Candence Bidler Hurley is a financial advisor at Principal Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at Principal Securities since 2018 and Principal Life Insurance since 1994. Hurley serves as a director on the board of the Iowa Insurance and Financial Services Education Fund, an organization that awards scholarships to students studying financial services and insurance-related fields. 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 solutions.

Tyler Stevens is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. He has been associated with Principal Life Insurance Company and Princor Financial Services Corporation since 2011. Outside of his advisory work, he engages in aerial photography using a personal drone. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services encompass financial planning, retirement plan consulting, and access to third-party money manager solutions offered through direct advisory and promoter arrangements.

Lizbeth Mccall is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and having 16 years of industry experience. She has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. 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, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by those third-party managers.

Matthew Darling is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and 65 credentials and bringing 25 years of industry experience. He has worked with Principal Life Insurance Company since 2002 and with Principal Securities Inc. since 2016. 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.

Linda Gustafson is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2007. 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.

Marlene Dixon is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked primarily with Principal-affiliated firms since 2010. Dixon serves as a board member of Six Degrees of Separation, a nonprofit organization based in Des Moines, IA. 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 consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Erik Aanonson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has been with Thrivent Financial since 2018 and previously worked at Fareway Stores Inc. for seventeen years. Outside of his advisory role, he is a member of Aanonson Real Estate, LLC, where he manages rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning and offers clients the option to combine planning with managed-account services under its WealthPlan program, while keeping planning and investment management separate.

William Warren is a financial advisor with OSAIC based in Johnston, IA, holding the CFP® designation and Series 63 license. He has 35 years of industry experience, including roles at Royal Alliance Associates, Ameritas Investment Corp, and Central Financial Group. Warren also owns and operates a tax preparation business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage, advisory, and financial planning services.

Jordan Ritland is a financial advisor at Edward Jones in Pleasant Hill, IA, holding a Series 66 designation. He has one year of industry experience, having previously worked at Zirous Inc and Iowa State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

David Hefner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network for 17 years before joining Raymond James in 2026. Hefner is also the owner and board member of Hefner Financial, Inc., a wealth management firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a large network of advisors through various advisory programs.

Ricky Kiel is a financial advisor with LPL Financial in Johnston, Iowa, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with several firms, including Royal Alliance Associates, INC., and Ameritas Investment Corp. Outside of his advisory work, he owns a machine shop business, B&K Machining LLC, and serves as a notary public in Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, incorporating both proprietary and third-party strategies across various asset classes.

Ronald Gottl II is a financial advisor with Equitable Advisors in Johnston, IA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes roles at Axa Advisors LLC, MSI Financial Services, Inc., and M HOLDINGS SECURITIES, Inc. He also has various outside insurance appointments. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes both proprietary and third-party models, focusing on risk assessment and tailored investment solutions without sponsoring its own wrap fee program.

Jared Sutton is a CFP® and CFA® with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Des Moines, IA. His prior roles include positions at VOYA Financial Advisors and leadership in multiple business ventures, including insurance, financial services, and online certification companies. He is also involved with the Disque Foundation, a nonprofit focused on technology training. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to unaffiliated managers, with flexibility in implementation across various platforms and custody arrangements.

Luke Boyd is a financial advisor with Edward Jones in Ankeny, IA, holding CFP® and Series 66 designations and eight years of industry experience. He previously worked at CO-OP Financial Services for two years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Roger Jones is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. His career includes roles at UBS Financial Services and Piper Sandler & Co. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers diversified investment strategies and integrates technology tools to support advisors while maintaining a broad platform that includes insurance and banking partnerships.

Mark Ellison is a financial advisor with Edward Jones in Ankeny, IA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he has property ownership interests in rental real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts. The firm is notable for its large network of advisors and branches and offers affiliated mutual funds, trust services, and securities-based lending options.

Kevin Lehman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Edward Jones, Voya Financial Advisors, and Securities America. He serves as a board member of the Ankeny Instrumental Music Foundation and owns KJL Capital LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management platforms and proprietary as well as third-party strategies.

Jacob Chenchar is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2015. Prior to joining Fidelity Investments in 2025, he spent several years within the Fidelity organization in various roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on model portfolio delivery.

Kenneth Tague is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wells Fargo for 20 years. Outside of his advisory role, he serves as the congregational president of Mt. Calvary Lutheran Church and as committee chairman for Scout Troop 30. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning across a broad range of topics without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining planning and investment services separately.

Stephen Canakes is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, with 44 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and also provides financial services through Key Financial Services, where he assists clients with transferring assets into trusts. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting a network of over 10,000 advisors and approximately 800,000 clients.