Ryan Klyn is a financial advisor at Integrity Alliance, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at VOYA Financial Advisors from 2014 to 2018. Outside of his advisory role, Klyn is an independent insurance agent specializing in fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches across multiple custodial platforms.

Brian Miller is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Life Investors Insurance Company of America, Financial Decisions Group, and Signator Investors, Inc. Outside of his advisory work, he is a co-owner of South Fork Soap, a business based in Ankeny, IA. 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 solutions under various advisory and promoter arrangements.

Genan Kirby is a financial advisor at OSAIC Institutions, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including LPL Financial, CUNA Brokerage Services, and Fifth Third Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a nationwide network of investment adviser representatives. The firm offers customized advisory services and financial planning while operating a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Trevor Rottinghaus is a CFP® professional with nine years of experience in the financial services industry. He currently works at Principal Financial Services and has prior experience with Northwestern Mutual Wealth Management Company and related entities. 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 managers through various advisory arrangements.

John Barclay is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Principal Securities, Principal Life Insurance, Oliver & Herbert, Syngenta, Principal Financial Group, Workiva, and Golf USA. Outside of advising, he serves as a referee for basketball tournaments. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Matthew Bral is a CFA® charterholder with 22 years of industry experience. He is currently affiliated with Commonwealth Financial Network and co-owns Bral Niedert Private Wealth Advisors, where he has worked since 2015. His prior experience includes roles at Principal Life Insurance Company and Principal Securities Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform with a variety of managed-account programs and access to third-party asset managers.

Daniel Gombrich is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Gladstone Wealth Partners and Gradient Securities LLC. Outside of his advisory role, he is involved in insurance sales through multiple entities, including Heartland Retirement Group and Gombrich Consulting, LLC. Integrity Alliance, LLC is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers, delivering investment advice through discretionary accounts, model portfolios, and various allocation strategies.

Lance Dieleman is a financial advisor with Cetera Planning Partners in Urbandale, IA, holding the PFS™ designation and two years of industry experience. Prior to joining Cetera, he worked with Avantax Insurance Agency and Avantax Planning Partners. He is also a shareholder in Schuring & Uitermarkt PC DBA Welgaard CPAs & Advisors and serves on the finance committee of the Urbandale Food Pantry. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Cory Watson is a financial advisor at Integrity Alliance, LLC with 28 years of industry experience. He holds the Series 66 designation and previously worked for Cambridge Investment Research Advisors, Inc. for 11 years. Outside of his advisory role, he offers subscription access to an investing algorithm through Rule of 72 Trading. 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 a variety of portfolio construction approaches and custodial platforms.

Cassandra Cervantes is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 license and six years of industry experience. Her previous roles include positions at Fidelity Investments and Charles Schwab & Co., Inc. She is also involved with Roshek Skinner Financial as a Client Service Manager, supporting client meeting preparation and account management. 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, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Hostetler is a Series 65-licensed advisor with three years of industry experience, currently affiliated with Integrity Alliance, LLC. His work history includes roles at Lion Street Advisors, Hostetler Financial LLC, Arthur J Gallagher, First National Insurance Agency, and Arkin Youngentob Associates. Integrity Alliance serves a broad range of clients including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Tyler Phelps is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 14 years of industry experience. He has worked with Naviture, DC Retirement Strategies, Principal Securities Inc., and Principal Life Insurance Company. Outside of his advisory work, he is co-owner of Trainer's Edge, a fitness studio leasing space to personal trainers and their clients. 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. 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.

Griffin Trout is a financial advisor at Principal Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc, Principal Life Insurance Company, Wells Fargo Clearing, and Northland Securities. Outside of finance, he is the CFO, Treasurer, and Vice President of GLiB Games, an LLC that designs, publishes, and sells board games. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, 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.

Ryan Swalwell is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 15 years of industry experience. His work history includes roles at Principal Securities Inc. since 2016 and Heartland Financial Resource Group since 2012. Outside of advising, Swalwell is a CPA and owner of Ryan Swalwell Heartland CPAs, providing accounting and tax services. He also participates as a Charitable Investment Partner with the Community Foundation of Greater Des Moines. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Justin Oleson is a financial advisor at Creative Planning with a Series 65 designation. He has over nine years of industry experience, including a nine-year tenure at BerganKDV prior to joining Creative Planning. 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 that combines low-cost indexing with supplemental strategies, supported by affiliated legal, trust, and recordkeeping businesses.

Joseph Bethel is a financial advisor with Eagle Strategies (NY Life) based in Ankeny, Iowa. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Innovative Financial Solutions Group and NYLIFE Securities LLC, among other firms. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Marvin Thomson Jr. is a CFP® with 29 years of industry experience, currently serving at Integrity Alliance, LLC since 2021. His prior roles include positions at LPL Financial, Two Rivers Bank, and INVEST Financial Corp., along with 15 years as a self-employed advisor. Outside of his advisory work, he is involved in agricultural operations through Thomson Farms LLC and serves on the board of the Salvation Army in Burlington, IA. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to various third-party manager programs and credit solutions.

Christopher Wilkinson is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Brokers International Financial Services, LLC since 2017. Prior to that, he was associated with Waddell & Reed and was involved with Basic Body Needs Inc for ten years. Wilkinson also serves as Vice President of Life Sales at Brokers International. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches and custodial platforms.

Lindsay Reams is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Longnecker and Associates LLC since 2015, where she also provides administrative support. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Kyle Doering is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Empower Advisory Group and Empower Financial Services in 2024, he worked for Principal Life Insurance Company and Principal Securities Inc. from 2004 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include point-in-time financial plans and optional managed accounts.