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Jackson A

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jackson Ayala is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and five years of industry experience. He has worked with FBL Financial Group since 2021 and has involvement in managing multi-agent office operations as a partner at Teton Professionals LLP. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, offering investment management through wrap-fee programs, financial plans, and retirement-plan services. The firm emphasizes individualized, non-discretionary advice supported by third-party sub-advisers and integrates affiliated broker-dealer and insurance channels in its delivery.

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

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jess Meekma is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Prior to joining FBL Wealth Management, Meekma worked extensively with FBL Financial Group and Farm Bureau Financial Services. Outside of advising, Meekma is a partner and co-owner of a Pizza Ranch restaurant and occasionally officiates basketball games. 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 implemented through third-party sub-advisers, combining strategic asset allocation with value-oriented selections and mixing fundamental and technical analysis.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Teresa Boeken is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been associated with FBL Marketing Services and Farm Bureau since 2005. Outside of advisory work, she is involved in a multi-level marketing business focused on health products. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, offering investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized advice and works with third-party managers to implement client investment strategies.

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

Series 65

Urbandale, IA

Foster Group, INC.

Jacob Belzer is a Series 65 licensed advisor at Foster Group, Inc. in Urbandale, Iowa, with four years of industry experience. He has been with Foster Group since 2017, including a prior role at Iowa State University. Foster Group serves individual and institutional clients through tailored wealth management and qualified plan consulting services. The firm employs a long-term, asset-allocation approach using primarily low-cost mutual funds and ETFs, supplemented by technology and third-party platforms to support portfolio management and estate planning.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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Jeffrey B

CFP®, Series 63

Des Moines, IA

Andersen

Jeffrey Bratz is a CFP® with 22 years of experience in the financial services industry. He is currently with Andersen in Des Moines, IA, and has previously worked at Ausdal Financial Partners, HJN Advisors, LLP, First Allied Securities, Inc., and LPL Financial. He is involved in winding down HJN Advisors and transitioning clients to Andersen. Andersen serves successful individuals, families, and related entities, providing investment consulting that ranges from full-service wealth management to standalone performance reporting. The firm emphasizes detailed client communications, integrated tax and advisory services, and utilizes portfolio optimization and forward-looking asset allocation models.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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Raymond H

Series 63, Series 65

West Des Moines, IA

Bison Wealth, LLC

Raymond Hansen is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior firms include IFP Securities, LLC, Fuerza Financial Inc., Kidder Advisors, Independent Financial Partners, LPL Financial, and Principal Financial Services. Hansen is also an independent insurance agent authorized to sell various insurance products in Iowa. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, incorporating alternatives and options-based strategies.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Aaron L

Series 63, Series 65

W Des Moines, IA

Principal Advised Services

Aaron Lacona is a financial advisor with Principal Advised Services in W Des Moines, IA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as multiple Principal affiliates. He provides one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and management services primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary methodologies. The firm is part of the Principal Financial Group and integrates services across its affiliated entities to provide access to various investment products and model portfolios.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Dean N

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Dean Neuharth is a financial advisor at FBL Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at FBL Financial Group and Thrivent Investment Management, among other firms. He is also involved full-time with Farm Bureau Life and Affiliates in a non-investment-related capacity. 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, employing individualized advice and non-discretionary client relationships while using third-party discretionary managers for trading execution.

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

ChFC®, Series 63, Series 65, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Travis Wendt is a financial advisor at FBL Wealth Management, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 63, 65, and 66 licenses. His prior work includes roles at FBL Financial Group, Precoa, LLC, NYLIFE Securities LLC, New York Life Insurance Co, and American National Insurance Co. In addition to his advisory work, he is the founder of VeteranLicensing.com, a blog focused on careers requiring licenses for veterans and transitioning service members. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm delivers investment management primarily through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized advice and non-discretionary client relationships supported by third-party discretionary managers.

