Foster Group, INC.

Kate Juelfs is a financial advisor at Foster Group, INC. with 19 years of industry experience. She holds the Series 66 designation and has worked at Foster Group since 2013, with prior experience at Investment Advisors Corp. Foster Group serves a mix of individual and institutional clients, offering investment management, financial planning, and qualified plan consulting through various service tracks tailored to client needs. The firm emphasizes a long-term, asset-allocation investment approach using low-cost mutual funds and ETFs, supported by technology and third-party platforms.

Matthew Moklestad is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has been with Foster Group in various capacities since 2016 and previously worked at Principal Funds Distributor, Inc. and Principal Financial Services. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm uses a long-term, asset-allocation approach with low-cost mutual funds and ETFs, supported by technology and third-party platforms, and provides tiered, advisor-led family planning for complex households.

Andrew Rushenberg is a CFP® professional with five years of experience at Foster Group, Inc. in Urbandale, IA. His work history is exclusively with Foster Group, where he has been employed continuously since 2015. Foster Group serves both individual and institutional clients, providing investment management, financial planning, and qualified plan consulting through distinct service tracks tailored to different client needs. The firm employs a long-term, asset-allocation investment approach focused on low-cost mutual funds and ETFs, supplemented by technology platforms and third-party services.

Kadin White is a CFP®, ChFC®, and Series 66-licensed financial advisor with 19 years of industry experience. He has worked primarily with Foster Group, Inc. since 2018 and was previously with Principal Financial Group and Voya. Outside of his advisory role, he is involved with Vivid Boutique, a clothing boutique, where he assists with back office duties. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm uses a long-term, asset allocation approach based on Modern Portfolio Theory and combines traditional portfolio management with technology and third-party platforms to support complex family planning and institutional needs.

James Laursen is a CFP® with four years of industry experience, currently advising at Foster Group, Inc. in Urbandale, IA. Prior to joining Foster Group, he worked at Veridian Credit Union for 19 years. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach using primarily low-cost mutual funds and ETFs, and it supplements traditional management with technology and third-party platforms for enhanced portfolio monitoring and planning.

Tyler Craig is a CFP® with eight years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has held multiple roles within Foster Group since 2021 and has prior experience with Principal Life Insurance Company and Cerner Corp. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach using primarily low-cost mutual funds and ETFs, supported by technology platforms and tiered, advisor-led family planning for complex households.

Nathan Buckallew is a financial advisor with Foster Group, Inc. in Urbandale, Iowa, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His prior roles include positions at Merkle Retirement Planning and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he serves as the head baseball coach for the Johnston High School baseball team. Foster Group serves both individual and institutional clients, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach primarily using low-cost mutual funds and ETFs, and provides tiered, advisor-led wealth management services tailored to client complexity.

Caleb Brown is a CFP® professional with 11 years of industry experience. He has been with Foster Group since 2014, including roles at Foster Group, INC. prior to its current structure. Foster Group serves individual and institutional clients with a focus on investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation strategy using primarily low-cost mutual funds and ETFs, supported by technology platforms and independent managers to enhance portfolio oversight.

Daniel Hawthorne is a CFP® with five years of industry experience, currently serving as a financial advisor at Foster Group, INC. He previously served in the United States Air Force from 2014 to 2021. Foster Group serves a range of individual and institutional clients, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach using low-cost mutual funds and ETFs, supplemented by technology and third-party platforms to support comprehensive portfolio monitoring and family planning.

Isabel Mc Millen is a CFP® with four years of industry experience, currently serving as a financial advisor at Foster Group, Inc. Prior to joining Foster Group, she worked at Iron Horse Wealth Management for four years. Her background also includes roles outside finance, such as positions at Hibbett Sports and Panorama National Golf Course. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach using low-cost mutual funds and ETFs, combined with technology and third-party platforms to support comprehensive portfolio monitoring and family planning strategies.

Jonathan Evans is a CFP® and holds a Series 65 license with 18 years of experience in the financial services industry. He has been with Foster Group, INC. since 2012. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm utilizes a long-term, asset-allocation investment approach primarily using low-cost mutual funds and ETFs, supported by technology platforms and third-party services to enhance portfolio monitoring and family planning.

Stacie Neussendorfer is a CFP® with 17 years of experience and has been with Foster Group, INC. in Omaha, NE since 2018. Her prior roles include positions at Foreside Fund Services, Westwood Management Corp., and Mariner Wealth Advisors. She serves as Chair of the Investment Committee for Morning Star Lutheran Church, overseeing an endowed fund that provides grants and scholarships. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm uses a long-term, asset-allocation approach grounded in Modern Portfolio Theory and primarily employs low-cost mutual funds and ETFs in portfolios, supplemented by technology and third-party platforms.

Kent Kramer is a CFP® with 24 years of industry experience, currently serving at Foster Group, INC. in Urbandale, IA. He has been with Foster Group for multiple periods since 2002, most recently since 2013. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a long-term, asset-allocation investment approach primarily using low-cost mutual funds and ETFs, supplemented by technology and third-party platforms to support comprehensive wealth management and plan consulting.

Caitlin Clemons is a financial advisor at Foster Group, Inc. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Stifel, Nicolaus & Company, Charter Bank, and the University of Iowa. Foster Group serves a diverse client base that includes high-net-worth individuals, trusts, and retirement plans. The firm employs a long-term, asset-allocation investment approach using low-cost mutual funds and ETFs, and offers multiple service tracks tailored to different client needs, supported by technology and third-party platforms.

Melissa Pflieger is a CFP® with three years of industry experience, currently serving as a financial advisor at Foster Group, Inc. in Urbandale, IA. Prior to her time at Foster Group, she worked at Productive Resources, Mindlance Inc, and Kelly Services, and spent 28 years at John Deere. Foster Group serves a diverse client base including high-net-worth individuals, trusts, and institutional retirement plans. The firm employs a long-term, asset-allocation investment approach primarily using low-cost mutual funds and ETFs, and offers tiered, advisor-led wealth management services alongside institutional portfolio advisory and qualified plan consulting.