Andrew Mullan is a CFP® with eight years of industry experience, currently advising at Foster Group, INC. He has been with Foster Group in various capacities since 2018 and previously worked at Gannon Real Estate from 2011 to 2018. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm uses a long-term, asset-allocation approach focused on low-cost mutual funds and ETFs, supported by technology and third-party platforms to deliver tailored wealth management and plan services.

Chad Christensen is a financial advisor at FBL Wealth Management, LLC with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining FBL Wealth Management, he worked at Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation. Outside of his advisory role, Christensen is a full-time insurance agent affiliated with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized advice through non-discretionary advisory relationships supported by third-party discretionary sub-advisers and offers services such as investment management, financial planning, and educational seminars.

Timothy Mars is a financial advisor at FBL Wealth Management, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with Farm Bureau and FBL Marketing Services since 2015. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, written financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates with a non-discretionary structure, emphasizing client-directed investment decisions.

Wayne Burkhart is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Equitrust Marketing Services LLC and Farm Bureau since 2011. Burkhart is also 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 by providing investment management through wrap-fee programs, written financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates with a non-discretionary structure, emphasizing client-directed investment decisions.

Adam Roepsch is a financial advisor at Beacon Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Beacon Capital Management and Sammons Financial since 2021. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, trusts, and institutional clients. The firm employs mechanical, data-driven tactical allocation strategies primarily executed with ETFs and mutual funds.

Adam Weibel is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at Charles Schwab & Co. and TD Ameritrade. Outside of his advisory work, he serves as vice president of a local Business Networking International chapter, overseeing new member approvals. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, and nonprofits, offering investment management through various program arrangements. The firm focuses on individualized, primarily non-discretionary advice while utilizing third-party managers for discretionary execution.

Kent Gethmann is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Security Bank, Farmers Trust & Savings Bank, and Mesirow Financial, Inc. He is also 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 through wrap-fee programs, financial planning, and educational resources. The firm primarily uses third-party portfolio managers for day-to-day investment decisions and operates a mainly non-discretionary advisory model.

Jordan Miller is a Series 66-licensed advisor at FBL Wealth Management, LLC with less than one year of industry experience. His prior work includes roles at FBL Marketing Services, FBL Financial Group, Principal Securities, Principal Life Insurance, OnPoint Corporation, Dynamo Capital, and Plains Commerce Bank. 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 non-fiduciary retirement-plan services, emphasizing individualized advice implemented primarily via non-discretionary advisory relationships supported by third-party discretionary managers.

Chad Tramp is a CFP® with 23 years of experience in the financial services industry. He is currently affiliated with Mariner Independent and has held roles at RSM US Wealth Management, Choreo Advisors, and others. He serves as president of a single-family office, DVMFO LLC, where he manages family office activities including investment allocation, estate planning, and tax planning. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of portfolio management options and retirement plan services, supported by institutional resources and affiliated entities.

Matthew Brunson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with FBL Financial Group since 2023 and previously with Farm Bureau Financial Services and FBL Marketing Services. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth clients, and institutions, providing investment management through wrap-fee programs and written financial plans. The firm emphasizes individualized advice and relies on third-party sub-advisers for discretionary account management.

Russell Kramer is a financial advisor with Independent Wealth Network, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Broker Dealer Financial Services Corp. for 13 years and has been with K&S Financial Services for over two decades. Outside of his advisory role, he serves on the finance committee of the Dallas Center Education Foundation and owns a futures trading business focused on hedging for corn and soybean producers. Independent Wealth Network, Inc. provides advisory services to a broad range of clients including individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a variety of investment strategies, including discretionary portfolio management and uses both fundamental and technical analysis tailored to client goals and risk tolerances.

Michael Donnan is a financial advisor at Foster Group, Inc. in Urbandale, IA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Sound Income Strategies, Johnson Wealth & Income Management, and Osaic Wealth, Inc. He is also involved in fixed insurance sales through Trustworthy Financial, LLC. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation strategy focused on low-cost mutual funds and ETFs, supplemented by technology and third-party platforms to support comprehensive portfolio management.

William Streff is a CFP® with 17 years of industry experience. He is currently with Steele Capital Management, Inc., where he has worked since 2026. Prior to this, he was with Streff Wealth Management for eight years and Iron Horse Wealth Management for five years. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on low-fee, tax-advantaged, and passive investments, along with selective active management.

Ashlee Vieregger is a CFP® at Foster Group, Inc. in Urbandale, Iowa, with five years of industry experience. Prior to joining Foster Group, she worked at Bankers Trust Company and Moneta Group Investment Advisors, LLC. Foster Group serves individual and institutional clients, offering investment management, financial planning, and qualified plan consulting through multiple service tracks tailored to client needs. The firm employs a long-term, asset-allocation strategy primarily using low-cost mutual funds and ETFs, supported by technology platforms and independent manager allocations.

Joleen Scheer is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. She currently works at Compound Planning, Inc. and previously spent 12 years at RSM US Wealth Management LLC and three years at Choreo, LLC. 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 a mix of long-term buy-and-hold strategies and tactical tools, including direct indexing and tax-loss harvesting, supported by continuous monitoring and documented oversight.

Amy Gonder is a financial advisor with Foster Group, Inc. holding Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Foster Group in 2023, she worked at Northwestern Mutual Wealth Management Company and related entities. Outside of her advisory role, she owns Ollie and Co, a business focused on product creation and promotion, and is a fitness coach at CrossFit 50211. Foster Group serves individual and institutional clients, including high-net-worth individuals and trusts, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach using primarily low-cost mutual funds and ETFs, supported by technology platforms and third-party tools, while providing tiered, advisor-led wealth management services.

Robert Bowen is a financial advisor at FBL Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with FBL Financial Group since 1999. Outside of his advisory work, Bowen has a background in insurance sales through 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 through wrap-fee programs, financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates a mostly non-discretionary investment model.

Shanda Swinehart is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Her career includes roles at FBL Financial Group, Thrivent Financial, and State Farm. Outside of advising, she is involved in a family-owned retail auto parts business, Swinehart Automotive, Inc., where she assists with financial record keeping. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, and nonprofits, offering investment management through wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized advice and relies on third-party discretionary managers for trading execution while maintaining primarily non-discretionary advisor-level relationships.

Alex Perez Andrade is a financial advisor at Arete Wealth Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Principal Securities Inc., and Principal Life Insurance Company. 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 primarily manages assets on a discretionary basis using both advisor-driven and proprietary, rule-based model allocations, and it employs a comprehensive due-diligence process for recommended managers and private investments.

Douglas Holtmeier is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at LPL Financial for ten years before joining FBL Financial Group and its affiliated entities in 2021. Outside of his advisory role, Holtmeier is president of Wynk Boutique, a women’s clothing store, and serves as an independent basketball and football official at the high school and middle school levels. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, providing investment management primarily through wrap-fee programs and written financial plans. The firm emphasizes individualized advice with primarily non-discretionary client relationships, relying on third-party sub-advisers or overlay managers for discretionary trading.