Jeffrey Meislahn is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Co. since 2002. Outside of his advisory role, he serves as a trustee for the Federated Church of Bondurant. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty 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.

Bryan Fiala is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Principal Financial Services and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is an insurance agent specializing in life, disability, group benefits, health, and annuities in West Des Moines, IA. 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 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.

James Vanberkum is a financial professional with three years of industry experience, currently affiliated with Principal Financial Services. He holds the Series 66 designation and has worked with several firms including Oliver Financial and Northwestern Mutual. Outside of advisory work, he is involved in selling fixed and variable insurance products through Crump. Principal Financial Services 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 managers through various advisory and promoter arrangements.

Douglas Lederer is a Series 66 licensed financial advisor with six years of industry experience, currently with Integrity Alliance, LLC. His prior work history includes roles at Lion Street Financial, AE Wealth Management, and Cetera Financial Specialists, among others. Outside of advising, he works part-time assisting customers at Bass Pro Shops with credit card applications. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and retirement plans with over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, delivering investment advice through discretionary accounts, model portfolios, and multiple platform partnerships.

Bradley Brown is a financial advisor with Principal Financial Services based in West Des Moines, IA. He holds a Series 66 designation and has 19 years of industry experience. Bradley has worked with Kingston Financial Services, Principal Securities Inc., and Principal Life Insurance Company since 2009. He serves on the boards of several local organizations, including the Rotary of West Des Moines, Pheasant Forever Des Moines Chapter, Clive Lion's Club, and the Clive Community Foundation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory arrangements.

Nathan Lane is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has worked with Heartland Wealth Advisors and Principal-affiliated firms. Outside of advising, he has bartended at the Iowa State Fair. 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 various advisory and promoter arrangements.

Jacob Repp is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co before joining Principal Securities Inc. in 2020. Outside of his advisory role, Repp hosts a podcast called "Why Wednesday," interviewing local businesses and nonprofits, and serves as a board member for a technology education organization focusing on youth summer camps. 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 abroad. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Connor Meislahn is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has been the owner and operator of 3C Electric LLC, a firm specializing in photovoltaic system design consulting and electrical services in the Des Moines metro area. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisor and promoter arrangements.

Conor Boffeli is a financial advisor with Principal Financial Services in West Des Moines, IA, holding CFP® and ChFC® designations and nine years of industry experience. His career includes roles at Principal Securities, Aligned Wealth Advisors, Commonwealth Financial Network, and Northwestern Mutual, among others. Boffeli serves on several nonprofit boards, including the United Way of Central Iowa and Can Play, contributing to funding decisions and program development. 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 multiple advisory and promoter arrangements.

Andrew Himelson is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wealth By Choice, Union Financial, and Wells Fargo. He also engages in fixed insurance and group benefits activities outside of his advisory work. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Jonathan Heim is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently with Principal Financial Services and has previously worked at Aligned Wealth Advisors, Mass Mutual Investors Services, Metlife Securities, and New England Securities. Heim serves on several nonprofit boards, including the Miracle League and the Carroll Chamber of Commerce, and holds leadership roles in community organizations such as the Uri Sellers Memorial Foundation and the Community Foundation of Carroll County. Principal Securities offers brokerage and registered investment advisory services to a diverse client base that includes 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 managers through various advisory and promoter arrangements.

Peter Brock is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Integrity Alliance since 2018 and has been involved with Benefit Source Inc and Brock Financial Services since 2011. Outside of his advisory work, he is engaged in fixed insurance lines including life, health, long-term care, and disability insurance. Integrity Alliance serves a diverse client base 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.

Carie Heckler is a financial advisor at Integrity Alliance, LLC with 22 years of industry experience. She holds the Series 66 designation and previously worked at Lion Street Advisors, Lion Street Financial, LPL Financial, WFG Advisors, and Equitable Advisors. Outside of her advisory role, she serves on the board of a homeowners association in Dallas, TX. Integrity Alliance operates as a large advisor network, providing advisory and brokerage services to a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, employing a range of allocation strategies and serving both discretionary and non-discretionary account needs.

Nicholas Manna is a Series 66 licensed advisor with Wells Fargo Clearing in West Des Moines, IA, and has one year of industry experience. His work history includes roles at Wells Fargo Bank, Bank of America, Merrill, and Wells Fargo Home Mortgage. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Kyle Ver Woert is a financial professional with 10 years of industry experience, currently associated with Cetera in West Des Moines, IA. He holds a Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors, LLC. From 2016 to 2018, he was involved with the Corridor Hockey Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Erik Aanonson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has been with Thrivent Financial since 2018 and previously worked at Fareway Stores Inc. for seventeen years. Outside of his advisory role, he is a member of Aanonson Real Estate, LLC, where he manages rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning and offers clients the option to combine planning with managed-account services under its WealthPlan program, while keeping planning and investment management separate.

William Warren is a financial advisor with OSAIC based in Johnston, IA, holding the CFP® designation and Series 63 license. He has 35 years of industry experience, including roles at Royal Alliance Associates, Ameritas Investment Corp, and Central Financial Group. Warren also owns and operates a tax preparation business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage, advisory, and financial planning services.

Rachel Kurtz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, employing an IPS-driven advisory process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related investment options.

Jacob Helvey is a financial advisor at Ameriprise in Des Moines, IA, holding a Series 66 designation with 14 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Iron Rams, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement-income recommendations through a centralized consulting team.

Carmen Black is a financial advisor with Mass Mutual Investors Services in Dallas Center, IA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since 1991. Outside her advisory role, she owns and operates a boarding facility for dogs. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-focused advice.