Tyler Stevens is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. He has been associated with Principal Life Insurance Company and Princor Financial Services Corporation since 2011. Outside of his advisory work, he engages in aerial photography using a personal drone. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services encompass financial planning, retirement plan consulting, and access to third-party money manager solutions offered through direct advisory and promoter arrangements.

Lizbeth Mccall is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and having 16 years of industry experience. She has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by those third-party managers.

Matthew Darling is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and 65 credentials and bringing 25 years of industry experience. He has worked with Principal Life Insurance Company since 2002 and with Principal Securities Inc. since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Linda Gustafson is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2007. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Marlene Dixon is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked primarily with Principal-affiliated firms since 2010. Dixon serves as a board member of Six Degrees of Separation, a nonprofit organization based in Des Moines, IA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Peter Brock is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Integrity Alliance since 2018 and has been involved with Benefit Source Inc and Brock Financial Services since 2011. Outside of his advisory work, he is engaged in fixed insurance lines including life, health, long-term care, and disability insurance. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Carie Heckler is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and bringing 22 years of industry experience. She has been affiliated with Lion Street Advisors since 2013 and Lion Street Financial, LLC since 2012. Outside of her advisory work, she serves as a board member for a homeowners association. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Erik Aanonson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has been with Thrivent Financial since 2018 and previously worked at Fareway Stores Inc. for seventeen years. Outside of his advisory role, he is a member of Aanonson Real Estate, LLC, where he manages rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning and offers clients the option to combine planning with managed-account services under its WealthPlan program, while keeping planning and investment management separate.

William Warren is a financial advisor with OSAIC based in Johnston, IA, holding the CFP® designation and Series 63 license. He has 35 years of industry experience, including roles at Royal Alliance Associates, Ameritas Investment Corp, and Central Financial Group. Warren also owns and operates a tax preparation business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage, advisory, and financial planning services.

Jordan Ritland is a financial advisor at Edward Jones in Pleasant Hill, IA, holding a Series 66 designation. He has one year of industry experience, having previously worked at Zirous Inc and Iowa State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

David Hefner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network for 17 years before joining Raymond James in 2026. Hefner is also the owner and board member of Hefner Financial, Inc., a wealth management firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a large network of advisors through various advisory programs.

Ricky Kiel is a financial advisor with LPL Financial in Johnston, Iowa, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has previously worked at Royal Alliance Associates, Sii, Central Financial Group, and Ameritas Investment Corp. Outside of financial advising, he owns and operates B&K Machining LLC, a machine shop business, and serves as a notary public for the state of Iowa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a wide range of financial planning and advisory services, utilizing both discretionary and non-discretionary management strategies supported by LPL Research and third-party subadvisors.

Ronald Gottl II is a financial advisor with Equitable Advisors in Grimes, IA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors LLC. Outside of his advisory role, he maintains various outside insurance appointments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Jared Sutton is a CFP® and CFA® with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Des Moines, IA. His prior roles include positions at VOYA Financial Advisors and leadership in multiple business ventures, including insurance, financial services, and online certification companies. He is also involved with the Disque Foundation, a nonprofit focused on technology training. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to unaffiliated managers, with flexibility in implementation across various platforms and custody arrangements.

Jack Haverland is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at Bodine Electric Company and Hyvee. Outside of his advisory work, he is employed as a delivery driver for DoorDash. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Shane O'Malley is a CFP® professional with 26 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, he worked for Woodbury Financial Services, Inc. for 11 years. He is a member of the board and treasurer for Theta Zeta Corp, Inc., a fraternity alumni housing corporation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to manage a wide range of investment products across discretionary and non-discretionary accounts.

Roger Jones is a financial advisor with LPL Financial in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at LPL Financial since 2008. Outside of his advisory role, he also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources and providing both discretionary and non-discretionary management options.

David Finn is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, LLC and VOYA Financial Advisors prior to his current role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Kevin Lehman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Edward Jones, Voya Financial Advisors, and Securities America. He serves as a board member of the Ankeny Instrumental Music Foundation and owns KJL Capital LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management platforms and proprietary as well as third-party strategies.

Jacob Chenchar is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2015. Prior to joining Fidelity Investments in 2025, he spent several years within the Fidelity organization in various roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on model portfolio delivery.