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 CFP®-certified financial advisor with 16 years of industry experience. He has been with Foster Group, Inc. since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as a director in a hog management business. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans. The firm emphasizes a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and institutional strategies, offering tailored service tiers to meet varying client needs.

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.

Matthew Brunson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with FBL Financial Group since 2023 and previously with Farm Bureau Financial Services and FBL Marketing Services. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth clients, and institutions, providing investment management through wrap-fee programs and written financial plans. The firm emphasizes individualized advice and relies on third-party sub-advisers for discretionary account management.

Russell Kramer is a financial advisor with Independent Wealth Network, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Broker Dealer Financial Services Corp. for 13 years and has been with K&S Financial Services for over two decades. Outside of his advisory role, he serves on the finance committee of the Dallas Center Education Foundation and owns a futures trading business focused on hedging for corn and soybean producers. Independent Wealth Network, Inc. provides advisory services to a broad range of clients including individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a variety of investment strategies, including discretionary portfolio management and uses both fundamental and technical analysis tailored to client goals and risk tolerances.

William Streff is a CFP® with 17 years of industry experience. He is currently with Steele Capital Management, Inc., where he has worked since 2026. Prior to this, he was with Streff Wealth Management for eight years and Iron Horse Wealth Management for five years. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on low-fee, tax-advantaged, and passive investments, along with selective active management.

Ashlee Vieregger is a CFP® professional based in West Des Moines, IA, with five years of industry experience. She has worked at Foster Group, Inc. since 2021 and previously held roles at Bankers Trust Company and Moneta Group Investment Advisors, LLC. 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, combining strategic management with digitally-led solutions and third-party platforms for account management and estate planning.

Joleen Scheer is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. She currently works at Compound Planning, Inc. and previously spent 12 years at RSM US Wealth Management LLC and three years at Choreo, 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 offers a mix of long-term buy-and-hold strategies and tactical tools, including direct indexing and tax-loss harvesting, supported by continuous monitoring and documented oversight.