Nicholas Tremain is a financial advisor with Principal Advised Services holding a Series 66 designation and two years of industry experience. His prior experience includes positions at Principal Life Insurance Company, Principal Financial Services, the Federal Deposit Insurance Corporation, and service in the United States Air Force. He also holds roles within Principal as a retirement consultant and assistant vice president for advice, education, and sales. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models and third-party methodologies and operates within the Principal Financial Group family, offering access to affiliated products and services.

Stacie Neussendorfer is a CFP® with 17 years of industry experience, currently serving as an advisor at Foster Group, INC. She has previously worked at Foreside Fund Services, LLC, Westwood Management Corp., and Mariner Wealth Advisors. Outside of her advisory role, she chairs the investment committee for Morning Star Lutheran Church Ministry, overseeing an endowed fund used for grants and scholarships. Foster Group, INC. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 relationships with a team of 54 advisors. The firm employs a long-term, asset-allocation driven investment approach with diversified exposure primarily to mutual funds and ETFs, and offers tiered service levels ranging from digital solutions for simpler accounts to bespoke wealth management services.

Koffigan Vonor is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and five years of industry experience. He has worked in various roles within Principal Financial Services and Principal Life Insurance Company since 2017 and previously held positions at Younkers and Infosys McCamish. In addition to his advisory duties, Vonor serves as a retirement consultant providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services primarily offers investment advice and related services to retirement plan participants and retail IRA clients, delivering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm utilizes a combination of third-party and proprietary models supported by affiliated entities within the Principal Financial Group.

Aaron Schomer is a CFP® with 22 years of industry experience. He is currently an advisor at Compound Planning, Inc. and previously worked at RSM US Wealth Management LLC for 18 years and Choreo, LLC for three years. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a blend of long-term strategies and tactical tools, including direct indexing and tax-loss harvesting, and maintains integrated corporate relationships through strategic partnerships.

Valerie Seidel is a CFP® professional with 20 years of experience, currently serving as an advisor at FBL Wealth Management, LLC in West Des Moines, IA. She has been associated with FBL Financial Group since 2006 and has worked with FBL Marketing Services for over 14 years. Valerie also holds a role as an insurance agent affiliated with Farm Bureau Life and Mountain West Farm Bureau Mutual Insurance, reflecting involvement in insurance-related activities. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers personalized financial planning and investment management through non-discretionary advisory relationships, emphasizing tailored strategies and employing third-party managers to execute discretionary trading where applicable.

Clay Peterson is a Series 66-credentialed advisor at FBL Wealth Management, LLC with eight years of industry experience. He previously worked at Edward Jones for eight years and at Fastenal Company for four years. In addition to his advisory role, Peterson is 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 through a primarily non-discretionary investment approach, relying on third-party portfolio managers and sub-advisers. The firm offers written financial planning, wrap-fee programs, and educational seminars while maintaining a relationship with FBL Financial Group and utilizing RBC clearing services.

Kent Kramer is a CFP® with 24 years of industry experience and is currently affiliated with Foster Group, INC. in West Des Moines, IA, where he has worked since 2013. His career has been largely with Foster Group, INC., including earlier periods in 2002 and from 2009 to 2016. Foster Group, INC. manages approximately $4.78 billion for individual, corporate, institutional, and retirement plan clients through a team of 54 advisors. The firm employs a long-term, asset-allocation-driven investment approach that emphasizes diversification using mutual funds, ETFs, independent managers, and institutional strategies, along with tiered service offerings tailored to different client needs.

Gerrit Vrieze is a financial advisor with Sowell Management in West Des Moines, IA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with Sowell Management since 2016 and previously with CONCERT Wealth Management, Inc. Gerrit serves as president of the Central Iowa Motorcycle Owner's Association, a nonprofit focused on motorcycle safety and riding. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a range of management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Paul Chapman is an investment adviser representative with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked with Equitrust Marketing Services LLC and Farm Bureau since 2004. Outside of advisory services, he is 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 primarily through third-party portfolio managers and sub-advisers. The firm offers written financial planning and emphasizes a non-discretionary investment approach alongside educational resources.

