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.

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.

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.

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.

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.

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.

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.

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.

Marlene Dixon is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked extensively within the Principal organization since 2010, including roles at Principal Securities Inc. and Principal Life Insurance Company. Dixon serves as a board member for Six Degrees of Separation, a nonprofit organization based in Des Moines. 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 consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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.

David Hefner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network for 17 years before joining Raymond James in 2026. Hefner is also the owner and board member of Hefner Financial, Inc., a wealth management firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a large network of advisors through various advisory programs.

Jared Sutton is a CFP® and CFA® with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Des Moines, IA. His prior roles include positions at VOYA Financial Advisors and leadership in multiple business ventures, including insurance, financial services, and online certification companies. He is also involved with the Disque Foundation, a nonprofit focused on technology training. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to unaffiliated managers, with flexibility in implementation across various platforms and custody arrangements.

Roger Jones is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. His career includes roles at UBS Financial Services and Piper Sandler & Co. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers diversified investment strategies and integrates technology tools to support advisors while maintaining a broad platform that includes insurance and banking partnerships.

Kevin Lehman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Edward Jones, Voya Financial Advisors, and Securities America. He serves as a board member of the Ankeny Instrumental Music Foundation and owns KJL Capital LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management platforms and proprietary as well as third-party strategies.

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.

Stephen Canakes is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, with 44 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and also provides financial services through Key Financial Services, where he assists clients with transferring assets into trusts. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting a network of over 10,000 advisors and approximately 800,000 clients.

Benjamin Pearson is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Todd Chambers is a financial advisor with OSAIC holding a Series 66 designation and 19 years of industry experience. He has previously worked at SagePoint Financial and Woodbury Financial, Inc., and is the owner of an insurance agency. Chambers serves as a volunteer board member for Knoxville Hospital and Clinics and is a board member of Pine Knolls Golf Club. OSAIC Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managed accounts to construct portfolios that may include various asset classes.

Michael Oetken is a financial advisor with Cambridge Investment Research Advisors in West Des Moines, IA. He holds a Series 66 designation and has 10 years of industry experience. Prior to his current role since 2018, he worked at Broker Dealer Financial Services Corp. from 2015 to 2018. Oetken is also involved with Capital Financial Planning as an independent insurance agent and advisory representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment approaches, including proprietary models and third-party strategies, tailored by independent financial professionals to client objectives.

Geoffrey Ingram is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, holding Series 63 and Series 66 licenses and possessing 50 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and operates Ingram Insurance, an independent insurance agency. Additionally, he owns a tax preparation service, Geoffrey Ingram Tax Service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.