James Beaty is a financial advisor with Principal Advised Services and holds a Series 66 designation. He has 25 years of industry experience, primarily with Principal Financial Services and Principal Life Insurance Company. His current roles include providing investment advice to retirement plan participants and working in advice, education, and sales at Principal Bank. Principal Advised Services offers investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm is part of Principal Financial Group and provides access to affiliated products and integrated services supported by governance and compliance oversight.

Cary Knudson is a financial advisor with FBL Wealth Management, LLC, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has worked at FBL Financial Group since 2024 and previously spent eight years with Farm Bureau Financial Services. Knudson is also involved with FBL Marketing Services. 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, relying on third-party portfolio managers and sub-advisers, and offers financial planning through written deliverables and educational materials.

Mikeal Hodges is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with FBL Marketing Serv and Farm Bureau Financial Services since 1999 and 2000, respectively. Outside of advisory services, Hodges is involved in insurance sales through his own agency and co-manages a real estate LLC with his wife. 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 emphasizes written financial planning and educational resources while generally not accepting discretionary trading authority directly.

Jared Kramer is a Series 65 credentialed advisor with five years of experience at Independent Wealth Network, Inc. He previously worked at Wellmark Blue Cross Blue Shield for six years and has been self-employed since 2012. Outside of his advisory role, he is involved in sports officiating as a referee. Independent Wealth Network, Inc. serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations by providing wealth management, financial planning, and consulting services. The firm’s advisers manage approximately $518 million in client assets and may implement portfolio strategies directly or through third-party managers.

Nathan Leonardelli is a Series 66-credentialed advisor with FBL Wealth Management, LLC, based in West Des Moines, IA, and has 25 years of industry experience. He has been involved with Rural Insurance and Equitrust Marketing Serv LLC/Farm Bureau since 2002. Outside of his advisory role, Leonardelli operates an insurance agency and serves as a trustee for a private trust. 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 primarily through third-party portfolio managers and offers written financial planning along with educational resources.

Owen Malinauskas is a financial advisor with Principal Advised Services in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. His background includes roles with Principal Life Insurance Company, Principal Securities, Inc., and American Equity. He also has experience in roles related to retirement plan participant advice and bank deposit product sales. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm utilizes a combination of third-party tools and proprietary models, leveraging its affiliation with Principal Financial Group to deliver integrated financial services.

Jeffery Picco is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with FBL Wealth Management, LLC and has previously worked at Country Trust Bank, Country Capital Management Company, and Country Companies Insurance Co. 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 by utilizing third-party portfolio managers and provides financial planning through written deliverables and educational resources.

Gabrielle Carlson is a financial advisor at Foster Group, INC. with a Series 65 designation and three years of industry experience. Her prior work includes roles at Northwest Bank, Cottingham & Butler, Dubuque Bank & Trust, and Emmaus Bible College. Foster Group serves individual and institutional clients with investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach using low-cost mutual funds and ETFs, supplemented by technology and third-party platforms to provide tailored wealth management and institutional advisory services.

Yana Ross is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, with three years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience with FBL Financial Group, M.Y. Assurance Ventures LLC, Top City Promise Inc, and American Family Insurance. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized advice and utilizes third-party sub-advisers or overlay managers for discretionary trading, offering services through program arrangements and educational seminars.

Ethan Schmidt is a financial advisor with Principal Advised Services in Urbandale, IA, holding a Series 66 designation and two years of industry experience. His background includes roles at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc. He also has experience providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models to deliver both non-discretionary recommendations and discretionary investment management programs. The firm operates as part of the Principal Financial Group network, providing integrated access to affiliated financial products and services.

Jason Gossard is a financial advisor at FBL Wealth Management, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term involvement with FBL Marketing Services, LLC and FBL Financial Group since 2011. 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 through wrap-fee programs, financial planning, and educational seminars, emphasizing individualized advice and primarily using non-discretionary client relationships supported by third-party discretionary managers.

Christopher Gartner is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at FBL Marketing Services, FBL Financial Group, and Richland Federal Credit Union. FBL Wealth Management serves a diverse client base that includes individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, financial planning, and retirement-plan services, emphasizing individualized advice and relying on third-party managers for discretionary trading.

John Magnuson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. His career includes roles at FBL Financial Group and Farmers Insurance, where he worked from 2018 to 2022, and ten years at Green Dot Corp prior to that. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized, non-discretionary advice implemented through third-party managers and offers investment management via wrap-fee programs, financial plans, and educational seminars.

Gretchen Muller is a financial advisor at Foster Group, Inc. with a Series 65 designation and experience dating back to 2008, including 16 years at Principal Financial Group. She joined Foster Group in 2025. Prior to her advisory career, she spent time in homemaking. Foster Group serves individual and institutional clients with services including investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory and utilizes low-cost mutual funds and ETFs, supplemented by technology and third-party platforms to support customized family engagements and institutional plan services.

Brad Bosh is a financial advisor at FBL Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® and Series 63 designations. His work history includes roles at FBL Financial Group and FBL Marketing Services. He also receives referral fees from Farm Bureau Bank. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities through investment management, financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates a mainly non-discretionary model.

Justin Powell is a financial advisor at Foster Group, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Foster Group, Powell worked at JP Morgan Chase for two years and served in the United States Air Force for nine years. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, primarily using low-cost mutual funds and ETFs, and combines technology platforms with advisor-led family planning for complex households.

Dane Butler is a financial advisor at Foster Group, INC. with Series 63 and Series 65 credentials and four years of industry experience. Before joining Foster Group in 2024, he worked at Fidelity Investments for three years. Foster Group serves individual and institutional clients, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach using primarily low-cost mutual funds and ETFs, supplemented by technology platforms and independent managers.

Lisa Carlson is a financial advisor at Advisory Alpha, LLC with 10 years of industry experience. She has held roles at several firms including Simplicity Wealth, Brokers International Financial Services, DHI Group, and Athene Annuity & Life Company. Carlson also founded Carlson Wealth Management, where she provides financial and insurance services. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients, supported by a team of approximately 60 advisors. The firm employs a fund-of-funds investment approach overseen by a centralized Investment Team and is notable for its roles as a subadvisor and co-advisor to other RIAs, as well as its specialized retirement-plan and technology services.

Max Simmons is a Series 65-licensed advisor at Foster Group, INC. in Urbandale, IA, with experience in both educational and business settings including the University of Iowa and Tippie College of Business. Prior roles include positions at Airliner and Earl May Garden Centers. Foster Group serves individual and institutional clients through various wealth management and retirement plan services, employing a long-term, asset-allocation investment approach primarily using low-cost mutual funds and ETFs. The firm combines traditional portfolio management with technology platforms and maintains tiered, advisor-led planning for complex households.

Ryan Burden is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. He has worked at Farm Bureau Financial Services and FBL Marketing Services since 2014. Outside of advisory work, he operates The Ryan Burden Agency, Inc., which focuses on insurance sales. 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 financial planning as a written service without direct ongoing portfolio management unless separately engaged.