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.

Stacie Neussendorfer is a CFP® with 17 years of industry experience and has been with Foster Group, Inc. since 2018. Prior to joining Foster Group, she worked at Foreside Fund Services, LLC and Westwood Management Corp. She serves as Chair of the Investment Committee for Morning Star Lutheran Church, overseeing an endowed fund and coordinating grant and scholarship distributions. 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 and offers tiered service programs alongside institutional portfolio management and consulting.

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®-certified financial advisor with 22 years of industry experience. He is currently with Compound Planning, Inc. and previously worked at Choreo, LLC and RSM US Wealth Management LLC. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional plan advisory. The firm’s investment approach uses customized, risk-based model allocations and incorporates both in-house and third-party strategies including tax-aware direct indexing and alternative investments.

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, currently serving as a financial advisor at Foster Group, Inc. since 2013. He holds the Series 66 designation 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 and offers tiered individual service programs alongside institutional portfolio management.

Gerrit Vrieze is a financial advisor at Sowell Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sowell Management since 2016. Outside of his advisory role, Vrieze serves as president of the Central Iowa Motorcycle Owner’s Association, a nonprofit focused on motorcycle safety and riding. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm uses a multi-branch independent-contractor model and offers portfolio management, financial planning, retirement-plan advisory, and related consulting services across a range of investment styles and 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 credential. She has industry experience starting in 2023 and has held roles at Stifel, Nicolaus & Company, Charter Bank, and several other institutions prior to joining Foster Group. Foster Group, Inc. serves individual, corporate, and institutional clients, including high-net-worth individuals 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 strategy emphasizing diversified mutual funds and ETFs, combining digital tools with tailored service tiers.

Melissa Pflieger is a CFP® with two years of experience in financial advising. She is currently with Foster Group, Inc. and has prior work history including roles at Productive Resources, Mindlance Inc, Kelly Services, and a long tenure at John Deere. 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, using low-cost mutual funds, ETFs, and independent managers.

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 and has been with Sowell Financial Services since 2016. Clark is also the owner of Compensation Designs, LLC, where he provides employee benefit and non-qualified programs to corporate clients. Additionally, he serves as a senior advisor assisting employers with tax credit applications and acts as an executor and trustee for a relative's estate. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers investment management, financial planning, retirement-plan advisory, and consulting services, utilizing a range of investment styles and third-party sub-advisors.

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.