Jeffrey Dvorak is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked with Principal Securities since 2016 and maintains roles at Total Financial Solutions and Principal Life Insurance Company, where he has been involved since 1995. Dvorak is also the founder and president of Total Financial Solutions LLC, an entity created for tax purposes. 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 asset allocation and separately managed account solutions.

Jamie Langbein is a CFP® professional with nine years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. Jamie has worked with these firms since 2019 and previously held roles at Iron Horse Wealth Management and Legacy Financial Group. Outside of advisory work, Jamie serves as an independent contractor representing Kemper Health’s home health care product. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, supported by proprietary platforms and select third-party providers.

Brandon Bose is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Brokers International Financial Services, Gladstone Wealth Partners, Gradient Securities, Lincoln Investment, and his own firms, Bose Financial and Heartland Retirement Group, where he is involved in fixed insurance and wealth management. Integrity Alliance provides advisory and brokerage services to a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing over $5 billion in client assets, offering various portfolio management and financial planning services through multiple platforms and investment approaches.

Matthew Busick is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked for 17 years at River Glen Wealth Counselors. Outside of his advisory role, he is president and a board member of The Rotary Club of Des Moines Foundation, where he leads governance efforts. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies.

Curtis Diekevers is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has worked with Principal Life Insurance Company since 2008 and Principal Securities Inc. since 2016. Outside of his advisory role, he refers clients to Group Benefits Ltd. for health, dental, and vision insurance, receiving a commission split. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and 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.

Matthew Friedrichsen is a financial advisor at Carson Wealth with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cetera Advisor Networks, Wells Fargo Clearing, and Principal Financial Services, among others. He is also an insurance agent selling life, annuities, and long-term care insurance. Carson Wealth operates an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through a combination of discretionary asset management, financial planning, and retirement plan services guided by an internal Investment Committee.

Spencer Gardner is a Series 66 licensed advisor with eight years of industry experience, currently with Principal Financial Services in West Des Moines, IA. His career includes roles at Principal Life Insurance Company and Ameriprise. He also has teaching experience at The College of St Scholastica and Gilbert Community School. 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 U.S. military personnel outside the United States. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Manuel Gutierrez is a financial advisor at Principal Financial Services with a Series 66 designation and over 11 years of experience working within the Principal Financial Group and related entities. He is the founder of Unico Consulting, LLC, a business strategy consulting firm in development, and the owner of Esencia Construction, LLC, a construction business currently being established. Additionally, Gutierrez serves as president of the Des Moines chapter of the Association of Latino Professionals of America and is a board director for Junior Achievement of Central Iowa. 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 U.S. military members 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.

Kendall Kruger is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1998. Outside of his advisory role, he owns an LLC that serves primarily for tax reclassification purposes related to income received through Principal. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and organizations. The firm provides access to third-party money manager programs, financial planning, and retirement plan consulting with advisory and promoter arrangements involving discretionary investment management.

Randi Slaughter is a financial advisor with Principal Financial Services in West Des Moines, IA. She holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining Principal, she worked at Ascensus for three years and previously operated Laughter and Lace LLC, a business known as Twisted Corn Tavern. 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 programs offered under various advisory and promoter arrangements.

Daniel Allen is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Valic Financial Advisors and Agia. His work includes fixed insurance products such as life, disability, annuities, long-term care, and health coverage. 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. 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.

Randall Schmailzl Jr. is a CFP® and ChFC® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Generation Strategies, LLC, Eagle Strategies (NY Life), and New York Life Insurance Company. He serves as treasurer of Echo Valley Professional Group, a networking organization in West Des Moines, IA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs and operational support. The firm offers discretionary model portfolios and multiple program structures designed to accommodate diverse client needs.

Matthew Gasser is a financial advisor with Empower Advisory Group based in West Des Moines, Iowa, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior roles include positions at BancWest Investment Services, Bank of the West, Bank of America, and Merrill. Outside of his advisory work, he has worked as an attendant at a car wash. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Owen Stark is an advisor with Integrity Alliance, LLC based in West Des Moines, IA. He holds a Series 65 credential and has been in the financial industry since 2023. Prior to joining Integrity Alliance, he worked at Heartland Retirement Group, Dent Eliminators, Omara Agriculture, and served in the Waukee Community School District for 13 years. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, utilizing a variety of investment approaches and platforms.

Kay Mickelson is a financial advisor with Commonwealth Financial Network in West Des Moines, IA, holding a Series 66 designation and 10 years of industry experience. Prior to joining Commonwealth in 2022, Mickelson worked at Bral Niedert Private Wealth Advisors and Principal Securities Inc. Outside of advisory work, Mickelson is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, third-party asset management access, retirement consulting, and custody services.

Jill Morehead 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 joining Principal, she was involved with Conlin Properties, Inc. and owns Critter Sitter, LLC, a pet sitting business. 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 include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ryan Bock is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has been affiliated with Bankers Life Securities since 2019 and Bankers Life & Casualty since 2009. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Benjamin Haupts is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 63 designation and 37 years of industry experience. He has been with Principal-affiliated firms since 1988, including Princor Financial Services Corporation and Principal Life Insurance. Outside of his advisory role, he and his wife own farmland in Iowa. 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 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.

Nathan Clark is a financial advisor with Eagle Strategies (NY Life) based in Adel, Iowa. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Clark previously worked under the Innovative Financial Solutions brand and currently serves as an insurance broker for non-registered insurance products. Outside of his advisory role, he coaches an 8u girls softball team and participates in his local homeowners association. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary asset management within an integrated New York Life affiliate structure.

Wesley Upah is a financial advisor at Principal Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc, Principal Life Insurance Company, Cambridge Investment Research, Inc., and State Bank of Toledo. Outside of his advisory role, he is a licensed real estate agent and owns a lawn care business. 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, and access to third-party money manager asset allocation and separately managed account solutions.