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FBL Financial Group and FBL Marketing Services since 2019, as well as previously at Plumbline Advisory Group and Harbour Investments Inc. Durant is based in West Des Moines, IA. 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 employs a non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers for day-to-day trading decisions.

Steve Raspotnik is an investment adviser representative at FBL Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He is also involved with Farm Bureau Life and Affiliates in an insurance-related capacity. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, and charitable organizations, providing investment management primarily through third-party portfolio managers and non-discretionary wrap-fee programs. The firm emphasizes written financial planning and educational resources while generally not accepting discretionary trading authority for client accounts.

Patrick Schoonhoven is a financial advisor at FBL Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining FBL Wealth Management, he worked at Edward Jones and Life Brokers Resource. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, offering investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized advice using strategic and tactical asset allocation and relies on third-party discretionary managers for trade execution.

Melanie Scott is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and having 23 years of industry experience. She has been affiliated with FBL Marketing Serv since 2016. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm emphasizes individualized advice without discretionary authority, implementing client strategies through third-party sub-advisers or overlay managers and offering investment management via wrap-fee programs, written financial plans, and educational seminars.

William Ayala III is a financial advisor at FBL Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Cornerstone Home Lending and Caliber Home Loans. Outside of his advisory role, he is an insurance agent affiliated with Farm Bureau Life and its related companies. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm delivers primarily non-discretionary advice and relies on third-party sub-advisers and overlay managers for discretionary trading, while leveraging its affiliation with FBL Financial Group and the Farm Bureau network.

Gary Carlson is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with Nations Financial Group since 2007. Carlson is also an independent insurance agent, selling fixed, life, and long-term care insurance products. Nations Financial Group serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of advisory services such as portfolio management, pension consulting, and model portfolios that use a variety of investment strategies across different risk profiles.

Kevin Lors is a CFP® professional with 13 years of industry experience. He has worked at Compound Planning, Inc. since 2025 and was previously with Choreo, LLC for 12 years. He is a 50% member of Northwater LLC and Northwater Development LLC, businesses involved in land development and property sales near Adel, Iowa. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm focuses on risk-based model allocations and combines long-term strategies with tactical approaches, including direct indexing and tax-loss harvesting.

Philip Hinrichs is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been affiliated with Equitrust Marketing Services LLC and Farm Bureau since 2004. Outside of his advisory role, Hinrichs serves on the board of Bricks & Co, a property and community development organization linked to a local hospital. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporations, providing investment management primarily through third-party portfolio managers and sub-advisers. The firm focuses on written financial planning and non-discretionary investment services, supported by educational seminars and newsletters.

John Sandels is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds a Series 66 designation and has one year of industry experience. Prior to joining FBL, he worked at Timberline Custom Ironworks and Colmen Alignment and Auto. 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 primarily through wrap-fee programs, written financial plans, and educational seminars, with a focus on individualized advice and the use of third-party managers for discretionary trading.