Michelle Stockman is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. She is currently with Integrity Advisory Solutions and Integrity Alliance, LLC, having previously worked at Principal Securities, Inc., Principal Funds Distributor, Inc., Principal Asset Management, and other firms. She also performs certain functions for Principal Global Investors, LLC and its affiliates. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in assets. The firm offers comprehensive portfolio management and financial planning services, including retirement plan consulting and model portfolio programs, utilizing a range of investment strategies and third-party platforms.

Casey Warren is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his current role, he worked at MidAmerican Energy and Big Red Insurance and has operated Casey Warren Performance Horses since 2010. Outside of his advisory work, he is involved in training performance horses through his own business. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers investment management via wrap-fee programs and written financial plans, emphasizing individualized advice and the use of third-party discretionary managers for trading execution.

Joshua Cross is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Arete Wealth Management and Arete Wealth Advisors since 2012. Outside of his advisory role, he is president of Silvercap Wealth Management and a partner in Silvercap Tax Services LLC, which provides tax preparation services. Arete Wealth Advisors offers 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, supplemented by third-party sub-advisers and a due-diligence process.

Rebecca Layton is a financial advisor at FBL Wealth Management, LLC with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Fidelity Brokerage Services. Outside of her advisory role, she is a partner at Bloom and Bites LLC, a mobile food and bar cart business. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers investment management through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized advice and the use of third-party discretionary managers for trade execution.

Lukas Georgeff is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Foster Group, Inc. since 2022 and previously spent five years at Wells Fargo. Foster Group, Inc. manages approximately $4.78 billion for individual, corporate, institutional, and retirement plan clients through a team of 54 advisors. The firm uses a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds, ETFs, independent managers, and institutional funds, and offers segmented service tiers ranging from digital CoreWealth to bespoke SelectWealth engagements.

Nathan Rayl is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been associated with Equitrust Marketing Serv LLC and Farm Bureau since 2010. Outside of his advisory role, he is an insurance agent affiliated with Farm Bureau Life and Mountain West Farm Bureau Mutual Insurance Company. 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.

Ricky Dhabalt is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Helix Benefits Group, Dc Retirement Strategies, and Principal Life Insurance Company. He is also an owner and financial advisor specializing in fee-based financial planning and Medicare supplement insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm’s advisory approach includes financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Kyle Skinner is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 11 years of industry experience. He has worked at Principal Securities INC since 2016 and is affiliated with Journey Financial Advisors and Roshek Skinner Financial Services. In addition to his advisory role, Skinner owns KS Financial LLC and provides services related to structured attorney fees involving tax-deferred insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Jason Juhl is a financial advisor with CWM, LLC, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Carson Wealth, Cetera Advisor Networks, and U.S. Bancorp Investments. Outside of advising, he serves on the board of the Orchard Place Foundation, a mental health organization for children, and is involved as a lecturer and advisory board member for the Income Lab. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, using model portfolios overseen by an in-house Investment Committee and combining fundamental and technical analysis with third-party resources and customization tools.

Jennifer Greenleaf is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 designations and six years of industry experience. She has worked with Bankers Life and its affiliates since 2009, including roles in advisory services and securities. In addition to her advisory work, Greenleaf serves as a Unit Field Trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Joshua Hofbauer is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Bankers Life and its related entities since 1999, currently serving as a Regional Director managing branch managers. Outside of his advisory role, he is involved in farming, raising a herd of 300 buffalo, and is a silent partner in a healthy eating fast food restaurant. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Kye Connealy is a financial advisor with Principal Financial Services holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Bank of the West and Principal Securities Inc. Connealy is also the owner of MIC Holdings LLC, an LLC involved in acquiring and renovating residential real estate properties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions with discretionary investment implementation.

Anthony Peck is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Heartland Retirement Group and Mary Greeley Medical Center. Outside of his advisory role, he is the owner and CEO of ACP Financial LLC, a fixed insurance business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management approaches and custodial platforms.

Scott Whitten is a financial advisor with Voya Financial Advisors, Inc., holding the Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Peak Brokerages Services LLC and Next Financial Group, Inc., among others. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering recommendation-based advice across multiple program structures.

Walker Person is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Integrity Alliance since 2025 and previously spent over a decade with The Leaders Group Inc and VIP Insurance. Outside of his advisory role, he occasionally sells insurance to friends and family on a commission basis. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers continuous asset management, financial and retirement plan consulting, and access to various third-party manager programs, using a range of portfolio management approaches and custodial platforms.

Austin Nichols is a financial advisor with Principal Financial Services holding a Series 66 license. He has been with Principal and its affiliated entities since 2024. Prior to joining the financial services industry, he worked at Veenker Golf Course and attended Iowa State University. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Scott Krueger is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Krueger has worked with Principal Life Insurance Co. since 2009 and Principal Securities Inc. since 2016. Outside of his advisory role, he serves as a color commentator for the Iowa Wild hockey team. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Willard Gombert is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and previously worked at Voya Financial Advisors and has been involved with The Financial Architects since 1999. Outside of his advisory work, he co-owns WHAZZUP, LLC, a business unrelated to investments. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Kalvin Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior work includes roles at Brokers International Financial Services, Gladstone Wealth Partners, and Gradient Wealth Management. Outside of his advisory duties, he is involved in insurance sales and manages several insurance-related businesses. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through multiple platforms, employing various allocation approaches and supporting customized plan services.

David Warrick is a CFP® with 41 years of industry experience, currently affiliated with Integrity Alliance, LLC. He has worked at Brokers International Financial Services since 2013 and operates J C Warrick & Co. Inc. since 2003. In addition to his advisory work, he is involved in tax preparation and insurance services through his own business activities. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a network of 164 independent advisors. The firm employs various portfolio management approaches and provides access to multiple custodial platforms and third-party programs.