Luke Meseck is a financial advisor at On Investment Management Company with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo for eleven years. Outside of his advisory role, he is a co-founder of Something 2B Celebrated LLC, a custom teepee sleepover service for children. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs including fee-based financial planning and managed accounts, with a majority of assets managed on a non-discretionary basis.

Brian Hoodjer is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 designations and one year of industry experience. He has worked at Financial & Tax Architects since 2024 and is also associated with Brighton Financial Group and Brighton Homes. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers retirement-plan consulting, educational seminars, and proprietary investment strategies that are reviewed and rebalanced monthly, serving mostly discretionary client relationships.

Brian Klitzke is a financial advisor at Integrity Advisory Solutions with 20 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Princor Financial Services and Principal Life Insurance Company, where he worked for 11 years. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of portfolio construction techniques and third-party platforms.

Steven Greig is a financial advisor at CreativeOne Wealth, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including IAMS Wealth Management, Gradient Advisors, and Brookstone Wealth Advisors. Outside of his advisory role, Greig owns and operates The Insurance Strategies, focusing on life, health, and long-term care insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting to individuals, corporations, and other RIAs. The firm uses discretionary management strategies combining proprietary model portfolios, third-party managers, and various investment methods, serving a broad client base including high-net-worth individuals.

Kevin Wingert is a financial advisor at Royal Fund Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Royal Fund Management since 2016. Wingert is also involved in developing educational materials for higher education through his ownership of Fellowship of Fiduciary Education, LLC, and provides training on retirement planning concepts for independent insurance professionals at American Retirement Systems. 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 implement strategies tailored to clients’ risk tolerances.

Anthony Nietzel is a financial advisor at On Investment Management CO with three years of industry experience. He holds the Series 66 designation and has worked at firms including Athene Securities, LLC and Edward Jones. Outside of financial services, he has experience working in the hospitality sector at establishments such as Boulder Tap House and Maxwell's On The River. On Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a variety of programs including both discretionary and non-discretionary third-party investment options.

Sybil Poage is a financial advisor with The Wealth Consulting Group in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior work includes roles at LPL Financial, Peoples Trust Savings Bank, Sorrento Pacific Financial, Iowa State Bank, and INVEST Financial Corp. Poage also maintains investment advisory activities through WCG Wealth Advisors, LLC. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integrated legal-service pathways alongside its advisory offerings.

Bradley Pull is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked extensively with Principal Life Insurance Co since 1998 and has been with Principal Advised Services since 2023. Outside of his advisory role, he is involved in a private family real estate arrangement, selling a home to his nephew under contract. 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 methodology with proprietary models and operates as part of the Principal Financial Group family, enabling access to affiliated products and integrated operational support.

Garrison Goodlett is a financial advisor with Principal Advised Services and holds Series 63 and Series 66 designations. He has 14 years of industry experience, having worked with Principal Financial Services since 2012 and Principal Life Insurance Company since 2006. Outside of his financial career, he owns a restaurant business, G. G.'s Chicken & Waffles, and serves on the executive board of the Ankeny Chamber of Commerce. 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. The firm integrates third-party and proprietary models and operates within the Principal Financial Group family, allowing access to affiliated products and services.

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.

Suzanne Stewart is a financial advisor at Integrity Advisory Solutions with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Legacy Bridge Private Family Offices and Principal Financial Group. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of independent advisors managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement-plan consulting, and utilizes a range of asset allocation strategies and third-party platforms to support its clients.

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.

Aaron Schomer is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Compound Planning, Inc. and previously worked at Choreo, LLC and RSM US Wealth Management LLC. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional plan advisory. The firm’s investment approach uses customized, risk-based model allocations and incorporates both in-house and third-party strategies including tax-aware direct indexing and alternative investments.