Suzanne Stewart is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior roles include positions at Legacy Bridge Private Family Offices and Principal Financial Group. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors, managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing various investment approaches and third-party platforms to provide tailored client solutions.

Jonathan Evans is a CFP® with 18 years of industry experience and has been with Foster Group, Inc. since 2012. He holds the Series 65 designation and is based in Urbandale, Iowa. 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 emphasizes a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds and ETFs, offering segmented service tiers and leveraging digital tools and third-party platforms for comprehensive financial planning and management.

Kellan Jordan is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 license, with 11 years of industry experience. He has previously worked at Saybrus Equity Services, Inc., Farmers Financial Solutions, and Farmers Insurance. Jordan is also an owner and partner of Jordan Stores, LLC, an umbrella company for several non-investment-related businesses. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily offers investment management through wrap-fee programs and written financial planning, relying on third-party portfolio managers and sub-advisers for discretionary trading.

Chase De Filippo is an investment adviser representative at FBL Wealth Management, LLC with one year of industry experience. He holds the Series 63 and Series 65 registrations and has professional experience with FBL Financial Group and Oklahoma Farm Bureau Mutual Insurance Companies. De Filippo is also actively involved in insurance sales through his work with Farm Bureau Life and its affiliates. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm delivers investment management primarily through wrap-fee programs, written financial plans, and third-party discretionary managers while emphasizing individualized, non-discretionary advice tailored to clients’ objectives and risk tolerances.

Nicholas Tremain is a financial advisor with Principal Advised Services holding a Series 66 designation and two years of industry experience. His prior experience includes positions at Principal Life Insurance Company, Principal Financial Services, the Federal Deposit Insurance Corporation, and service in the United States Air Force. He also holds roles within Principal as a retirement consultant and assistant vice president for advice, education, and sales. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models and third-party methodologies and operates within the Principal Financial Group family, offering access to affiliated products and services.

Koffigan Vonor is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and five years of industry experience. He has worked in various roles within Principal Financial Services and Principal Life Insurance Company since 2017 and previously held positions at Younkers and Infosys McCamish. In addition to his advisory duties, Vonor serves as a retirement consultant providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services primarily offers investment advice and related services to retirement plan participants and retail IRA clients, delivering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm utilizes a combination of third-party and proprietary models supported by affiliated entities within the Principal Financial Group.

Aaron Schomer is a CFP® with 22 years of industry experience. He is currently an advisor at Compound Planning, Inc. and previously worked at RSM US Wealth Management LLC for 18 years and Choreo, LLC for three years. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a blend of long-term strategies and tactical tools, including direct indexing and tax-loss harvesting, and maintains integrated corporate relationships through strategic partnerships.

Valerie Seidel is a CFP® professional with 20 years of experience, currently serving as an advisor at FBL Wealth Management, LLC in West Des Moines, IA. She has been associated with FBL Financial Group since 2006 and has worked with FBL Marketing Services for over 14 years. Valerie also holds a role as an insurance agent affiliated with Farm Bureau Life and Mountain West Farm Bureau Mutual Insurance, reflecting involvement in insurance-related activities. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers personalized financial planning and investment management through non-discretionary advisory relationships, emphasizing tailored strategies and employing third-party managers to execute discretionary trading where applicable.

Clay Peterson is a Series 66-credentialed advisor at FBL Wealth Management, LLC with eight years of industry experience. He previously worked at Edward Jones for eight years and at Fastenal Company for four years. In addition to his advisory role, Peterson is 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 through a primarily non-discretionary investment approach, relying on third-party portfolio managers and sub-advisers. The firm offers written financial planning, wrap-fee programs, and educational seminars while maintaining a relationship with FBL Financial Group and utilizing RBC clearing services.

