Daniel Giles is a financial advisor at Foster Group, Inc. with five years of industry experience. He has held prior roles at Delaware Life Insurance Company, Sammons Financial Network, Farmers State Bank, and FSB Premier Wealth Management. Foster Group, Inc. advises individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 relationships. The firm employs a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds, ETFs, and institutional strategies, while providing tiered service levels and leveraging digital platforms for portfolio and estate-planning management.

Danielle Vandehaar is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She has been with Arete Wealth Management LLC and SilverCap Wealth Management since 2012. 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 primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates services with affiliated financial businesses and product channels.

Kristen Crouthamel is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Broker Dealer Financial Services. Outside of her advisory role, she serves on several community boards including the Guthrie Center Chamber of Commerce and the Guthrie County Conservation Board, and acts as a notary public in Iowa. 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 employs both advisor-driven and proprietary model allocations and integrates with affiliated financial businesses and product channels in its service offerings.

Thomas Graff is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior experience includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Since 2021, he has also been active as a full-time insurance agent with Farm Bureau Life and its affiliates. 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, and provides written financial planning along with educational seminars and newsletters.

Travis Rychnovsky is a CFA® charterholder with 20 years of industry experience. He has been with Foster Group, Inc. since 2014, currently serving as an advisor at their Urbandale, IA office. Foster Group, Inc. manages approximately $4.78 billion for nearly 2,000 clients, including individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach, emphasizing diversified mutual fund and ETF exposure and the use of independent and institutional managers, while offering tiered service levels and digital tools for portfolio and estate planning.

Christopher Mayer is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked with Farm Bureau since 2008 and has been involved with FBL Marketing Services, LLC since 2012. He also serves as a trustee and beneficiary of the Geiger Trust. FBL Wealth Management serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management primarily through wrap-fee programs and relies on third-party sub-advisers for discretionary trading while emphasizing individualized, non-discretionary advisory relationships.

Arthur Dinkin is a CFP® professional with 35 years of industry experience, currently serving at Independent Wealth Network, Inc. since 2017. He previously worked at Brokers International Financial Services, LLC and operates Davinci Financial LLC. Outside of his advisory work, he is involved in local swimming organizations, serving as a high school swimming official and holding leadership roles with Iowa Swimming Inc. Independent Wealth Network, Inc. offers advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies tailored to client goals and risk tolerances, including discretionary portfolio management and access to third-party managers.

Wayne Smith is a financial advisor at FBL Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FBL Financial Group since 2020. Outside of his advisory role, he has involvement with Farm Bureau Life and Affiliates in a non-investment capacity. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm delivers investment management primarily through third-party portfolio managers and emphasizes a non-discretionary advisory model combined with written financial planning and educational resources.

Brittany Heard is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Foster Group, Inc. since 2015 in various capacities and is currently based in Urbandale, IA. Foster Group, Inc. serves individual, corporate, institutional, and retirement plan clients, managing approximately $4.78 billion across nearly 2,000 relationships. The firm employs a long-term, asset-allocation-driven investment approach, using diversified mutual funds, ETFs, independent managers, and institutional strategies, while offering tailored service tiers and digital tools for portfolio and estate planning.

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. 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.