Caleb Brown is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Foster Group, INC. in West Des Moines, IA. He has been with Foster Group since 2014 through its various entities and holds Series 63 and Series 65 licenses. 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 employs a long-term, asset-allocation driven investment approach focused on diversified mutual funds and ETFs, and offers tiered service models ranging from digital CoreWealth accounts to bespoke SelectWealth engagements.

Isaac Franks is a CFP® with four years of industry experience, currently serving as a financial advisor at Compound Planning, Inc. Prior to this, he held roles at Choreo, LLC and Ameriprise. Outside of his advisory work, he is the owner of Pots3D, a business unrelated to investment activities. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers Direct Investment Management and a Turnkey Asset Management Program with access to in-house and third-party investment models, combining long-term buy-and-hold strategies with tactical tools to tailor risk-based allocations to client goals.

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 four years of industry experience. He is currently with Mutual of Omaha Investor Services, Inc. and also holds a role as an insurance agent specializing in life, health, and annuities. His prior experience includes positions at MWA Financial Services, Modern Woodmen of America, Duncan Aviation, and FedEx Ground. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed solutions and third-party money manager relationships. The firm offers various managed account programs and retirement plan consulting, operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Daniel Hawthorne is a financial advisor at Foster Group, Inc. in West Des Moines, IA, holding the CFP® designation and a Series 65 license with five years of industry experience. He served in the United States Air Force from 2014 to 2021 before joining Foster Group, where he has worked since 2021. 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’s investment strategy is long-term and asset-allocation driven, utilizing diversified mutual funds, ETFs, and independent managers, with a range of service tiers tailored to client complexity.

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 the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Manning & Napier Advisors, LLC and Rainier Investment Management. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management through wrap-fee programs, written financial plans, and non-fiduciary retirement-plan services. The firm emphasizes individualized advice with a non-discretionary approach to client accounts, utilizing third-party sub-advisers or overlay managers for discretionary trading.

Isabel Mc Millen is a CFP® and Series 65-licensed advisor at Foster Group, Inc. with four years of industry experience. She previously worked at Iron Horse Wealth Management and has held roles outside of finance, including at Hibbett Sports and Panorama National Golf Course. Isabel also has a six-year background connected to Loras College. 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 employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, combining this with a digitally-led platform for varying client needs.

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 with Integrity Advisory Solutions, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior roles include positions at Legacy Bridge Private Family Offices and Principal Financial Group. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors, managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing various investment approaches and third-party platforms to provide tailored client solutions.

Jonathan Evans is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Foster Group, Inc. since 2012, including eight years in his current role. Foster Group, Inc. serves individuals, corporate and institutional clients, and retirement plans, 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 mutual fund and ETF exposure, and offers tiered service levels including CoreWealth, SignatureWealth, and SelectWealth.

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.

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.

Chase De Filippo is an investment adviser representative at FBL Wealth Management, LLC with one year of industry experience. He holds the Series 63 and Series 65 registrations and has professional experience with FBL Financial Group and Oklahoma Farm Bureau Mutual Insurance Companies. De Filippo is also actively involved in insurance sales through his work with Farm Bureau Life and its affiliates. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm delivers investment management primarily through wrap-fee programs, written financial plans, and third-party discretionary managers while emphasizing individualized, non-discretionary advice tailored to clients’ objectives and risk tolerances.

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.