Ryan Boatman is a CFP® professional at Cerity Partners LLC with one year of industry experience. He previously held roles at Gilbert & Cook, Inc., MHCS, PC, and TD&T CPAs AND ADVISORS, PC. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, while also offering private-markets investments and affiliated consulting and insurance services.

Lance Gardner is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has worked with Principal Securities Inc. for 10 years and Principal Life Insurance Company for 15 years. In addition to his advisory role, Gardner is involved in selling fixed life insurance, disability, long-term care, and fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under several advisory and promoter arrangements.

Sean Reddick is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, he worked at Principal Financial Group and has experience in retail sales at The Buckle, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Barry Tewes is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Principal Securities Inc. since 2011 and also has professional affiliations with Principal Life Insurance Company and H.L. Munn Lumber. 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 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.

Jacob Vold is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds a Series 66 credential and has one year of industry experience. Prior to joining Principal, Vold worked at Stack Exchange, Inc. and DHI Group, Inc. He serves as a board member and secretary of River Bend Golf Course, where he is involved in governance and meeting administration. 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, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

David Hebert is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Principal Life Insurance Company since 1994 and Principal Securities Inc. since 2016. 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 stationed abroad. 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.

Richard Rainforth is a financial advisor with Commonwealth Financial Network in West Des Moines, IA. He holds the ChFC® designation and Series 63 and 65 licenses, with 25 years of industry experience. His prior roles include positions at Generation Strategies, LLC, Hanson & Rainforth Financial Group, Eagle Strategies Corp., and New York Life. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers advisors discretion in portfolio construction and manages model portfolios through its Investment Management and Research team.

Erik Severson is a CFP® professional with 17 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement and its related entities since 2008 and previously worked at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a combination of active and passive investment strategies supported by an internal Investment Committee.

Mitchell Storr is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Princor Financial Services and Principal Life Insurance Company since 2015. Principal Securities offers 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 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.

David Tursi is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at various Principal entities since 2011 and holds a bank officer position at Principal Bank & Principal Trust Company, supporting retirement plan account relationships across multiple business units. 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, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by these managers.

Brook Skram is a financial advisor at Cetera Planning Partners with a PFS™ designation and two years of industry experience. Prior to joining Cetera Planning Partners in 2026, he worked at Avantax Planning Partners, Inc. and Welgaard CPAs & Advisors, where he also serves as a client manager focusing on tax preparation and small business accounting. He is a director at Cedar Valley Bank & Trust, a community bank in Iowa. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management alongside comprehensive financial planning, Social Security optimization, and retirement advice. The firm incorporates ancillary services such as tax planning and estate strategies, with an investment process that emphasizes diversified allocations matched to client objectives and risk tolerance.

Alex Krumbholz is a financial advisor at Principal Financial Services with Series 63 and Series 65 licenses and two years of industry experience. He has held roles at Principal Securities, Principal Life Insurance Company, Naviture, Vision Financial Group, and Iowa Realty. Outside of his advisory work, he owns and operates a travel agency that assists clients with booking leisure trips. 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 plan consulting, and access to third-party money manager solutions, with services implemented largely on a discretionary basis.

Dustin Mars is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with Principal Securities and Principal Life Insurance since 2011 and 2016 respectively, and has additional experience dating back to 2004. Outside of his advisory role, Mars coaches middle and high school sports and serves as a high school basketball referee. 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 asset allocation and separately managed account solutions.

Johnathan Bartholomew is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and three years of industry experience. He has worked as an attorney with Goodman Keller P.C. since 2025, assisting with pre-trial motions, negotiations, and legal research. Bartholomew is also involved with Midwest Financial Solutions, LLC and Hawkeye Brokerage as a sales agent. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing risk questionnaires, model portfolios, and third-party tools to align investments with client objectives.

David Oliver is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Principal Life Insurance Company since 2002 and Principal Securities Inc. since 2016. Outside of his advisory role, Oliver is a partner in an LLC formed for the joint ownership of antique tractors with family members. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and other 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.

John Limmex is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 credentials and with 37 years of industry experience. He has been with Principal Securities Inc. and Principal Life since 2003. Outside of his advisory role, he serves as a board member and church elder at Heartland Assembly of God Church and is a board member and treasurer for Restored By Grace Ministries. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, 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.

Andrew Pudenz is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Morgan Stanley, Voya Financial Advisors, Brokers International Financial Services, LLC, and Ameriprise Financial Services, Inc. He is based in Waukee, Iowa. In addition to advising clients, he may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management around $1.7 billion.

Colson Mullane is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Principal and Principal Securities, Inc. Outside of finance, his background includes roles at Jimmy John's and G2G Event Staffing. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, 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.

Andrei Murphy is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He has been associated with Brokers International Financial Services, LLC, Insurance Solutions of Iowa Inc, Insurance Solutions of Iowa LLC, and Reserve National Insurance Co since 2013. Outside of his advisory role, Murphy serves as a board director for the Indianola Chamber of Commerce. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial and retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches across multiple platforms.

Tyler Kubik is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. 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 stationed outside the United States. 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.