Jesse Froning is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at various Principal entities, such as Principal Life Insurance Company and Principal Funds Distributor. 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 third-party tools and proprietary models and leverages its affiliation with the broader Principal Financial Group to offer access to proprietary products and coordinated services.

Koffigan Vonor is a financial advisor at Principal Advised Services with Series 63 and 66 licenses and six years of industry experience. He has worked with Principal Financial Services and Principal Life Insurance Company since 2017 and previously held positions at Younkers and Infosys McCamish. Vonor also serves as a retirement consultant, providing individualized 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 and proprietary models in their non-discretionary and discretionary investment programs. The firm operates as part of Principal Financial Group, leveraging integration with affiliated entities to provide access to proprietary products and services.

Gerrit Vrieze is a financial advisor with Sowell Management in West Des Moines, IA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with Sowell Management since 2016 and previously with CONCERT Wealth Management, Inc. Gerrit serves as president of the Central Iowa Motorcycle Owner's Association, a nonprofit focused on motorcycle safety and riding. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a range of management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Kari Smith is a financial advisor at The Wealth Consulting Group with six years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including WCG Wealth Advisor, LLC and Cunningham Wealth Management, L.L.C. In addition to her advisory roles, she has been involved with Sisurx Corp since 2023. The Wealth Consulting Group is an SEC-registered firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing both active and passive investment strategies alongside proprietary algorithmic services and legal support resources.

Thomas Clark is a financial advisor with Sowell Management in West Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 57 years of industry experience, including roles at Sowell Financial Services, International Assets Advisory, and CONCERT Wealth Management. Clark is also the owner of Compensation Designs, a business providing employee benefit and non-qualified programs for corporate clients, a role he has held since 1986. Additionally, he serves as a senior advisor assisting employers with tax credit applications and acts as an executor/trustee for a relative’s estate. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management and financial planning services. The firm’s investment approach includes strategic and tactical allocation, individual equity selection, customized portfolios, and model portfolios developed in partnership with firms like Goldman Sachs, Affinity, and Rayliant.

Jonah Dejung is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at BMO Bank and Rhino Technology. Principal Advised Services primarily provides investment advice and services 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 models and third-party tools, leveraging its affiliation with Principal Financial Group to access proprietary products and maintain oversight through governance committees and dedicated supervision.

Jackson Krebs is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and one year of industry experience. His career includes roles at various Principal Financial Group entities, including Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc. Outside of his advisory work, Krebs manages an LLC named Lost In The Sauce, which he operated from 2021 to 2023. Principal Advised Services provides investment advice 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 models, including Morningstar tools, and benefits from its affiliation with Principal Financial Group’s broader financial services entities.

Izaak Dixon is a financial advisor at Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 designations with four years of industry experience. He has worked in multiple roles within the Principal Financial Group family since 2022 and previously spent time with the Iowa Department of Public Health and in academic positions. 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 called SimpleInvest. The firm integrates third-party and proprietary models and benefits from operational ties to affiliated entities within the Principal Financial Group.

Tyler Coder is a CFP®, PFS™, and Series 65-licensed advisor at Compound Planning, Inc. with four years of industry experience. Prior to joining Compound Planning, he worked at Choreo, LLC and RSM US Wealth Management LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations and combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Cindy Judas is a Series 65-licensed financial advisor with four years of industry experience. She has worked at Compound Planning, Inc. since 2025 and previously held roles at Choreo, LLC, Principal, and David Oliver. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, offering both Direct Investment Management and a Turnkey Asset Management Program.

Matthew Doherty is a financial advisor at Principal Advised Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principal Financial Services and Principal Life Insurance Company since 2014. Doherty is based in Norwalk, Iowa. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, providing both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party tools and proprietary models, leveraging its affiliation with Principal Financial Group and related entities to offer integrated investment and financial services.

Matthew Anderson is a financial advisor with Altitude Capital Management LLC in Des Moines, IA, holding Series 63, 65, and 66 licenses and possessing 13 years of industry experience. His prior roles include positions at Whitney Kuhn LLC, Next Phase Financial, Bancwest Investment Services, Securities America Advisors, U.S. Bancorp Investments, and LPL Financial. Altitude Capital Management LLC provides investment advisory and financial planning services primarily to individuals and high net worth clients. The firm employs a multi-team structure and utilizes a variety of investment approaches tailored to client objectives, managing $103.6 million in discretionary assets without imposing a minimum account size.

Alexander Snyder is a CFP® and Series 65-registered advisor at Compound Planning, Inc. with four years of industry experience. His prior roles include positions at Johnson Investment Counsel and Acadia Legacy Group. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and offers both direct investment management and a turnkey asset management program.

Logan Shearer is a financial advisor with Principal Advised Services in Des Moines, IA. He holds Series 65 and Series 66 licenses and has been in the industry since 2026. His prior work includes positions at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., 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, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm leverages proprietary models and third-party tools to tailor advice, operating within the Principal Financial Group family, which enables access to affiliated products and integrated trading and supervisory resources.

Jenny Borcherding is a Series 66-licensed financial advisor with Principal Advised Services in Des Moines, IA, and has 21 years of industry experience. She has worked with various Principal entities, including Principal Bank since 2024 and Principal Life Insurance Company and Principal Financial Services since 2006. Principal Advised Services specializes in providing 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. The firm integrates third-party tools and proprietary models, leveraging its affiliation with Principal Financial Group to offer proprietary funds and related services.

Michael Schultz is a financial advisor with Principal Advised Services based in Des Moines, IA. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at Principal Financial Services, Principal Life Insurance Company, Development Homes Inc., and DocuShred Inc. He is also the owner of SMB, LLC. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee management program called SimpleInvest. The firm leverages proprietary models and third-party tools and operates as part of the Principal Financial Group family, integrating bank and insurance products with its advisory services.

Chad Tramp is a CFP® with 23 years of experience in the financial services industry. He is currently affiliated with Mariner Independent and has held roles at RSM US Wealth Management, Choreo Advisors, and others. He serves as president of a single-family office, DVMFO LLC, where he manages family office activities including investment allocation, estate planning, and tax planning. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of portfolio management options and retirement plan services, supported by institutional resources and affiliated entities.

Jodi Breheny is a financial advisor at Savvy with 28 years of industry experience. She holds the Series 66 designation and previously worked for Farm Bureau Financial Services for over a decade before joining Savvy in 2026. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized, primarily index-based investment plans and incorporates third-party sub-advisers, technology platforms, and tax-aware strategies in its approach.

Jagar Vanderheiden is a financial advisor with Principal Advised Services in Des Moines, IA. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles 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 through both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party tools, serving clients with solutions supported by its affiliation with Principal Financial Group and related entities.

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.