James Berg is a financial advisor at Principal Advised Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Principal Securities Inc. and Principal Life Insurance Company since 1998. 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, utilizing a combination of third-party methodologies and proprietary models.

Teresa Meyer is a ChFC® and Series 63 licensed advisor with 43 years of industry experience. She is affiliated with FBL Wealth Management, LLC in West Des Moines, IA, and has been involved with FBL Marketing Services, LLC since 1982 and Farm Bureau Insurance since 1981. 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 a largely non-discretionary investment structure.

Vicki Monaco is a financial advisor with Royal Fund Management, LLC in Des Moines, IA, holding a Series 65 designation and 14 years of industry experience. She has worked at Royal Fund Management since 2013 and has been involved with Life & Legacy, LLC since 2006, where she serves as Executive Director and Insurance Agent, focusing on the sale of life, long-term care, and fixed annuities. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of analytical approaches to implement investment strategies tailored to client risk tolerances and offers specialized services including options writing and access to select alternative investments.

Barbara Collins is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 license. She has 44 years of industry experience, including long-term roles at FBL Financial Group and FBL Marketing Services. She is also president of Collins Inc., where she manages corporate cash flow and decision-making. 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 discretionary decisions and operates with a non-discretionary structure that is less common among large enterprise advisers.

Marcus Iwig is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has been with Foster Group since 2016. Foster Group, Inc. advises individuals, including high-net-worth clients, 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-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, offering tailored service tiers and leveraging digital platforms for portfolio and estate planning management.

Kristopher Kemmer is a financial advisor at FBL Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® designation and securities registrations Series 63 and Series 65. His prior work includes roles at FBL Financial Group and Country Insurance & Financial 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, utilizing third-party portfolio managers and sub-advisers, and provides written financial planning alongside educational seminars and newsletters.

Andrew Burhoe is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to his current role, he worked in landscaping and at Pensacola Christian College. FBL Wealth Management serves a diverse clientele including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized, primarily non-discretionary advice implemented via third-party sub-advisers and overlay managers.

Christopher Madsen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds a Series 66 designation and is new to the industry, having started his advisory career recently. Prior to this role, his background includes a variety of positions across different sectors and businesses. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm focuses on individualized advice and employs a mix of strategic and tactical asset allocation, value-oriented selections, and fundamental and technical analysis, with most advisory relationships conducted on a non-discretionary basis and discretionary trading managed by third-party sub-advisers.

Daniel Ricklefs is a Certified Financial Planner® (CFP®) with 17 years of industry experience. He is currently with FBL Wealth Management, LLC and has previously worked at Farm Bureau Financial Services and Country Financial. Ricklefs has been involved in investment advisory and financial planning services through FBL Marketing Services, LLC. FBL Wealth Management serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management primarily through wrap-fee programs and written financial plans, emphasizing individualized advice and utilizing third-party managers for discretionary trading.

Trina Pace is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation. She has been with FBL Financial Group and its related entities since 2025 and has prior experience in construction with Brown Brothers Construction Co., Inc. since 2012. FBL Wealth Management serves a diverse group of individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, offering investment management through wrap-fee programs, financial planning, non-fiduciary retirement-plan services, and educational seminars. The firm emphasizes individualized advice delivered primarily through non-discretionary relationships while using third-party managers for discretionary trade execution.

Michael Mock is a financial advisor at Beacon Capital Management, Inc. with three years of industry experience. He holds a Series 65 designation and also serves as Senior Vice President of Wealth Management Strategy at Sammons Financial Group. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms, retail advisors, and registered investment companies. The firm serves a diverse client base including individuals, pension plans, corporations, charitable organizations, trusts, and other institutional clients, utilizing data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Andrew Rinn is a CFP® with 23 years of industry experience, currently serving at Beacon Capital Management, Inc. He has held positions at Midland National Life Insurance Company, Sammons Financial Network, and Ameritas entities. Rinn is also the Secretary of the Society of Financial Service Professionals, a nonprofit role involving oversight of meeting minutes and bylaws without compensation. Beacon Capital Management provides investment advisory services primarily to retail investors through third-party intermediaries. The firm employs tactical, data-driven strategies using ETFs and mutual funds, managing model portfolios and offering discretionary account management for individuals, retirement plans, trusts, and registered investment companies.

Leonard Seeton is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 license. He has 27 years of industry experience, including roles at FBL Financial Group and Farm Bureau Financial Services. Outside of his advisory work, he is involved in non-investment related business activities, including partnerships in entities managing rental properties and luxury real estate. FBL Wealth Management serves a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations, providing investment management primarily through third-party portfolio managers. The firm emphasizes a non-discretionary investment approach and offers financial planning as a written service alongside educational resources.

Christopher James is an investment adviser representative with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at FBL Financial Group, Thrivent Financial, Wells Fargo Home Mortgage, and Veridian Credit Union. Outside of finance, he has worked as a bartender at a local establishment called The Chicken. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities, primarily providing investment management through wrap-fee programs and written financial planning. The firm operates mainly on a non-discretionary basis, utilizing third-party portfolio managers and sub-advisers for day-to-day investment decisions, and offers educational seminars and newsletters as part of its client services.

Brenton Carlson is a Series 65 licensed advisor at Foster Group, Inc. with five years of industry experience. He has spent his entire career with Foster Group, working there since 2018. Foster Group, Inc. serves individual, corporate, and institutional clients, including high-net-worth individuals and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation driven investment approach focused on diversified mutual funds, ETFs, independent managers, and institutional strategies, and it offers tiered service levels tailored to client needs.

Daniel Giles is a financial advisor at Foster Group, Inc. with five years of industry experience. He has held prior roles at Delaware Life Insurance Company, Sammons Financial Network, Farmers State Bank, and FSB Premier Wealth Management. Foster Group, Inc. advises 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 exposure to mutual funds, ETFs, and institutional strategies, while providing tiered service levels and leveraging digital platforms for portfolio and estate-planning management.

Danielle Vandehaar is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She has been with Arete Wealth Management LLC and SilverCap Wealth Management since 2012. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates services with affiliated financial businesses and product channels.

Kristen Crouthamel is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Broker Dealer Financial Services. Outside of her advisory role, she serves on several community boards including the Guthrie Center Chamber of Commerce and the Guthrie County Conservation Board, and acts as a notary public in Iowa. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations and integrates with affiliated financial businesses and product channels in its service offerings.

Thomas Graff is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior experience includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Since 2021, he has also been active as a full-time insurance agent with Farm Bureau Life and its affiliates. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily employs a non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers, and provides written financial planning along with educational seminars and newsletters.

Travis Rychnovsky is a CFA® charterholder with 20 years of industry experience. He has been with Foster Group, Inc. since 2014, currently serving as an advisor at their Urbandale, IA office. Foster Group, Inc. manages approximately $4.78 billion for nearly 2,000 clients, including individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach, emphasizing diversified mutual fund and ETF exposure and the use of independent and institutional managers, while offering tiered service levels and digital tools for portfolio and estate planning.