Gerrit Vrieze is a financial advisor at Sowell Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sowell Management since 2016. Outside of his advisory role, Vrieze serves as president of the Central Iowa Motorcycle Owner’s Association, a nonprofit focused on motorcycle safety and riding. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm uses a multi-branch independent-contractor model and offers portfolio management, financial planning, retirement-plan advisory, and related consulting services across a range of investment styles and platforms.

Kari Smith is a financial advisor at The Wealth Consulting Group with six years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including WCG Wealth Advisor, LLC and Cunningham Wealth Management, L.L.C. In addition to her advisory roles, she has been involved with Sisurx Corp since 2023. The Wealth Consulting Group is an SEC-registered firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing both active and passive investment strategies alongside proprietary algorithmic services and legal support resources.

Thomas Clark is a financial advisor with Sowell Management in West Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 57 years of industry experience and has been with Sowell Financial Services since 2016. Clark is also the owner of Compensation Designs, LLC, where he provides employee benefit and non-qualified programs to corporate clients. Additionally, he serves as a senior advisor assisting employers with tax credit applications and acts as an executor and trustee for a relative's estate. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers investment management, financial planning, retirement-plan advisory, and consulting services, utilizing a range of investment styles and third-party sub-advisors.

Jonah Dejung is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at BMO Bank and Rhino Technology. Principal Advised Services primarily provides investment advice and services 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 tools, leveraging its affiliation with Principal Financial Group to access proprietary products and maintain oversight through governance committees and dedicated supervision.

Jackson Krebs is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and one year of industry experience. His career includes roles at various Principal Financial Group entities, including Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc. Outside of his advisory work, Krebs manages an LLC named Lost In The Sauce, which he operated from 2021 to 2023. 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 and third-party models, including Morningstar tools, and benefits from its affiliation with Principal Financial Group’s broader financial services entities.

Izaak Dixon is a financial advisor at Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 designations with four years of industry experience. He has worked in multiple roles within the Principal Financial Group family since 2022 and previously spent time with the Iowa Department of Public Health and in academic positions. 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 third-party and proprietary models and benefits from operational ties to affiliated entities within the Principal Financial Group.

Tyler Coder is a CFP®, PFS™, and Series 65 licensed advisor at Compound Planning, Inc. in Des Moines, IA, with four years of industry experience. Prior to joining Compound Planning in 2025, he worked at Choreo, LLC and RSM US Wealth Management LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm employs customized, risk-based model allocations that incorporate fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies.

Cindy Judas is a financial advisor at Compound Planning, Inc. in Des Moines, IA, holding a Series 65 license with four years of industry experience. Her prior roles include positions at Choreo, LLC, Principal, and David Oliver, spanning over a decade in total. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach utilizing fundamental, technical, and modern portfolio theory analysis, supported by a range of strategies including low-cost ETFs, direct indexing, and alternative investments.

Matthew Doherty is a financial advisor at Principal Advised Services with 12 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked with Principal Financial Services and Principal Life Insurance Company since 2014. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both nondiscretionary recommendations and a discretionary wrap-fee investment management program, utilizing a combination of third-party methodologies and proprietary models, and is part of the Principal Financial Group family.

Matthew Anderson is a financial advisor with Altitude Capital Management LLC in Des Moines, IA. He holds Series 63, Series 66, and Series 65 licenses and has 13 years of industry experience. Prior to joining Altitude Capital Management, he worked at Whitney-Kuhn, LLC and Next Phase Financial. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a multi-team structure, tailoring strategies to client objectives and risk tolerance through a variety of approaches including asset allocation and technical analysis.

Alexander Snyder is a CFP® and holds a Series 65 license with four years of industry experience. He currently serves as a financial advisor at Compound Planning, Inc. and has previously worked at firms including Choreo, LLC, MCF Advisors LLC, and Johnson Investment Counsel. Compound Planning, Inc. provides services to individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional advisory, and a Turnkey Asset Management Program. The firm’s investment approach leverages customized, risk-based allocations using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies supported by technology partnerships.

Logan Shearer is a financial advisor at Principal Advised Services in Des Moines, IA. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, Athene Annuity and Life, and Aegon Asset Management. 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 investment management program called SimpleInvest, combining proprietary models with third-party methodologies and leveraging integration within the Principal Financial Group family.

Gary Carlson is a financial advisor with Nations Financial Group, Inc., holding a Series 63 designation and over 40 years of industry experience. He has been with Nations Financial Group since 2007. Outside of advisory work, he is an independent insurance agent specializing in fixed, life, and long-term care insurance products. Nations Financial Group, Inc. provides investment advisory services to individuals, high-net-worth investors, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers tailored to client objectives, risk tolerance, and liquidity needs.

Kevin Lors is a CFP® professional with 12 years of industry experience. He currently works at Compound Planning, Inc. since 2025 and previously spent 12 years at Choreo, LLC. Outside of his advisory role, he is a 50% member of Northwater LLC and Northwater Development LLC, which focus on land development and property sales near Adel, Iowa. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes customized, risk-based allocations using fundamental, technical, and modern portfolio theory analysis, implementing strategies that include low-cost ETFs, direct indexing, and alternatives.

Jeffrey Trier is a ChFC®-designated financial advisor with 27 years of industry experience. He currently works at Integrity Advisory Solutions and Integrity Alliance, having previously held roles at Principal Asset Management, Principal Funds Distributor, Principal Securities Inc., and Principal Life Insurance Co. He is an access/supervised person for Principal Global Investors, LLC and performs functions on their behalf. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other 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 sub-advisory services, employing a variety of asset-allocation strategies and third-party platforms to construct tailored portfolios.

Jenny Borcherding is a financial advisor at Principal Advised Services with 21 years of industry experience. She holds a Series 66 designation and has been affiliated with Principal Life Insurance Company and Principal Financial Services since 2006. Her role includes investment advisory responsibilities within the Principal Financial Group family of companies. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, providing both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group, granting access to affiliated products and services.

Michael Schultz is a financial advisor at Principal Advised Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various entities within the Principal Financial Group since 2017. Outside of his advisor role, he is the owner of SMB, LLC. 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 tools and proprietary models and benefits from integration with affiliated Principal Financial Group entities to deliver its services.

Chad Tramp is a CFP® with 23 years of experience in the financial services industry. He is currently affiliated with Mariner Independent and has held roles at RSM US Wealth Management, Choreo Advisors, and others. He serves as president of a single-family office, DVMFO LLC, where he manages family office activities including investment allocation, estate planning, and tax planning. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of portfolio management options and retirement plan services, supported by institutional resources and affiliated entities.

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.

Joleen Scheer is a CFP® and holds a Series 66 license with 14 years of industry experience. She currently works at Compound Planning, Inc., where she has been since 2025. Prior to this, she worked at Choreo, LLC for three years and spent twelve years at RSM US Wealth Management LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. Their investment process focuses on customized, risk-based model allocations using ETFs, direct indexing, and alternative strategies, supported by third-party sub-advisors and technology partnerships.