Cory Watson is a financial advisor at Integrity Alliance, LLC with 28 years of industry experience. He holds the Series 66 designation and previously worked for Cambridge Investment Research Advisors, Inc. for 11 years. Outside of his advisory role, he offers subscription access to an investing algorithm through Rule of 72 Trading. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio construction approaches and custodial platforms.

Bailey Warrick is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Principal, Warrick worked at multiple firms including Green Hills Retirement and Nationwide Insurance, and has held various roles in retail. Outside of advising, Warrick works part-time fulfilling online orders at Lowe's. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm provides financial planning, retirement consulting, and access to third-party money manager programs, with advisory solutions delivered through both adviser and promoter arrangements.

Daniel Hostetler is a Series 65-licensed advisor with three years of industry experience, currently affiliated with Integrity Alliance, LLC. His work history includes roles at Lion Street Advisors, Hostetler Financial LLC, Arthur J Gallagher, First National Insurance Agency, and Arkin Youngentob Associates. Integrity Alliance serves a broad range of clients including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Matthew Dinville is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 28 years of industry experience. He has been with Principal Financial Services and Principal Life Insurance Company since 1997. Outside of his advisory role, Dinville is a partner in Arizona Investments LLC, an entity formed to invest jointly through Streamline Capital Group. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Amanda Santillan is a financial advisor at Principal Financial Services with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Sammons Financial Group and Principal Life Insurance Company. 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 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.

Justin Oleson is a financial advisor at Creative Planning with a Series 65 designation. He has over nine years of industry experience, including a nine-year tenure at BerganKDV prior to joining Creative 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 process that combines low-cost indexing with supplemental strategies, supported by affiliated legal, trust, and recordkeeping businesses.

Joseph Bethel is a financial advisor with Eagle Strategies (NY Life) based in Ankeny, Iowa. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Innovative Financial Solutions Group and NYLIFE Securities LLC, among other firms. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jeffrey Ditsworth is a financial advisor with Integrity Alliance, LLC, holding the ChFC® and Series 66 designations and bringing 23 years of industry experience. His career includes prior roles at firms such as Lion Street Advisors, Equitable Distributors, and UBS Financial Services. Outside of his advisory work, he owns and operates a business that manufactures and sells fly fishing rods online. Integrity Alliance is a large advisor network serving individual investors, corporations, and retirement plans with advisory and brokerage services. The firm manages approximately $5.4 billion in client assets and offers portfolio management, financial planning, and a range of investment approaches through discretionary accounts, model portfolios, and third-party sub-advisers.

Marvin Thomson Jr. is a CFP® with 29 years of industry experience, currently serving at Integrity Alliance, LLC since 2021. His prior roles include positions at LPL Financial, Two Rivers Bank, and INVEST Financial Corp., along with 15 years as a self-employed advisor. Outside of his advisory work, he is involved in agricultural operations through Thomson Farms LLC and serves on the board of the Salvation Army in Burlington, IA. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to various third-party manager programs and credit solutions.

Christopher Wilkinson is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Brokers International Financial Services, LLC since 2017. Prior to that, he was associated with Waddell & Reed and was involved with Basic Body Needs Inc for ten years. Wilkinson also serves as Vice President of Life Sales at Brokers International. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches and custodial platforms.

Saranya Subramanian is a financial advisor at Principal Financial Services with two years of industry experience and holds a Series 66 designation. Prior to her current role, she was affiliated with Smith & Frieberg and has been apprenticing at Smith + Co Financial since 2025. Outside of finance, she has worked as a fitness coach, providing coaching on proper form at a gym in Coralville. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. 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.

Jamie Bachman is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds a Series 66 designation and has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2010. Outside of his advisory work, he serves as a board member for both the Girl Scouts of Greater Iowa and the Red Cross Northern and Central Iowa Chapter, and he is involved part-time in retail purchasing and sales at West End Restoration, LLC. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Randall Rinderknecht is a financial advisor with Integrity Alliance, LLC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Brokers International Financial Services, Gladstone Wealth Partners, Gradient Securities, Lincoln Investment, and Principal Life Insurance Company. He is also involved with Heartland Retirement Group, where he works as an insurance agent. 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 comprehensive asset management, financial planning, and retirement consulting, employing various portfolio management strategies and providing access to multiple custodial platforms and third-party programs.

Michael Darr is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at firms including ProEquities and Avantax Investment Services. In addition to his advisory role, he serves as president of Financial Care Professionals LLC, a CPA firm specializing in tax, accounting, and financial statement preparation. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management, financial planning, Social Security optimization, and retirement advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing diversified mutual fund and ETF allocations tailored to clients’ objectives and risk tolerance.

Bruce Popper is a financial advisor with Integrity Alliance, LLC, holding CFP® and ChFC® designations and bringing 36 years of industry experience. His prior roles include positions at Lion Street Advisors, The Leaders Group Inc, and Mercury Financial Group. Outside of his advisory work, he owns a consulting business focused on estate and charitable planning and serves on the board of a municipal utility district. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers various asset management and consulting services, utilizing multiple investment approaches and platforms to meet client needs.

Carter Mallett is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Eagle Strategies, New York Life, and Charles Schwab. He is also the owner of Mallett Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Jeffrey Muleya is a Series 65-credentialed advisor with Principal Financial Services in Des Moines, IA, where he has worked since 2005. He has 21 years of industry experience, including prior work with Principal Life Insurance Company beginning in 2004. Outside of his advisory work, he has held positions as a delivery driver for both Uber and Amazon. 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 consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Tracey Faenza is a financial advisor with Valic Financial Advisors in Des Moines, IA, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at Mercer and MMC Securities Corp. She also serves as an agent for non-securities insurance products through Agia and assists her mother with financial matters as a power of attorney. Valic Financial Advisors primarily serves U.S.-based 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-developed UMA models for portfolio construction.

Megan Uphold is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2022, she worked at D.M. Kelly & Company for six years and spent one year at Morgan Stanley. 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 assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and direct indexing.

Derek Miller is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Vision Financial Group and Drake University. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.