Jennifer Greenleaf is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has six years of industry experience. In addition to her advisory role, she serves as a unit field trainer at Bankers Life, recruiting and training insurance agents and supporting Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients' goals, risk tolerances, and time horizons.

Joshua Hofbauer is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Bankers Life and its related entities since 1999, currently serving as a Regional Director managing branch managers. Outside of his advisory role, he is involved in farming, raising a herd of 300 buffalo, and is a silent partner in a healthy eating fast food restaurant. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Kye Connealy is a financial advisor with Principal Financial Services holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Bank of the West and Principal Securities Inc. Connealy is also the owner of MIC Holdings LLC, an LLC involved in acquiring and renovating residential real estate properties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions with discretionary investment implementation.

Anthony Peck is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Heartland Retirement Group and Mary Greeley Medical Center. Outside of his advisory role, he is the owner and CEO of ACP Financial LLC, a fixed insurance business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management approaches and custodial platforms.

Scott Whitten is a financial advisor at Voya Financial Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Peak Brokerages Services LLC and B. Riley Wealth Advisors, Inc. Before joining Voya in 2024, he spent nine years at Peak Brokerages Services LLC. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to provide a combination of in-house and third-party investment strategies, serving both discretionary and non-discretionary client accounts.

Walker Person is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with The Leaders Group Inc, VIP Insurance, and New England Securities. Outside of his advisory role, he sells insurance to friends and family on a commission basis. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various investment programs through a large network of independent advisors managing approximately $5.4 billion in assets.

Austin Nichols is a financial advisor with Principal Financial Services holding a Series 66 license. He has been with Principal and its affiliated entities since 2024. Prior to joining the financial services industry, he worked at Veenker Golf Course and attended Iowa State University. 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 outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Scott Krueger is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Krueger has worked with Principal Life Insurance Co. since 2009 and Principal Securities Inc. since 2016. Outside of his advisory role, he serves as a color commentator for the Iowa Wild hockey team. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Kalvin Johnson is a financial advisor at Integrity Alliance, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Brokers International Financial Services and Gladstone Wealth Partners. Johnson is also involved in insurance sales through multiple business ventures and participates as a member in a private placement in the logging industry. Integrity Alliance provides advisory and brokerage services to a wide range of clients, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in assets and offers diverse portfolio management and financial planning services through various platforms.

David Warrick is a CFP® professional with over 42 years of industry experience, currently affiliated with Integrity Alliance, LLC. His career includes roles at Brokers International Financial Services and J C Warrick & Co. Inc. In addition to his advisory work, Warrick is involved in tax preparation and holds licenses as an insurance agent offering fixed, disability, health, life, employee benefits, and long-term care insurance. Integrity Alliance, LLC is a large enterprise firm supporting over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves a diverse client base, providing a range of advisory and brokerage services through multiple investment platforms and strategies.

Matthew Heatley is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. He has worked at Creative Planning and its predecessor firm since 2018 and previously was with Waddell & Reed from 2015 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by a range of supplemental portfolio techniques.

Grant Reding is a financial advisor at Principal Financial Services with seven years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior work includes roles at Principal Securities, Principal Life Insurance Company, Principal Funds Distributors, and Avid Technical Resources. He also maintains an outside insurance position involving fixed insurance products such as life, disability, medical, long-term care, and annuities. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Katelyn Harder is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 designations and eight years of industry experience. Her career includes roles at Principal Life Insurance Company, LPL Financial, Mutual of Omaha, and Horace Mann Investors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. 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.

Jordy Tickle is a financial advisor at Integrity Alliance, LLC with one year of experience. He holds a Series 65 designation and has prior experience at The Heartland Retirement Group and Wells Fargo Home Mortgage. In addition to advisory work, he is involved in insurance sales as an insurance producer. Integrity Alliance is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through a network of over 300 independent advisers managing approximately $5.4 billion in assets.

Eddie Coleman is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 20 years of industry experience. He has worked with Principal Life Insurance and Principal Securities since 2006. Coleman partners with KHI Solutions through a referral process to provide Medicare supplement, Medicare Advantage, and ACA plan assistance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Blake Ramsey is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and four years of industry experience. He has been involved with Wealth By Choice and Bening Financial Organization, and currently serves as a partner at Bening Financial Organization. Outside of his advisory work, he has participated in community events such as working at the Iowa State Fair concerts. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Nathan Woosley is a financial advisor with Principal Financial Services holding a Series 66 designation and two years of industry experience. His prior roles include work at Platinum Supplemental Insurance and ownership of a landscaping business. He is also a committee member of Indianola Young Professionals, where he contributes to community networking and event planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis.

Gregory Cismoski is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 licenses and 35 years of industry experience. His prior roles include positions at Helix Benefits Group and Principal Securities, with longstanding involvement at DC Retirement Strategies and Principal Life Insurance Company. Outside of advisory work, he is involved in a cow/calf replacement sales business. 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 managers through various investment adviser and promoter arrangements.

Robert Anderson is a CFP® with 19 years of industry experience, currently advising at Mariner in West Des Moines, IA. He has previously worked at Avantax Investment Services, ProEquities, Inc., and Honkamp Krueger Financial Services. Anderson serves as a board member of the St. Pius X Church Foundation in Urbandale, IA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Suad Cuturic is a financial advisor with Integrity Alliance, LLC in Urbandale, IA, holding a Series 66 designation and two years of industry experience. Prior to joining Integrity Alliance, Cuturic worked at several Cetera-affiliated firms and Wells Fargo. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a range of advisory programs through a combination of discretionary accounts, model portfolios, and third-party sub-advisers.