Dirk Johnston is a CFP® with five years of industry experience currently with Principal Advised Services in Des Moines, IA. He has worked at several related Principal entities, including Principal Securities and Principal Life Insurance Company, since 2021. Prior to joining Principal, he held roles at Legacy Financial Group, Lakehouse 13, Cedar Valley Wealth Advisors, and had earlier experience at the University of Northern Iowa and Myrtue Medical Center. 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 methodologies like Morningstar with proprietary models and operates as part of the Principal Financial Group family, providing access to affiliated products and services through internal governance and supervisory controls.

Cole Metzler is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and two years of industry experience. He has held various roles within the Principal Financial Group, including positions at Principal Life Insurance Company, Principal Bank, and Principal Financial Services. 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 proprietary models with third-party tools and operates as part of the Principal Financial Group family, enabling access to affiliated products and resources.

Jennifer Schumann is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 and 65 licenses. She has 27 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since the early 2000s. 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’s advice combines third-party methodologies with proprietary models and benefits from integration within the Principal Financial Group family.

John Weiland is a financial advisor with Principal Advised Services in Des Moines, IA. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Principal Advised Services, he worked in various roles including at Caesars Entertainment and Northwestern Mutual. Principal Advised Services provides investment advice 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 operates as part of the Principal Financial Group family, providing access to affiliated products and services.

Adam Carpenter is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Quantum Asset Management, Vestwell, and Transamerica Capital. Outside of CreativeOne, he is involved with Quantum Asset Management in a financial planning and client administration role. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Isaac Franks is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He is currently with Compound Planning, Inc. in Des Moines, IA, and previously worked at Choreo, LLC and Ameriprise. Outside of his advisory role, he owns Pots3D, a non-investment-related business. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional advisory services. The firm’s investment approach combines customized, risk-based model allocations with various strategies including low-cost ETFs, direct indexing, and alternatives, supported by a technology-driven platform and third-party partnerships.

Carter Davis is a financial advisor at Principal Advised Services in Des Moines, IA, holding the Series 66 designation with one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc., as well as positions in education and distribution sectors. He currently serves as a Retirement Consultant, providing one-on-one investment advice to 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 and proprietary models. The firm is affiliated with Principal Financial Group, which provides access to a broad range of proprietary products and integrated operational support.

Jesse Froning is a financial advisor at Principal Advised Services with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various Principal affiliates since 2007, including Principal Financial 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 methodologies with proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

Koffigan Vonor is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and five years of industry experience. He has worked in various roles within Principal Financial Services and Principal Life Insurance Company since 2017 and previously held positions at Younkers and Infosys McCamish. In addition to his advisory duties, Vonor serves as a retirement consultant providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services primarily offers investment advice and related services to retirement plan participants and retail IRA clients, delivering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm utilizes a combination of third-party and proprietary models supported by affiliated entities within the Principal Financial Group.

Gerrit Vrieze is a financial advisor at Sowell Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sowell Management since 2016. Outside of his advisory role, Vrieze serves as president of the Central Iowa Motorcycle Owner’s Association, a nonprofit focused on motorcycle safety and riding. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm uses a multi-branch independent-contractor model and offers portfolio management, financial planning, retirement-plan advisory, and related consulting services across a range of investment styles and 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 and has been with Sowell Financial Services since 2016. Clark is also the owner of Compensation Designs, LLC, where he provides employee benefit and non-qualified programs to corporate clients. Additionally, he serves as a senior advisor assisting employers with tax credit applications and acts as an executor and trustee for a relative's estate. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers investment management, financial planning, retirement-plan advisory, and consulting services, utilizing a range of investment styles and third-party sub-advisors.

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. in Des Moines, IA, with four years of industry experience. Prior to joining Compound Planning in 2025, he worked at Choreo, LLC and RSM US Wealth Management LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm employs customized, risk-based model allocations that incorporate fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies.

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.

Matthew Doherty is a financial advisor at Principal Advised Services with 12 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked with Principal Financial Services and Principal Life Insurance Company since 2014. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both nondiscretionary recommendations and a discretionary wrap-fee investment management program, utilizing a combination of third-party methodologies and proprietary models, and is part of the Principal Financial Group family.

Matthew Anderson is a financial advisor with Altitude Capital Management LLC in Des Moines, IA. He holds Series 63, Series 66, and Series 65 licenses and has 13 years of industry experience. Prior to joining Altitude Capital Management, he worked at Whitney-Kuhn, LLC and Next Phase Financial. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a multi-team structure, tailoring strategies to client objectives and risk tolerance through a variety of approaches including asset allocation and technical analysis.

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.