Christopher Kobes is a financial advisor with Beacon Capital Management, Inc. holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Sammons Financial Network, Midland National Life Insurance Company, Avantax Investment Services, ProEquities, and Honkamp Krueger Financial Services. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, utilizing data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Benjamin Houdek is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at FBL Financial Group and Solid Rock Financial Group. Outside of his advisory work, Houdek instructs a sales management course at the University of Mary and serves as head soccer coach at St. Mary’s Central High School. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers investment management through wrap-fee programs, financial planning, and educational seminars, emphasizing individualized, non-discretionary advice implemented via third-party sub-advisers or overlay managers.

Cole Metzler is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and two years of industry experience. He has held various roles within the Principal Financial Group, including positions at Principal Life Insurance Company, Principal Bank, and Principal Financial Services. 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 investment management program called SimpleInvest. The firm integrates proprietary models with third-party tools and operates as part of the Principal Financial Group family, enabling access to affiliated products and resources.

Augustus Hanson is an Investment Adviser Representative at FBL Wealth Management, LLC with a Series 66 designation. He has been associated with FBL Financial Group and related entities since 2024. Prior to his current role, he had experience in education within the Helena School District and worked in property maintenance. Hanson is also licensed as an insurance agent with Farm Bureau Life and affiliated companies. 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, utilizing third-party portfolio managers and providing written financial planning along with educational resources.

Patrick Jackson is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at FBL Financial Group, Tenaska Inc., and service in the US Army and Army Reserve. Outside of advising, he serves as a council member for the City of Lehigh and is involved in farming and ranching operations. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, and charitable organizations, focusing on investment management through wrap-fee programs and written financial planning. The firm primarily uses third-party portfolio managers and operates a mostly non-discretionary advisory model.

Nathan Buckallew is a financial advisor at Foster Group, Inc. with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merkle Retirement Planning and Northwestern Mutual. Outside of his advisory role, Buckallew serves as the head baseball coach for Johnston High School. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans through a team of 54 advisors. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, offering tiered client services ranging from digital CoreWealth solutions to more customized SelectWealth engagements.

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, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles with Principal Financial Services, Principal Life Insurance Company, Caesars Entertainment, and Northwestern Mutual. He also serves as a Retirement Consultant, providing retirement plan participants with one-on-one investment advice regarding their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides non-discretionary recommendations and a discretionary investment management program, combining third-party and proprietary models, and operates as part of the Principal Financial Group family with integrated 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® with 11 years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has been with Foster Group since 2014, including prior roles within the same firm. Foster Group, INC. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation driven investment strategy focused on diversified mutual funds and ETFs, offering tiered service levels from digitally-led CoreWealth solutions to tailored 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 CFP® and Series 65 registered advisor with Foster Group, Inc. in Urbandale, IA, where he has worked since 2021. He has five years of industry experience, including four years of service in the United States Air Force. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 clients, serving individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach, emphasizing diversified mutual funds, ETFs, and independent managers, while offering tiered service levels 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 with four years of industry experience. She has worked at Foster Group, Inc. since 2025 and previously spent three years at Iron Horse Wealth Management. Isabel’s background also includes roles in education and retail. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals, institutional clients, and retirement plans. The firm employs a long-term, asset-allocation investment approach with diversified mutual fund and ETF exposure, offering tailored service tiers and leveraging digital platforms for portfolio management and estate planning.

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.