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 three years of industry experience. She holds the Series 65 designation and has worked at several firms including NORTHWEST Bank and Cottingham & Butler prior to joining Foster Group. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach, using diversified mutual funds, ETFs, and independent managers, and offers tailored service tiers ranging from digital CoreWealth solutions to bespoke SelectWealth engagements.

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.

Ethan Schmidt is a financial advisor with Principal Advised Services in Urbandale, IA, holding a Series 66 designation and two years of industry experience. His background includes roles at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc. He also has experience providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models to deliver both non-discretionary recommendations and discretionary investment management programs. The firm operates as part of the Principal Financial Group network, providing integrated access to affiliated financial products and services.

Jason Gossard is a financial advisor at FBL Wealth Management, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term involvement with FBL Marketing Services, LLC and 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, financial planning, and educational seminars, emphasizing individualized advice and primarily using non-discretionary client relationships supported by third-party discretionary managers.

Christopher Gartner is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at FBL Marketing Services, FBL Financial Group, and Richland Federal Credit Union. FBL Wealth Management serves a diverse client base that includes individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, financial planning, and retirement-plan services, emphasizing individualized advice and relying on third-party managers for discretionary trading.

John Magnuson is a financial advisor with FBL Wealth Management, LLC, holding Series 66 and Series 63 credentials and eight years of industry experience. His prior roles include positions at FBL Financial Group, Farmers Financial Solution LLC, Farmers Insurance, and Green Dot Corp. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, providing investment management primarily through wrap-fee programs, written financial plans, and educational seminars. The firm emphasizes individualized, non-discretionary advice supported by third-party discretionary managers and leverages its affiliation with FBL Financial Group and the Farm Bureau distribution network.

Gretchen Muller is a financial advisor with Foster Group, Inc. She holds a Series 65 designation and has over 16 years of industry experience, including a lengthy tenure at Principal Financial Group prior to joining Foster Group in 2025. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans, offering services such as investment supervisory, financial planning, and qualified plan consulting. The firm emphasizes a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and alternative investments.

Brad Bosh is a financial advisor at FBL Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® and Series 63 designations. His work history includes roles at FBL Financial Group and FBL Marketing Services. He also receives referral fees from Farm Bureau Bank. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities through investment management, financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates a mainly non-discretionary model.

Dane Butler is a financial advisor at Foster Group, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Theisens. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm uses a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, offering tiered service levels tailored to varying client needs.

Charlie Schettler is a financial advisor with Principal Advised Services in Des Moines, IA. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2026. His prior experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and work with the YMCA of the USA and Carlisle School District. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee management program, leveraging proprietary models and third-party methodologies within the Principal Financial Group family of companies.

Lisa Carlson is a financial advisor at Advisory Alpha, LLC with 10 years of industry experience. She has held roles at several firms including Simplicity Wealth, Brokers International Financial Services, DHI Group, and Athene Annuity & Life Company. Carlson also founded Carlson Wealth Management, where she provides financial and insurance services. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients, supported by a team of approximately 60 advisors. The firm employs a fund-of-funds investment approach overseen by a centralized Investment Team and is notable for its roles as a subadvisor and co-advisor to other RIAs, as well as its specialized retirement-plan and technology services.

Max Simmons is an advisor at Foster Group, Inc. in West Des Moines, IA, holding a Series 65 credential. He has been with Foster Group since 2024 and has prior experience working at Airliner and the Tippie College of Business. Foster Group, Inc. serves individuals, 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 with diversified exposure to mutual funds, ETFs, and independent managers, offering tiered service levels to meet varying client needs.

Ryan Burden is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. He has worked at Farm Bureau Financial Services and FBL Marketing Services since 2014. Outside of advisory work, he operates The Ryan Burden Agency, Inc., which focuses on insurance sales. 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, utilizing third-party portfolio managers and sub-advisers, and provides financial planning as a written service without direct ongoing portfolio management unless separately engaged.

Mick Poulsen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been affiliated with Equitrust Marketing Services LLC and Farm Bureau since 2011. Outside of his advisory role, Poulsen is involved in farming and ranching, growing and selling pumpkins on a small scale. 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, utilizing third-party portfolio managers and RBC-sponsored wrap platforms, and provides financial planning as a written deliverable.

Alex Bear is a Series 66-licensed financial advisor with FBL Wealth Management, LLC in West Des Moines, Iowa, and has two years of industry experience. Prior to joining FBL Wealth Management, he held roles at FBL Marketing Services, FBL Financial Group, Sisecam Wyoming, Strata Worldwide, Intel Labs, and serves as an officer and platoon trainer with the Army National Guard. Outside of advising, he owns and operates a radon mitigation and measurement business on weekends. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily uses third-party portfolio managers and sub-advisers for discretionary trading and provides written financial planning along with educational seminars and newsletters.

Ryan Harklau is a CFP® and ChFC® with 22 years of experience in financial advisory roles. He is currently with FBL Wealth Management, LLC and has previously worked with FBL Financial Group and Farm Bureau Financial Services. Outside of his advisory role, he works as a radio reporter for Learfield Sports. 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 uses third-party sub-advisers for discretionary management while offering investment management through wrap-fee programs, financial planning, and educational seminars.

Patrick Kessel is a CFP® and ChFC® with 22 years of experience, currently serving as an investment adviser representative at FBL Wealth Management, LLC. He has been affiliated with Farm Bureau and FBL Marketing Services since 2003. Outside of advisory work, he is a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management primarily through third-party portfolio managers and written financial planning. The firm operates mainly on a non-discretionary basis and offers educational seminars and newsletters as part of its client services.

Joshua Sievers is a financial advisor with First Heartland Consultants, Inc. in Clive, Iowa, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining First Heartland Consultants, he worked at Farm Bureau and Equitrust Marketing, both from 2010 to 2026. Outside of advisory work, Sievers has been active as a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty since 2010. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and participants in employer-sponsored retirement plans. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs, delivered through independent representatives using a combination of fundamental, technical, and cyclical analysis.