Holly Haaland is a financial advisor with Principal Advised Services in Ankeny, IA, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. She has held various roles within the Principal Financial Group family, including positions at Principal Bank, Principal Financial Services, and Principal Life Insurance Company. Her advisory activities include providing investment recommendations to retirement plan participants regarding distribution options. Principal Advised Services delivers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program, combining third-party tools and proprietary models while leveraging its affiliation with Principal Financial Group for operational integration and access to proprietary products.

Scott Christensen is a CFA® charterholder with 11 years of industry experience. He has worked at Principal Advised Services since 2018 and has been affiliated with Principal Securities and Principal Life Insurance Company since 2016 and 2014, respectively. Christensen also serves as President of the Animal Rescue League of Iowa Foundation Board, overseeing investment management and fund distribution. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm integrates with the Principal Financial Group family, offering access to affiliated products and a discretionary investment management program called SimpleInvest.

Benjamin Morrow is a CFP® with 15 years of industry experience, currently serving as an advisor at Arete Wealth Advisors, LLC. He has been with Arete Wealth Advisors and its affiliated entities since 2012 and also has a role at Insight Wealth Group since 2010. Outside of his advisory work, Morrow owns a media podcast called The Perfect Capitalism Project and serves as a board member of the Mosaic Foundation. 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 a combination of advisor-driven and proprietary model allocations and uses third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Jared Nelson is a financial advisor with FBL Wealth Management, LLC, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. He has worked with Farm Bureau Financial Services and FBL Marketing Services, accumulating extensive experience since 2011. Outside of his advisory role, Nelson serves as a volunteer firefighter and ambulance driver for the Mt. Horeb Fire Department. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized advice and uses a combination of third-party discretionary managers and non-discretionary advisory relationships to implement client strategies.

Henry Cautin is an investment adviser representative with FBL Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. He has held various roles, including service positions at golf clubs such as The Estancia Club and Interlachen Country Club. FBL Wealth Management serves a diverse client base, including 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 uses third-party sub-advisers or overlay managers for discretionary trading, maintaining primarily non-discretionary advisor-level relationships.

Joseph Lucas is a CFP® and holds Series 66 and Series 63 licenses, with 23 years of experience in the financial services industry. He is currently with FBL Wealth Management, LLC, having previously worked at Edward Jones. Outside of his advisory role, Lucas is involved in coaching and officiating high school athletics and participates in a nominating committee for Farm Credit Services of America. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers investment management primarily through wrap-fee programs and written financial plans, emphasizing individualized advice and implementing strategies through third-party discretionary managers while maintaining primarily non-discretionary advisor-level relationships.

Joel Drake is a financial advisor with The Wealth Consulting Group in Des Moines, IA, holding a Series 63 designation and over 35 years of industry experience. His career includes roles at FSC Securities Corporation and LPL Financial, where he has been active since 2005. Outside of advisory services, he provides notary and signature guarantee services. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, using a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies to client goals and risk tolerances.

Ryan Myers is a financial advisor at Principal Advised Services in Des Moines, IA, with nine years of industry experience. He holds the Series 63 and Series 66 licenses. His previous experience includes roles at Cuna Brokerage Services and the US Air Force. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to provide both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest.

Brent Hulbert is a financial advisor with Choreo, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at RSM US Wealth Management LLC, Strategic Retirement Partners, and Kestra Investment Services/NFP Advisor Services. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts and private funds, offering specialized advisory services like OCIO work and Opportunity Zone consulting.

John Massey III is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked at FBL Financial Group since 2024 and was previously with Country Investment Management and Farm Bureau Financial Services. Massey is also involved with FBl Marketing Services, LLC, an investment-related business. 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 plans, and educational seminars, focusing on individualized, primarily non-discretionary advice implemented via third-party sub-advisers and program arrangements.

Travis Rausch is a Series 66 licensed advisor with FBL Wealth Management, LLC in West Des Moines, IA, and has three years of industry experience. He previously worked at Nationwide Mutual Insurance Company for 15 years and has been associated with FBL Financial Group and FBL Marketing Services since 2022. 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, leveraging third-party portfolio managers and RBC-sponsored wrap platforms, and provides written financial planning along with educational seminars and newsletters.

Jon Barton is a financial advisor at FBL Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing and Dewaay Capital Management. His career has been primarily focused within the FBL Financial Group and its affiliates since 2019. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate clients by providing investment management through wrap-fee programs, financial planning, and educational resources. The firm operates mainly on a non-discretionary basis, relying on third-party managers for portfolio decisions, and emphasizes client suitability and education.

Alaina Riley is a financial advisor at Foster Group, Inc. with one year of industry experience. She holds a Series 65 designation and has prior experience in real estate, including roles at RE/MAX Concepts and Keller Williams of Greater Des Moines, as well as operating her own real estate firm. Additionally, she has served with the Catholic Foundation of Southwest Iowa. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans through a team of 54 advisors. The firm employs a long-term, asset-allocation-driven investment approach with a focus on diversified mutual funds and ETFs, offering tiered service levels and utilizing third-party platforms for account management and estate planning.

Lance Presley is a financial advisor at Integrity Advisory Solutions with 21 years of industry experience. He holds a Series 66 designation and has held positions at firms including Wells Fargo Clearing, VOYA Financial Advisors, and Cetera Advisors. In addition to his advisory work, he is a licensed independent insurance agent in Urbandale, Iowa. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm provides comprehensive portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of investment approaches and third-party platforms.

Jared Spangenberg is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including roles at Farm Bureau Financial Services since 2008 and FBL Marketing Services. Outside of his advisory work, he is president and treasurer of Spangenberg, Inc., a corporation initially formed for real estate investing that has had no activity since its formation. 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 primarily non-discretionary client relationships supported by third-party discretionary managers.

Brian Filinger is a financial advisor with FBL Wealth Management, LLC in West Des Moines, Iowa, holding Series 66 and Series 63 licenses and possessing 29 years of industry experience. He has worked with FBL Marketing Services and Farm Bureau since 1997. 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 plans, and educational seminars, emphasizing individualized advice and utilizing third-party discretionary managers for trade execution.

Silas Winders is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 credential. He has been with Principal Advised Services and affiliated entities since 2026. Outside of his financial advisory role, he is a partner at Winders Media, where he creates YouTube content focused on farming and farm toys, and sells custom farm toys through an online store. 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. The firm is part of the Principal Financial Group family, enabling integration with affiliated entities to provide access to proprietary products and investment management.

Haley Drake is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as several roles within the Principal Financial Group affiliates. She currently provides one-on-one investment advice to retirement plan participants as a registered investment adviser representative. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, utilizing a mix of third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services.

Isaac House is a financial advisor at Principal Advised Services in Des Moines, IA, holding the Series 66 designation with one year of industry experience. He has held roles within Principal’s affiliated entities, including Principal Bank and Principal Life Insurance Company, since 2025. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and a discretionary investment management program. The firm utilizes a blend of third-party and proprietary models and is part of the Principal Financial Group, enabling operational integration with affiliated financial entities.

Raechel Mc Culley is a Series 66 licensed financial advisor with FBL Wealth Management, LLC, based in West Des Moines, Iowa. She has two years of industry experience and has been affiliated with FBL Financial Group and FBL Marketing Services since 2022. Outside of her advisory role, she works full-time as an insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities through investment management, financial planning, and educational services. The firm primarily uses third-party portfolio managers and operates with a mostly non-discretionary structure, emphasizing written financial plans and client suitability assessments.