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.

Krystian Bajorek is a financial advisor at Principal Advised Services with one year of industry experience and holds a Series 66 designation. He has previously worked at Principal Life Insurance Company, Principal Securities, Inc., and GuideOne Insurance, and also has experience in various other roles, including teaching and staffing. In addition to his advisory work, he serves as an assistant vice president focused on advice, education, and sales of bank deposit products within Principal Bank. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to offer non-discretionary recommendations and a discretionary investment management program, leveraging its integration with the broader Principal Financial Group family for access to proprietary products and operational support.

Maura Allen is a financial advisor at Principal Advised Services with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Principal entities since 2013. Outside of her advisory role, she has been involved in Mary Kay sales since 2013. 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 leverages third-party methodologies alongside proprietary models and benefits from its integration within the Principal Financial Group family.

Adam Laffey is a financial advisor with IAMS Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Packerland Brokerage Services for nine years and has been involved with Neal Insurance, LLC for over a decade. Outside of finance, Laffey is a partner in agricultural ventures, including raising and selling cattle through Laffey Cattle Company and managing Laffey Farms Inc. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives, employing a diverse asset-allocation approach that includes proprietary and third-party model portfolios.

Thomas Sueppel is a financial consultant with Principal Advised Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2003 and joined Principal Advised Services in 2022. His role involves providing one-on-one investment advice to retirement plan participants regarding distribution options. 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 integrated trading services supported by governance and supervision structures.

Jeremiah Cole is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has worked extensively with Principal Financial Services and Principal Life Insurance Company since 2004. Cole also serves as an Assistant Vice President at Principal Bank, focusing on advice, education, and sales of bank deposit products. 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 investment management program, leveraging proprietary models and third-party methodologies while benefiting from operational integration within the Principal Financial Group family.

Robert Buckley is a financial advisor with Avantax Planning Partners, Inc., holding a Series 63 designation and over 26 years of industry experience. He has been with Avantax Planning Partners since 1999 and previously served as a shareholder and accountant at Denman & Company, a regional CPA firm. Outside of his advisory role, he manages a commercial real estate rental entity, SCOP, LLC. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays, operating within a larger corporate group that includes broker-dealer, investment adviser, insurance, and pension consulting affiliates.

Alana Ferguson is a financial advisor at Harbour Investments, Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Ameriprise. Outside of her advisory career, she has experience with nonprofit organizations including United Way of Story County. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and multiple execution platforms.

Ever since the third grade, I knew I wanted to be a financial planner, following in the footsteps of my father who was also a CFP®. His unexpected passing transformed that childhood dream into a calling. I feel truly blessed to pursue this profession, especially since few people have the privilege of fulfilling a lifelong aspiration. Over the years, I have earned extensive education, credentials, and professional experience through respected institutions, including Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Exit Planning Advisor® (CEPA®) designations. I also hold an MBA in Finance from the University of Minnesota and a B.S. in Finance and International Business from Iowa State University. My leadership includes serving two terms as President of the Financial Planning Association of Iowa. Now, twenty years after my father’s passing, I am honored to continue our family legacy through the resurrection of Conley Capital Management, upholding his values while fulfilling my passion for serving clients with integrity and true fiduciary care. Unlike many firms that impose rigid asset minimums or cookie-cutter models, Conley Capital Management recognizes that every financial journey looks different. As a serial entrepreneur myself, I understand the importance of reinvesting in one’s vision, which sometimes means not having large investment accounts ready to be managed. For this reason, we offer multiple client engagement options designed to provide long-term fiduciary guidance no matter your stage of life or circumstances.

Meredith Mussmann is a financial advisor at The Wealth Consulting Group with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Cambridge Investment Research and Edward Jones. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process combining various analytical approaches and offers services through multiple custodial platforms and sponsored programs.

Christopher Childers is a financial advisor with IP Financial Advisory Services LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc. and Innovation Partners LLC. He is also involved in managing Childers Management Corp, where he provides fixed insurance products. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory programs with insurance and risk management services.

Stanley Poorman is a CFP® with 16 years of industry experience, currently serving at Principal Advised Services since 2018. Prior to this, he worked at Learnvest, Inc. from 2015 to 2018. He also holds a Series 66 designation. 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 and proprietary models, operating within the Principal Financial Group family to access a range of affiliated financial products and services.

Eli Greufe is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance Company, and Principal Bank. Principal Advised Services delivers investment advice primarily to retirement plan participants and retail IRA clients through a combination of third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, leveraging integrated services and affiliated products to support its advisory offerings.

Kevin Wingert is a financial advisor with Royal Fund Management, LLC in Urbandale, Iowa, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been involved with several related entities, including American Retirement Health, LLC, and American Retirement Education LLC, where he focuses on Medicare supplement insurance and financial education. Wingert also serves as president of American Retirement Systems, LLC, and American Retirement Planning, LLC, both insurance marketing organizations. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis and offers specialized services such as options writing and access to select non-traded REITs.

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.

Kendra Erkamaa is a CFP® professional with over 21 years of experience in financial advisory. She is affiliated with Harbour Investments, Inc. and Triangle Financial Services, Inc., where she has held roles since 2005 and 2004 respectively. Outside of her advisory work, she is involved in financial education as a speaker for Money Smart Week and serves on a grievance commission panel. She also holds leadership positions in nonprofit organizations including NAWBO Iowa and Iowa Collaborative Divorce, and owns a mediation services business. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.