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.

Scott Wandschneider is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1996. Outside of his advisory role, he is a part owner of farmland, which is not active during trading hours. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

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.

Nickolas Pilipchuk is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 15 years of industry experience. Pilipchuk has been with Benjamin F. Edwards & Company since 2013 and also advises clients through Pilipchuk Persson Private Wealth, LLC, where he is a 30% owner. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a combination of discretionary and non-discretionary strategies managed internally and through third-party managers.

Brian Persson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Benjamin F. Edwards in various capacities since 2014. Outside of his advisory role, Persson serves as a volunteer member of the City of Elk Run Heights Planning and Zoning Committee. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management solutions, utilizing a combination of discretionary and non-discretionary strategies managed internally and by third parties.

Joyce Oaks is a CFP® professional with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and operating Joyce Oaks Wealth Management Group, LLC. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 20 years. Joyce is also involved in fixed insurance sales as part of her business activities. Commonwealth Financial Network is a national registered investment adviser serving approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by extensive operations, technology, and investment management resources.

Hillary Strohbeen is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Principal Life Insurance Company since 2018 and with Principal Securities Inc. since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel abroad. 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.

David Wynstra is a financial advisor with Principal Financial Services in Waterloo, IA, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. since 2017, and with Principal Advised Services since 2024. Wynstra's background includes roles at Iowa State University and Kwik Trip Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. 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.

Crysta Berry is a financial advisor with Principal Financial Services in Waterloo, IA, holding Series 63 and Series 66 licenses and having five years of industry experience. She has worked at Principal Financial Services since 2021 and also serves as a Retirement Consultant at Principal Advised Services, providing one-on-one investment advice to retirement plan participants. Prior to joining Principal, she worked at Lincoln Savings Bank and spent two years in full-time education. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Glen Gaston is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Enterprise LLC and Wells Fargo, among others. Outside of financial advising, he is involved with farming activities in Waverly, IA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Blake Hamer is a CFP® professional at Stifel with eight years of industry experience. He has been with Stifel since 2017 and worked previously at Ocwen Loan Servicing from 2013 to 2017. He serves as Treasurer and a member of the Board of Directors for the Family YMCA of Black Hawk County. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kenneth Frost is a financial advisor with Primerica Advisors in Cedar Falls, IA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2010, with prior experience at Lowe's Home Improvement and Kelly Services. He is also involved in part-time sales of loan and home-related products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

Todd Thomas is a financial advisor with Mass Mutual Investors Services in Cedar Falls, IA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Guardian Life Insurance Co and Primerica Advisors for over two decades. Outside of his advisory role, Thomas serves as treasurer for a family foundation and is an assistant high school football coach. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using a structured, client-collaborative approach.