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.

Morgan Flax is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and six years of industry experience. His background includes roles at FBL Financial Group and Kansas State University, as well as service in the United States Marine Corps. Outside of advising, he is a co-owner of Sheepdog Brewing Company LLC, an apiary and meadery in Ness City, KS. 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 provides written financial planning along with educational resources.

Kristopher Mull is a Series 66-licensed financial advisor with FBL Wealth Management, LLC in West Des Moines, Iowa, bringing two years of industry experience. His prior work includes roles at FBL Financial Group and FBL Marketing Services, as well as positions in education and regional services. Outside of advising, he owns Kristopher Mull & Associates Inc, where he acts as an insurance agent for Mountain West Farm Bureau. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm employs a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers to implement client strategies while providing written financial planning and educational resources.

Daniel Hummel is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Equitrust Marketing Services LLC and Farm Bureau since 2010. Outside of advisory services, he is actively involved as an insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse range of clients, including individuals, high-net-worth families, and institutional entities, offering investment management through wrap-fee programs, financial planning, and educational seminars. The firm provides primarily non-discretionary advisory relationships, utilizing third-party sub-advisers for discretionary trading, and operates within the integrated distribution network of FBL Financial Group and Farm Bureau.

Thomas Phillips IV is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds Series 63, 65, and 66 designations and has one year of industry experience. His prior work includes seven years at WesleyLife and a year at Ramsey Village Retirement Community. 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 primarily through wrap-fee programs and written financial plans, emphasizing individualized advice and non-discretionary client relationships supported by third-party discretionary managers.

Jackson Krebs is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and one year of industry experience. His career includes roles at various Principal Financial Group entities, including Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc. Outside of his advisory work, Krebs manages an LLC named Lost In The Sauce, which he operated from 2021 to 2023. Principal Advised Services provides investment advice 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 integrates proprietary and third-party models, including Morningstar tools, and benefits from its affiliation with Principal Financial Group’s broader financial services entities.

Joseph Nielsen is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with FBL Financial Group since 2014 and is also involved in ranching operations, owning and managing cattle ranches in Utah. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, offering investment management primarily through third-party portfolio managers and written financial planning. The firm emphasizes a non-discretionary investment approach and provides educational resources alongside its advisory services.

Andrew Farmer is a CFP® with 13 years of industry experience, currently affiliated with Foster Group, INC. He has been with Foster Group since 2016. 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 investment approach primarily using low-cost mutual funds and ETFs, supplemented by technology platforms and independent manager allocations.

Matthew Boswell is a financial advisor at FBL Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked with FBL Marketing Services since 2011 and Farm Bureau since 2007. 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 implements investment strategies through a combination of strategic asset allocation, value-oriented selections, and fundamental and technical analysis, often utilizing third-party discretionary managers for trade execution.

Ethan Gascho is a CFP® professional with seven years of industry experience. He is currently with Foster Group, Inc., where he has worked since 2019. Prior to that, he spent five years at Sherpa Investment Management. 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 approach using primarily low-cost mutual funds and ETFs, supplemented by technology platforms and third-party services to support estate planning and retirement account management.

Peter Henderson is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at FBL Marketing Services, FBL Financial Group, and Mountain West Farm Bureau Mutual Insurance. Outside of financial services, he is a drummer in the band Strumbucket and coaches youth lacrosse in Jackson, WY. 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, written financial plans, and educational seminars, emphasizing individualized, non-discretionary advice implemented via third-party discretionary managers.

Carl Mccarthick is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with Farm Bureau Financial Services and FBL Marketing Services since 1996. Outside of his advisory role, he is involved in farming as a part-time owner. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily offers non-discretionary investment management through third-party portfolio managers and provides written financial planning, with a focus on educational resources and a relationship model tied to the Farm Bureau brand.

Izaak Dixon is a financial advisor at Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 designations with four years of industry experience. He has worked in multiple roles within the Principal Financial Group family since 2022 and previously spent time with the Iowa Department of Public Health and in academic positions. 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 third-party and proprietary models and benefits from operational ties to affiliated entities within the Principal Financial Group.

Colin Newell is an Investment Adviser Representative at FBL Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with FBL Financial Group and its affiliates since 2022. Outside of his advisory role, he volunteers as an offensive line coach for Ankeny High School football and is the owner of The Newell Agency, Inc., an insurance business. FBL Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, primarily through non-discretionary investment programs managed by third-party portfolio managers. The firm provides financial planning and educational resources while operating within a primarily non-discretionary structure and leveraging its affiliation with FBL Financial Group.

Cynthia Schulte is a ChFC® credentialed advisor with 37 years of industry experience, currently affiliated with FBL Wealth Management, LLC in West Des Moines, IA. She has been with Farm Bureau Financial Services since 1994 and also has a longstanding role with FBL Marketing Services since 1988. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm delivers investment management primarily through third-party portfolio managers and offers written financial planning, operating mainly on a non-discretionary basis with an emphasis on educational resources.

Colleen Claude is a financial advisor at Foster Group, Inc. with 12 years of industry experience. She holds the Series 66 credential and previously worked at RBC Capital Markets for seven years before joining Foster Group in 2021. Outside of financial advising, she is registered as an independent consultant with Mary Kay Cosmetics. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm offers a range of service tracks and employs a long-term, asset-allocation investment strategy primarily using low-cost mutual funds and ETFs, supplemented by technology and third-party platforms.

Tyler Coder is a CFP®, PFS™, and Series 65-licensed advisor at Compound Planning, Inc. with four years of industry experience. Prior to joining Compound Planning, he worked at Choreo, LLC and RSM US Wealth Management 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 employs risk-based model allocations and combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Nicole Nee is a Series 65-registered advisor with Foster Group, INC. in Urbandale, Iowa, and has six years of industry experience. She previously worked at LMC Insurance & Risk Management for five years before joining Foster Group. Foster Group serves individual and institutional clients through tailored service tracks and employs a long-term, asset-allocation investment approach using primarily low-cost mutual funds and ETFs. The firm combines traditional portfolio management with technology platforms and offers comprehensive wealth management and qualified plan consulting.