Cindy Judas is a financial advisor at Compound Planning, Inc. in Des Moines, IA, holding a Series 65 license with four years of industry experience. Her prior roles include positions at Choreo, LLC, Principal, and David Oliver, spanning over a decade in total. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach utilizing fundamental, technical, and modern portfolio theory analysis, supported by a range of strategies including low-cost ETFs, direct indexing, and alternative investments.

Alexander Snyder is a CFP® and holds a Series 65 license with four years of industry experience. He currently serves as a financial advisor at Compound Planning, Inc. and has previously worked at firms including Choreo, LLC, MCF Advisors LLC, and Johnson Investment Counsel. Compound Planning, Inc. provides services to individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional advisory, and a Turnkey Asset Management Program. The firm’s investment approach leverages customized, risk-based allocations using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies supported by technology partnerships.

Logan Shearer is a financial advisor at Principal Advised Services in Des Moines, IA. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, Athene Annuity and Life, and Aegon Asset Management. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, combining proprietary models with third-party methodologies and leveraging integration within the Principal Financial Group family.

Jenny Borcherding is a financial advisor at Principal Advised Services with 21 years of industry experience. She holds a Series 66 designation and has been affiliated with Principal Life Insurance Company and Principal Financial Services since 2006. Her role includes investment advisory responsibilities within the Principal Financial Group family of companies. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, providing both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group, granting access to affiliated products and services.

Michael Schultz is a financial advisor at Principal Advised Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various entities within the Principal Financial Group since 2017. Outside of his advisor role, he is the owner of SMB, LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party tools and proprietary models and benefits from integration with affiliated Principal Financial Group entities to deliver its services.

Jodi Breheny is a financial advisor at Savvy with 27 years of industry experience. She holds a Series 66 designation and previously worked at Farm Bureau Financial Services for over a decade. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, using proprietary technology and quantitative tools.

Boedy Tracy is a Series 66-licensed financial advisor with Principal Advised Services in Des Moines, IA, with three years of industry experience. Their prior work includes roles at Wells Fargo and Mutual of Omaha. Tracy also serves as a retirement consultant, providing one-on-one investment advice to Principal retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm operates within the Principal Financial Group family, which allows access to affiliated products and integrated services.

Robert Mccoy is a financial advisor with Avantax Planning Partners, Inc. in Ankeny, Iowa, holding a Series 63 designation and over 27 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax Investment Services, Proequities, and founding McCoy Investment Services. He serves as a trustee of an irrevocable life insurance trust and is a director on the board of a condominium association. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm uses proprietary style allocation models and offers tax-sensitive strategies, serving individual, institutional, and charitable clients with approximately $7.57 billion in assets under management.

James Berg is a financial advisor at Principal Advised Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Principal Securities Inc. and Principal Life Insurance Company since 1998. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest, utilizing a combination of third-party methodologies and proprietary models.

Anne Spina is a financial advisor with Principal Advised Services in Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. She has 32 years of industry experience, including long-term roles with Principal Financial Services and Principal Life Insurance Company. Spina currently manages consultants focused on bank deposit product sales and supervises investment advisor representatives providing retirement plan distribution advice. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary models. The firm is part of Principal Financial Group, which provides integrated access to affiliated bank products, mutual funds, and asset management services.

Rachel Waldo is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked with various entities within Principal Financial Group since 2004. Outside of her advisory role, she is a board member for the Lake Panorama Association and is involved in local community activities including photography for Central Iowa Publishing and administrative support at a dance studio. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program. The firm integrates third-party and proprietary methodologies and operates within the Principal Financial Group family, enabling access to affiliated products and trading services.

Nicholas Flynn is a financial advisor at Principal Advised Services with a Series 66 designation and two years of industry experience. He has held roles at Principal Life Insurance Company, Principal Financial Services, and Wells Fargo Bank. Outside of his advisory duties, he is involved in providing one-on-one investment advice to retirement plan participants and managing sales of bank deposit products at Principal Bank. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, using both proprietary models and third-party tools like Morningstar. The firm is part of the Principal Financial Group and integrates with affiliated entities to provide access to proprietary funds and bank products.

Lawrence St John is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and 20 years of industry experience. He has worked at Principal Life Insurance Company since 2004 and has been affiliated with Principal Securities Inc. and Principal Advised Services since 2016 and 2022, respectively. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm operates within the Principal Financial Group family, providing access to affiliated products and investment management through its SimpleInvest program.

Matthew Juffer is a CFP® professional at Andersen with 21 years of industry experience. He has previously worked at Ausdal Financial Partners, Inc. and has ongoing roles with HJN Advisors, LLP and Hamilton Juffer & Associates LLP. Juffer also serves as a trustee for family trusts. Andersen provides full-service investment consulting and performance measurement to high-net-worth individuals, families, and related entities. The firm operates on a non-discretionary basis, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning services.

Steven Johnson is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Principal Advised Services since 2024 and has also worked at Principal Securities and Principal Life Insurance since 2016. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and benefits from its affiliation with the Principal Financial Group family, which provides access to affiliated products and services.

Aaron Weringa is a financial advisor with Principal Advised Services in Des Moines, IA. He holds a Series 66 designation and has been in the industry for one year. His prior work experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and Caesars Entertainment. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family and integrates services across affiliated entities to offer a range of investment and financial products.

Anthony Potthoff is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 credential and is based in Des Moines, IA. His recent roles include positions at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party methodologies and operates as part of the larger Principal Financial Group, giving access to affiliated products and services.

George Wilson is a financial advisor with Principal Advised Services in Des Moines, IA. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Principal Life Insurance Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary methodologies and operates as part of the Principal Financial Group family, which includes affiliated entities that support its range of investment products and services.

Kyle Peterson is a financial advisor at Choreo, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes roles at FuturePlan and Principal Financial. Choreo provides investment and advisory services to a wide range of clients, including individuals, family offices, endowments, foundations, and corporate clients. The firm’s investment process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Alexander Ricke is a CFP® with six years of industry experience, currently serving as an advisor at Compound Planning, Inc. in Des Moines, Iowa. His prior experience includes roles at Choreo, LLC, RSM Wealth Management, and Cast Financial LLC, as well as positions in education at Lincoln Public Schools and the University of Northern Iowa. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, consulting, and institutional plan advisory. The firm employs a customized, risk-based investment approach incorporating fundamental, technical, and modern portfolio theory analysis and utilizes a range of investment strategies including low-cost ETFs, direct indexing, and alternative solutions.