Anthony Medici is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Principal, he worked at Tompkins Industries and Hupp Toyotalift. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Donald Laster is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 42 years of industry experience. His work history includes roles with Principal Securities Inc since 1983, Principal Life Insurance Company since 1998, Gallagher Benefit Services since 2004, and The Business People, LLC since 2020. He is also president of Don Laster Insurance LLC, which he owns. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joel North is a CFP® professional affiliated with Principal Financial Services and has 34 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2011 and worked with Heartland Financial Resource Group from 2022. His credentials include Series 63 and Series 65 licenses. 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 military personnel. 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.

Vincent Sturm is a financial advisor at Kestra Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. He serves on the board of the Perry Iowa Chamber of Commerce Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment recommendations supported by due diligence, serving approximately $79.8 billion in assets under management.

Barry Steim is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Naviture LLC, Principal Securities Inc, and Ameritas Advisory Services, LLC. Steim maintains an outside insurance position involving fixed insurance, life, disability, 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 solutions under various advisory and promoter arrangements.

Chloe Fox is a financial advisor at Principal Financial Services with a Series 66 credential. She has less than one year of industry experience and previously held roles in the restaurant and community sectors, including positions at several local dining establishments and the Ankeny Area Chamber of Commerce. 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 consulting, and access to third-party money managers through various advisory and promoter arrangements.

James Lumley is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes roles at Principal Securities Inc., Principal Life Insurance Co., DC Retirement Strategies, and Naviture. Outside of advisory services, he is involved in the sale and service of fixed insurance products, including fixed life, annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation generally managed on a discretionary basis by the TPMMs.

Austin Lowe is a financial advisor at Principal Financial Services in West Des Moines, IA, holding a Series 66 designation. He has been with Principal since 2026 and previously worked in various roles including at Purelight Power and Enterprise Rent a Car. 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 solutions through multiple adviser and promoter arrangements.

Signe Olson is a financial advisor at Principal Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at firms including Naviture, Principal Securities Inc, and Bankers Life and Casualty. Outside of financial services, Olson is involved in personal training and sells Medicare and fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, 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.

Aaron Gremler is a financial advisor with Integrity Alliance, LLC, holding a Series 66 license and four years of industry experience. He has worked at Brokers International Financial Services since 2021 and previously spent four years at the University of Iowa. Outside of his advisory role, he is a board member of Finworld, Inc., a cybersecurity solutions company for financial services. Integrity Alliance operates a large network of independent advisors managing approximately $5.4 billion in client assets. The firm serves a diverse client base, offering portfolio management, financial planning, and a variety of advisory programs through multiple platforms and investment approaches.

Dorothy Welsch is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2016. Outside of her advisory role, she is involved in personal sales of Mary Kay products and assists clients with short-term care insurance policies addressing gaps in nursing home, assisted living, and home care coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

James Thompson is a CFP® and CFA® with 13 years of industry experience. He is currently an advisor at Farther, where he has worked since 2025, following an 18-year tenure at Value Wealth Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, using a web and mobile platform supplemented by in-person meetings. The firm employs a Modern Portfolio Theory-based approach with algorithmic rebalancing and incorporates AI tools alongside advisor judgment.

Aaron Peterson is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at VOYA Financial Advisors, Inc., Locust Street Securities, Inc., and Principal Financial Services. Peterson also operates Lone Wolf Financial, LLC, an independent insurance agency involved in fixed and traditional insurance sales. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent advisors. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers.

Matthew Mcaleer is a financial advisor at Carson Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG for six years. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

James Sandager is a CFP® with 29 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2008. He has prior experience with LPL Financial and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a part owner of a family farm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting through a network of advisors, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Grant Gardner is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. He previously held roles with Principal Life Insurance Company and Spencer Gardner at Principal Securities, and has background experience with Iowa State University and in construction. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Austin Siefers is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 credentials and having four years of industry experience. He has held roles with Principal Advised Services and Principal Life Insurance Company and participates as a singing member of the Tapestry Quartet, a performance music ensemble. 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’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager solutions through various investment adviser and promoter arrangements.

Anthony Niedert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth since 2022 and co-owns Bral Niedert Private Wealth Advisors, where he has been active since 2015. Prior to this, he spent 15 years with Principal Life Insurance Company and Principal Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment solutions, including discretionary model portfolios and personalized indexing, while advisors maintain discretion over client portfolios across multiple securities and insurance products.

Christian Shipman is a financial advisor with Commonwealth Financial Network in West Des Moines, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Company, Advisor Group, and Cambridge Investment Research. 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 around $212.7 billion in client assets. The firm provides advisory support through a variety of managed-account programs, third-party asset managers, and back-office services.

David Peirce is a Series 65-licensed advisor with Cetera Planning Partners, bringing two years of industry experience. He has a background in accounting and tax services as a partner at Denman CPA LLP and owner of David R Peirce, CPA P.C. He also provides investment and financial planning services through Avantax Planning Partners. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions.