Kyle Peterson is a financial advisor at Choreo, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes roles at FuturePlan and Principal Financial. Choreo provides investment and advisory services to a wide range of clients, including individuals, family offices, endowments, foundations, and corporate clients. The firm’s investment process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Daniel Shurley is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked with FBL Financial Group since 2024 and previously spent ten years with Farm Bureau Financial Services. Shurley 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 offering written financial planning, educational seminars, and newsletters.

Lauren Stelting is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. She holds Series 63 and Series 66 licenses and has 10 years of industry experience, including her ongoing role at Farm Bureau Financial Services since 2015. 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 RBC-sponsored wrap platforms for investment management, providing written financial planning and educational resources within a mostly non-discretionary advisory structure.

Walter Mozdzer is a CFP® with 19 years of industry experience, currently serving as an advisor at Foster Group, Inc. since 2018. Prior to joining Foster Group, he worked for Syverson Strege & Company for 19 years. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate clients, and retirement plans across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation-driven investment approach, utilizing diversified mutual funds and ETFs along with independent managers and institutional strategies.

Perry Shank is an Investment Adviser Representative at FBL Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with FBL Marketing Services and Farm Bureau Insurance Company since 1999. Outside of his advisory role, he owns and operates a cattle raising business in Idaho. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily offers non-discretionary investment management through third-party portfolio managers and provides written financial planning, educational seminars, and newsletters.

Alexander Ricke is a CFP®-certified financial advisor at Compound Planning, Inc. in Des Moines, IA, with six years of industry experience. His prior roles include positions at Choreo, LLC and RSM Wealth Management, as well as earlier work with Cast Financial LLC, Lincoln Public Schools, and the University of Northern Iowa. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes risk-based model allocations tailored to client goals and combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Jackson Williams is a financial advisor at Principal Advised Services with one year of industry experience. He holds the Series 66 designation and has worked in multiple roles within the Principal Financial Group, including positions at Principal Bank, Principal Securities, Inc., and Principal Life Insurance Company. Outside of his advisory work, he has a background that includes roles in pest control and education. 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 called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, which provides access to affiliated financial products and services.

Benjamin Berger is a CFP® with four years of industry experience, currently serving as a financial advisor at Foster Group, Inc. He has been with Foster Group since 2022 and previously worked as a Principal from 2016 to 2022. 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 with a team of 54 advisors. The firm employs a long-term, asset-allocation-driven investment approach, utilizing diversified mutual funds, ETFs, and independent managers, while offering tiered service levels through its CoreWealth, SignatureWealth, and SelectWealth programs.

Robert Wiley is a CFP® with 24 years of industry experience, currently serving at LexAurum Advisors since 2016. He previously worked at Broker Dealer Financial Services Corp. and operates Wiley Financial Services. Outside of his advisory work, he manages farming operations and has served as president of the Rotary Club of Johnston, IA. LexAurum Advisors manages approximately $1.27 billion for over 2,000 clients, providing investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm uses a multi-advisor team approach, emphasizing diversified portfolios aligned with modern portfolio theory and offering model allocations implemented primarily with low-cost ETFs.

Thomas Hendricks is a financial advisor with Foster Group, Inc. in Urbandale, Iowa, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include seven years at Principal Funds Distributor and 15 years at Principal Life Insurance Company and Princor Financial Services. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporations, institutions, and retirement plans through a team of 54 advisors. The firm employs a long-term, asset-allocation investment approach focused on diversified mutual funds, ETFs, and independent managers, serving clients across multiple service tiers with a combination of digital tools and personalized strategies.

Krystian Bajorek is a financial advisor at Principal Advised Services with one year of industry experience and holds a Series 66 designation. He has previously worked at Principal Life Insurance Company, Principal Securities, Inc., and GuideOne Insurance, and also has experience in various other roles, including teaching and staffing. In addition to his advisory work, he serves as an assistant vice president focused on advice, education, and sales of bank deposit products within Principal Bank. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to offer non-discretionary recommendations and a discretionary investment management program, leveraging its integration with the broader Principal Financial Group family for access to proprietary products and operational support.

