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.

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.

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.

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.

Matthew Doherty is a financial advisor at Principal Advised Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principal Financial Services and Principal Life Insurance Company since 2014. Doherty is based in Norwalk, Iowa. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, providing both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party tools and proprietary models, leveraging its affiliation with Principal Financial Group and related entities to offer integrated investment and financial services.

Matthew Anderson is a financial advisor with Altitude Capital Management LLC in Des Moines, IA, holding Series 63, 65, and 66 licenses and possessing 13 years of industry experience. His prior roles include positions at Whitney Kuhn LLC, Next Phase Financial, Bancwest Investment Services, Securities America Advisors, U.S. Bancorp Investments, and LPL Financial. Altitude Capital Management LLC provides investment advisory and financial planning services primarily to individuals and high net worth clients. The firm employs a multi-team structure and utilizes a variety of investment approaches tailored to client objectives, managing $103.6 million in discretionary assets without imposing a minimum account size.

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.

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.

Logan Shearer is a financial advisor with Principal Advised Services in Des Moines, IA. He holds Series 65 and Series 66 licenses and has been in the industry since 2026. His prior work includes positions at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., 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, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm leverages proprietary models and third-party tools to tailor advice, operating within the Principal Financial Group family, which enables access to affiliated products and integrated trading and supervisory resources.

William Ayala III is a financial advisor at FBL Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Cornerstone Home Lending and Caliber Home Loans. Outside of his advisory role, he is an insurance agent affiliated with Farm Bureau Life and its related companies. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm delivers primarily non-discretionary advice and relies on third-party sub-advisers and overlay managers for discretionary trading, while leveraging its affiliation with FBL Financial Group and the Farm Bureau network.

Gary Carlson is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with Nations Financial Group since 2007. Carlson is also an independent insurance agent, selling fixed, life, and long-term care insurance products. Nations Financial Group serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of advisory services such as portfolio management, pension consulting, and model portfolios that use a variety of investment strategies across different risk profiles.

Kevin Lors is a CFP® professional with 13 years of industry experience. He has worked at Compound Planning, Inc. since 2025 and was previously with Choreo, LLC for 12 years. He is a 50% member of Northwater LLC and Northwater Development LLC, businesses involved in land development and property sales near Adel, Iowa. 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 focuses on risk-based model allocations and combines long-term strategies with tactical approaches, including direct indexing and tax-loss harvesting.

Philip Hinrichs is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been affiliated with Equitrust Marketing Services LLC and Farm Bureau since 2004. Outside of his advisory role, Hinrichs serves on the board of Bricks & Co, a property and community development organization linked to a local hospital. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporations, providing investment management primarily through third-party portfolio managers and sub-advisers. The firm focuses on written financial planning and non-discretionary investment services, supported by educational seminars and newsletters.

John Sandels is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds a Series 66 designation and has one year of industry experience. Prior to joining FBL, he worked at Timberline Custom Ironworks and Colmen Alignment and Auto. 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, with a focus on individualized advice and the use of third-party managers for discretionary trading.

Timothy Hutto is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 license, with 29 years of industry experience. He has worked extensively with FBL Financial Group and its affiliates, as well as Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, he owns Thomas Game Calls LLC, a business selling game calls online. 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, utilizing third-party portfolio managers and sub-advisers, and provides written financial planning alongside educational resources.

Jeffrey Trier is a ChFC® with 27 years of industry experience, currently serving at Integrity Advisory Solutions. He previously worked at Principal Life Insurance Co. for 23 years and held multiple roles at Principal Asset Management and affiliated firms from 2016 to 2026. His activities also include performing certain functions for Principal Global Investors, LLC and its affiliates. Integrity Advisory Solutions serves individual, trust, estate, corporate, and business clients through a network of approximately 100 independent advisors, managing roughly $1.1 billion in client assets. Its services encompass portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, utilizing fundamental and technical analysis alongside various asset-allocation strategies.

Jason Bell is a ChFC® and Series 63 licensed financial advisor with 25 years of experience. He has worked at Farm Bureau Financial Services and FBL Marketing Services since 2001. Outside of his advisory role, Bell serves as a head basketball coach at Pensacola Christian College and is the author of a devotional book for basketball coaches titled *Coach Your Team, Not Your Sport*. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate clients through written financial planning and third-party portfolio management. The firm emphasizes a primarily non-discretionary investment approach and provides educational seminars and newsletters.

Zachary Jacobsen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Equitrust Marketing Services LLC and Mountain West Farm Bureau since 2010. Jacobsen is also an insurance agent affiliated with Farm Bureau Life and related companies. 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, utilizing third-party portfolio managers and RBC-sponsored wrap platforms, and provides written financial planning alongside periodic educational seminars and newsletters.

William Garland is a financial advisor at FBL Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including FBL Financial Group and Paradox Holdings. Outside of his advisory role, Garland is an owner of Contour Scottsdale LLC, where he manages finances. 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 sub-advisers. The firm emphasizes a non-discretionary investment approach and offers written financial planning along with educational seminars and newsletters.

Lacey Burden is a financial advisor at FBL Wealth Management, LLC with 10 years of industry experience. She previously worked at Morgan Stanley and TD Ameritrade before joining FBL Financial Group and its affiliate marketing services. Burden holds Series 63 and Series 66 credentials and is also involved in insurance sales with Farm Bureau Life and Farm Bureau Property and Casualty. 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 and written financial plans, emphasizing individualized advice and non-discretionary client relationships supported by third-party discretionary managers.