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.

Dale Roshek is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 63 designation and over 31 years of industry experience. He has worked with firms including Principal Securities INC and Roshek Financial Services. Outside of his advisory work, he serves as Vice-President of the Hickory Hills Lake Plat 1 Lot Association, where he supports member communications and governance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under multiple advisory arrangements.

Philip Kreznor is a CFP® professional with one year of experience, currently serving as an advisor at Farther. He has been involved with Value Wealth Management, LLC since 2010. Outside of his advisory role, he is a tax return preparer at VWM Tax Advisors, PLC, and the principal owner of Ron Zerk Management Services, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

Ted Longnecker is a financial advisor at Principal Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Principal Life and Principal Securities Inc since 2001. Longnecker also leads Longnecker Wealth Management and Longnecker And Associates, and he serves on the Professional Advisors Council of the Community Foundation of Greater Des Moines. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lauren Kaniuk is a CFP® and Series 65 credentialed advisor with five years of industry experience. She currently works at Mercer Global Advisors Inc. and previously held roles at Veerkloh, Inc. dba River Glen Wealth Counselors, Storey Kenworthy, and Urban Decay. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach uses Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios with multi-factor tilts, employing a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Robert Buckley is a financial advisor with Cetera Planning Partners in West Des Moines, IA, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Denman & Company since 2007 and Avantax Planning Partners from 1999 to 2026. In addition to his advisory role, Buckley is a former shareholder and accountant at Denman & Company, a regional CPA firm, where he provided tax and consulting services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates diverse financial services including tax planning, bookkeeping, and estate planning through affiliated providers, using a formal, document-driven planning process with diversified portfolios aligned to client objectives and risk tolerance.

Nanabayin Coleman is a financial advisor with Principal Financial Services, holding a Series 66 designation and beginning their advisory career in 2026. Their prior experience includes roles at Principal Securities, Principal Life Insurance Company, and the Principal Financial Group. Outside of financial services, Coleman has also been involved with Drake University and previously worked with RainyDayPal, Inc. and the Evelyn K. Davis Center for Working Families. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Kyle Kanaskie is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and eight years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance since 2017 and previously worked at Bral Investments and Truman State University. Outside of his advisory role, he serves as an assistant boys varsity basketball coach for the Waukee Community School District. 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 asset allocation and separately managed account solutions.

Jeffrey Dvorak is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 65 and Series 63 credentials and 32 years of industry experience. He has worked at Principal Securities Inc. since 2016 and maintains a leadership role at Total Financial Solutions, where he is president and sole owner. 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 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.

David Duggan is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Integrity Alliance since 2017 following prior roles at Brookstone Capital Management LLC and Broker Dealer Financial Services Corp. Outside of advising, he owns and operates ATS Tax Service, a tax preparation business. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of over 340 independent advisors managing approximately $5.4 billion in assets. The firm employs a variety of investment approaches and offers portfolio management, financial planning, and third-party manager referrals.

Jamie Langbein is a CFP® with nine years of industry experience, currently with Guardian Life and Park Avenue Securities in West Des Moines, IA. Jamie previously worked at Iron Horse Wealth Management and Legacy Financial Group. Outside of advisory work, Jamie serves as an independent contractor for Kemper Health, representing their home health care product. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using model portfolios and digital advisory solutions.

Brandon Bose is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Brokers International Financial Services, Gladstone Wealth Partners, and Gradient Securities, LLC. Bose is also involved in managing fixed insurance businesses as President of Bose Financial and Managing Partner at Heartland Retirement Group. 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 a broad range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.

Matthew Busick is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked for 17 years at River Glen Wealth Counselors. Outside of his advisory role, he is president and a board member of The Rotary Club of Des Moines Foundation, where he leads governance efforts. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies.

Heather Buttery is a financial advisor with Empower Advisory Group in Altoona, IA, holding Series 63 and Series 66 registrations and nine years of industry experience. Her prior roles include positions at Wells Fargo, Principal Life Insurance Company, and Nationwide. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm’s integrated service model connects financial planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Curtis Diekevers is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has worked with Principal Life Insurance Company since 2008 and Principal Securities Inc. since 2016. Outside of his advisory role, he refers clients to Group Benefits Ltd. for health, dental, and vision insurance, receiving a commission split. 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 asset allocation and separately managed account solutions.

Matthew Friedrichsen is a financial advisor with CWM, LLC and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including positions at Carson Group, Cetera Advisor Networks, and Wells Fargo Advisors. In addition to his advisory work, he sells life insurance, annuities, and long-term care products as a licensed insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement plan solutions, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Spencer Gardner is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Principal Life Insurance Company. His background also includes roles in education at The College of St Scholastica and Gilbert Community School. 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.

Timothy Roetman is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Principal Financial and its affiliate Princor since 2004. 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.

Manuel Gutierrez is a financial advisor at Principal Financial Services with a Series 66 designation and over 11 years of experience working within the Principal Financial Group and related entities. He is the founder of Unico Consulting, LLC, a business strategy consulting firm in development, and the owner of Esencia Construction, LLC, a construction business currently being established. Additionally, Gutierrez serves as president of the Des Moines chapter of the Association of Latino Professionals of America and is a board director for Junior Achievement of Central Iowa. 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 members 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.

Michael Rideout is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 65 designation and has 17 years of industry experience. His career includes roles at Principal Life Insurance Company and Principal Securities since 2008. 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 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.