Kari Smith is a financial advisor at The Wealth Consulting Group with six years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including WCG Wealth Advisor, LLC and Cunningham Wealth Management, L.L.C. In addition to her advisory roles, she has been involved with Sisurx Corp since 2023. The Wealth Consulting Group is an SEC-registered firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing both active and passive investment strategies alongside proprietary algorithmic services and legal support resources.

Eli Ford is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 designations and having seven years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Farm Bureau Financial. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, delivering investment management through wrap-fee programs, financial plans, and educational seminars. The firm provides primarily non-discretionary advisory relationships while utilizing third-party managers for discretionary trading and is affiliated with FBL Financial Group and the Farm Bureau distribution network.

Jason Kreklow is a Series 66-licensed advisor with FBL Wealth Management, LLC in West Des Moines, IA. He has recent experience with FBL Marketing Services, LLC and FBL Financial Group, and previously worked at Airborne Athletics Inc for nine years. FBL Wealth Management serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, financial planning, and retirement-plan services, emphasizing individualized advice implemented primarily through third-party discretionary managers.

Caitlin Clemons is a financial advisor at Foster Group, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Foster Group, she held positions at Stifel, Nicolaus & Company, Charter Bank, and the University of Iowa. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and institutional strategies, and provides tiered service levels ranging from digital CoreWealth offerings to customized SelectWealth engagements.

Melissa Pflieger is a CFP® and Series 65 credentialed advisor at Foster Group, Inc. with three years of industry experience. Prior to her financial advisor roles, she worked for John Deere for 28 years. Foster Group, Inc. serves individuals, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm emphasizes a long-term, asset-allocation-driven investment approach using diversified mutual funds, ETFs, and institutional strategies, complemented by tiered service levels tailored to client needs.

Thomas Clark is a financial advisor with Sowell Management in West Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 57 years of industry experience, including roles at Sowell Financial Services, International Assets Advisory, and CONCERT Wealth Management. Clark is also the owner of Compensation Designs, a business providing employee benefit and non-qualified programs for corporate clients, a role he has held since 1986. Additionally, he serves as a senior advisor assisting employers with tax credit applications and acts as an executor/trustee for a relative’s estate. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management and financial planning services. The firm’s investment approach includes strategic and tactical allocation, individual equity selection, customized portfolios, and model portfolios developed in partnership with firms like Goldman Sachs, Affinity, and Rayliant.

Jonah Dejung is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at BMO Bank and Rhino Technology. Principal Advised Services primarily provides investment advice and services 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 integrates proprietary models and third-party tools, leveraging its affiliation with Principal Financial Group to access proprietary products and maintain oversight through governance committees and dedicated supervision.

Kendon Perry is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Farm Bureau Financial Services and FBL Marketing Services since 2001. Perry is also involved in managing a family-owned LLC and operates a business under Kendon H Perry and Associates. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs and written financial planning. The firm primarily uses third-party portfolio managers and maintains a non-discretionary advisory model, with a focus on educational resources and a connection to the Farm Bureau brand.

Shelly Burroughs is a Series 66-licensed financial advisor with 18 years of industry experience. She is currently with FBL Wealth Management, LLC and has prior work history with Farm Bureau Financial Services and FBL Marketing Services. Outside of her advisory role, she also works as a sales representative for LegalShield. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities, delivering investment management primarily through wrap-fee programs and written financial planning. The firm operates largely on a non-discretionary basis, utilizing third-party portfolio managers and sub-advisers to implement investment decisions.

Hong Chang is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with FBL Wealth Management, LLC and previously worked at Bank of America and Merrill. Chang also serves as an adjunct professor at the University of Wisconsin, Milwaukee, teaching engineering materials. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management primarily through non-discretionary advisory relationships supported by third-party discretionary managers, emphasizing individualized advice and a combination of strategic and tactical asset allocation.

Steven Lorenzen is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His career includes roles at Hallmark Financial Services and Farm Bureau Financial Services before joining FBL Wealth Management. 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 offers written financial planning alongside educational seminars and newsletters.