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.

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.

Kyle Doering is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Empower Advisory Group and Empower Financial Services in 2024, he worked for Principal Life Insurance Company and Principal Securities Inc. from 2004 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include point-in-time financial plans and optional managed accounts.

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.