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.

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.

Dean Neuharth is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at FBL Financial Group and Thrivent Investment Management, with overlapping work at FBL Marketing Services, LLC. He is also involved full-time with Farm Bureau Life and its affiliates in a non-investment 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, written financial plans, and educational seminars, emphasizing individualized advice and primarily non-discretionary client relationships supported by third-party discretionary managers.

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.

Lane Schulz is a CFP® and ChFC® with nine years of industry experience. He is currently with FBL Wealth Management, LLC and has prior experience at LPL Financial LLC, Bruning Bank, and USAdvisors Wealth Management, among others. Outside of advisory work, Schulz is also involved as a sales associate with Farm Bureau Life and Farm Bureau Property and Casualty. 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 primarily through wrap-fee programs and written financial plans, emphasizing individualized advice and non-discretionary relationships supported by third-party discretionary managers.

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.

Casey Warren is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his current role, he worked at MidAmerican Energy and Big Red Insurance and has operated Casey Warren Performance Horses since 2010. Outside of his advisory work, he is involved in training performance horses through his own 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 via wrap-fee programs and written financial plans, emphasizing individualized advice and the use of third-party discretionary managers for trading execution.

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.

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.

Lukas Georgeff is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Foster Group, Inc. since 2022 and previously spent five years at Wells Fargo. Foster Group, Inc. manages approximately $4.78 billion for individual, corporate, institutional, and retirement plan clients through a team of 54 advisors. The firm uses a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds, ETFs, independent managers, and institutional funds, and offers segmented service tiers ranging from digital CoreWealth to bespoke SelectWealth engagements.

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.

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.

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.

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.

Chad Smith is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 65 credential and 25 years of industry experience. He has been with Principal Securities Inc since 2000 and Principal Life Insurance Company since 1999. Outside of his advisory role, he has worked in customer service positions, including at a mall and a local YMCA. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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 under various advisory and promoter arrangements.

Ricky Dhabalt is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Helix Benefits Group, Dc Retirement Strategies, and Principal Life Insurance Company. He is also an owner and financial advisor specializing in fee-based financial planning and Medicare supplement insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm’s advisory approach includes financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Kyle Skinner is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 11 years of industry experience. He has worked at Principal Securities INC since 2016 and is affiliated with Journey Financial Advisors and Roshek Skinner Financial Services. In addition to his advisory role, Skinner owns KS Financial LLC and provides services related to structured attorney fees involving tax-deferred insurance products. 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’s advisory services focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Rebecca Hueser is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked with Principal Life Insurance Company since 2004. Outside of her advisory work, she is involved with Iowa Family Services, providing respite care for an individual with bipolar disorder. Principal Securities offers 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 emphasizes direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Jason Juhl is a financial advisor with CWM, LLC, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Carson Wealth, Cetera Advisor Networks, and U.S. Bancorp Investments. Outside of advising, he serves on the board of the Orchard Place Foundation, a mental health organization for children, and is involved as a lecturer and advisory board member for the Income Lab. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, using model portfolios overseen by an in-house Investment Committee and combining fundamental and technical analysis with third-party resources and customization tools.

William Reichardt Jr. is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been associated with Bening Financial Organization Inc, Princor Financial Services, and Principal Life Insurance Co since 2002. Outside of his advisory role, he is a passive investor in Stacker MPF, LLC, a holding company for Missouri Pipe Company. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed accounts.