Jodi Breheny is a financial advisor at Savvy with 27 years of industry experience. She holds a Series 66 designation and previously worked at Farm Bureau Financial Services for over a decade. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, using proprietary technology and quantitative tools.

Jagar Vanderheiden is a financial advisor with Principal Advised Services in Des Moines, IA. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles 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 through both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party tools, serving clients with solutions supported by its affiliation with Principal Financial Group and related entities.

Boedy Tracy is a Series 66-licensed financial advisor with Principal Advised Services in Des Moines, IA, with three years of industry experience. Their prior work includes roles at Wells Fargo and Mutual of Omaha. Tracy also serves as a retirement consultant, providing one-on-one investment advice to Principal 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. The firm operates within the Principal Financial Group family, which allows access to affiliated products and integrated services.

Vicki Monaco is a financial advisor with Royal Fund Management, LLC in Des Moines, IA, holding a Series 65 designation and 14 years of industry experience. She has worked at Royal Fund Management since 2013 and has been involved with Life & Legacy, LLC since 2006, where she serves as Executive Director and Insurance Agent, focusing on the sale of life, long-term care, and fixed annuities. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of analytical approaches to implement investment strategies tailored to client risk tolerances and offers specialized services including options writing and access to select alternative investments.

Anne Spina is a financial advisor with Principal Advised Services in Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. She has 32 years of industry experience, including long-term roles with Principal Financial Services and Principal Life Insurance Company. Spina currently manages consultants focused on bank deposit product sales and supervises investment advisor representatives providing retirement plan distribution advice. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary models. The firm is part of Principal Financial Group, which provides integrated access to affiliated bank products, mutual funds, and asset management services.

James Rhodes is a financial advisor at Altitude Capital Management LLC in Des Moines, IA, with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Whitney and Associates, Redbird Insurance, Wells Fargo, and Principal Life Insurance Company. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm customizes strategies based on client objectives and risk tolerance, employing various approaches including asset allocation and technical analysis, and manages accounts through a multi-team structure with 33 advisors.

Rachel Waldo is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked with various entities within Principal Financial Group since 2004. Outside of her advisory role, she is a board member for the Lake Panorama Association and is involved in local community activities including photography for Central Iowa Publishing and administrative support at a dance studio. 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. The firm integrates third-party and proprietary methodologies and operates within the Principal Financial Group family, enabling access to affiliated products and trading services.

Nicholas Flynn is a financial advisor at Principal Advised Services with a Series 66 designation and two years of industry experience. He has held roles at Principal Life Insurance Company, Principal Financial Services, and Wells Fargo Bank. Outside of his advisory duties, he is involved in providing one-on-one investment advice to retirement plan participants and managing sales of bank deposit products at Principal Bank. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, using both proprietary models and third-party tools like Morningstar. The firm is part of the Principal Financial Group and integrates with affiliated entities to provide access to proprietary funds and bank products.

Lawrence St John is a financial advisor with Principal Advised Services based in Des Moines, IA. He holds a Series 66 designation and has 21 years of industry experience. His career includes roles at Principal Life Insurance Company since 2004 and Principal Securities Inc. since 2016. 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 models and third-party methodologies, serving clients within the Principal Financial Group network and beyond.

Matthew Juffer is a CFP® professional at Andersen with 21 years of industry experience. He has previously worked at Ausdal Financial Partners, Inc. and has ongoing roles with HJN Advisors, LLP and Hamilton Juffer & Associates LLP. Juffer also serves as a trustee for family trusts. Andersen provides full-service investment consulting and performance measurement to high-net-worth individuals, families, and related entities. The firm operates on a non-discretionary basis, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning services.

Steven Johnson is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Principal Advised Services since 2024 and has also worked at Principal Securities and Principal Life Insurance since 2016. 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 called SimpleInvest. The firm integrates third-party methodologies with proprietary models and benefits from its affiliation with the Principal Financial Group family, which provides access to affiliated products and services.

James Ennis is a financial advisor with Focus Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at Focus Financial since 2018 and previously at VOYA Financial Advisors. Ennis is also an at-large board member of The Barbican Owners Association, a nonprofit organization involved in community property management. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, utilizing individualized investor profiles and a variety of investment strategies and vehicles.

Aaron Weringa is a financial advisor with Principal Advised Services in Des Moines, IA. He holds a Series 66 designation and has been in the industry for one year. His prior work experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and Caesars Entertainment. 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. The firm is part of the Principal Financial Group family and integrates services across affiliated entities to offer a range of investment and financial products.

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.

Charlie Schettler is a financial advisor with Principal Advised Services in Des Moines, IA. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2026. His prior experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and work with the YMCA of the USA and Carlisle School District. 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 wrap-fee management program, leveraging proprietary models and third-party methodologies within the Principal Financial Group family of companies.

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®-certified financial advisor at Compound Planning, Inc. in Des Moines, IA, with six years of industry experience. His prior roles include positions at Choreo, LLC and RSM Wealth Management, as well as earlier work with Cast Financial LLC, Lincoln Public Schools, and the University of Northern Iowa. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes risk-based model allocations tailored to client goals and combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

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.