Matthew Dinville is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 28 years of industry experience. He has been with Principal Financial Services and Principal Life Insurance Company since 1997. Outside of his advisory role, Dinville is a partner in Arizona Investments LLC, an entity formed to invest jointly through Streamline Capital Group. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Amanda Santillan is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 65 and Series 63 licenses and having five years of industry experience. Her career includes roles at Principal Life Insurance Company, Principal Securities INC, Sammons Financial Group, Collins AeroSpace, Iowa Legal Aid, and Drake University Law School. 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. 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.

Jeffrey Ditsworth is a financial advisor at Integrity Alliance, LLC with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Integrity Alliance, he worked at firms including Lion Street Advisors, Equitable Distributors, and Sammons Financial Network. Outside of his advisory role, he owns and operates an online business selling fly fishing rods and related items. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Marvin Thomson Jr. is a CFP® with 29 years of industry experience, currently serving at Integrity Alliance, LLC since 2021. His prior roles include positions at LPL Financial, Two Rivers Bank, and INVEST Financial Corp., along with 15 years as a self-employed advisor. Outside of his advisory work, he is involved in agricultural operations through Thomson Farms LLC and serves on the board of the Salvation Army in Burlington, IA. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to various third-party manager programs and credit solutions.

Christopher Wilkinson is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Brokers International Financial Services, LLC since 2017. Prior to that, he was associated with Waddell & Reed and was involved with Basic Body Needs Inc for ten years. Wilkinson also serves as Vice President of Life Sales at Brokers International. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches and custodial platforms.

Saranya Subramanian is a financial advisor at Principal Financial Services with two years of industry experience and holds a Series 66 designation. Prior to her current role, she was affiliated with Smith & Frieberg and has been apprenticing at Smith + Co Financial since 2025. Outside of finance, she has worked as a fitness coach, providing coaching on proper form at a gym in Coralville. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jamie Bachman is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds a Series 66 designation and has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2010. Outside of his advisory work, he serves as a board member for both the Girl Scouts of Greater Iowa and the Red Cross Northern and Central Iowa Chapter, and he is involved part-time in retail purchasing and sales at West End Restoration, LLC. 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.

Randall Rinderknecht is a financial advisor with Integrity Alliance, LLC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Brokers International Financial Services, Gladstone Wealth Partners, Gradient Securities, Lincoln Investment, and Principal Life Insurance Company. He is also involved with Heartland Retirement Group, where he works as an insurance agent. 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 comprehensive asset management, financial planning, and retirement consulting, employing various portfolio management strategies and providing access to multiple custodial platforms and third-party programs.

Bruce Popper is a financial advisor with Integrity Alliance, LLC, holding CFP® and ChFC® designations and bringing 36 years of industry experience. His prior roles include positions at Lion Street Advisors, The Leaders Group Inc, and Mercury Financial Group. Outside of his advisory work, he owns a consulting business focused on estate and charitable planning and serves on the board of a municipal utility district. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers various asset management and consulting services, utilizing multiple investment approaches and platforms to meet client needs.

Jeffrey Muleya is a Series 65-credentialed advisor with Principal Financial Services in Des Moines, IA, where he has worked since 2005. He has 21 years of industry experience, including prior work with Principal Life Insurance Company beginning in 2004. Outside of his advisory work, he has held positions as a delivery driver for both Uber and Amazon. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Tracey Faenza is a financial advisor with Valic Financial Advisors in Des Moines, IA, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at Mercer and MMC Securities Corp. She also serves as an agent for non-securities insurance products through Agia and assists her mother with financial matters as a power of attorney. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Megan Uphold is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2022, she worked at D.M. Kelly & Company for six years and spent one year at Morgan Stanley. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and direct indexing.

Derek Miller is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Vision Financial Group and Drake University. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lauren Kaniuk is a CFP® and Series 65 credentialed advisor with five years of industry experience. She currently works at Mercer Global Advisors Inc. and previously held roles at Veerkloh, Inc. dba River Glen Wealth Counselors, Storey Kenworthy, and Urban Decay. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach uses Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios with multi-factor tilts, employing a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Kyle Kanaskie is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and eight years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance since 2017 and previously worked at Bral Investments and Truman State University. Outside of his advisory role, he serves as an assistant boys varsity basketball coach for the Waukee Community School District. 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 asset allocation and separately managed account solutions.

David Duggan is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Integrity Alliance since 2017 following prior roles at Brookstone Capital Management LLC and Broker Dealer Financial Services Corp. Outside of advising, he owns and operates ATS Tax Service, a tax preparation business. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of over 340 independent advisors managing approximately $5.4 billion in assets. The firm employs a variety of investment approaches and offers portfolio management, financial planning, and third-party manager referrals.

Brandon Bose is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Brokers International Financial Services, Gladstone Wealth Partners, and Gradient Securities, LLC. Bose is also involved in managing fixed insurance businesses as President of Bose Financial and Managing Partner at Heartland Retirement Group. 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 broad range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.

Matthew Busick is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked for 17 years at River Glen Wealth Counselors. Outside of his advisory role, he is president and a board member of The Rotary Club of Des Moines Foundation, where he leads governance efforts. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies.

Heather Buttery is a financial advisor with Empower Advisory Group in Altoona, IA, holding Series 63 and Series 66 registrations and nine years of industry experience. Her prior roles include positions at Wells Fargo, Principal Life Insurance Company, and Nationwide. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm’s integrated service model connects financial planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Timothy Roetman is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Principal Financial and its affiliate Princor since 2004. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.