Bryan Hermosillo is a financial advisor at Principal Advised Services with two years of industry experience. He holds a Series 66 designation and previously worked at Bell Brothers Heating and Air Conditioning, Inc., Bank of America, and Wells Fargo Bank. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party tools and proprietary models and operates as part of the Principal Financial Group, allowing access to affiliated products and services.

Adam Hatch is a financial advisor at Principal Advised Services with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles within the Principal Financial Group, including positions at Principal Bank, Principal Financial Services, and Principal Life Insurance Company. In addition to his advisory work, he serves as a retirement consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group and integrates services from affiliated entities to provide a range of investment management and advisory solutions.

Jordan Funke is a financial advisor at On Investment Management CO with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with The O. N. Equity Sales Company, Ohio National Financial Services, and The Financial Specialists. Funke is also involved in non-investment activities including insurance sales and virtual estate planning support. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, combining fee-based planning with access to multiple third-party investment platforms and both discretionary and non-discretionary managed account options.

Owen Brauch is a financial advisor at Principal Advised Services in Des Moines, IA, holding a Series 66 designation. He joined the firm in 2026 and has prior experience at Principal Life Insurance Company, Principal Bank, Principal Securities, Inc., Wells Fargo, and DLL Financial Solutions. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party tools and proprietary models and operates within the Principal Financial Group family, enabling access to affiliated products and services.

Luke Meseck is a financial advisor at On Investment Management Company with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo for eleven years. Outside of his advisory role, he is a co-founder of Something 2B Celebrated LLC, a custom teepee sleepover service for children. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs including fee-based financial planning and managed accounts, with a majority of assets managed on a non-discretionary basis.

Drew Rankin is a financial advisor with LexAurum Advisors holding a Series 65 credential and no prior industry experience. His work history includes roles at WealthCharter Retirement Planning and Polk County Conservation, as well as time employed at Iowa State University and as a soccer club referee. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement-plan services. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, offering both discretionary and non-discretionary management.

Anthony Nietzel is a financial advisor at On Investment Management CO with three years of industry experience. He holds the Series 66 designation and has worked at firms including Athene Securities, LLC and Edward Jones. Outside of financial services, he has experience working in the hospitality sector at establishments such as Boulder Tap House and Maxwell's On The River. On Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a variety of programs including both discretionary and non-discretionary third-party investment options.

Garrison Goodlett is a financial advisor with Principal Advised Services and holds Series 63 and Series 66 designations. He has 14 years of industry experience, having worked with Principal Financial Services since 2012 and Principal Life Insurance Company since 2006. Outside of his financial career, he owns a restaurant business, G. G.'s Chicken & Waffles, and serves on the executive board of the Ankeny Chamber of Commerce. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program. The firm integrates third-party and proprietary models and operates within the Principal Financial Group family, allowing access to affiliated products and services.

Dirk Johnston is a CFP® with five years of industry experience currently with Principal Advised Services in Des Moines, IA. He has worked at several related Principal entities, including Principal Securities and Principal Life Insurance Company, since 2021. Prior to joining Principal, he held roles at Legacy Financial Group, Lakehouse 13, Cedar Valley Wealth Advisors, and had earlier experience at the University of Northern Iowa and Myrtue Medical Center. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies like Morningstar with proprietary models and operates as part of the Principal Financial Group family, providing access to affiliated products and services through internal governance and supervisory controls.

Cole Metzler is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and two years of industry experience. He has held various roles within the Principal Financial Group, including positions at Principal Life Insurance Company, Principal Bank, and Principal Financial Services. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates proprietary models with third-party tools and operates as part of the Principal Financial Group family, enabling access to affiliated products and resources.

Jennifer Schumann is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 and 65 licenses. She has 27 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since the early 2000s. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm’s advice combines third-party methodologies with proprietary models and benefits from integration within the Principal Financial Group family.

John Weiland is a financial advisor with Principal Advised Services in Des Moines, IA. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Principal Advised Services, he worked in various roles including at Caesars Entertainment and Northwestern Mutual. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group family, providing access to affiliated products and services.

Isaac Franks is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He is currently with Compound Planning, Inc. in Des Moines, IA, and previously worked at Choreo, LLC and Ameriprise. Outside of his advisory role, he owns Pots3D, a non-investment-related business. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional advisory services. The firm’s investment approach combines customized, risk-based model allocations with various strategies including low-cost ETFs, direct indexing, and alternatives, supported by a technology-driven platform and third-party partnerships.

Carter Davis is a financial advisor at Principal Advised Services in Des Moines, IA, holding the Series 66 designation with one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc., as well as positions in education and distribution sectors. He currently serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is affiliated with Principal Financial Group, which provides access to a broad range of proprietary products and integrated operational support.

Nicholas Tremain is a financial advisor with Principal Advised Services holding a Series 66 designation and two years of industry experience. His prior experience includes positions at Principal Life Insurance Company, Principal Financial Services, the Federal Deposit Insurance Corporation, and service in the United States Air Force. He also holds roles within Principal as a retirement consultant and assistant vice president for advice, education, and sales. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models and third-party methodologies and operates within the Principal Financial Group family, offering access to affiliated products and services.

Koffigan Vonor is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and five years of industry experience. He has worked in various roles within Principal Financial Services and Principal Life Insurance Company since 2017 and previously held positions at Younkers and Infosys McCamish. In addition to his advisory duties, Vonor serves as a retirement consultant providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services primarily offers investment advice and related services to retirement plan participants and retail IRA clients, delivering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm utilizes a combination of third-party and proprietary models supported by affiliated entities within the Principal Financial Group.

Jonah Dejung is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at BMO Bank and Rhino Technology. Principal Advised Services primarily provides investment advice and services to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary models and third-party tools, leveraging its affiliation with Principal Financial Group to access proprietary products and maintain oversight through governance committees and dedicated supervision.

Jackson Krebs is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and one year of industry experience. His career includes roles at various Principal Financial Group entities, including Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc. Outside of his advisory work, Krebs manages an LLC named Lost In The Sauce, which he operated from 2021 to 2023. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party models, including Morningstar tools, and benefits from its affiliation with Principal Financial Group’s broader financial services entities.

Izaak Dixon is a financial advisor at Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 designations with four years of industry experience. He has worked in multiple roles within the Principal Financial Group family since 2022 and previously spent time with the Iowa Department of Public Health and in academic positions. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party and proprietary models and benefits from operational ties to affiliated entities within the Principal Financial Group.

Tyler Coder is a CFP®, PFS™, and Series 65 licensed advisor at Compound Planning, Inc. in Des Moines, IA, with four years of industry experience. Prior to joining Compound Planning in 2025, he worked at Choreo, LLC and RSM US Wealth Management LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm employs customized, risk-based model allocations that incorporate fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies.