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 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 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 at Compound Planning, Inc. with 12 years of industry experience. He previously worked at Choreo, LLC for 12 years before joining Compound Planning. Outside of advising, he is a 50% owner of Northwater LLC and Northwater Development LLC, companies involved in land development and property sales near Adel, Iowa. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program that includes access to in-house and third-party investment models, with a fiduciary approach focused on risk-based allocations tailored to client goals.

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® 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.

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.

Christopher Bjerke is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Farm Bureau since 2007 and FBL Marketing Services LLC since 2012. Outside of advisory work, he is a compensated singer in the Bjerke Brothers Band. 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 and operates with a non-discretionary investment structure.

Andrew Floerke is a financial advisor with FBL Wealth Management, LLC, holding Series 66, 63, and 65 licenses and 16 years of industry experience. He has been associated with FBL Marketing Services and Farm Bureau since 2010. Outside of his advisory role, he serves as a soccer official for youth and high school games. 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 employing third-party sub‑advisers for discretionary trading.

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.