Andrew William Rice

Angela Heaton is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has worked extensively within the Principal Financial Group family, including roles at Principal Life Insurance Company and Principal Bank. Outside of her advisory work, she serves as Secretary for the Saint Libory EMS Squad and is President of the St Libory Catholic Church Council of Catholic Women. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models. The firm operates within the Principal Financial Group network, offering access to affiliated products and a discretionary investment management program alongside non-discretionary recommendations.

Michael Lynch is an advisor with Principal Advised Services in St. Paul, NE, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been affiliated with firms within the Principal Financial Group since 2005, including Principal Life Insurance Company and Principal Financial Services. Outside of his advisory work, Lynch is involved as a horse racing owner and partner. 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 proprietary and third-party methodologies, serves clients within the Principal Financial Group ecosystem, and employs governance and supervision measures to manage conflicts of interest.

Trinity Hawthorne is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and bringing two years of industry experience. Prior to joining Independent Advisor Alliance and LPL Financial in 2026, Trinity has held positions at several firms including LPL Financial LLC, KPMG, Ameritas, and Lutz. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model with numerous advisory representatives and integrates various portfolio management strategies supported by technology platforms.

Heidi Breitkreutz is a financial advisor at Principal Financial Services with 18 years of industry experience. She holds Series 65 and Series 63 designations and has worked in various roles within Principal entities since 2008, including Principal Life Insurance Co. and Principal Securities Inc. Heidi also provides one-on-one retirement consulting for Principal retirement plan participants through Principal Advised Services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and retirement plan consulting, with access to third-party money managers through various advisory and promoter arrangements.

Scott Breitkreutz is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked with Principal Life Insurance Company since 2010 and has held roles at Principal Securities and Principal Advised Services since 2016 and 2024, respectively. In addition to his advisory duties, Breitkreutz serves as an Assistant Vice President responsible for sales of bank deposit products and provides retirement distribution advice to Principal retirement plan participants. Principal Securities offers brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes direct advisory programs, retirement plan consulting, and access to third-party money manager solutions, implementing investments primarily through discretionary arrangements.

Norman Wilkins III is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Homestead Investments and Securities America, Inc., with over two decades of involvement at Homestead Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of services to individuals, retirement plan participants, banks, trust companies, and institutions, including financial planning and access to various advisory platforms and third-party asset management.