Aaron Hawks is a financial advisor with Royal Fund Management, LLC, holding a Series 65 credential and nine years of industry experience. He has been with Royal Fund Management since 2015 and also serves as president of Hawks Insurance Inc., where he works as an insurance agent for life and health products. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm uses a combination of fundamental, technical, and cyclical analysis to implement investment strategies tailored to clients’ risk tolerances and offers unique options such as access to select non-traded REITs and an options-writing overlay.

Lawrence St John is a financial advisor with Principal Advised Services based in Des Moines, IA. He holds a Series 66 designation and has 21 years of industry experience. His career includes roles at Principal Life Insurance Company since 2004 and Principal Securities Inc. since 2016. 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 called SimpleInvest. The firm integrates proprietary models and third-party methodologies, serving clients within the Principal Financial Group network and beyond.

Matthew Juffer is a CFP® professional at Andersen with 21 years of industry experience. He has previously worked at Ausdal Financial Partners, Inc. and has ongoing roles with HJN Advisors, LLP and Hamilton Juffer & Associates LLP. Juffer also serves as a trustee for family trusts. Andersen provides full-service investment consulting and performance measurement to high-net-worth individuals, families, and related entities. The firm operates on a non-discretionary basis, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning services.

Michael Westphal is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Foster Group, Inc. He has previously worked at PMA Financial Network, LLC and Miles Capital, Inc. since beginning his career. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individual, corporate, institutional, and retirement plan clients. The firm employs a long-term, asset-allocation-driven investment approach, utilizing diversified mutual funds, ETFs, and independent managers while offering tailored service tiers and digital tools for wealth management.

Justin James is a CFP® and ChFC® with six years of industry experience. He is currently with Foster Group, Inc. and has previous experience at Cambridge Investment Research Advisors and Mutual Securities, Inc. Outside of his financial advisory work, James owns and operates a wedding photography business and an eCommerce venture. Foster Group, Inc. serves 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 mutual fund and ETF exposure and offers tiered client service models ranging from digitally-led CoreWealth to more personalized SelectWealth engagements.

Kevin Foland is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has worked with FBL Marketing Serv since 2017 and has been affiliated with Farm Bureau Financial Services since 2015. Outside of his advisory role, he owns Kevin Foland Agency, Inc., a non-investment-related business. FBL Wealth Management serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, written financial plans, and non-fiduciary retirement plan services, often using third-party sub-advisers or overlay managers for discretionary trading while maintaining primarily non-discretionary advisor-level relationships.

Chandler Fiscella is a financial advisor with Principal Advised Services in West Des Moines, IA, holding a Series 66 designation and two years of industry experience. His background includes roles at Principal Bank, Principal Securities, and Principal Life Insurance Company, as well as service in the United States Marine Corps. Principal Advised Services primarily provides investment advice and related services to retirement plan participants and retail IRA clients. The firm offers a blend of third-party and proprietary advisory models, including a discretionary wrap-fee investment management program, and benefits from its affiliation with the Principal Financial Group family of companies.

Jacob Kinnetz is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Foster Group, Inc. since 2021 and previously held roles at Greater Midwest Financial Group, TrueNorth Companies, and Mutual of Omaha. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm uses a long-term, asset-allocation driven investment approach with diversified mutual fund and ETF exposure, combining digital tools with tailored service tiers for clients of varying complexity.

Steven Johnson is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Principal Advised Services since 2024 and has also worked at Principal Securities and Principal Life Insurance since 2016. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and benefits from its affiliation with the Principal Financial Group family, which provides access to affiliated products and services.

James Ennis is a financial advisor with Focus Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at Focus Financial since 2018 and previously at VOYA Financial Advisors. Ennis is also an at-large board member of The Barbican Owners Association, a nonprofit organization involved in community property management. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, utilizing individualized investor profiles and a variety of investment strategies and vehicles.

Le Roy Kreutzer is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His career includes roles at FBL Marketing Services LLC, Farm Bureau Financial Services, and Farmers Insurance Group. Kreutzer is involved in investment advisory and financial planning services through his position at FBL Wealth Management. 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 primarily through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized advice and a mix of strategic and tactical asset allocation implemented via third-party discretionary managers.

Lindsey Oneil is a CFP® and holds a Series 65 license, with eight years of experience in financial services. She is currently with Compound Planning, Inc., where she has worked since 2025, following seven years at Choreo, LLC and three years at RSM US LLP. 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 uses risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Aaron Weringa is a financial advisor with Principal Advised Services in Des Moines, IA. He holds a Series 66 designation and has been in the industry for one year. His prior work experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and Caesars Entertainment. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family and integrates services across affiliated entities to offer a range of investment and financial products.

Lance Wright is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of experience in the industry. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Titan Machinery and Midstates Bank and has experience in various other fields including retail and public service. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and Pershing. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Christopher Tolman is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at FBL Wealth Management, LLC and has previously spent a decade at TIAA-CREF. Tolman is also affiliated with Farm Bureau Life and Affiliates in a non-investment capacity. 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, non-discretionary advice implemented via third-party discretionary managers.

Holly Dusheck is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation. She has experience at FBL Financial Group and Principal Financial Group, among other roles, with a total industry experience beginning in 2024. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm provides investment management primarily through third-party portfolio managers and offers written financial planning along with educational seminars and newsletters.

Eliott Milakovich is a financial advisor at FBL Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at FBL Marketing Services, LLC and FBL Financial Group since 2017. FBL Wealth Management serves a diverse client base, including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, financial plans, and educational seminars, emphasizing individualized advice and employing a mix of asset allocation strategies alongside value-oriented selections and fundamental and technical analysis.

Robert Annexstad is a financial advisor at Foster Group, Inc. with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at notable firms including Principal Life Insurance Company and Principal Securities Inc. His career also includes long tenure at D.M. Kelly & Company. Foster Group, Inc. advises individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation approach focused on diversified mutual funds and ETFs, offering tailored service tiers and utilizing third-party platforms to support client financial planning and investment management.

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.