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.

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.

Brian Miller 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. His prior roles include positions at Life Investors Insurance Company of America, Financial Decisions Group, and Signator Investors, Inc. Outside of his advisory work, he is a co-owner of South Fork Soap, a business based in Ankeny, IA. 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 under 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.

Trevor Rottinghaus is a CFP® professional with nine years of experience in the financial services industry. He currently works at Principal Financial Services and has prior experience with Northwestern Mutual Wealth Management Company and related entities. 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 managers through various advisory arrangements.

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.

Shea Mears is a CFP® and Series 65-licensed financial advisor at Mariner with 10 years of industry experience. Prior to joining Mariner in 2019, he worked at Gilbert & Cook, Inc. and Foster Group, Inc., and has a background as a CPA operating his own practice from 2001 to 2018. He also spent 14 years affiliated with Simpson College. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers across diverse strategies and offers integrated tax, accounting, and family office services uncommon for a firm of its scale.

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.