Adam Block is a financial advisor at Principal Advised Services in Cedar Falls, IA, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has held various roles within the Principal Financial Group family since 2016, including positions at Principal Life Insurance Company, Principal Financial Services, and Principal Bank. His work includes providing retirement plan participants with one-on-one investment advice regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, delivering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates proprietary models with third-party methodologies and operates closely with affiliated Principal entities, enabling access to proprietary products and coordinated services.

James Franzen is a financial advisor with Prospera Financial Services, Inc. in Denver, Iowa, holding a Series 63 designation and bringing 37 years of industry experience. Prior to joining Prospera in 2025, he spent 20 years at Cutter & Company Brokerage, Inc. He also has longstanding involvement in farming, operating the James N. Franzen Farm since 1978 and producing grain products. Franzen is an associated person with Investors Commodity Services, Inc., an introducing commodity futures broker. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Kevin Eslick is a financial advisor with M HOLDINGS SECURITIES, Inc. in Waterloo, IA, holding a ChFC® designation and Series 63 and 65 licenses, with 14 years of industry experience. He is president of Eslick Financial Group, Inc., a wealth management and financial planning firm, and serves on the Planned Giving Advisory Council at Wartburg College. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charities, and businesses nationwide through independent member firms and financial professionals, offering a range of advisory and brokerage services including discretionary investment management, retirement plan consulting, and insurance advisory.

Logan Bauhs is a financial advisor with Principal Advised Services in Waterloo, IA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been affiliated with Principal Financial Services and Principal Life Insurance Company since 2016. Bauhs provides one-on-one investment advice to retirement plan participants, assisting with distribution options at benefit events. 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 to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program. The firm operates as part of the Principal Financial Group family, providing access to proprietary products and integrated service platforms.

Dennis Eslick is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 63 credential and 43 years of industry experience. He has been president of Eslick Financial Group, Inc. since 2006 and has worked with M. Holdings Securities, Inc. since 2001. Outside of his advisory work, he serves on the UNI Panther Scholarship Club Board, which raises funds for scholarships through UNI Athletic Club activities. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, and utilizes both in-house portfolio managers and third-party sub-advisors to support its investment offerings.

Ryan Kriener is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 66 licenses and possessing 19 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2007. Kriener serves as a board member of the College Hill Partnership, a community organization in Cedar Falls, IA. Park Avenue Securities, a wholly owned subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

James Girres is a ChFC® with 43 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has been with the firm since 1976. Outside of his advisory role, he is a proprietor of a multi-line insurance brokerage and is a member of a musical singing group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Chandra Ritter is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has three years of industry experience, including roles at Edward Jones from 2014 to 2025 and currently at Park Avenue Securities and Guardian Life Insurance Company since 2025. Ritter is also involved with the Cedar Falls Business and Professional Women organization. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Paige Miller is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. She previously worked at Financial Designs Wealth Advisors, LLC and has been involved with several affiliated firms throughout her career. Miller is also a partner at Financial Designs, LLC, where she services previously sold insurance products. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Abby Brekke is a financial advisor with Principal Financial Services in Hudson, IA, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Principal Securities Inc and Principal Life Insurance since 2020 and previously was with Ameriprise Financial Services from 2018 to 2020. From 2014 to 2018, she operated a daycare business named Daycare by Abby. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Lucas Johansen is a financial advisor at Bankers Life Advisory Services, Inc. with 8 years of industry experience. He holds a Series 66 designation and has worked with firms including Western Marketing and Bankers Life Securities Inc. Johansen is also an insurance agent for Bankers Life and Casualty Company, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, tax efficiency, and multiple analytical approaches to inform portfolio management.

Adrian Turner is a financial advisor with Principal Financial Services in Cedar Falls, IA, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked with Northwestern Mutual Wealth Management Company and McElree Construction. Outside of his advisory role, he assists with carpentry work on a part-time basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm’s advisory approach features direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Candice Fettkether is a financial advisor with Principal Financial Services, holding a Series 65 designation and 15 years of industry experience. She has worked with Principal Securities Inc. and Principal Life Insurance Company since 2012. Outside of her advisory role, she is a partner in BALOS LLC, a venture involved in purchasing and renovating a historic commercial building in Cedar Falls, Iowa, for mixed commercial and residential use. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Austin Swantz is a financial advisor with Principal Financial Services in Waterloo, IA, holding a Series 65 designation and nine years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2017. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Cynthia Wilson is a financial advisor at Principal Financial Services with 25 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 1997. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ryan Hannam is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Financial Designs Wealth Advisors, LLC and L.M. Kohn & Company. Outside of his advisory role, Hannam serves as an assistant basketball coach for the Cedar Falls Community School District. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Scott Wirtz is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at L.M. Kohn & Company, Financial Designs Wealth Advisors, Lincoln Savings Bank, and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Mathew Driscoll is a CFP®-certified financial advisor with 24 years of industry experience. He is affiliated with Principal Financial Services and has been associated with Principal Securities Inc. since 2009. Driscoll is also a board member of Homeland Energy Solutions. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations, offering financial planning, retirement consulting, and access to third-party money manager solutions.

Dawn Pilipchuk Kruth is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 licenses and has 24 years of industry experience. She has worked with Benjamin F. Edwards since 2013 and also owns a travel agency business, Lush Passport, in Waterloo, IA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a wide range of fee-based wrap programs, financial planning, and investment management services supported by several hundred advisors and tens of billions in assets under management.

Chad Turner is a financial advisor with Principal Financial Services based in Cedar Falls, IA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His career includes roles at Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 1995. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.