Nathan Buckallew is a financial advisor at Foster Group, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Merkle Retirement Planning and Northwestern Mutual. Outside of his advisory work, Buckallew serves as the head baseball coach for the Johnston High School baseball team. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, providing services to individuals, corporate and institutional clients, and retirement plans. The firm follows a long-term, asset allocation-driven investment approach with diversified exposure to mutual funds and ETFs, offering tiered service levels and incorporating digital tools and third-party platforms.

Jennifer Schumann is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 and 65 licenses. She has 27 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since the early 2000s. 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’s advice combines third-party methodologies with proprietary models and benefits from integration within the Principal Financial Group family.

Troy Stone is a financial advisor at FBL Wealth Management, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses. His career includes work with FBL Financial Group since 2026 and a long affiliation with Farm Bureau from 2011 to 2026. 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, financial planning, and educational seminars, focusing on individualized, non-discretionary advice implemented with third-party sub-advisers and overlay managers.

Joshua Corbett is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at FBL Marketing Services, FBL Financial Group, Mel Hambelton Ford, and USD 357 Belle Plaine High School. Outside of advisory services, he is active as a full-time insurance sales associate with Farm Bureau Life and Farm Bureau Property and Casualty. 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, relying on third-party portfolio managers and sub-advisers, and provides written financial planning along with educational seminars and newsletters.

John Weiland is a financial advisor with Principal Advised Services in Des Moines, IA. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Principal Advised Services, he worked in various roles including at Caesars Entertainment and Northwestern Mutual. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group family, providing access to affiliated products and services.

Adam Carpenter is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Quantum Asset Management, Vestwell, and Transamerica Capital. Outside of CreativeOne, he is involved with Quantum Asset Management in a financial planning and client administration role. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Caleb Brown is a CFP® professional with 11 years of experience, currently serving at Foster Group, INC. since 2014 across various roles. He holds Series 63 and Series 65 licenses and is based in West Des Moines, IA. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers, and offers tiered service programs ranging from digitally-led options to customized wealth management.

Isaac Franks is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He is currently with Compound Planning, Inc. in Des Moines, IA, and previously worked at Choreo, LLC and Ameriprise. Outside of his advisory role, he owns Pots3D, a non-investment-related business. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional advisory services. The firm’s investment approach combines customized, risk-based model allocations with various strategies including low-cost ETFs, direct indexing, and alternatives, supported by a technology-driven platform and third-party partnerships.

Paul Espey is a CFP® professional with 21 years of industry experience, currently serving at Arete Wealth Advisors, LLC in West Des Moines, IA. He has worked with Arete Wealth Management and Arete Wealth Advisors since 2012. Outside of his advisory role, Espey is a partner and investment advisor at Silvercap Wealth Management, Inc., and is involved in tax preparation services through Silvercap Tax Services LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary model allocations, as well as third-party sub-advisers and due diligence processes.

Aaron Farver is a Series 66-licensed financial advisor with Mutual of Omaha Investor Services, Inc., based in Clive, IA, with three years of industry experience. Prior to joining Mutual of Omaha, he worked at MWA Financial Services and Modern Woodmen of America. He is also licensed as an insurance agent, focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and managed account solutions through its network of Investment Advisor Representatives.

Daniel Hawthorne is a CFP®-certified financial advisor at Foster Group, Inc. in West Des Moines, IA, with five years of industry experience. He served in the United States Air Force from 2014 to 2021 before joining Foster Group. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, institutional clients, and retirement plans. The firm offers tiered service programs ranging from digitally-led options to fully customized wealth management, employing a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Paul Soderlund is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 license, with 14 years of industry experience. He has worked with Farm Bureau Financial Services since 2016 and FBL Marketing Services since 2015. 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 uses a combination of strategic and tactical asset allocation, value-oriented selections, and both fundamental and technical analysis, often implementing client strategies through third-party discretionary managers.

Mark Wolff is a financial advisor at FBL Wealth Management, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Manning & Napier Advisors, LLC and Rainier Investment Management. 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, financial plans, and educational seminars, emphasizing individualized advice and a mix of strategic and tactical asset allocation implemented primarily through third-party discretionary managers.

Isabel Mc Millen is a CFP® with three years of industry experience, currently serving as a financial advisor at Foster Group, Inc. She previously worked at Iron Horse Wealth Management and has experience in both financial services and other sectors, including education and retail. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, institutional clients, and retirement plans. The firm offers tiered service programs and employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory.

Carter Davis is a financial advisor at Principal Advised Services in Des Moines, IA, holding the Series 66 designation with one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc., as well as positions in education and distribution sectors. He currently serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is affiliated with Principal Financial Group, which provides access to a broad range of proprietary products and integrated operational support.

Suzanne Stewart is a financial advisor at Integrity Advisory Solutions with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Legacy Bridge Private Family Offices and Principal Financial Group. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of independent advisors managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement-plan consulting, and utilizes a range of asset allocation strategies and third-party platforms to support its clients.

Jonathan Evans is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Foster Group, Inc. since 2012, currently working at their West Des Moines, IA office. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers, and offers tiered service programs tailored to client needs.

Jesse Froning is a financial advisor at Principal Advised Services with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various Principal affiliates since 2007, including Principal Financial Services and Principal Life Insurance Company. 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 within the Principal Financial Group family, providing access to affiliated products and integrated services.

Todd Asper is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and one year of industry experience. He has worked at Avantax Planning Partners since 2024 and has prior experience at Welgaard CPAs & Advisors and TJS CPAs. Outside of his advisory role, he is involved in a family partnership that holds passive investments and provides tax preparation services through Welgaard CPAs & Advisors. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm serves individuals, pension plans, charitable organizations, and businesses, offering tax-intelligent investment strategies and oversight by an investment advisory committee.

Kellan Jordan is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 license, with 11 years of industry experience. He has previously worked at Saybrus Equity Services, Inc., Farmers Financial Solutions, and Farmers Insurance. Jordan is also an owner and partner of Jordan Stores, LLC, an umbrella company for several non-investment-related businesses. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily offers investment management through wrap-fee programs and written financial planning, relying on third-party portfolio managers and sub-advisers for discretionary trading.