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Joseph L

CFP®, Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Joseph Lucas is a CFP® professional with 23 years of industry experience, currently affiliated with FBL Wealth Management, LLC. His career includes roles at Edward Jones and FBL Financial Group. Outside of his advisory work, he is involved in community activities such as coaching and officiating high school sports and participates in agricultural referral services. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized, non-discretionary advice supported by third-party managers, using strategies that combine strategic and tactical asset allocation with value-oriented investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Joel D

Series 63

Des Moines, IA

The Wealth Consulting Group

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.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Ryan M

Series 63, Series 66

Des Moines, IA

Principal Advised Services

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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Brent H

Series 63, Series 65, Series 66

Des Moines, IA

Choreo, LLC

Brent Hulbert is a financial advisor with Choreo, LLC in Des Moines, IA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at RSM US Wealth Management, Strategic Retirement Partners, Kestra Investment Services/NFP Advisor Services, and Wealthspire Retirement Advisory. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services such as discretionary and non-discretionary portfolio management and outsourcing CIO services. The firm’s investment process centers on strategic asset allocation and combines quantitative screening with due diligence to select approved managers and model portfolios.

Retirement income strategy Founder/Business Owner Retired Executive
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John M

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Travis R

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Jon B

ChFC®, Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Alaina R

Series 65

Urbandale, IA

Foster Group, INC.

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 work experience in real estate, including operating her own real estate LLC and roles at RE/MAX Concepts and Keller Williams of Greater Des Moines. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach using primarily low-cost mutual funds and ETFs, supplemented by technology and third-party platforms.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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Lance P

Series 66

Urbandale, IA

integrity Advisory Solutions

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.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jared S

ChFC®, Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Jared Spangenberg is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds the ChFC® designation and has 18 years of industry experience. His career includes eight years with Farm Bureau Financial Services, spanning from 2008 to 2018 and continuing since 2018. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized financial advice and employs a mix of strategic and tactical asset allocation, relying on third-party sub-advisers for discretionary management while maintaining primarily non-discretionary advisor-client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Brian F

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Brian Filinger is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds Series 63 and Series 66 licenses and has 29 years of industry experience, working 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 sub-advisers for discretionary trading.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Silas W

Series 66

Des Moines, IA

Principal Advised Services

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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Colton V

Series 65

Clive, IA

Royal Fund Management, LLC

Colton Vander Werf is a financial advisor with Royal Fund Management, LLC, holding a Series 65 credential and beginning his industry career in 2026. His work history includes roles at Hawks Financial LLC, Hawks Companies, and Wilson's Ciderhouse. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting, using tailored investment strategies and a variety of analytical techniques. The firm operates at enterprise scale with 83 advisors and approximately $1.55 billion in assets under management.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Haley D

Series 63, Series 66

Des Moines, IA

Principal Advised Services

Haley Drake is a financial advisor at Principal Advised Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several Principal-affiliated firms since 2021, including Principal Bank and Principal Life Insurance Company. Prior to that, she was with NYLIFE Securities and New York Life Insurance Company. 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 investment management program called SimpleInvest. The firm is part of the Principal Financial Group family and integrates proprietary models with third-party tools to serve its clients.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Isaac H

Series 66

Des Moines, IA

Principal Advised 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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Chad M

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Chad Mc Kown is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. His career includes previous roles at Revolution Capital, LLC and Thrivent Financial for Lutherans. He is also a licensed insurance agent. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized, non-discretionary advice supported by third-party discretionary managers and utilizes strategic asset allocation and value-oriented investment selections.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Roger R

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Roger Robinson is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 license. He has 17 years of industry experience, including roles at Farm Bureau Financial Services since 2014 and FBL Marketing Services since 2008. FBL Wealth Management serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering investment management through wrap-fee programs and written financial planning. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party managers and sub-advisers, and provides educational seminars and newsletters as part of its service model.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Gregory O

CFP®

Urbandale, IA

Foster Group, INC.

Gregory Olsen is a CFP® professional with 22 years of experience in financial advising, currently serving at Foster Group, INC. in Urbandale, IA. He has been with Foster Group since 2006 in various roles. Foster Group serves both individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a long-term, asset-allocation investment approach using low-cost mutual funds and ETFs, supported by technology and third-party platforms, and offers tiered, advisor-led wealth management services tailored to client needs.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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Monte M

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Monte Mc Quigg is a financial advisor at FBL Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American National Insurance Company for eight years. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes non-discretionary investment management through third-party portfolio managers and provides written financial planning along with educational seminars and newsletters.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Michael M

CFP®, Series 66

Ankeny, IA

Lexaurum Advisors

Michael Murkins is a CFP® and holds the Series 66 designation with eight years of industry experience. He is currently with LexAurum Advisors, where he has been since 2026, following multiple roles at Syverson Strege and prior experience at U.S. Bancorp Investments, Marrs Wealth Management, Workiva, and Renewable Energy Group. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients, and also serves other advisory firms as a sub-adviser. The firm manages approximately $1.27 billion for about 2,189 clients, employing a multi-advisor team that focuses on diversified portfolios aligned with modern portfolio theory and offers model allocations typically implemented with low-cost ETFs.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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