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

CFP®, ChFC®, Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Lane Schulz is a CFP® and ChFC® professional with nine years of experience in financial advising. He is currently with FBL Wealth Management, LLC and previously held roles at firms including LPL Financial LLC and USAdvisors Wealth Management. Outside of advisory services, he is active as an insurance sales associate with Farm Bureau Life and affiliates, as well as involved with Diamond Legacy LLC. FBL Wealth Management serves a diverse clientele including individuals, high-net-worth clients, and institutions, providing investment management through wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized, non-discretionary advice supported by third-party sub-advisers and integrates affiliated broker-dealer and insurance channels within its approach.

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

CFP®, Series 66

Urbandale, IA

integrity Advisory Solutions

Michelle Stockman is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. She is currently with Integrity Advisory Solutions and Integrity Alliance, LLC, having previously worked at Principal Securities, Inc., Principal Funds Distributor, Inc., Principal Asset Management, and other firms. She also performs certain functions for Principal Global Investors, LLC and its affiliates. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in assets. The firm offers comprehensive portfolio management and financial planning services, including retirement plan consulting and model portfolio programs, utilizing a range of investment strategies and third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Casey W

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Casey Warren is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining FBL, he worked at MidAmerican Energy and Big Red Insurance. Outside of finance, he owns and operates Casey Warren Performance Horses, a business focused on training performance horses. 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 employing a combination of strategic asset allocation and value-oriented selections.

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

Series 63, Series 65

West Des Moines, IA

Arete Wealth Advisors, LLC

Joshua Cross is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Arete Wealth Management and Arete Wealth Advisors since 2012. Outside of his advisory role, he is president of Silvercap Wealth Management and a partner in Silvercap Tax Services LLC, which provides tax preparation services. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, supplemented by third-party sub-advisers and a due-diligence process.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Rebecca L

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Rebecca Layton is a financial advisor at FBL Wealth Management, LLC with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Fidelity Brokerage Services. Outside of her advisory role, she is a partner at Bloom and Bites LLC, a mobile food and bar cart business. 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 through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized advice and the use of third-party discretionary managers for trade execution.

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

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

Lukas Georgeff is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Foster Group, Inc., where he has worked since 2022. His prior experience includes five years at Wells Fargo and roles at Heartland VIPs, Bertin Rocha Law Firm, and Drake University. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a long-term, asset-allocation investment approach focused on low-cost mutual funds and ETFs, and offers tiered wealth management services tailored to varying client needs.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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Nathan R

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Nathan Rayl is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been associated with Equitrust Marketing Serv LLC and Farm Bureau since 2010. Outside of his advisory role, he is an insurance agent affiliated with Farm Bureau Life and Mountain West Farm Bureau Mutual Insurance Company. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily employs a non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers, 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 G

Series 63, Series 65

Des Moines, IA

Cetera Planning Partners

Michael Gasperi is a financial advisor at Cetera Planning Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avantax Investment Services, ProEquities, Inc., and Honkamp Krueger Financial Services Inc., where he also serves as a wholesaler to CPA representatives. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach tailored to clients’ objectives and risk tolerances.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Debra S

Series 66

Des Moines, IA

Principal Financial Services

Debra Straw is a financial advisor with Principal Financial Services based in Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. She has worked with Princor Financial Services Corp and Principal Life Insurance Company since 2006, and has been involved with T and R Lorimor Ltd since 1994. Outside of her advisory work, she serves as an assistant swim coach for the DSMY swim team and is a board member of the Waukee United Methodist Church. 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 offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Erik B

Series 65

Urbandale, IA

Integrity Alliance, LLC

Erik Blase is a Series 65-licensed advisor with Integrity Alliance, LLC, based in Urbandale, IA, and has three years of industry experience. His career includes roles at Legacy Financial Group, Beacon Capital Management, Sammons Financial Group, and Independent Wealth Network. He also worked with Run Pure Sports, indicating involvement outside traditional financial services. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers a range of investment services including portfolio management, financial planning, and third-party manager referrals, utilizing various allocation strategies and supported by platforms such as Envestnet and AssetMark.

Annuities ESG / Sustainable investing
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Adam S

CFA®, Series 66

Des Moines, IA

Principal Financial Services

Adam Shah is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is currently with Principal Financial Services and has previously worked at Wells Fargo in various investment and advisory roles. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Retired Founder/Business Owner
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