James Thompson is a CFP® and CFA® with 12 years of industry experience. He has been with Farther since 2025 and previously worked at Value Wealth Management for 18 years. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a mix of exchange-traded funds, mutual funds, equities, and fixed income.

Cody Lawler is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with Principal Securities and Principal Life Insurance Company since 2008. 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.

Jason Brown is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Voya Financial Advisors from 2014 to 2017. Brown has been with Principal Securities and Principal Life Insurance since 2017. 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.

Aaron Peterson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Integrity Alliance since 2016 and also maintains a role at Lone Wolf Financial, LLC, which he has been involved with since 2005. Peterson is an independent insurance agent specializing in fixed and traditional insurance products. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and both wrap and non-wrap programs, with investment advice delivered through multiple platforms and approaches.

Matthew Mcaleer is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. Prior to joining CWM, he worked at KPMG for six years. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts using model portfolios governed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

James Sandager is a CFP® with 29 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2008. He has prior experience with LPL Financial and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a part owner of a family farm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting through a network of advisors, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Grant Gardner is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. He previously held roles with Principal Life Insurance Company and Spencer Gardner at Principal Securities, and has background experience with Iowa State University and in construction. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Tyler Abels is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Princor Financial Services Corporation and Principal Life Insurance Company since 2014. Outside of his advisory work, he co-owns MDT, LLC, a family-owned entity involved in agricultural land use, and operates a YouTube channel that generates advertising revenue. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Mari Beeler is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Outside of her advisory role, she serves as a board member on the finance committee of Mentor Iowa, where she helps oversee budgeting and financial reporting. 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 consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Austin Siefers is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 credentials and having four years of industry experience. He has held roles with Principal Advised Services and Principal Life Insurance Company and participates as a singing member of the Tapestry Quartet, a performance music ensemble. 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’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager solutions through various investment adviser and promoter arrangements.

Matthew Meline Sr. is a CFP® professional with 27 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2019. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is Chair of the YMCA Board and is involved in entrepreneurial ventures including owning a publishing company and leading a college planning service. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base through a network of over 400 independent advisers. The firm supports a variety of investment approaches and account types, including discretionary and non-discretionary management, and provides access to multiple sub-advisers and model portfolios.

Jennifer Smith is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her career includes roles at Smith + Co Financial, Smith Frieberg Financial, Principal Securities Inc., and Principal Life Insurance Company. She serves as a board member for One Iowa, a nonprofit focused on general LGBT advocacy. 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 and retirement consulting with access to third-party money manager programs under various advisory and promoter arrangements.

Delbert Halcomb is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Empower Advisory Group and Empower Financial Services in 2023, he worked at Wells Fargo from 2016 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Richard Prey is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career includes long-term roles with Principal Mutual Life Insurance Company and Principal Life Insurance Company. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michele Mccarty Woods is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Integrity Alliance since 2011 and has worked at Retirement Resources, Inc. since 2000. Outside of her advisory role, she 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 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, utilizing a range of portfolio management approaches and custodial platforms.

Anthony Niedert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth since 2022 and co-owns Bral Niedert Private Wealth Advisors, where he has been active since 2015. Prior to this, he spent 15 years with Principal Life Insurance Company and Principal Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment solutions, including discretionary model portfolios and personalized indexing, while advisors maintain discretion over client portfolios across multiple securities and insurance products.

Christian Shipman is a financial advisor with Commonwealth Financial Network in West Des Moines, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Company, Advisor Group, and Cambridge Investment Research. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides advisory support through a variety of managed-account programs, third-party asset managers, and back-office services.

Grant Hickman is a financial advisor with Principal Financial Services, holding a Series 66 designation and 17 years of industry experience. He has worked at Princor Financial Services Corporation and Principal Funds Distributor, Inc. since 2011. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individuals, retirement plans, trusts, estates, 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 asset allocation and separately managed account solutions.

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.

Stephen Utsler is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities since 1999 and maintains additional business activities as president and owner of The Business People, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, 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 accounts.