John Limmex is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 credentials and with 37 years of industry experience. He has been with Principal Securities Inc. and Principal Life since 2003. Outside of his advisory role, he serves as a board member and church elder at Heartland Assembly of God Church and is a board member and treasurer for Restored By Grace Ministries. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. 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.

Andrew Pudenz is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Morgan Stanley, Voya Financial Advisors, Brokers International Financial Services, LLC, and Ameriprise Financial Services, Inc. He is based in Waukee, Iowa. In addition to advising clients, he may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management around $1.7 billion.

Colson Mullane is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Principal and Principal Securities, Inc. Outside of finance, his background includes roles at Jimmy John's and G2G Event Staffing. 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. 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.

Kevin Dolphin is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Independent Financial Partners in 2020, he worked with various Avantax entities from 2014 to 2020 and has operated his own CPA firm, Kevin Dolphin CPA, P.C., since 2003. Outside of his advisory role, he manages a CPA firm providing tax and accounting services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm serves a broad client base including individuals, charities, corporations, and high-net-worth clients, with a notable emphasis on retirement-plan advisory and pension consulting services.

Clayton Stuart is a financial advisor with Principal Financial Services holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Principal Securities, he worked in various roles within the construction industry and project solutions. 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 provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Sarah Lawyer Foust is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and four years of industry experience. She has worked with Heartland Financial Resource Group and Principal Securities, Inc., and provides life and retirement planning services including various insurance products and investment management. Foust also continues to provide bookkeeping services for a former employer. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under both advisory and promoter arrangements.

Derek Hertges is a financial advisor with Principal Financial Services holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Price Waterhouse Coopers and several financial advisory firms. Hertges also provides CPA and tax preparation services through his own accounting practice. 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 emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Sean Mullane is a CFP® with 35 years of industry experience, currently with Principal Financial Services in West Des Moines, IA. He has worked with Principal Securities since 1990 and Principal Life Insurance Company since 1989. Mullane is also involved in the sale of health insurance through various carriers. 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 abroad. 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.

Todd Graff is a financial advisor with Principal Financial Services in West Des Moines, Iowa, holding a Series 66 license and 20 years of industry experience. He has been with Principal Life Insurance and Principal Securities Inc. since 2006. Todd's other business activities include working with fixed insurance products such as life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. 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.

Benjamin Spence is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Principal Life Insurance Company, BrankersLife and Casualty, as well as extended travel and study. Outside of advising, he holds positions involving fixed insurance and Medicare insurance products. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions through direct advisory programs and promoter arrangements.

Peter Way is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes long-term roles with Kingsgate, Central Financial Group, Ameritas Advisory Services, and Granite Financial Solutions. In addition to advisory work, he operates a privately run health insurance brokerage that provides individual and group health insurance products as well as Medicare supplement insurance. 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 under various advisory and promoter arrangements.

Joel Andrews is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has less than one year of industry experience and previously worked at Universal Logistics and Schneider National Inc. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using third-party model managers, operating at scale with over 1,200 advisors managing approximately $29.2 billion.

Garrett Manning is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and six years of experience. His prior work includes roles at Mass Mutual Investors Services, Farm Bureau Financial Services, and Wells Fargo Home Mortgage. Outside of his advisory duties, he is a partner in a sports management business. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through over 300 advisor representatives. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and platforms.

Kara Dorothy is a Series 66 licensed financial advisor at Mercer Global Advisors Inc. in West Des Moines, IA, with eight years of industry experience. Her prior roles include positions at Mission Wealth Management, Mariner Wealth Advisors, Neuberger Berman, and Mesirow Financial Investment Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services as well as financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a combination of low-cost ETFs, index funds, separate account managers, and specialized offerings.

Charlie Gipple is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 19 years of industry experience and has worked at multiple firms, including North American Life and VOYA Financial Advisors. Outside of his advisory role, Gipple owns CG Financial Group, a brokerage firm that educates agents on life insurance and fixed annuity products. Integrity Alliance is an enterprise firm serving a wide range of clients, including individuals, corporations, and retirement plans. The firm utilizes various investment strategies and platforms, offering portfolio management, financial planning, and third-party manager referrals through a network of over 300 advisors managing approximately $5.4 billion in assets.

Nicholas Fox is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has one year of industry experience, including prior roles at Principal Life Insurance Company, Conocophillips, and The McHenry Management Group. Outside of his advisory work, he serves as a Lieutenant in the United States Naval Reserve with the Strategic Sealift Officer Force. 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. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under both adviser and promoter arrangements.

Geoffrey Allen is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He is currently an advisor at Integrity Alliance, LLC, having joined the firm in 2026. Prior to this, he worked for various entities within Charles Schwab from 2021 to 2026 and spent ten years at TD Ameritrade Clearing. Integrity Alliance, LLC is an enterprise-level firm serving a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers comprehensive portfolio management, financial planning, and both wrap and non-wrap programs through a large network of over 300 independent advisors managing approximately $5.4 billion in assets.

Bret Bell is a financial advisor with Integrity Alliance, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Integrity Alliance since 2018 and previously at Packerland Brokerage Services Inc for seven years. Bell is also the owner of Bell & Sons Inc., an insurance sales business offering fixed and indexed annuities, life, long-term care, and disability insurance. Integrity Alliance is an enterprise firm with over 300 independent advisor representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, providing portfolio management, financial planning, and both wrap and non-wrap programs, while offering access to third-party managers through various platforms.

Norbert Bissmeyer Jr. is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Co. since 1989. Outside of his advisory role, Bissmeyer serves on the boards of Keep Iowa Beautiful and Project HO:PE Africa and is a musician who composes and performs music. 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 retirement plan consulting, along with access to third-party money manager asset allocation and separately managed account solutions.

Luke Turner is a financial advisor with Mariner in West Des Moines, IA, holding a Series 65 designation and two years of industry experience. His career includes roles at Mercer Advisors, Cambridge Investment Research, and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pensions, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers, providing customized discretionary portfolios alongside integrated tax, accounting, and family office capabilities.