Jeff Zelenovich is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds a Series 66 credential and has one year of industry experience. Prior to joining FBL Wealth Management and affiliated firms, he worked at Catalyst RCM and held roles with Luther Care Services and Wellmark Blue Cross Blue Shield. Outside of his advisory role, he is president of The Zelenovich Agency, Inc. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients through investment management programs, financial planning, and educational seminars. The firm emphasizes individualized advice without discretionary trading authority, instead utilizing third-party sub-advisers and overlay managers for portfolio management.

Luke Bauer is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked with FBL Marketing Services and Farm Bureau Financial Services since 2015. Outside of advising, he is involved in managing entities formed for tax purposes, including Bauer Power, LLC, and Bauer Agency Inc. 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 while using third-party sub-advisers and overlay managers for discretionary account management.

Evan Bisson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at BancWest Investment Services, Bank of the West, Farm Bureau, and FBL Financial Group. He is also a full-time insurance agent for Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities. The firm primarily uses third-party portfolio managers and a non-discretionary investment approach, providing financial planning and investment management through wrap-fee programs and educational resources.

Mikayla Philipp is an advisor at FBL Wealth Management, LLC with Series 63 and Series 66 credentials and one year of industry experience. She has held various roles within FBL Financial Group and its affiliated entities since 2020. Outside of her advisory role, she coaches high school girls soccer. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, offering investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized, non-discretionary advice supported by third-party discretionary managers and is affiliated with FBL Financial Group and the Farm Bureau distribution network.

Luke Ter Hark is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Mutual of Omaha in 2020, he worked at Northwestern Mutual for one year and Pharmacist Mutual Insurance Company in 2018. Outside of his advisory role, he is involved in real estate development as a partner in K3L Enterprises, LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account solutions through platform relationships with Envestnet and Pershing. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance distribution businesses.

Mathew Stagner is a financial advisor with Foster Group, Inc. in Urbandale, IA, holding the CFP®, ChFC®, and Series 63 credentials and having 22 years of industry experience. His prior work includes positions at VOYA Financial Advisors and Principal Financial Services. Outside of his advisory work, he serves as treasurer of the Waterbury Neighborhood Association and contributes as a senior writer and podcast participant for the NFL fan blog Arrowhead Pride; he is also a featured speaker on topics related to the disability community, government benefits, and special needs planning. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion in assets with a team of 54 advisors. The firm employs a long-term, asset-allocation driven investment approach that emphasizes diversified exposures to mutual funds and ETFs, combining digital tools and third-party platforms to offer tailored wealth management across multiple client service tiers.

Michelle Ernst is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and having eight years of industry experience. She has worked extensively within the FBL Financial Group and its affiliates since 2011. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporate entities. The firm provides investment management through wrap-fee programs, financial planning, and retirement-plan services, emphasizing individualized advice and implementing strategies with the assistance of third-party discretionary managers.

Corey Hodges is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at FBL Financial Group, Farm Bureau Financial Services, and Country Trust Bank. Hodges also provides financial planning services through FBL Investment Management Services, Inc. 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, written plans, and educational seminars, emphasizing individualized advice and non-discretionary client relationships supported by third-party discretionary managers.

Jason Street is a financial advisor with FBL Wealth Management, LLC who holds the ChFC® designation along with Series 65, 66, and 63 licenses. He has 21 years of industry experience, having previously worked at Voya, Farm Bureau Financial, and FBL Financial Group. He is also involved in selling insurance through Farm Bureau Life and Affiliates. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm offers investment management via wrap-fee programs, financial planning, and educational seminars, emphasizing individualized advice and mostly non-discretionary client relationships supported by third-party sub-advisers for account management.