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., 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.

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.

Eliott Milakovich is a financial advisor at FBL Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at FBL Marketing Services, LLC and FBL Financial Group since 2017. 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, financial plans, and educational seminars, emphasizing individualized advice and employing a mix of asset allocation strategies alongside value-oriented selections and fundamental and technical analysis.

John Nelson is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services LLC and LPL Financial, LLC. Outside of advising, he is an owner of TM Ingersoll, LLC, a fractional ownership of a restaurant in Des Moines, Iowa. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Robert Annexstad is a financial advisor at Foster Group, Inc. with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at notable firms including Principal Life Insurance Company and Principal Securities Inc. His career also includes long tenure at D.M. Kelly & Company. Foster Group, Inc. advises individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation approach focused on diversified mutual funds and ETFs, offering tailored service tiers and utilizing third-party platforms to support client financial planning and investment management.

James Beaty is a financial advisor with Principal Advised Services and holds a Series 66 designation. He has 25 years of industry experience, primarily with Principal Financial Services and Principal Life Insurance Company. His current roles include providing investment advice to retirement plan participants and working in advice, education, and sales at Principal Bank. Principal Advised Services offers investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm is part of Principal Financial Group and provides access to affiliated products and integrated services supported by governance and compliance oversight.

Cary Knudson is a financial advisor with FBL Wealth Management, LLC, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has worked at FBL Financial Group since 2024 and previously spent eight years with Farm Bureau Financial Services. Knudson is also involved with FBL Marketing Services. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, relying on third-party portfolio managers and sub-advisers, and offers financial planning through written deliverables and educational materials.

Mikeal Hodges is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with FBL Marketing Serv and Farm Bureau Financial Services since 1999 and 2000, respectively. Outside of advisory services, Hodges is involved in insurance sales through his own agency and co-manages a real estate LLC with his wife. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, providing investment management primarily through third-party portfolio managers and non-discretionary wrap-fee programs. The firm emphasizes written financial planning and educational resources while generally not accepting discretionary trading authority directly.

Jared Kramer is a Series 65 credentialed advisor with five years of experience at Independent Wealth Network, Inc. He previously worked at Wellmark Blue Cross Blue Shield for six years and has been self-employed since 2012. Outside of his advisory role, he is involved in sports officiating as a referee. Independent Wealth Network, Inc. serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations by providing wealth management, financial planning, and consulting services. The firm’s advisers manage approximately $518 million in client assets and may implement portfolio strategies directly or through third-party managers.

Anthony Potthoff is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 credential and is based in Des Moines, IA. His recent roles include positions at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. 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 wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party methodologies and operates as part of the larger Principal Financial Group, giving access to affiliated products and services.

Nathan Leonardelli is a Series 66-credentialed advisor with FBL Wealth Management, LLC, based in West Des Moines, IA, and has 25 years of industry experience. He has been involved with Rural Insurance and Equitrust Marketing Serv LLC/Farm Bureau since 2002. Outside of his advisory role, Leonardelli operates an insurance agency and serves as a trustee for a private trust. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes non-discretionary investment management primarily through third-party portfolio managers and offers written financial planning along with educational resources.

Owen Malinauskas is a financial advisor with Principal Advised Services in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. His background includes roles with Principal Life Insurance Company, Principal Securities, Inc., and American Equity. He also has experience in roles related to retirement plan participant advice and bank deposit product sales. 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. The firm utilizes a combination of third-party tools and proprietary models, leveraging its affiliation with Principal Financial Group to deliver integrated financial services.

Jeffery Picco is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with FBL Wealth Management, LLC and has previously worked at Country Trust Bank, Country Capital Management Company, and Country Companies Insurance Co. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach by utilizing third-party portfolio managers and provides financial planning through written deliverables and educational resources.

George Wilson is a financial advisor with Principal Advised Services in Des Moines, IA. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Principal Life Insurance Company. 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, wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary methodologies and operates as part of the Principal Financial Group family, which includes affiliated entities that support its range of investment products and services.

Gabrielle Carlson is a financial advisor at Foster Group, Inc. with a Series 65 credential and three years of industry experience. Her prior roles include positions at Northwest Bank, Cottingham & Butler, Dubuque Bank & Trust, and Emmaus Bible College. Foster Group, Inc. provides investment supervisory services, financial planning, and qualified plan consulting to individuals, corporate and institutional clients, and retirement plans. The firm manages approximately $4.78 billion across nearly 2,000 client relationships, employing a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers.

Yana Ross is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, with three years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience with FBL Financial Group, M.Y. Assurance Ventures LLC, Top City Promise Inc, and American Family Insurance. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized advice and utilizes third-party sub-advisers or overlay managers for discretionary trading, offering services through program arrangements and educational seminars.