Patrick Schoonhoven is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Edward Jones for five years and Life Brokers Resource for five years before joining the FBL organizations. FBL Wealth Management serves a wide range of clients, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporate entities. The firm provides investment management primarily through wrap-fee programs, written financial plans, and non-fiduciary retirement-plan services, emphasizing individualized advice and employing non-discretionary advisory relationships supported by delegated discretionary managers for trade execution.

Cindy Judas is a financial advisor at Compound Planning, Inc. in Des Moines, IA, holding a Series 65 license with four years of industry experience. Her prior roles include positions at Choreo, LLC, Principal, and David Oliver, spanning over a decade in total. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach utilizing fundamental, technical, and modern portfolio theory analysis, supported by a range of strategies including low-cost ETFs, direct indexing, and alternative investments.

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.

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.

Alexander Snyder is a CFP® and holds a Series 65 license with four years of industry experience. He currently serves as a financial advisor at Compound Planning, Inc. and has previously worked at firms including Choreo, LLC, MCF Advisors LLC, and Johnson Investment Counsel. Compound Planning, Inc. provides services to individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional advisory, and a Turnkey Asset Management Program. The firm’s investment approach leverages customized, risk-based allocations using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies supported by technology partnerships.

Melanie Scott is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been associated with FBL Marketing Serv since 2016. 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, financial planning, and non-fiduciary retirement-plan services, emphasizing individualized advice and implementing strategies using third-party discretionary managers.

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.

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 with Nations Financial Group, Inc., holding a Series 63 designation and over 40 years of industry experience. He has been with Nations Financial Group since 2007. Outside of advisory work, he is an independent insurance agent specializing in fixed, life, and long-term care insurance products. Nations Financial Group, Inc. provides investment advisory services to individuals, high-net-worth investors, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers tailored to client objectives, risk tolerance, and liquidity needs.

Kevin Lors is a CFP® professional with 12 years of industry experience. He currently works at Compound Planning, Inc. since 2025 and previously spent 12 years at Choreo, LLC. Outside of his advisory role, he is a 50% member of Northwater LLC and Northwater Development LLC, which focus on land development and property sales near Adel, Iowa. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes customized, risk-based allocations using fundamental, technical, and modern portfolio theory analysis, implementing strategies that include low-cost ETFs, direct indexing, and alternatives.

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 at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation. He has six years of experience at Timberline Custom Ironworks and four years at Colmen Alignment and Auto prior to joining FBL Financial Group and FBL Marketing Services in 2025. 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 sub-advisers, emphasizing a non-discretionary structure and providing written financial planning along with educational seminars and newsletters.

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®-designated financial advisor with 27 years of industry experience. He currently works at Integrity Advisory Solutions and Integrity Alliance, having previously held roles at Principal Asset Management, Principal Funds Distributor, Principal Securities Inc., and Principal Life Insurance Co. He is an access/supervised person for Principal Global Investors, LLC and performs functions on their behalf. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a variety of asset-allocation strategies and third-party platforms to construct tailored portfolios.

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.

Todd Johnson is an Investment Adviser Representative at FBL Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at AgCountry Farm Credit Services and RDO Equipment Co. Outside of his advisory role, he is also licensed as a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, providing investment management primarily through third-party portfolio managers and non-discretionary wrap-fee programs. The firm offers written financial planning and educational resources while generally not accepting direct trading discretion over client accounts.

Carson Halbrook is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding CFP® and ChFC® designations and the Series 66 license. He has three years of industry experience and has worked at FBL Marketing Services, FBL Financial Group, and several banking and public sector roles in Iowa. Outside of his advisory work, he is a full-time insurance sales associate with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporations. The firm primarily employs a non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers, and provides financial planning as a written deliverable alongside educational resources.