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.

David Peirce is a financial advisor with Avantax Planning Partners, Inc. in Dubuque, IA, holding a Series 65 credential and one year of industry experience. He is also a partner at Denman CPA LLP, a CPA firm providing audit, assurance, consulting, tax, and wealth management services. Peirce owns David R Peirce, CPA P.C., which holds his partnership interest in Denman CPA LLP. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm manages portfolios using model-based style allocation strategies and offers tax-intelligent overlays, discretionary account management, and centralized trading and reporting through designated custodians.

Lawrence St John is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and 20 years of industry experience. He has worked at Principal Life Insurance Company since 2004 and has been affiliated with Principal Securities Inc. and Principal Advised Services since 2016 and 2022, respectively. 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 operates within the Principal Financial Group family, providing access to affiliated products and investment management through its SimpleInvest program.

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 with Foster Group, Inc., where he has worked since 2021. Prior to joining Foster Group, he was with PMA Financial Network, LLC and Miles Capital, Inc. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, institutional clients, and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory and offers tiered service programs alongside institutional portfolio management and consulting.

Justin James is a financial advisor with Foster Group, Inc. in West Des Moines, IA. He holds the CFP® and ChFC® designations and has six years of industry experience. Prior to joining Foster Group, he worked at Cambridge Investment Research Advisors and Mutual Securities, Inc. Outside of financial advising, he owns a wedding photography business and an eCommerce venture based in Pella, IA. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships with a team of 54 advisors. The firm serves individual, corporate, and institutional clients with a long-term, asset-allocation-driven approach centered on diversified mutual funds, ETFs, and institutional strategies. They offer segmented service tiers and leverage digital tools for portfolio management and estate planning.

Kevin Foland is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has been associated with FBL Marketing Services since 2017 and Farm Bureau Financial Services since 2015. Outside of his advisory role, he owns Kevin Foland Agency, Inc., a non-investment related insurance agency. 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 to implement investment decisions, and offers financial planning through written deliverables and educational resources.

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® with five years of industry experience, currently serving at Foster Group, Inc. He has worked at Foster Group since 2021 and previously held roles at Greater Midwest Financial Group, TrueNorth Companies, and Mutual of Omaha. Kinnetz is based in West Des Moines, IA. Foster Group, Inc. advises individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 relationships with a team of 54 advisors. The firm employs a long-term, asset-allocation-driven investment approach, offering services ranging from digitally-led CoreWealth accounts to bespoke SelectWealth engagements.

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 at Wedbush Securities Inc. with 32 years of industry experience. He has been with Wedbush Morgan Securities since 2000 and holds Series 63 and Series 65 credentials. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services with a range of managed account solutions, clearing and custodial services, and capital markets capabilities including commodities and derivatives.

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 Series 65 licensed financial advisor with eight years of industry experience. She currently works at Compound Planning, Inc., where she has been since 2025, following prior roles at Choreo, LLC and RSM US LLP. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a risk-based investment approach using customized model allocations and leverages third-party sub-advisors and technology to provide tax-aware direct indexing, options strategies, and specialized lending solutions.

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.

Lance Wright is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Titan Machinery and Midstates Bank. 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.

Laura Emery is a financial advisor at Arete Wealth Advisors, LLC in West Des Moines, IA, holding the ChFC® and Series 63 designations with four years of industry experience. She previously worked at FBL Marketing Service, LLC and FBL Financial Group from 2022 to 2024, and at Heartland Financial USA, Inc. from 2021 to 2022. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs both advisor-driven and proprietary rule-based model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

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.