Mackenzie Veldman is a financial advisor at Choreo, LLC with five years of industry experience. She holds a Series 65 designation and has worked at firms including RSM US Wealth Management LLC and Northwest Wealth Management. Outside of her advisory role, she is involved in marketing for Pizza Ranch, a restaurant business she has been connected with since 2008. Choreo, LLC serves a diverse client base ranging from individual and high-net-worth investors to institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO consulting. The firm utilizes a quantitative, committee-approved investment process and provides a range of portfolio implementation strategies, including managed accounts and direct indexing.

Angela Bailiff is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with various Principal entities since 2012, including Principal Financial Services, Principal Life Insurance Company, Principal Bank, and Principal Advised Services. Her role includes 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 with proprietary models and operating as part of the Principal Financial Group family. The firm’s integrated approach includes nondiscretionary recommendations and a discretionary investment management program, supported by governance committees and a dedicated supervision team.

Bryce Vandenriessche is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Principal Financial Group and its affiliated entities since 2019, including roles at Principal Bank and Principal Life Insurance Company. Vandenriessche also serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering non-discretionary investment recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies and proprietary models, operating within the Principal Financial Group family to provide access to various affiliated financial products and services.

Holly Haaland is a financial advisor with Principal Advised Services in Ankeny, IA, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. She has held various roles within the Principal Financial Group family, including positions at Principal Bank, Principal Financial Services, and Principal Life Insurance Company. Her advisory activities include providing investment recommendations to retirement plan participants regarding distribution options. Principal Advised Services delivers 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, combining third-party tools and proprietary models while leveraging its affiliation with Principal Financial Group for operational integration and access to proprietary products.

Scott Christensen is a CFA® charterholder with 11 years of industry experience. He has worked at Principal Advised Services since 2018 and has been affiliated with Principal Securities and Principal Life Insurance Company since 2016 and 2014, respectively. Christensen also serves as President of the Animal Rescue League of Iowa Foundation Board, overseeing investment management and fund distribution. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm integrates with the Principal Financial Group family, offering access to affiliated products and a discretionary investment management program called SimpleInvest.

Ryan Myers is a financial advisor at Principal Advised Services in Des Moines, IA, with nine years of industry experience. He holds the Series 63 and Series 66 licenses. His previous experience includes roles at Cuna Brokerage Services and the US Air Force. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to provide both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest.

Brent Hulbert is a financial advisor with Choreo, LLC in Des Moines, IA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at RSM US Wealth Management, Strategic Retirement Partners, Kestra Investment Services/NFP Advisor Services, and Wealthspire Retirement Advisory. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services such as discretionary and non-discretionary portfolio management and outsourcing CIO services. The firm’s investment process centers on strategic asset allocation and combines quantitative screening with due diligence to select approved managers and model portfolios.

Silas Winders is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 credential. He has been with Principal Advised Services and affiliated entities since 2026. Outside of his financial advisory role, he is a partner at Winders Media, where he creates YouTube content focused on farming and farm toys, and sells custom farm toys through an online store. 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 is part of the Principal Financial Group family, enabling integration with affiliated entities to provide access to proprietary products and investment management.

Haley Drake is a financial advisor at Principal Advised Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several Principal-affiliated firms since 2021, including Principal Bank and Principal Life Insurance Company. Prior to that, she was with NYLIFE Securities and New York 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 investment management program called SimpleInvest. The firm is part of the Principal Financial Group family and integrates proprietary models with third-party tools to serve its clients.

Isaac House is a financial advisor at Principal Advised Services in Des Moines, IA, holding the Series 66 designation with one year of industry experience. He has held roles within Principal’s affiliated entities, including Principal Bank and Principal Life Insurance Company, since 2025. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and a discretionary investment management program. The firm utilizes a blend of third-party and proprietary models and is part of the Principal Financial Group, enabling operational integration with affiliated financial entities.

Michael Murkins is a CFP® and holds the Series 66 designation with eight years of industry experience. He is currently with LexAurum Advisors, where he has been since 2026, following multiple roles at Syverson Strege and prior experience at U.S. Bancorp Investments, Marrs Wealth Management, Workiva, and Renewable Energy Group. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients, and also serves other advisory firms as a sub-adviser. The firm manages approximately $1.27 billion for about 2,189 clients, employing a multi-advisor team that focuses on diversified portfolios aligned with modern portfolio theory and offers model allocations typically implemented with low-cost ETFs.

Eric Vanderleek is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Harrisdirect LLC. Vanderleek also serves as an AVP for advice, education, and sales at Principal Bank. 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. The firm integrates proprietary models with third-party tools and benefits from operational ties within the Principal Financial Group family, including access to affiliated products and governance oversight.

Christopher Benda is a financial advisor at Savvy with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at FBL Wealth Management, FBL Financial Group, Northwest Wealth Management, Ameriprise, and Edward Jones. Benda operates under the business name Benda & Co. Private Wealth as a DBA for his role at Savvy. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

Adam Tyrrell is a financial advisor at Principal Advised Services with 28 years of industry experience. He holds the ChFC® designation and has worked with Principal Financial Services and Principal Life Insurance Company since 2013. Outside his advisory role, he serves as an elder board member at the E-Free Church of Marshalltown. 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 as part of the Principal Financial Group family, integrating multiple affiliated entities to provide access to a range of products and services.

Mark Triplett is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Partners Advantage and operates a college consulting firm alongside his advisory role. Triplett is also involved in fixed and traditional life and annuity sales through an affiliated insurance services business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to create tailored investment strategies monitored regularly against documented risk tolerances.

Jeffrey Bratz is a CFP® with 22 years of experience in the financial services industry. He is currently with Andersen in Des Moines, IA, and has previously worked at Ausdal Financial Partners, HJN Advisors, LLP, First Allied Securities, Inc., and LPL Financial. He is involved in winding down HJN Advisors and transitioning clients to Andersen. Andersen serves successful individuals, families, and related entities, providing investment consulting that ranges from full-service wealth management to standalone performance reporting. The firm emphasizes detailed client communications, integrated tax and advisory services, and utilizes portfolio optimization and forward-looking asset allocation models.

Aaron Lacona is a financial advisor with Principal Advised Services in W Des Moines, IA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as multiple Principal affiliates. He provides one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and management services primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary methodologies. The firm is part of the Principal Financial Group and integrates services across its affiliated entities to provide access to various investment products and model portfolios.

Michael Gasperi is a financial advisor at Cetera Planning Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avantax Investment Services, ProEquities, Inc., and Honkamp Krueger Financial Services Inc., where he also serves as a wholesaler to CPA representatives. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach tailored to clients’ objectives and risk tolerances.

Debra Straw is a financial advisor with Principal Financial Services based in Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. She has worked with Princor Financial Services Corp and Principal Life Insurance Company since 2006, and has been involved with T and R Lorimor Ltd since 1994. Outside of her advisory work, she serves as an assistant swim coach for the DSMY swim team and is a board member of the Waukee United Methodist Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Adam Shah is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is currently with Principal Financial Services and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Investment Institute. 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 solutions under various arrangements.