Nathan Self is a financial advisor with TLG Advisors, Inc. based in Des Moines, IA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions with The Leaders Group Inc, Gilico, and Voya Financial, among others. Outside of his advisory work, he is involved with Gilico in a wholesaler capacity. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering services through independent representatives and sub-advisors as well as a direct-to-consumer digital program.

Daniel Allen is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Valic Financial Advisors and Agia. His work includes fixed insurance products such as life, disability, annuities, long-term care, and health coverage. 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. 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.

Randall Schmailzl Jr. is a CFP® and ChFC® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Generation Strategies, LLC, Eagle Strategies (NY Life), and New York Life Insurance Company. He serves as treasurer of Echo Valley Professional Group, a networking organization in West Des Moines, IA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs and operational support. The firm offers discretionary model portfolios and multiple program structures designed to accommodate diverse client needs.

Richard Schneider is a financial advisor at Voya Financial Advisors, Inc. in Des Moines, IA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Voya Financial Advisors since 2015. Outside of his advisory role, he is also active as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of financial planning and portfolio management services through multiple program structures, focusing primarily on non-discretionary investment recommendations.

Matthew Gasser is a financial advisor with Empower Advisory Group based in West Des Moines, Iowa, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior roles include positions at BancWest Investment Services, Bank of the West, Bank of America, and Merrill. Outside of his advisory work, he has worked as an attendant at a car wash. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Christian Siebert is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Integrity Alliance in 2025, he worked at Principal Asset Management and various Principal affiliates from 2018 to 2025. Siebert is also involved in insurance sales and financial planning through Insurance Solutions of Iowa and Retirement Solutions of Iowa LLC. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans, supporting over 300 independent advisors who manage approximately $5.4 billion in assets. The firm offers a range of services, including portfolio management, financial planning, and third-party manager referrals, utilizing multiple investment approaches and a combination of discretionary and non-discretionary account management.

Matthew Moffitt is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc. since 2001 and Principal Life Insurance Co. since 2000. Outside of advising, he has an ownership interest in a rental property. 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 accounts.

Joshua Saboe is a CFP® professional with 21 years of industry experience, currently serving at Principal Financial Services. He has worked with Principal Life Insurance Co. and Principal Securities Inc. since 2005. Principal Securities provides brokerage and registered investment advisory services to a diverse 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 asset allocation and separately managed account solutions.

Kay Mickelson is a financial advisor with Commonwealth Financial Network in West Des Moines, IA, holding a Series 66 designation and 10 years of industry experience. Prior to joining Commonwealth in 2022, Mickelson worked at Bral Niedert Private Wealth Advisors and Principal Securities Inc. Outside of advisory work, Mickelson is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, third-party asset management access, retirement consulting, and custody services.

Jill Morehead is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Principal, she was involved with Conlin Properties, Inc. and owns Critter Sitter, LLC, a pet sitting business. 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’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Clayberg is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with Princor Financial Services Corp and Principal Life Insurance Company since 1999. Principal Securities offers brokerage and registered investment advisory services to a diverse range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. 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.

Diane White is a financial advisor with Principal Financial Services in Des Moines, Iowa, holding a Series 66 designation and 21 years of industry experience. She has worked at Principal Securities and Principal Life Insurance Company since 2004. Principal Securities provides brokerage and registered investment advisory services to a broad client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. 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 Bock is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has been affiliated with Bankers Life Securities since 2019 and Bankers Life & Casualty since 2009. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Daniel Cox is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Edward Jones and Scottrade, Inc. since 2005. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, 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.

Benjamin Haupts is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 63 designation and 37 years of industry experience. He has been with Principal-affiliated firms since 1988, including Princor Financial Services Corporation and Principal Life Insurance. Outside of his advisory role, he and his wife own farmland in 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 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.

Clifton Hughes is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at COUNTRY FINANCIAL before joining Principal Securities and Principal Life Insurance in 2017. Hughes serves as Chair and Secretary on the board of Community Youth Concepts, where he is involved in organizational governance and strategic planning. 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 under various advisory and promoter arrangements.

Justin Boyd is a Series 66-licensed financial advisor with Principal Financial Services in Des Moines, IA, bringing 20 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. Boyd also serves as a bank and trust officer, supporting retirement plan account relationships across Principal’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. 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.

Nathan Clark is a financial advisor with Eagle Strategies (NY Life) based in Adel, Iowa. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Clark previously worked under the Innovative Financial Solutions brand and currently serves as an insurance broker for non-registered insurance products. Outside of his advisory role, he coaches an 8u girls softball team and participates in his local homeowners association. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary asset management within an integrated New York Life affiliate structure.

Wesley Upah is a financial advisor at Principal Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc, Principal Life Insurance Company, Cambridge Investment Research, Inc., and State Bank of Toledo. Outside of his advisory role, he is a licensed real estate agent and owns a lawn care business. 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, and access to third-party money manager asset allocation and separately managed account solutions.

Kelly Panzanaro is a financial advisor at Principal Financial Services with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with Principal Securities and Principal Life Insurance Company since 2006. 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 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.