Jonathan Goergen is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 63 designation and has 32 years of industry experience. He has been with Princor Financial Services Corporation and Principal Mutual Life Insurance Co. since 1995. Outside of his advisory role, he serves on the board of Ankeny Christian Academy and coaches cross country, basketball, and soccer. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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 under various advisory and promoter arrangements.

Will Schroeder is a financial advisor with Sanctuary Advisors, LLC in Des Moines, Iowa. He holds a Series 66 designation and has three years of industry experience. Prior to joining Sanctuary Advisors, he worked at Dupaco Community Credit Union and held roles outside finance, including at Old Chicago and Champps American. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers, employing various investment approaches and acting as a fiduciary when a written agreement exists.

Michael Hartwig is a financial advisor with Guardian Life and its subsidiary Park Avenue Securities, holding Series 63 and 65 licenses with 12 years of industry experience. He has worked at Guardian Life since 2014 and has operated a business teaching QuickBooks, Microsoft Office Suite, and business management since 2011. Hartwig also serves as a condo association board member. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a range of investment advisory programs.

Bruce Dehaan is a financial advisor with Voya Financial Advisors, Inc. in West Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he serves as co-treasurer of the Western Hills Parent Teacher Organization. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through multiple program structures, emphasizing predominantly non-discretionary advisory services.

Jamie Mcdermott is a financial advisor with VOYA Financial Advisors, Inc. in Des Moines, Iowa, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm provides a broad range of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a focus on non-discretionary, recommendation-based advice.

Todd Asper is a financial advisor at Cetera Planning Partners with one year of industry experience. He holds the PFS™ designation and has previously worked at Avantax Planning Partners and Welgaard CPAs & Advisors. Asper is involved in tax preparation and financial statement services through Welgaard CPAs & Advisors, where he also supports wealth management needs including tax, estate, and investment planning. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, along with tax, bookkeeping, payroll, and estate-planning services, using diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance.

Keith Gredys is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 27 years of experience. His career includes roles at IFP Securities, LLC, Kidder Advisers, Inc., Fuerza Financial, Inc. dba The Kidder Company, and LPL Financial. He is also a notary public. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model and is noted for its retirement-plan advisory and pension consulting capabilities, serving a broad client base including individuals, charities, corporations, and high-net-worth clients.

James Kearney is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. He has worked at Principal Securities Inc. since 2020 and has prior experience with Principal Life Insurance Company and Princor dating back to 2004. Principal Securities provides 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Victor Cardoza is a financial advisor with Bankers Life Advisory Services, Inc. in West Des Moines, IA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., Lemar Industries, and Proago Inc. He is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple security types through both wrap and non-wrap programs.

Matthew Sheirer is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Wealth By Choice and Union Financial, as well as experience with Principal Securities Inc and Principal Life Insurance Company. He serves on the board of directors for NAIFA Central Iowa, assisting with educational programming and advocacy initiatives. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers a range of advisory programs, financial planning, and access to third-party money manager solutions through distinct advisory and promoter arrangements.

Jason Sperry is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and having 10 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2016. 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 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.

William Van Buren is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 credential and one year of industry experience. His prior experience includes roles at Vision Financial Group, Northwestern Mutual, and SagePoint Financial, among others. Outside of his advisory duties, he is involved in fixed insurance positions covering life, disability, annuities, long-term care, Medicare supplements, health, and group benefits. 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 financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Thomas Frolick is a financial advisor with VOYA Financial Advisors, Inc. in Des Moines, IA. He holds Series 65 and Series 66 designations and has 25 years of industry experience, including 12 years with VOYA Financial Advisors. Outside of his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary advice alongside broker-dealer services.

Michael Mcmullan is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds the ChFC® designation and Series 63 and 66 licenses, and has 24 years of industry experience. Prior to his current role, he worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2010. He is involved in selling life insurance focused on long-term care and Medicare Advantage plans through outside entities. 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 military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Alexander Sturm is a financial advisor with Kestra Advisory in Waukee, Iowa, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Wells Fargo Financial and has served as the financial planning director at Generations Wealth Advisors LLC. Sturm is also a board member of the Dallas County Hospital Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Christian Prim is a financial advisor at Principal Financial Services with a Series 66 designation and three years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2022 and is also associated with Journey Financial Advisors and RoshekSkinner Financial Services. Previously, he was involved with Canyon Coffee Roasters and Norfolk Country Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Aaron Clayberg is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Principal Securities and Principal Life Insurance Co. since 2015. Outside of finance, he operates a commercial cleaning service. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and active-duty U.S. military personnel abroad, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Travis Hilsabeck is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Principal Securities and Principal Life Insurance Co since 2016. Outside of his advisory role, he is CEO and co-owner of Alinc Enterprises LLC, a sporting goods sales business. 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 stationed abroad. 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.

Jonathan Helak is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at U.S. Bank and the United States Air Force. He also serves as a retirement consultant through Principal Advised Services, providing one-on-one investment advice to retirement plan participants. Principal Securities offers brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, and business entities. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Robert Burmeister is a CFP® professional with 32 years of experience in the financial services industry. He has been with Principal Financial Services and its affiliates since 1998, including a decade at Principal Securities Inc. He also conducts business in insurance sales, focusing on fixed life, long-term care, disability insurance, and fixed annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.