Ashley Maher Widen is a CFP® and ChFC® with 21 years of industry experience. She currently works at Foster Group, INC. and previously held roles at Principal Securities Inc., Principal Life Insurance Co., Prudential Insurance Company of America, and Principal Financial. Outside of her advisory work, she is the founder of The Travelista Collective, a travel community for women where she organizes group trips as a travel advisor. Foster Group, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset allocation-driven investment approach focused on diversified mutual fund and ETF exposure, with tailored service tiers and the use of independent and institutional fund managers.

John Davies is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Foster Group, Inc. in Urbandale, IA. Prior to joining Foster Group, he worked at RSM US LLP for seven years. Foster Group, Inc. advises individuals—including high-net-worth clients—corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation driven investment approach focused on diversified exposure to mutual funds and ETFs, and offers tiered service levels combined with digitally enhanced tools for portfolio and estate planning.

Aaron Hawks is a financial advisor with Royal Fund Management, LLC, holding a Series 65 credential and nine years of industry experience. He has been with Royal Fund Management since 2015 and also serves as president of Hawks Insurance Inc., where he works as an insurance agent for life and health products. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm uses a combination of fundamental, technical, and cyclical analysis to implement investment strategies tailored to clients’ risk tolerances and offers unique options such as access to select non-traded REITs and an options-writing overlay.

Michael Westphal is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Foster Group, Inc. He has previously worked at PMA Financial Network, LLC and Miles Capital, Inc. since beginning his career. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individual, corporate, institutional, and retirement plan clients. The firm employs a long-term, asset-allocation-driven investment approach, utilizing diversified mutual funds, ETFs, and independent managers while offering tailored service tiers and digital tools for wealth management.

Justin James is a CFP® and ChFC® with six years of industry experience. He is currently with Foster Group, Inc. and has previous experience at Cambridge Investment Research Advisors and Mutual Securities, Inc. Outside of his financial advisory work, James owns and operates a wedding photography business and an eCommerce venture. Foster Group, Inc. serves individuals, including high-net-worth clients, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation-driven investment approach with diversified mutual fund and ETF exposure and offers tiered client service models ranging from digitally-led CoreWealth to more personalized SelectWealth engagements.

Kevin Foland is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has worked with FBL Marketing Serv since 2017 and has been affiliated with Farm Bureau Financial Services since 2015. Outside of his advisory role, he owns Kevin Foland Agency, Inc., a non-investment-related business. FBL Wealth Management serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, written financial plans, and non-fiduciary retirement plan services, often using third-party sub-advisers or overlay managers for discretionary trading while maintaining primarily non-discretionary advisor-level relationships.

Jacob Kinnetz is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Foster Group, Inc. since 2021 and previously held roles at Greater Midwest Financial Group, TrueNorth Companies, and Mutual of Omaha. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm uses a long-term, asset-allocation driven investment approach with diversified mutual fund and ETF exposure, combining digital tools with tailored service tiers for clients of varying complexity.

Timothy Dawson is a financial advisor with Wedbush Securities Inc. in Waukee, IA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 26 years with Wedbush Morgan Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, alongside portfolio management tailored to client objectives and risk tolerances.

Le Roy Kreutzer is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His career includes roles at FBL Marketing Services LLC, Farm Bureau Financial Services, and Farmers Insurance Group. Kreutzer is involved in investment advisory and financial planning services through his position at FBL Wealth Management. 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 primarily through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized advice and a mix of strategic and tactical asset allocation implemented via third-party discretionary managers.

Lindsey Oneil is a CFP® and holds a Series 65 license, with eight years of experience in financial services. She is currently with Compound Planning, Inc., where she has worked since 2025, following seven years at Choreo, LLC and three years at RSM US LLP. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm uses risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Andrew Kleis is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with Arete Wealth Management LLC and Insight Wealth Group since 2012. Outside of his advisory role, Kleis is a partner in a tax preparation service, Insight Tax & Financial Services LLC, and serves as secretary and treasurer for a homeowners association. 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 manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and third-party managers in its offerings.

Lance Wright is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of experience in the industry. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Titan Machinery and Midstates Bank and has experience in various other fields including retail and public service. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and Pershing. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Laura Emery is a financial advisor at Arete Wealth Advisors, LLC in West Des Moines, IA, holding the ChFC® and Series 63 designations with four years of industry experience. She previously worked at FBL Marketing Service, LLC and FBL Financial Group from 2022 to 2024, and at Heartland Financial USA, Inc. from 2021 to 2022. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs both advisor-driven and proprietary rule-based model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Christopher Tolman is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at FBL Wealth Management, LLC and has previously spent a decade at TIAA-CREF. Tolman is also affiliated with Farm Bureau Life and Affiliates in a non-investment capacity. 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, emphasizing individualized, non-discretionary advice implemented via third-party discretionary managers.

Holly Dusheck is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation. She has experience at FBL Financial Group and Principal Financial Group, among other roles, with a total industry experience beginning in 2024. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm provides investment management primarily through third-party portfolio managers and offers written financial planning along with educational seminars and newsletters.

Eliott Milakovich is a financial advisor at FBL Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at FBL Marketing Services, LLC and FBL Financial Group since 2017. 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 through wrap-fee programs, financial plans, and educational seminars, emphasizing individualized advice and employing a mix of asset allocation strategies alongside value-oriented selections and fundamental and technical analysis.

John Nelson is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services LLC and LPL Financial, LLC. Outside of advising, he is an owner of TM Ingersoll, LLC, a fractional ownership of a restaurant in Des Moines, Iowa. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Robert Annexstad is a financial advisor at Foster Group, Inc. with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at notable firms including Principal Life Insurance Company and Principal Securities Inc. His career also includes long tenure at D.M. Kelly & Company. Foster Group, Inc. advises individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation approach focused on diversified mutual funds and ETFs, offering tailored service tiers and utilizing third-party platforms to support client financial planning and investment management.

Cary Knudson is a financial advisor with FBL Wealth Management, LLC, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has worked at FBL Financial Group since 2024 and previously spent eight years with Farm Bureau Financial Services. Knudson is also involved with FBL Marketing Services. 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 offers financial planning through written deliverables and educational materials.

Mikeal Hodges is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with FBL Marketing Serv and Farm Bureau Financial Services since 1999 and 2000, respectively. Outside of advisory services, Hodges is involved in insurance sales through his own agency and co-manages a real estate LLC with his wife. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, providing investment management primarily through third-party portfolio managers and non-discretionary wrap-fee programs. The firm emphasizes written financial planning and educational resources while generally not accepting discretionary trading authority directly.