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.

Lindsay Reams is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Longnecker and Associates LLC since 2015, where she also provides administrative support. 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 solutions through various advisory 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.

Matthew Sunde is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Principal Life Insurance Co. since 2003 and Principal Securities INC since 2016. His other business activities include offering fixed insurance products such as life, annuities, disability insurance, and long-term care. 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 abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers 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.

Jason Jarck is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Bankers Life Advisory Services and its related entities since 2010. In addition to his advisory role, Jarck works as an insurance agent selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis to guide investment decisions.

Aaron Brinks is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, having been with Park Avenue Securities and Guardian Life since 2006. Outside of his advisory work, he is involved in equipment purchasing and leasing through Brinks Equipment LLC. Park Avenue® Wealth Management, a subsidiary of Guardian Life, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services, utilizing model portfolios and a hybrid digital advisory solution known as VestWise™.

Patrick Byrne is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds a ChFC® designation along with Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Principal Life Insurance Company since 1998 and Principal Securities Inc. since 2016. Outside of his advisory work, he sells long-term care insurance, term insurance, disability insurance, fixed annuities, and Medicare supplements through various carriers. 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 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.

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.

Christopher Thomas is a Certified Financial Planner (CFP®) with 14 years of experience in the financial services industry. He is currently associated with Principal Financial Services and holds roles at PV=nRT Financial Group and Bening Financial. Thomas serves as Vice President and past President of the Monroe Kiwanis, where he helps coordinate social and community improvement activities. 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’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through distinct advisory and promoter arrangements.

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.