Sarah Frieberg is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 credential and nine years of industry experience. She has held advisory roles at multiple firms, including Madden Wealth Management, Smith Frieberg Financial, and Frieberg Financial, where she currently serves as CEO and owner. She also consults for a financial services company owned by her spouse, focusing on educational content development and planning tools. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Matthew Gredys is a financial advisor with Independent Financial Partners in Clive, IA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with multiple affiliated firms including IFP Securities, LLC, Fuerza Financial, Inc. dba The Kidder Company, and Kidder Advisers, Inc. He provides qualified and non-qualified plan design, business solution planning, and participant education through his work with Fuerza Financial, Inc. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized model with a nationwide network of independent advisors. The firm is notable for its formal retirement-plan advisory and pension consulting capabilities, serving a broad range of clients including individual, charitable, corporate, and high-net-worth investors.

Kelly Senkyr is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Creative Planning since 2021 and previously was employed at Charles Schwab and the College for Financial Planning. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by other portfolio management techniques.

Seth Coleman is a financial advisor at Principal Financial Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Principal Securities, Principal Life Insurance Company, Verizon Wireless, Mediacom, Perry Airport, and BTWI. Outside of advising, he has performed consulting work related to security camera system installations and provided administrative support to senior financial advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through both adviser and promoter arrangements.

Ann Hudson is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63, 65, and 66 licenses and possessing 31 years of industry experience. She has held roles at Principal Securities Inc. and PRINCIPAL Life Insurance Company, and she has been a fitness instructor and trainer at the YMCA of Greater Des Moines for over 30 years. Hudson serves on the board of the Iowa Chapter of NAIFA and is a managing director for the Jesse J. Sanctuary Foundation, a charitable 501(c)(3) organization. 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, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

Kurtis Thompson is a financial advisor at Integrity Alliance, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Integrity Alliance since 2008, following a brief tenure at Transamerica Financial Advisors. In addition to his advisory role, he serves as a senior vice president of sales and marketing at The Achievement Group and operates as an independent insurance agent. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering a range of portfolio management and financial planning services through various advisory platforms.

Hanna Mc Coy is a Series 66-licensed financial advisor with Principal Financial Services, based in West Des Moines, IA. She has one year of industry experience and previously worked at Wind Point Partners and Deloitte Tax, LLP. Principal Securities provides brokerage and registered investment advisory services to a broad 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 with various investment adviser and promoter arrangements.

Myles Easter is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the Bankers Life organization since 2012 in various roles, including recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Derek Wilkerson is a Series 65-licensed financial advisor with eight years of industry experience, currently with Integrity Alliance, LLC since 2019. Prior to that, he worked at Tucker Asset Management LLC for one year and has been self-employed since 2011. He is also president of Trio Wealth Advisory, a wealth management firm based in West Des Moines, IA. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, combining discretionary accounts, model portfolios, and sub-advisers with strategic and adaptive allocation approaches.

Steven Valline is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Principal Life Insurance Company, Princor, and Golden Rule Plumbing, Heating & Cooling. Outside of his advisory role, Valline serves as a high school assistant basketball coach for Johnston Community School District and is an agent selling non-securities insurance products for AGIA. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning, utilizing discretionary unified managed accounts and a centralized technology platform through a large network of advisors.

Laura Hertges is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Principal Securities Inc. Outside of advising, she holds a notary commission. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Mason Yegge is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Principal, he held roles at A-1 Pools and Des Moines Area Community College. He is also a registered representative involved in fixed insurance products, including life, disability, annuities, long-term care, health, Medicare supplements, and group benefits. Principal Financial Services 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.

Matthew Pearson is a financial advisor with Carson Wealth in West Des Moines, IA, holding a Series 66 license and 22 years of industry experience. He has worked at firms including Wells Fargo Investments, Cetera Advisor Networks, and Ameriprise. Outside of advisory work, he is an insurance agent selling life, annuities, and long-term care products, and he also serves as a notary. CWM, LLC operates an enterprise platform with more than 650 advisors and manages approximately $50.6 billion in client assets. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that builds and monitors model portfolios using fundamental and technical analysis.

Tyler Cahill is a financial advisor with Eagle Strategies (NY Life) based in Adel, Iowa. He holds a Series 66 designation and has three years of industry experience. He operates under the DBA Innovative Financial Solutions Group to service clients with insurance and financial products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations across multiple advisory program types and manages a predominantly non-discretionary asset base.

Matthew Banzhaf is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Principal Financial Services since 2018. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities. He also serves on the boards of Link Associates and Project 52, Inc., which are not investment related. 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 financial planning, retirement consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by TPMMs.

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. He is currently with Integrity Alliance, LLC and has prior experience at firms including Lion Street Financial, AE Wealth Management, and Cetera Financial Specialists. In addition to his advisory role, he works part-time assisting customers with the Bass Pro Club Mastercard at Bass Pro Shops. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets across over 300 advisors. The firm offers a range of services from portfolio management and financial planning to third-party manager referrals, utilizing various investment approaches and handling both discretionary and non-discretionary accounts.

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.