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.

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 Series 65 licensed advisor at Foster Group, Inc. with one year of industry experience. She previously worked at Principal Financial Group for 16 years and spent a year in homemaking before joining Foster Group. Foster Group, Inc. serves 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, offering services ranging from digital CoreWealth solutions to more customized SelectWealth engagements.

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 previously worked at Fidelity Investments and Theisens. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach with a focus on diversified mutual funds, ETFs, and independent managers, offering tiered client service through CoreWealth, SignatureWealth, and SelectWealth.

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 a Series 65-licensed advisor with Foster Group, Inc. in Urbandale, IA. He has been with Foster Group since 2024, with prior experience outside the financial industry. Foster Group, Inc. serves individuals—including high-net-worth clients—as well as corporate and institutional clients and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm emphasizes a long-term, asset-allocation-driven investment approach with diversified mutual fund and ETF exposure, combining digital tools and bespoke service tiers.

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.