Brittany Heard is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. She has worked at Foster Group, Inc. since 2015 and holds the Series 65 license. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation-driven investment approach that emphasizes diversified exposure to mutual funds and ETFs, combining strategic management with digitally enabled services for different client segments.

Troy Perchal is a financial advisor at FBL Wealth Management, LLC with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Equitrust Marketing Services LLC and Farm Bureau since 2005. 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 discretionary managers and offers investment management, financial planning, and educational seminars.

Eric Siegfried is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior roles include positions at FBL Financial Group, FBL Marketing Services, Farm Bureau Financial Services, and Farmers Insurance Group John Elliott Agency. 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, written financial plans, and non-fiduciary retirement-plan services, emphasizing individualized advice and working with clients on objectives, risk tolerance, and constraints.

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, currently serving at Foster Group, Inc. She previously worked at Principal Securities Inc., Principal Life Insurance Co., Prudential Insurance Company of America, and related affiliates from 2004 to 2025. Outside of her advisory role, she is the founder of The Travelista Collective, a travel community for women where she organizes group trips as a travel advisor, and she is involved with The Phoenix Business Collective, a company that audits spend categories to generate savings for its members. Foster Group, Inc. advises individual, corporate, and institutional clients, including high-net-worth individuals, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm emphasizes a long-term, asset-allocation-driven investment approach using diversified mutual funds, ETFs, and independent managers, and offers segmented services ranging from digital CoreWealth to bespoke SelectWealth solutions.

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. He worked at RSM US LLP from 2014 to 2021 before joining Foster Group, where he has been since 2021. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans, with a team of 54 advisors. The firm employs a long-term, asset-allocation approach that emphasizes diversified mutual fund and ETF exposure, independent managers, and institutional strategies, while offering tiered service levels tailored to client complexity.

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. He is currently an advisor at Foster Group, Inc., where he has worked since 2021. His prior experience includes roles at PMA Financial Network, LLC and Miles Capital, Inc. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 relationships. The firm employs a long-term, asset-allocation approach emphasizing diversified mutual funds, ETFs, and institutional strategies, offering tiered service levels and leveraging technology platforms for account management and estate planning.

Justin James is a CFP® and ChFC® with six years of experience in financial advising. He is currently with Foster Group, Inc. and has prior experience at Cambridge Investment Research Advisors and Mutual Securities, Inc. Outside of finance, he owns a wedding photography business and operates two eCommerce ventures. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals, corporations, institutions, and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach with diversified mutual fund and ETF exposure, combining a digitally led CoreWealth platform with more customized SelectWealth services.

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® professional affiliated with Foster Group, Inc. in West Des Moines, IA, with five years of industry experience. His career includes roles at Foster Group since 2021 and prior experience at Greater Midwest Financial Group and TrueNorth Companies. 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 investment approach that utilizes diversified mutual funds and ETFs, independent managers, and third-party platforms to provide tailored financial planning and investment services across multiple client service tiers.

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.