Zachary Dalluge is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Foster Group, Inc. His prior roles include work at Principal Financial Group and two years as a rideshare driver. He also served in the Iowa House of Representatives from 2015 to 2017. Foster Group, Inc. advises individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation driven investment approach, utilizing diversified mutual funds, ETFs, and independent managers to serve clients across multiple service tiers.

Barry Waugh is a financial advisor at FBL Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Cambridge Investment Research and FBL Financial Group. Outside of his advisory role, he serves as a volunteer board member for Iowa Prep Baseball, where he helps prepare athletes for high school baseball. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes non-discretionary investment management through third-party portfolio managers and provides written financial planning along with educational resources.

Gregory Clark is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Gallagher, FBL Financial Group, and FBL Marketing Services. Outside of advisory work, he is involved with Fitness Installation Inc., where he installs gym floors. 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 uses third-party portfolio managers and operates a mainly non-discretionary advisory model.

Michael Smith is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Farm Bureau Financial Services and FBL Marketing Services since 2002. 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 offering written financial planning and educational resources.

Connor Hoeft is a financial advisor with Foster Group, Inc. holding a Series 65 designation and starting his advisory career in 2026. Prior to joining Foster Group, he worked at Holmes Murphy and held roles at Sprout Social and the University of Iowa. 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 focused investment strategy with diversified exposure to mutual funds, ETFs, and independent and institutional managers, while offering tiered service levels and leveraging digital platforms for investment and estate planning.

Matthew Abels is a financial advisor at Foster Group, Inc. with 16 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Foster Group, he worked at Packerland Brokerage Services, Inc. Additionally, he serves as a director of an independent hog management business. Foster Group advises individuals, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion in assets. The firm employs a long-term, asset-allocation driven investment approach, offering service tiers ranging from digitally-led CoreWealth to bespoke SelectWealth engagements.

Brandon Avery is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been affiliated with Equitrust Marketing Services LLC since 2011 and Farm Bureau since 2010. Outside of advisory services, he operates the Brandon Avery Agency, Inc., an insurance sales business. FBL Wealth Management serves a diverse range of clients, including individual investors, retirement plans, trusts, and charitable organizations, offering investment management primarily through third-party portfolio managers and written financial planning. The firm’s model emphasizes a non-discretionary approach and provides educational resources alongside its advisory services.

Kyle Emrick is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 license. He has eight years of industry experience and has been affiliated with various entities within the FBL Financial Group since 2018. FBL Wealth Management serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized advice through non-discretionary relationships, leveraging third-party sub-advisers for discretionary trading, and offers services such as investment management, financial planning, and educational seminars.

Jenny Borcherding is a Series 66-licensed financial advisor with Principal Advised Services in Des Moines, IA, and has 21 years of industry experience. She has worked with various Principal entities, including Principal Bank since 2024 and Principal Life Insurance Company and Principal Financial Services since 2006. Principal Advised Services specializes in providing 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. The firm integrates third-party tools and proprietary models, leveraging its affiliation with Principal Financial Group to offer proprietary funds and related services.

Eric Tegrootenhuis is a CFP® and ChFC® with 38 years of industry experience, currently serving at FBL Wealth Management, LLC in West Des Moines, IA. He has a long tenure with Farm Bureau Insurance and FBL Marketing Services, alongside a 34-year career at West Lyon School. Outside of his advisory role, he owns and operates a hog farm in Sioux County, Iowa. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities, providing investment management primarily through wrap-fee programs and written financial planning. The firm uses a network of Investment Adviser Representatives and relies on third-party portfolio managers for day-to-day investment decisions, typically operating on a non-discretionary basis.

Andrew Mullan is a CFP® professional with 8 years of industry experience, currently serving at Foster Group, INC. He has been with Foster Group in various capacities since 2018 and previously worked at Gannon Real Estate for seven years. Foster Group, INC. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans, offering services including investment supervision, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, and provides tiered service levels tailored to client complexity.

Chad Christensen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been associated with FBL Marketing Services and Farm Bureau Financial Services since 2013. Christensen also works as a full-time insurance agent affiliated with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individuals, high-net-worth, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, financial planning, non-fiduciary retirement-plan services, and educational seminars, emphasizing individualized advice and a combination of strategic and tactical investment approaches.

Timothy Mars is a financial advisor at FBL Wealth Management, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with Farm Bureau and FBL Marketing Services since 2015. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, written financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates with a non-discretionary structure, emphasizing client-directed investment decisions.

Michael Schultz is a financial advisor at Principal Advised Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various entities within the Principal Financial Group since 2017. Outside of his advisor role, he is the owner of SMB, LLC. 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 combines third-party tools and proprietary models and benefits from integration with affiliated Principal Financial Group entities to deliver its services.

Wayne Burkhart is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Equitrust Marketing Services LLC and Farm Bureau since 2011. Burkhart is also a full-time insurance agent affiliated with Farm Bureau Life and Property and Casualty. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, written financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates with a non-discretionary structure, emphasizing client-directed investment decisions.

Adam Roepsch is a financial advisor at Beacon Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Beacon Capital Management and Sammons Financial since 2021. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, trusts, and institutional clients. The firm employs mechanical, data-driven tactical allocation strategies primarily executed with ETFs and mutual funds.

Adam Weibel is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at Charles Schwab & Co. and TD Ameritrade. Outside of his advisory work, he serves as vice president of a local Business Networking International chapter, overseeing new member approvals. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, and nonprofits, offering investment management through various program arrangements. The firm focuses on individualized, primarily non-discretionary advice while utilizing third-party managers for discretionary execution.

Kent Gethmann is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Security Bank, Farmers Trust & Savings Bank, and Mesirow Financial, Inc. He is also a full-time insurance agent affiliated with Farm Bureau Life and Farm Bureau Property and Casualty. 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 resources. The firm primarily uses third-party portfolio managers for day-to-day investment decisions and operates a mainly non-discretionary advisory model.

Chad Tramp is a CFP® with 23 years of experience in the financial services industry. He is currently affiliated with Mariner Independent and has held roles at RSM US Wealth Management, Choreo Advisors, and others. He serves as president of a single-family office, DVMFO LLC, where he manages family office activities including investment allocation, estate planning, and tax planning. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of portfolio management options and retirement plan services, supported by institutional resources and affiliated entities.

Jodi Breheny is a financial advisor at Savvy with 27 years of industry experience. She holds a Series 66 designation and previously worked at Farm Bureau Financial Services for over a decade. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, using proprietary technology and quantitative tools.