Dushyant Sharma is a financial advisor at Principal Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors Networks LLC and Principal Life Insurance Company. Sharma’s background also includes experience in law studies and commerce. 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 outside the United States. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Raelynn Austin is a financial advisor with Principal Financial Services in Des Moines, Iowa, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked with Princor Financial Services Corporation since 2012 and with Principal Life Insurance Company since 2003. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory focus includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jeffrey Schultz is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Princor Financial Services and Principal Mutual Life since the early 1990s. 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, and access to third-party money manager solutions through various advisory and promoter arrangements.

Lance Dieleman is a financial advisor with Cetera Planning Partners in Urbandale, IA, holding the PFS™ designation and two years of industry experience. Prior to joining Cetera, he worked with Avantax Insurance Agency and Avantax Planning Partners. He is also a shareholder in Schuring & Uitermarkt PC DBA Welgaard CPAs & Advisors and serves on the finance committee of the Urbandale Food Pantry. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

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.

Cassandra Cervantes is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 license and six years of industry experience. Her previous roles include positions at Fidelity Investments and Charles Schwab & Co., Inc. She is also involved with Roshek Skinner Financial as a Client Service Manager, supporting client meeting preparation and account management. 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, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Tyler Phelps is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 14 years of industry experience. He has worked with Naviture, DC Retirement Strategies, Principal Securities Inc., and Principal Life Insurance Company. Outside of his advisory work, he is co-owner of Trainer's Edge, a fitness studio leasing space to personal trainers and their clients. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. 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.

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.

Griffin Trout is a financial advisor at Principal Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc, Principal Life Insurance Company, Wells Fargo Clearing, and Northland Securities. Outside of finance, he is the CFO, Treasurer, and Vice President of GLiB Games, an LLC that designs, publishes, and sells board games. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, 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.

Ryan Swalwell is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 15 years of industry experience. His work history includes roles at Principal Securities Inc. since 2016 and Heartland Financial Resource Group since 2012. Outside of advising, Swalwell is a CPA and owner of Ryan Swalwell Heartland CPAs, providing accounting and tax services. He also participates as a Charitable Investment Partner with the Community Foundation of Greater Des Moines. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through 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.

Meg Forkner is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and bringing eight years of industry experience. She has been with Bankers Life Securities since 2018 and has worked at Bankers Life since 2012. In addition to her advisory role, she is also licensed as an insurance agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerances.

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.

Rebecca Albers is a CFP® with 15 years of industry experience. She currently works at CWM, LLC and previously held positions at Wells Fargo Advisors and Cetera Advisor Networks. Outside of her advisory role, she serves on the Finance Advisory Council at the University of Northern Iowa and participates in local parish and community organizations, including her parish council and city parks and recreation board. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines various analytical and sub-advisory resources alongside custom investment tools and retirement-plan services.

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.