Kristi Smith is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 65 and Series 63 licenses and possessing 22 years of industry experience. She has been associated with Equitrust Marketing Serv LLC and Farm Bureau throughout her career. 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, financial planning, and educational seminars, emphasizing individualized advice and utilizing third-party sub-advisers or overlay managers for discretionary trading.

Courtney Cowan Gray is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at COUNTRY FINANCIAL for 10 years and has been with FBL Financial Group and FBL Marketing Services since 2020. Outside of advisory services, she works full-time as an 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, 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.

Michael Goodyear is a Chartered Financial Consultant (ChFC®) with 20 years of experience in the financial industry. He has worked at Crump Life Insurance Services for 10 years before joining FBL Wealth Management, LLC, FBL Marketing Service, LLC, and FBL Financial Group in 2026. 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 primarily through wrap-fee programs and emphasizes individualized, non-discretionary advice supported by third-party discretionary managers for execution.

Todd Davis is a CFP® and ChFC® with 10 years of experience in financial services. He is currently with FBL Wealth Management, LLC, where he has worked in various capacities since 2015. Prior to his current role, he held positions within FBL Financial Group and FBL Marketing Services. 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 primarily through wrap-fee programs and written financial plans, emphasizing individualized advice while relying on third-party managers for discretionary trading.

Lucas Bonstrom is an advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining the financial services sector, he worked at Smart Honda of Des Moines for two years and has a background in education spanning 15 years. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and serves clients by recommending and monitoring MOIS-approved model portfolios.

Jacob Bergman is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked across multiple entities within the Principal Financial Group since 2022, including roles at Principal Bank and Principal Life Insurance Company. Bergman’s current position involves providing one-on-one investment advice to retirement plan participants regarding their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models to deliver both non-discretionary recommendations and a discretionary investment management program, leveraging its affiliation with Principal Financial Group to provide integrated product access and operational support.

Jacob Green is a financial advisor with Principal Advised Services in Ankeny, IA, holding a Series 66 credential with one year of industry experience. Prior to joining Principal, he worked in the renewable energy sector, including roles at Chevron Renewable Energy Group and Renewable Energy Group. At Principal, he provides one-on-one investment advice to retirement plan participants and supports sales of bank deposit products through Principal Bank. Principal Advised Services delivers 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, offering access to affiliated products and a range of discretionary and non-discretionary investment solutions.

John Mahan is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and five years of industry experience. His career includes roles at FBL Financial Group and Ameriprise Financial Services LLC. 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 primarily through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized advice and utilizing third-party managers for discretionary trading.

Saurav Bhattacharyya is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and Princor Financial Services Corporation. Outside of his advisory role, Bhattacharyya serves as adjunct faculty teaching business courses at Iowa State University and participates as a volunteer board member for Midland Credit Union and Lutheran Services of Iowa. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combining fundamental, technical, and charting analysis, and offers a range of portfolio management and financial planning services, supported by unique integration with retirement-plan and benefits firms.

Andre Stubbs is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Raymond James Financial Services, Willow Creek Capital Management, and First Interstate Bank. He is also an insurance agent affiliated with Farm Bureau Life and its related companies. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients by providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized, non-discretionary advice implemented via third-party sub-advisers, and integrates affiliated broker-dealer and insurance channels in its service model.

Jerad Grove is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with FBL Marketing Serv and Mountain West Farm Bureau Insurance since 2015. Grove serves as a board member of a nonprofit organization in Butte, Montana, and is involved in several business ventures including partnerships and management of Farm Bureau-related entities. 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 utilizing third-party sub-advisers and overlay managers for discretionary trading.

Daniel Smith is a financial advisor at Arete Wealth Advisors, LLC in West Des Moines, IA, holding the PFS™ designation and Series 63 license with 27 years of industry experience. He has been with Arete Wealth Management since 2018 and also has experience at Insight Tax & Accounting Services and Broker Dealer Financial Services. 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 employs both advisor-driven and proprietary rule-based model allocations and uses third-party sub-advisers, acting as an ERISA fiduciary when applicable.

Brandon Johnson is a financial advisor at EFS Advisors with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Advanced Advisor Group LLC, Agia, and Valic Financial Advisors. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management supported by an in-house Advisory Committee that reviews fund performance quarterly.

Alana Ferguson is a financial advisor at Harbour Investments, Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Ameriprise. Outside of her advisory career, she has experience with nonprofit organizations including United Way of Story County. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and multiple execution platforms.

William Simpson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with FBL Financial Group since 2023 and previously with Farm Bureau Financial Services from 2014 to 2022. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management through wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized advice and relies on third-party discretionary managers for account execution while maintaining primarily non-discretionary advisor-level relationships.

Bradley Hanus is a financial advisor with Integrity Advisory Solutions, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Principal Asset Management, Cache Advisors LLC, and other firms in the financial services sector. 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 client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various investment strategies and third-party platforms to tailor client portfolios.

Ever since the third grade, I knew I wanted to be a financial planner, following in the footsteps of my father who was also a CFP®. His unexpected passing transformed that childhood dream into a calling. I feel truly blessed to pursue this profession, especially since few people have the privilege of fulfilling a lifelong aspiration. Over the years, I have earned extensive education, credentials, and professional experience through respected institutions, including Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Exit Planning Advisor® (CEPA®) designations. I also hold an MBA in Finance from the University of Minnesota and a B.S. in Finance and International Business from Iowa State University. My leadership includes serving two terms as President of the Financial Planning Association of Iowa. Now, twenty years after my father’s passing, I am honored to continue our family legacy through the resurrection of Conley Capital Management, upholding his values while fulfilling my passion for serving clients with integrity and true fiduciary care. Unlike many firms that impose rigid asset minimums or cookie-cutter models, Conley Capital Management recognizes that every financial journey looks different. As a serial entrepreneur myself, I understand the importance of reinvesting in one’s vision, which sometimes means not having large investment accounts ready to be managed. For this reason, we offer multiple client engagement options designed to provide long-term fiduciary guidance no matter your stage of life or circumstances.

Belma Mujdzic is a financial advisor at Integrity Advisory Solutions with 23 years of industry experience. She holds a Series 66 designation and previously worked at VOYA Financial Advisors and Ameriprise. Outside of her advisory role, she owns Freedom Construction, a new home construction and sales business. Integrity Advisory Solutions serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporations through a network of about 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and utilizes various investment strategies and third-party platforms to construct tailored client portfolios.

Isaiah Stegman is a financial advisor at Beacon Capital Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Voya Financial Advisors and FBL Financial Group. Outside of his advisory role, he serves as Chair for Equipment at Northwest Soccer Club in Des Moines, Iowa. Beacon Capital Management provides model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Meredith Mussmann is a financial advisor at The Wealth Consulting Group with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Cambridge Investment Research and Edward Jones. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process combining various analytical approaches and offers services through multiple custodial platforms and sponsored programs.