Patrick Owens is a financial advisor with Avantax Planning Partners, Inc. in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Iowa State Bank, and DV Financial. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral relationships with CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays.

Michael Murkins is a CFP® with eight years of industry experience, currently serving as a financial advisor at LexAurum Advisors. Prior to joining LexAurum in 2026, he held roles at Syverson Strege and U.S. Bancorp Investments. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies using low-cost ETFs and offers both discretionary and non-discretionary engagements, including a sub-advisory program for other advisory firms.

Eric Vanderleek is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes roles at Principal Financial Services and Wells Fargo Advisors, among others. 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 within a framework integrated with affiliated entities of Principal Financial Group.

Christopher Benda is a financial advisor at Savvy in Des Moines, IA, with 20 years of industry experience. He previously worked at Northwest Wealth Management, LLC and FBL Wealth Management. Benda operates Benda & Co. Private Wealth as a business marketing name associated with his role at Savvy. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized investment plans with a primarily index-based, long-term approach, incorporating third-party sub-advisers, fintech tools, and in-house tax preparation 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 industry experience, currently serving as a financial advisor at Andersen in Des Moines, IA. He previously worked at Ausdal Financial Partners for ten years and has maintained an ongoing role with HJN Advisors, LLP since 2010. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax and financial planning. The firm emphasizes consolidated performance reporting and utilizes portfolio optimization techniques alongside external research and an internal investment committee for manager selection.

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.

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 in various investment and advisory roles. Principal Securities offers 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 abroad. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Chad Smith is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 65 credential and 25 years of industry experience. He has been with Principal Securities Inc since 2000 and Principal Life Insurance Company since 1999. Outside of his advisory role, he has worked in customer service positions, including at a mall and a local YMCA. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. 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.

Rebecca Hueser is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked with Principal Life Insurance Company since 2004. Outside of her advisory work, she is involved with Iowa Family Services, providing respite care for an individual with bipolar disorder. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

William Reichardt Jr. is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Bening Financial Organization Inc., Princor Financial Services, and Principal Life Insurance Co. since 2002. Outside of his advisory role, he is a passive investor in Stacker MPF, LLC, a holding company for a Missouri pipe fittings manufacturer. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Michael Weber is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at VOYA Financial Advisors and multiple Cetera entities. 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 financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Allison Stanley is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and seven years of industry experience. She has worked at multiple Principal entities since 2018 and previously held positions at Clemens Agency Co and other businesses including Bianchi Boys Pizza & Pasta. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jared Deboer is a financial advisor at Voya Financial Advisors, Inc. in Des Moines, IA, holding a Series 66 designation with 19 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of advisory work, he is also an independent agent involved in the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, institutional clients, and corporations, offering a variety of services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice with a significant portion of assets held in non-discretionary arrangements and operates multiple affiliated programs alongside its dual registration as an SEC-registered adviser and broker-dealer.

Sheri Yoder is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with Principal Life Insurance Co. and Principal Securities Inc. since 2016. Outside of her advisory role, she serves as a brand ambassador for Athleta on a part-time basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Stephen West is a financial advisor at Principal Financial Services in Des Moines, Iowa, with 13 years of industry experience. He holds the Series 66 designation and has worked at Principal Life Insurance Company and Princor Financial Services Corporation since 2012. Outside of his advisory role, he owns West Drone Service LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by these third-party managers.

Ronald Wiedman is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with Principal Securities Inc. since 2009 and Principal Life Insurance Company since 1997. Wiedman also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis.

Sai Poduri is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and First Allied Advisory Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, 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.