David Peirce is a Series 65-licensed advisor with Cetera Planning Partners, bringing two years of industry experience. He has a background in accounting and tax services as a partner at Denman CPA LLP and owner of David R Peirce, CPA P.C. He also provides investment and financial planning services through Avantax Planning Partners. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions.

Ryan Klyn is a financial advisor at Integrity Alliance, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at VOYA Financial Advisors from 2014 to 2018. Outside of his advisory role, Klyn is an independent insurance agent specializing in fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches across multiple custodial platforms.

Swaroop Murki is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 15 years of industry experience, with prior roles at Cetera and First Allied Advisory Services. Murki is based in Des Moines, IA. 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 financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

David Dykstra is a financial advisor with Valic Financial Advisors in West Des Moines, IA, holding a Series 66 credential and 25 years of industry experience. He has been with Valic Financial Advisors since 2013 and also serves as a board member for the Theodore Roosevelt High School Foundation, which supports educational and community initiatives in the Roosevelt neighborhood. Additionally, he is a notary public and an agent for Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account services through a large network of advisors. The firm manages significant assets using centralized technology and model solutions within a combined adviser and broker-dealer structure.

Genan Kirby is a financial advisor at OSAIC Institutions, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including LPL Financial, CUNA Brokerage Services, and Fifth Third Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a nationwide network of investment adviser representatives. The firm offers customized advisory services and financial planning while operating a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Donna Dunne is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 20 years of industry experience. She has been with Principal Securities Inc. since 2018 and has a long tenure with Principal Life Insurance Co. dating back to 1989. 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 solutions, with investment implementation typically managed on a discretionary basis by those third parties.

Scott Mathes is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Princor Financial Services Corporation and Principal Life Insurance Company since 2011. 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 U.S. 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.

Melissa Sivertsen is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked with Principal Securities Inc. since 2016 and has been affiliated with Principal Life Insurance Company since 2006. Outside of her advisory role, she is involved in providing supported community living services through a state program for her adult son with special needs. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel, with a focus on direct advisory programs, financial planning, and access to third-party money manager solutions.

Stephen Muldrow is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously held roles at Domino's Pizza and Jimmy Johns and served at the Bloomingdale Public Library. Outside of his advisory work, Muldrow is involved in educational initiatives as a writer for Dual Credit at Home and serves as Senior Pastor of The Chapel Baptist Church. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through diverse advisory and promoter arrangements.

Joshua Nigg is a CFP® certificant and holds a Series 66 license, with 21 years of industry experience. He has been with Principal Financial Services and its affiliate Princor since 2007. Based in Des Moines, IA, his work focuses within the Principal Financial Services enterprise. 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, with investment implementation typically carried out on a discretionary basis by external managers.

Kathryn Hooper is a financial advisor at Osaic Institutions, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes roles at Iowa State Bank, Sorrento Pacific Financial, INVEST Financial Corporation, Boyle Capital Management, Investment Advisors Corp, and Wells Fargo. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment management to its investment adviser representatives.

John Barclay is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Principal Securities, Principal Life Insurance, Oliver & Herbert, Syngenta, Principal Financial Group, Workiva, and Golf USA. Outside of advising, he serves as a referee for basketball tournaments. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Troy King is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds the Series 66 designation and has worked with Principal Financial Services since 2016 and Principal Life Insurance since 1998. Principal Securities offers 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 abroad. 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 account solutions.

Shanna Ross is a Series 65-licensed financial advisor with Principal Financial Services in Des Moines, IA, and has 15 years of industry experience. She has worked with Principal Financial since 2012 and Principal Securities since 2016. Outside of her advisory work, Ross owns a custom clothing shop and participates in several entrepreneurial ventures, including a Christian t-shirt brand and an online costume jewelry resale business. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation generally managed on a discretionary basis.

Shawn Monahan is a financial advisor with Valic Financial Advisors in West Des Moines, IA, holding a Series 66 credential and three years of industry experience. Prior to his current role, he worked for John Deere for nine years. He also serves as an agent selling non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with over 1,200 advisors nationwide.

Daniel Gombrich is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Gladstone Wealth Partners and Gradient Securities LLC. Outside of his advisory role, he is involved in insurance sales through multiple entities, including Heartland Retirement Group and Gombrich Consulting, LLC. Integrity Alliance, LLC is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers, delivering investment advice through discretionary accounts, model portfolios, and various allocation strategies.

Dushyant Sharma is a financial advisor at Principal Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors Networks LLC and Principal Life Insurance Company. Sharma’s background also includes experience in law studies and commerce. 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 outside the United States. 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.

Raelynn Austin is a financial advisor with Principal Financial Services in Des Moines, Iowa, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked with Princor Financial Services Corporation since 2012 and with Principal Life Insurance Company since 2003. 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’s advisory focus includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jeffrey Schultz is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Princor Financial Services and Principal Mutual Life since the early 1990s. 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 through various advisory and promoter arrangements.

Lance Dieleman is a financial advisor with Cetera Planning Partners in Urbandale, IA, holding the PFS™ designation and two years of industry experience. Prior to joining Cetera, he worked with Avantax Insurance Agency and Avantax Planning Partners. He is also a shareholder in Schuring & Uitermarkt PC DBA Welgaard CPAs & Advisors and serves on the finance committee of the Urbandale Food Pantry. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.