Timothy Hawkins is a CFP® professional with 26 years of experience in financial advisory roles, currently serving at Lexaurum Advisors. His previous work includes long tenures at The Masters Group Inc and Brokers International Financial Services. Outside of his advisory work, he is involved in managing multiple real estate-related business activities. LexAurum Advisors is a multi-advisor firm managing approximately $1.27 billion for individuals, families, businesses, and institutions. The firm employs a diversified investment approach aligned with modern portfolio theory and offers standardized model portfolios typically implemented with low-cost ETFs.

Angel Love is a financial advisor at Principal Advised Services with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Principal-affiliated firms since 2017, including Principal Securities and Principal Life Insurance Company. Prior to that, she spent a year at Inverness Technologies. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program, utilizing a combination of third-party methodologies and proprietary models, supported by an integrated network of affiliated entities within the Principal Financial Group.

Richard Debartolo is a financial advisor at Principal Advised Services with seven years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Principal Securities, LPL Financial, and Global Retirement Partners. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary and discretionary investment management services. The firm integrates proprietary models with third-party tools and operates within the Principal Financial Group family, providing access to affiliated products and services.

Ryan Steffen is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Wells Fargo Advisors for five years and operated a sole proprietorship before joining Principal. Outside of his advisory role, Steffen was owner and operator of an e-commerce business selling items through Amazon. 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 proprietary and third-party models and benefits from its membership in the Principal Financial Group family, which supports access to affiliated products and operational resources.

Bryan Hermosillo is a financial advisor at Principal Advised Services with two years of industry experience. He holds a Series 66 designation and previously worked at Bell Brothers Heating and Air Conditioning, Inc., Bank of America, and Wells Fargo Bank. 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 tools and proprietary models and operates as part of the Principal Financial Group, allowing access to affiliated products and services.

Adam Hatch is a financial advisor at Principal Advised Services with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles within the Principal Financial Group, including positions at Principal Bank, Principal Financial Services, and Principal Life Insurance Company. In addition to his advisory work, he serves as a retirement consultant providing one-on-one investment advice to retirement plan participants. 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. The firm is part of the Principal Financial Group and integrates services from affiliated entities to provide a range of investment management and advisory solutions.

Jordan Funke is a financial advisor with ON Investment Management CO in Des Moines, IA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with The O. N. Equity Sales Company since 2014 and has experience at Ohio National Financial Services and The Financial Specialists since 2012. Outside of his advisory role, he is involved in estate planning facilitation through Estate Documents Pro, LLC, and engages in the sale of life insurance and non-registered insurance products. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans, access to third-party investment programs, and maintains a dual-registration model supporting both advisory and broker-dealer activities.

Owen Brauch is a financial advisor at Principal Advised Services in Des Moines, IA, holding a Series 66 designation. He joined the firm in 2026 and has prior experience at Principal Life Insurance Company, Principal Bank, Principal Securities, Inc., Wells Fargo, and DLL Financial Solutions. 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 third-party tools and proprietary models and operates within the Principal Financial Group family, enabling access to affiliated products and services.

Curtis Dreesman is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and four years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance Company, and Principal Bank. Prior to entering finance, he worked for seven years at Tribune Media WHO 13 News. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models and discretionary wrap-fee management. The firm operates as part of the Principal Financial Group family, providing integrated access to affiliated financial products and services.

Luke Meseck is a financial advisor at ON Investment Management CO with nine years of industry experience. He previously worked at Wells Fargo for 11 years before joining his current firm, where he has been since 2022. Outside of his advisory role, he is a co-founder of Something 2B Celebrated LLC, a custom teepee sleepover service for children. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs.

Drew Rankin is a financial advisor at Lexaurum Advisors in Ankeny, IA, holding a Series 65 designation. He has recent experience at WealthCharter Retirement Planning and has worked in various roles including at Polk County Conservation and Iowa State University. Outside of finance, he was a soccer club referee for Dallas Center-Grimes Soccer Club. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion through a multi-advisor team, utilizing diversified portfolios aligned with modern portfolio theory and offering both discretionary and non-discretionary engagements.

Anthony Nietzel is a financial advisor with ON Investment Management Company in Des Moines, IA, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Athene Securities, Edward Jones, and The O.N. Equity Sales Company. Outside of finance, he has experience in the hospitality sector, including positions at Boulder Tap House and Maxwell's On The River. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary portfolio management, often through registered representatives who recommend third-party managers or construct portfolios within advisory programs.

Bradley Pull is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked extensively with Principal Life Insurance Co since 1998 and has been with Principal Advised Services since 2023. Outside of his advisory role, he is involved in a private family real estate arrangement, selling a home to his nephew under contract. 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 methodology with proprietary models and operates as part of the Principal Financial Group family, enabling access to affiliated products and integrated operational support.

Garrison Goodlett is a financial advisor with Principal Advised Services and holds Series 63 and Series 66 designations. He has 14 years of industry experience, having worked with Principal Financial Services since 2012 and Principal Life Insurance Company since 2006. Outside of his financial career, he owns a restaurant business, G. G.'s Chicken & Waffles, and serves on the executive board of the Ankeny Chamber of Commerce. 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 integrates third-party and proprietary models and operates within the Principal Financial Group family, allowing access to affiliated products and services.

Dirk Johnston is a CFP® with five years of industry experience currently with Principal Advised Services in Des Moines, IA. He has worked at several related Principal entities, including Principal Securities and Principal Life Insurance Company, since 2021. Prior to joining Principal, he held roles at Legacy Financial Group, Lakehouse 13, Cedar Valley Wealth Advisors, and had earlier experience at the University of Northern Iowa and Myrtue Medical Center. 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 third-party methodologies like Morningstar with proprietary models and operates as part of the Principal Financial Group family, providing access to affiliated products and services through internal governance and supervisory controls.

Cole Metzler is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and two years of industry experience. He has held various roles within the Principal Financial Group, including positions at Principal Life Insurance Company, Principal Bank, and Principal Financial Services. 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 proprietary models with third-party tools and operates as part of the Principal Financial Group family, enabling access to affiliated products and resources.

Jennifer Schumann is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 and 65 licenses. She has 27 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since the early 2000s. 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’s advice combines third-party methodologies with proprietary models and benefits from integration within the Principal Financial Group family.

John Weiland is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles with Principal Financial Services, Principal Life Insurance Company, Caesars Entertainment, and Northwestern Mutual. He also serves as a Retirement Consultant, providing retirement plan participants with one-on-one investment advice regarding their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides non-discretionary recommendations and a discretionary investment management program, combining third-party and proprietary models, and operates as part of the Principal Financial Group family with integrated access to affiliated products and services.

Isaac Franks is a CFP® with four years of industry experience, currently serving as a financial advisor at Compound Planning, Inc. Prior to this, he held roles at Choreo, LLC and Ameriprise. Outside of his advisory work, he is the owner of Pots3D, a business unrelated to investment activities. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers Direct Investment Management and a Turnkey Asset Management Program with access to in-house and third-party investment models, combining long-term buy-and-hold strategies with tactical tools to tailor risk-based allocations to client goals.

Carter Davis is a financial advisor at Principal Advised Services in Des Moines, IA, holding the Series 66 designation with one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc., as well as positions in education and distribution sectors. He currently serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants. 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. The firm is affiliated with Principal Financial Group, which provides access to a broad range of proprietary products and integrated operational support.