Kara Dorothy is a Series 66 licensed financial advisor at Mercer Global Advisors Inc. in West Des Moines, IA, with eight years of industry experience. Her prior roles include positions at Mission Wealth Management, Mariner Wealth Advisors, Neuberger Berman, and Mesirow Financial Investment Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services as well as financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a combination of low-cost ETFs, index funds, separate account managers, and specialized offerings.

Charlie Gipple is a financial advisor at Integrity Alliance, LLC with 18 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to joining Integrity Alliance in 2019, he worked at CG Financial Group, North American Life, and Partners Advantage Insurance. Outside of his advisory role, Gipple is the owner of CG Financial Group, a brokerage firm focused on educating insurance agents about life insurance and fixed annuity products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and retirement plan consulting through a network of independent advisers, utilizing a range of portfolio strategies and multiple custodial platforms.

Chinthalapalli Uma is a financial advisor with Principal Financial Services, holding a Series 66 designation and 10 years of industry experience. Prior to joining Principal in 2023, Uma worked for various firms including Cetera Adviser Networks LLC and First Allied Securities, INC. from 2015 to 2023. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s advisory services focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Bret Bell is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Integrity Alliance since 2018 and previously worked at Packerland Brokerage Services Inc. Bell also owns and operates Bell & Sons Inc., where he is involved in insurance sales, including fixed and indexed annuities, life, long-term care, and disability products. Integrity Alliance is a large advisory enterprise serving individual investors, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services through a network of over 300 independent advisers managing approximately $5.4 billion in assets.

Braden Dietz is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and one year of industry experience. His career includes roles at Principal Life Insurance Co, Principal Securities INC, and Princeville State Bank, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel outside the U.S. The firm offers various advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Lacey Hilton Loewe is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has worked with various Principal entities since 1998 and serves as a bank and trust officer supporting retirement plan account relationships. Outside of finance, she has been involved with Rock Bottom Restaurant and Brewery since 1998. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.

Blake Niehaus is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Principal Securities since 2016 and has been with Principal Life Insurance since 1998. Blake also serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third‑party money manager programs, employing both advisory and promoter arrangements to deliver tailored investment solutions.

Jennifer Friedman is a financial advisor at Creative Planning with 12 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Mesirow Financial, Usi, and Principal Life Insurance. Outside of her advisory role, she manages a residential leasing activity unrelated to investment business. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through more than 1,100 advisors.

Jeremy Trudeau is a financial advisor at Principal Financial Services with 22 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Co. since 2005. Outside of his advisory role, he coaches for Waukee JAM Basketball, a nonprofit basketball organization in Waukee, Iowa. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Philip Lockwood is a financial advisor with SPC in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of his advisory role, he volunteers as a basketball coach and skills trainer for youth teams in the West Des Moines area and serves as a divorce planning advisor, assisting individuals with asset division and financial planning during divorce. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary management and collaborating with third-party managers through a custodial platform.

Robert Mccoy is a financial advisor with Cetera Planning Partners in Ankeny, Iowa, holding a Series 63 designation and 27 years of industry experience. His prior experience includes roles at Avantax Investment Services, ProEquities, and managing his own firm, McCoy Investment Services. He serves as a trustee for an irrevocable life insurance trust and is a member of a condominium association board. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate-planning through third-party providers.

David Johnson is a CFP® and ChFC® with over 43 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has worked with New York Life and its related entities since 1982. Johnson also operates under the DBA Innovative Financial Solutions, brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and institutional clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kristine Tetmeyer is a Series 66 registered advisor with Principal Financial Services in Des Moines, Iowa. She has 27 years of industry experience and has been with Principal Financial Services and Principal Life Insurance Company since 1993. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Eric Russell is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2005. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Skyler Roorda is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Principal Securities, Inc. and Principal Life Insurance Company since 2016. Roorda serves as a board member of Beacon of Life, a nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Chad Oppedal is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 designations and has 24 years of industry experience. He has been associated with Princor Financial Services since 2001 and Principal Financial Group since 1999. Outside of his advisory work, he serves as a road manager and treasurer for nonprofit organizations, including the Carlisle Soccer Club and the Insurance Advertising Compliance Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and retirement consulting, with access to third-party money manager solutions under various advisory and promoter arrangements.

Sophia Sledge is a financial advisor with Eagle Strategies (NY Life) in Ankeny, IA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Eagle Strategies since 2024 and previously worked with New York Life Insurance Co and Nylife Securities LLC since 2015. Outside of her advisory role, she is employed by Old Navy LLC in a retail capacity. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through various programs and emphasizes tailored advice aligned with client objectives, managing the majority of its assets on a non-discretionary basis.

Aaron Gremler is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Brokers International Financial Services since 2022 and previously held roles at Brokers International and the University of Iowa. Outside of his advisory work, he serves on the board of Finworld, Inc., a cybersecurity solutions company, and is a partner in VJ Railroad, a real estate-related business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios with various asset allocation strategies.

Anna Hernandez is a financial advisor at Principal Financial Services with a Series 66 designation and no prior industry experience. Her work history includes roles at Principal Life Insurance Company and Smith + Co Financial. Before entering the financial industry, she was employed at Creighton University, Lourdes High School, and St John The Evangelist. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Cody Lawler is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with Principal Securities and Principal Life Insurance Company since 2008. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.