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Andrew F

CFP®, Series 65

West Des Moines, IA

Foster Group, INC.

Andrew Farmer is a CFP® with 13 years of industry experience, currently serving at Foster Group, INC. in West Des Moines, IA. He has been with Foster Group for over a decade, with uninterrupted service from 2016 through the present. Foster Group, Inc. advises individuals, including high-net-worth clients, corporate and institutional clients, and retirement plans. The firm manages approximately $4.78 billion across nearly 2,000 client relationships, focusing on a long-term, asset-allocation-driven investment approach that includes diversified mutual funds, ETFs, independent managers, and institutional strategies.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Matthew B

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Matthew Boswell is a financial advisor with FBL Wealth Management, LLC, holding Series 65 and Series 63 credentials and bringing 18 years of industry experience. He has worked with FBL Marketing Services since 2011 and has been associated with Farm Bureau since 2007. 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, written financial plans, and retirement plan services, emphasizing individualized advice and utilizing third-party discretionary managers for account execution.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Ethan G

CFP®

West Des Moines, IA

Foster Group, INC.

Ethan Gascho is a CFP® professional with seven years of industry experience. He currently serves as a financial advisor at Foster Group, Inc., where he has worked since 2019. His prior experience includes five years at Sherpa Investment Management. 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 with diversified exposure to mutual funds and ETFs, combining strategic management with digitally enabled services tailored to varying client needs.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Peter H

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Carl M

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Izaak D

Series 63, Series 66

Des Moines, IA

Principal Advised Services

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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Colin N

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Cynthia S

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Colleen C

Series 66

West Des Moines, IA

Foster Group, INC.

Colleen Claude is a financial advisor at Foster Group, Inc. with 12 years of experience in the industry. She holds a Series 66 designation and previously worked at RBC Capital Markets for seven years before joining Foster Group in 2021. Outside of her advisory role, she is an independent consultant for Mary Kay Cosmetics. Foster Group, Inc. serves individuals, 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 that emphasizes diversified mutual fund and ETF exposure, independent managers, and institutional fund strategies.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Tyler C

CFP®, PFS™, Series 65

Des Moines, IA

Compound Planning, Inc.

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.

Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive Values-based investing
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Nicole N

Series 65

West Des Moines, IA

Foster Group, INC.

Nicole Nee is a Series 65-licensed financial advisor at Foster Group, Inc. based in West Des Moines, IA, with six years of industry experience. Her career includes roles at Foster Group since 2017 and prior experience at LMC Insurance & Risk Management. Foster Group, Inc. manages approximately $4.78 billion for nearly 2,000 client relationships, serving individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach using diversified mutual funds, ETFs, and independent managers, and provides service tiers tailored to client needs.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Daniel D

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Daniel Durant is a financial advisor at FBL Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FBL Financial Group and FBL Marketing Services since 2019, as well as previously at Plumbline Advisory Group and Harbour Investments Inc. Durant is based in West Des Moines, IA. 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 employs a non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers for day-to-day trading decisions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Steve R

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Steve Raspotnik is an investment adviser representative at FBL Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He is also involved with Farm Bureau Life and Affiliates in an insurance-related capacity. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, 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 for client accounts.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Patrick S

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Patrick Schoonhoven is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior work includes roles at Edward Jones and Life Brokers Resource. FBL Wealth Management serves a diverse clientele, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm focuses on non-discretionary, individualized advice supported by third-party discretionary managers, employing a mix of strategic asset allocation and value-oriented investment selections.

Charitable giving & philanthropy Retirement income strategy General estate planning guidance Wealth management Executive Founder/Business Owner
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Cindy J

Series 65

Des Moines, IA

Compound Planning, Inc.

Cindy Judas is a Series 65-licensed financial advisor with four years of industry experience. She has worked at Compound Planning, Inc. since 2025 and previously held roles at Choreo, LLC, Principal, and David Oliver. 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 combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, offering both Direct Investment Management and a Turnkey Asset Management Program.

Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive Values-based investing
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Matthew D

Series 65, Series 63

Norwalk, IA

Principal Advised Services

Matthew Doherty is a financial advisor at Principal Advised Services with 12 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked with Principal Financial Services and Principal Life Insurance Company since 2014. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both nondiscretionary recommendations and a discretionary wrap-fee investment management program, utilizing a combination of third-party methodologies and proprietary models, and is part of the Principal Financial Group family.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Matthew A

Series 63, Series 66, Series 65

Des Moines, IA

Altitude Capital Management LLC

Matthew Anderson is a financial advisor with Altitude Capital Management LLC in Des Moines, IA. He holds Series 63, Series 66, and Series 65 licenses and has 13 years of industry experience. Prior to joining Altitude Capital Management, he worked at Whitney-Kuhn, LLC and Next Phase Financial. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a multi-team structure, tailoring strategies to client objectives and risk tolerance through a variety of approaches including asset allocation and technical analysis.

Annuities General estate planning guidance
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Alexander S

CFP®, Series 65

Des Moines, IA

Compound Planning, Inc.

Alexander Snyder is a CFP® and Series 65-registered advisor at Compound Planning, Inc. with four years of industry experience. His prior roles include positions at Johnson Investment Counsel and Acadia Legacy Group. 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 combines long-term buy-and-hold strategies with tactical tools and offers both direct investment management and a turnkey asset management program.

Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive Values-based investing
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Melanie S

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Melanie Scott is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and having 23 years of industry experience. She has been affiliated with FBL Marketing Serv since 2016. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm emphasizes individualized advice without discretionary authority, implementing client strategies through third-party sub-advisers or overlay managers and offering investment management via wrap-fee programs, written financial plans, and educational seminars.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Logan S

Series 66, Series 65

Des Moines, IA

Principal Advised Services

Logan Shearer is a financial advisor at Principal Advised Services in Des Moines, IA. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, Athene Annuity and Life, and Aegon Asset Management. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, combining proprietary models with third-party methodologies and leveraging integration within the Principal Financial Group family.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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