Kent Kramer is a CFP® with 24 years of industry experience and has been with Foster Group, Inc. since 2002 across multiple tenures, currently serving as an advisor for 13 years. Foster Group, Inc. advises individual, corporate, and institutional clients, including high-net-worth individuals, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation driven investment approach that emphasizes diversified mutual fund and ETF exposure, use of independent managers, and incorporates digitally-led services alongside bespoke wealth management options.

Gerrit Vrieze is a financial advisor with Sowell Management in West Des Moines, IA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with Sowell Management since 2016 and previously with CONCERT Wealth Management, Inc. Gerrit serves as president of the Central Iowa Motorcycle Owner's Association, a nonprofit focused on motorcycle safety and riding. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a range of management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Paul Chapman is an investment adviser representative with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked with Equitrust Marketing Services LLC and Farm Bureau since 2004. Outside of advisory services, he is 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 primarily through third-party portfolio managers and sub-advisers. The firm offers written financial planning and emphasizes a non-discretionary investment approach alongside educational resources.

Kari Smith is a financial advisor at The Wealth Consulting Group with six years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including WCG Wealth Advisor, LLC and Cunningham Wealth Management, L.L.C. In addition to her advisory roles, she has been involved with Sisurx Corp since 2023. The Wealth Consulting Group is an SEC-registered firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing both active and passive investment strategies alongside proprietary algorithmic services and legal support resources.

Eli Ford is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 designations and having seven years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Farm Bureau Financial. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, delivering investment management through wrap-fee programs, financial plans, and educational seminars. The firm provides primarily non-discretionary advisory relationships while utilizing third-party managers for discretionary trading and is affiliated with FBL Financial Group and the Farm Bureau distribution network.

Jason Kreklow is a Series 66-licensed advisor with FBL Wealth Management, LLC in West Des Moines, IA. He has recent experience with FBL Marketing Services, LLC and FBL Financial Group, and previously worked at Airborne Athletics Inc for nine years. FBL Wealth Management serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, financial planning, and retirement-plan services, emphasizing individualized advice implemented primarily through third-party discretionary managers.

Caitlin Clemons is a financial advisor at Foster Group, Inc. in Urbandale, IA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Stifel, Nicolaus & Company, Charter Bank, and the University of Iowa. Foster Group, Inc. manages approximately $4.78 billion across 1,956 client relationships through a team of 54 advisors. The firm serves individuals, corporate and institutional clients, and retirement plans, offering investment supervisory services, financial planning, and qualified plan consulting with a long-term, asset-allocation driven investment approach.

Melissa Pflieger is a CFP®-designated financial advisor at Foster Group, Inc. with three years of industry experience. Prior to joining Foster Group, she held roles at Productive Resources, Mindlance Inc, Kelly Services, and spent 28 years at John Deere. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, offering tailored service tiers ranging from digitally-led CoreWealth to bespoke SelectWealth solutions.

Thomas Clark is a financial advisor with Sowell Management in West Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 57 years of industry experience, including roles at Sowell Financial Services, International Assets Advisory, and CONCERT Wealth Management. Clark is also the owner of Compensation Designs, a business providing employee benefit and non-qualified programs for corporate clients, a role he has held since 1986. Additionally, he serves as a senior advisor assisting employers with tax credit applications and acts as an executor/trustee for a relative’s estate. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management and financial planning services. The firm’s investment approach includes strategic and tactical allocation, individual equity selection, customized portfolios, and model portfolios developed in partnership with firms like Goldman Sachs, Affinity, and Rayliant.

Jonah Dejung is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at BMO Bank and Rhino Technology. Principal Advised Services primarily provides investment advice and services 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 models and third-party tools, leveraging its affiliation with Principal Financial Group to access proprietary products and maintain oversight through governance committees and dedicated supervision.

Kendon Perry is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Farm Bureau Financial Services and FBL Marketing Services since 2001. Perry is also involved in managing a family-owned LLC and operates a business under Kendon H Perry and Associates. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs and written financial planning. The firm primarily uses third-party portfolio managers and maintains a non-discretionary advisory model, with a focus on educational resources and a connection to the Farm Bureau brand.