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.

James Eaton is a financial advisor at FBL Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Farm Bureau and FBL Marketing Services since 2006. 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 sub-advisers, and provides financial planning through written deliverables and educational seminars.

Larry Marshall is a financial advisor at FBL Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Farm Bureau Financial Services since 1994. Outside of his advisory role, he is involved in managing a small farm for cash rent. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, written financial planning, and retirement plan services. The firm primarily uses third-party portfolio managers and operates a mostly non-discretionary model, emphasizing educational outreach and its affiliation with FBL Financial Group.

Christopher Childers is a financial advisor with IP Financial Advisory Services LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc. and Innovation Partners LLC. He is also involved in managing Childers Management Corp, where he provides fixed insurance products. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory programs with insurance and risk management services.

Joseph Powell is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at FBL Marketing Services, LLC, FBL Financial Group, Abra Auto Body, and Scheching Insurance Agency, LLC. Powell is also a licensed insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm focuses on individualized, non-discretionary advice complemented by strategic asset allocation and uses third-party managers for discretionary trading. Its affiliation with FBL Financial Group and the Farm Bureau distribution network plays a significant role in its integrated advisory and implementation approach.

Stanley Poorman is a CFP® with 16 years of industry experience, currently serving at Principal Advised Services since 2018. Prior to this, he worked at Learnvest, Inc. from 2015 to 2018. He also holds a Series 66 designation. 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 and proprietary models, operating within the Principal Financial Group family to access a range of affiliated financial products and services.

Bryan Rockey is an investment adviser representative with FBL Wealth Management, LLC, with 23 years of experience in the financial industry. He has been associated with FBL Marketing Services and Farm Bureau since 2003. Outside of his advisory role, he is a full-time insurance agent working with Farm Bureau Life and Farm Bureau Property and Casualty. 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 non-discretionary advisory relationships, utilizing third-party sub-advisers for discretionary trading and offers services such as financial planning, retirement-plan support, and educational seminars.

Eric Carlson is a financial advisor with Principal Advised Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Principal Financial Services since 2001 and is currently affiliated with Principal Bank and Principal Life Insurance Company. In addition to his advisory role, Carlson provides one-on-one investment advice to retirement plan participants regarding distribution options. 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 to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program. The firm is part of the Principal Financial Group family, which provides operational integration with affiliated entities and access to proprietary funds and products.