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 over ten years of industry experience. He has worked at Foster Group, Inc. since 2021 and was previously employed at RSM US LLP for seven years. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm utilizes a long-term, asset-allocation approach based on Modern Portfolio Theory, primarily employing low-cost mutual funds and ETFs, and combines technology and third-party platforms to support estate planning and portfolio monitoring.

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.

Matthew Juffer is a CFP® professional with 22 years of industry experience. He has worked at firms including Ausdal Financial Partners, Inc., HJN Advisors, LLP, Hamilton Juffer & Associates LLP, and KPMG Investment Advisors. He serves as a trustee for the Juffer Family Trust and the Pauline Juffer Trust. Andersen serves successful individuals, families, trusts, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance reporting, frequently integrating these services with tax, valuation, and advisory work.

Michael Westphal is a CFA® charterholder with four years of industry experience. He has worked at Foster Group, Inc. since 2021, following roles at PMA Financial Network, LLC and Miles Capital, Inc. prior to that. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach using primarily low-cost mutual funds and ETFs, supplemented by technology and third-party platforms for estate planning and portfolio monitoring.

Justin James is a financial advisor with Foster Group, Inc. in Urbandale, IA, holding CFP® and ChFC® designations with six years of industry experience. Prior to joining Foster Group, he worked at Cambridge Investment Research Advisors and Mutual Securities, Inc. Outside of his advisory career, he owns and operates a wedding photography business and an eCommerce venture. Foster Group serves a range of individual and institutional clients, offering tiered wealth management and plan consulting services based on a long-term, asset-allocation investment approach primarily using mutual funds and ETFs.

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 with five years of industry experience, currently serving at Foster Group, Inc. His career includes roles at Greater Midwest Financial Group and TrueNorth Companies, along with experience in the brewing industry. Foster Group, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm uses a long-term, asset-allocation approach grounded in Modern Portfolio Theory, primarily employing low-cost mutual funds and ETFs, and supports clients through technology and third-party platforms alongside advisor-led family planning for complex households.

Steven Johnson is a financial advisor at Principal Advised Services in Des Moines, IA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities and Principal Life Insurance since 2016. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm is part of the Principal Financial Group family, providing access to affiliated products and integrated operational support.

James Ennis is a financial advisor with Focus Financial in Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Voya Financial Advisors and ownership of Ennis Planning Services. He serves as an at-large board member for The Barbican Owners Association, a local nonprofit organization. Focus Financial Network serves a diverse client base ranging from individual investors to corporate entities, providing managed account services, financial planning, and retirement plan consulting. The firm offers personalized investment advice tailored to client profiles and emphasizes coordination with other professionals for estate planning and related services.

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.

Le Roy Kreutzer is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His prior roles include positions at Farmers Insurance Group and FARMERS FINANCIAL SOLUTIONS. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, offering investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized advice and employs third-party sub-advisers or overlay managers for discretionary trading while maintaining primarily non-discretionary advisor-level relationships.

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.

Andrew Kleis is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with Arete Wealth Management LLC and Insight Wealth Group since 2012. Outside of his advisory role, Kleis is a partner in a tax preparation service, Insight Tax & Financial Services LLC, and serves as secretary and treasurer for a homeowners association. 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 manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and third-party managers in its offerings.

Dustin Devenport is a financial advisor at FBL Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has been associated with FBL Financial Group since 2011. 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, written financial plans, and retirement-plan services, emphasizing individualized advice and employing third-party managers for discretionary trading.

Philip Hasz is a financial advisor at FBL Wealth Management, LLC with 28 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation and Series 63 license. His prior career includes long-term roles at Country Trust Bank, Country Companies Inc., and Country Capital Management Company. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm emphasizes individualized advice without discretionary authority, relying on third-party sub-advisers for account management, and offers investment solutions that combine strategic asset allocation with fundamental and technical analysis.

Lance Wright is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. His previous work includes positions at Titan Machinery and Midstates Bank. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.