Anne Spina is a financial advisor with Principal Advised Services in Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. She has 32 years of industry experience, including long-term roles with Principal Financial Services and Principal Life Insurance Company. Spina currently manages consultants focused on bank deposit product sales and supervises investment advisor representatives providing retirement plan distribution advice. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary models. The firm is part of Principal Financial Group, which provides integrated access to affiliated bank products, mutual funds, and asset management services.

James Rhodes is a financial advisor at Altitude Capital Management LLC in Des Moines, IA, with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Whitney and Associates, Redbird Insurance, Wells Fargo, and Principal Life Insurance Company. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm customizes strategies based on client objectives and risk tolerance, employing various approaches including asset allocation and technical analysis, and manages accounts through a multi-team structure with 33 advisors.

Brent Adams is a financial advisor at FBL Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FBL Financial Group and Country Insurance & Financial Services. Adams is based in West Des Moines, Iowa. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, offering investment management through wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized advice and uses third-party discretionary managers for trading while maintaining primarily non-discretionary advisory relationships.

Rachel Waldo is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked with various entities within Principal Financial Group since 2004. Outside of her advisory role, she is a board member for the Lake Panorama Association and is involved in local community activities including photography for Central Iowa Publishing and administrative support at a dance studio. 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 investment management program. The firm integrates third-party and proprietary methodologies and operates within the Principal Financial Group family, enabling access to affiliated products and trading services.

Joe Hazelbaker is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with FBL Financial Group since 2002 and FBL Marketing Services since 2012. Outside of his advisory role, he is involved in insurance sales with Farm Bureau Mutual Insurance Company of Idaho and receives referral fees from Farm Bureau Bank and Idaho Farm Bureau Financial Services. 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 advisory model.

Ashley Maher Widen is a CFP® and ChFC® with 21 years of industry experience. She currently works at Foster Group, INC. and previously held roles at Principal Securities Inc., Principal Life Insurance Co., Prudential Insurance Company of America, and Principal Financial. Outside of her advisory work, she is the founder of The Travelista Collective, a travel community for women where she organizes group trips as a travel advisor. Foster Group, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset allocation-driven investment approach focused on diversified mutual fund and ETF exposure, with tailored service tiers and the use of independent and institutional fund managers.

Ashley Hethershaw is a financial advisor with Bison Wealth, LLC in West Des Moines, IA, holding a Series 65 designation and two years of industry experience. Her prior roles include work at Kidder Advisers, Inc. and Capital Defender Wealth Management Group. Outside of advising, she is an independent contractor for Scentsy, Inc., involved in direct sales of home décor and fragrance products. Bison Wealth serves a diverse clientele including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm utilizes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

John Davies is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Foster Group, Inc. in Urbandale, IA. Prior to joining Foster Group, he worked at RSM US LLP for seven years. 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 focused on diversified exposure to mutual funds and ETFs, and offers tiered service levels combined with digitally enhanced tools for portfolio and estate planning.

Nicholas Flynn is a financial advisor at Principal Advised Services with a Series 66 designation and two years of industry experience. He has held roles at Principal Life Insurance Company, Principal Financial Services, and Wells Fargo Bank. Outside of his advisory duties, he is involved in providing one-on-one investment advice to retirement plan participants and managing sales of bank deposit products at Principal Bank. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, using both proprietary models and third-party tools like Morningstar. The firm is part of the Principal Financial Group and integrates with affiliated entities to provide access to proprietary funds and bank products.

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.

Timothy Dawson is a financial advisor with Wedbush Securities Inc. in Waukee, IA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 26 years with Wedbush Morgan Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, alongside portfolio management tailored to client objectives and risk tolerances.