Mitchell Messner is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at FBL Financial Group since 2016 and has been involved with FBL Marketing Services since 2015. 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 to implement client strategies.

Jessica Facey is a financial advisor at Sowell Management based in West Des Moines, IA. She holds a Series 65 designation and has one year of industry experience. Prior to joining Sowell Management, she worked at Compensation Designs and held various roles in retail and education. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, sub-advisory relationships, and unified managed account solutions through an independent-contractor network of over 100 advisors.

Jackson Ayala 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. He has worked with FBL Financial Group since 2021 and has involvement in managing multi-agent office operations as a partner at Teton Professionals LLP. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, offering investment management through wrap-fee programs, financial plans, and retirement-plan services. The firm emphasizes individualized, non-discretionary advice supported by third-party sub-advisers and integrates affiliated broker-dealer and insurance channels in its delivery.

Jess Meekma is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Prior to joining FBL Wealth Management, Meekma worked extensively with FBL Financial Group and Farm Bureau Financial Services. Outside of advising, Meekma is a partner and co-owner of a Pizza Ranch restaurant and occasionally officiates basketball games. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized, non-discretionary advice implemented through third-party sub-advisers, combining strategic asset allocation with value-oriented selections and mixing fundamental and technical analysis.

Teresa Boeken is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been associated with FBL Marketing Services and Farm Bureau since 2005. Outside of advisory work, she is involved in a multi-level marketing business focused on health products. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, offering investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized advice and works with third-party managers to implement client investment strategies.

Jacob Belzer is a Series 65 licensed advisor at Foster Group, Inc. in Urbandale, Iowa, with four years of industry experience. He has been with Foster Group since 2017, including a prior role at Iowa State University. Foster Group serves individual and institutional clients through tailored wealth management and qualified plan consulting services. The firm employs a long-term, asset-allocation approach using primarily low-cost mutual funds and ETFs, supplemented by technology and third-party platforms to support portfolio management and estate planning.

Raymond Hansen is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior firms include IFP Securities, LLC, Fuerza Financial Inc., Kidder Advisors, Independent Financial Partners, LPL Financial, and Principal Financial Services. Hansen is also an independent insurance agent authorized to sell various insurance products in Iowa. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, incorporating alternatives and options-based strategies.

Dean Neuharth is a financial advisor at FBL Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at FBL Financial Group and Thrivent Investment Management, among other firms. He is also involved full-time with Farm Bureau Life and Affiliates in a non-investment-related capacity. 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 plans, and educational seminars, employing individualized advice and non-discretionary client relationships while using third-party discretionary managers for trading execution.

Travis Wendt is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 15 years of industry experience, including prior roles at Precoa, LLC, NYLIFE Securities LLC, New York Life Insurance Co., and American National Insurance Co. Wendt is also the founder of VeteranLicensing.com, a blog focused on licensing careers for veterans and transitioning service members. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm delivers investment management through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized advice with primarily non-discretionary advisor relationships supported by delegated discretionary managers.

Lane Schulz is a CFP® and ChFC® professional with nine years of experience in financial advising. He is currently with FBL Wealth Management, LLC and previously held roles at firms including LPL Financial LLC and USAdvisors Wealth Management. Outside of advisory services, he is active as an insurance sales associate with Farm Bureau Life and affiliates, as well as involved with Diamond Legacy LLC. FBL Wealth Management serves a diverse clientele including individuals, high-net-worth clients, and institutions, providing investment management through wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized, non-discretionary advice supported by third-party sub-advisers and integrates affiliated broker-dealer and insurance channels within its approach.

Michelle Stockman is a CFP® professional with 20 years of industry experience, currently with Integrity Advisory Solutions. She has previously held roles at Principal Securities, Principal Funds Distributor, Principal Asset Management, and D.M. Kelly & Company. Stockman also performs certain functions for Principal Global Investors and its affiliates. Integrity Advisory Solutions serves individuals, trusts, estates, and corporate clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of investment approaches and third-party platforms.

Casey Warren is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining FBL, he worked at MidAmerican Energy and Big Red Insurance. Outside of finance, he owns and operates Casey Warren Performance Horses, a business focused on training performance horses. 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 employing a combination of strategic asset allocation and value-oriented selections.

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 is currently with Foster Group, Inc., where he has worked since 2022. His prior experience includes five years at Wells Fargo and roles at Heartland VIPs, Bertin Rocha Law Firm, and Drake University. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a long-term, asset-allocation investment approach focused on low-cost mutual funds and ETFs, and offers tiered wealth management services tailored to varying client needs.

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.

Erik Blase is a Series 65-licensed advisor with Integrity Alliance, LLC, based in Urbandale, IA, and has three years of industry experience. His career includes roles at Legacy Financial Group, Beacon Capital Management, Sammons Financial Group, and Independent Wealth Network. He also worked with Run Pure Sports, indicating involvement outside traditional financial services. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers a range of investment services including portfolio management, financial planning, and third-party manager referrals, utilizing various allocation strategies and supported by platforms such as Envestnet and AssetMark.

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 Carson Wealth and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at U.S. Bancorp Investments, Cetera Advisor Networks, and Wells Fargo Clearing. Outside of advisory work, Juhl serves on the board of the Orchard Place Foundation, which provides mental health services for children, and lectures for the Income Lab Masterclass. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion under management. The firm offers discretionary asset management, financial planning, and retirement plan services, guided by an Investment Committee that constructs model portfolios and provides tailored solutions such as custom indexing and alternative investments.