Colleen Claude is a financial advisor at Foster Group, Inc. with 12 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets for seven years before joining Foster Group in 2021. Outside of her advisory role, she is involved as an independent consultant for Mary Kay Cosmetics to access product discounts. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 relationships. The firm employs a long-term, asset-allocation driven investment approach with diversified mutual fund and ETF exposure, offering tiered service levels and utilizing third-party platforms for portfolio management and estate planning.

Tyler Coder is a CFP®, PFS™, and Series 65-licensed advisor at Compound Planning, Inc. with four years of industry experience. Prior to joining Compound Planning, he worked at Choreo, LLC and RSM US Wealth Management LLC. 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 employs risk-based model allocations and combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Nicole Nee is a financial advisor at Foster Group, INC. in Urbandale, IA, holding a Series 65 designation with six years of industry experience. She previously worked at LMC Insurance & Risk Management for five years before joining Foster Group, where she has been since 2017. Foster Group, INC. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, and offers tiered service levels tailored to client complexity.

Daniel Durant is a financial advisor at FBL Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FBL Financial Group and FBL Marketing Services since 2019, as well as previously at Plumbline Advisory Group and Harbour Investments Inc. Durant is based in West Des Moines, IA. 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 employs a non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers for day-to-day trading decisions.

Steve Raspotnik is an investment adviser representative at FBL Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He is also involved with Farm Bureau Life and Affiliates in an insurance-related capacity. 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 non-discretionary wrap-fee programs. The firm emphasizes written financial planning and educational resources while generally not accepting discretionary trading authority for client accounts.

Patrick Schoonhoven is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior work includes roles at Edward Jones and Life Brokers Resource. FBL Wealth Management serves a diverse clientele, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm focuses on non-discretionary, individualized advice supported by third-party discretionary managers, employing a mix of strategic asset allocation and value-oriented investment selections.

Cindy Judas is a Series 65-licensed financial advisor with four years of industry experience. She has worked at Compound Planning, Inc. since 2025 and previously held roles at Choreo, LLC, Principal, and David Oliver. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, offering both Direct Investment Management and a Turnkey Asset Management Program.

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 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.