Daniel Rhoades is an investment adviser representative with Principal Advised Services in Spokane, WA, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at various Principal entities since 2010, including Principal Life Insurance Company, Principal Financial Services, and Principal Bank. In addition to his advisory role, he 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 tools like Morningstar with proprietary models and discretionary investment management. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services.

Lynn Cowman is a financial advisor at Principal Advised Services with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Principal Financial Group entities since 2012, including Principal Life Insurance Company and Principal Funds Distributor, 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 utilizes a combination of third-party methodologies and proprietary models, supported by affiliated entities within the Principal Financial Group.

Angela Bailiff is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with various Principal entities since 2012, including Principal Financial Services, Principal Life Insurance Company, Principal Bank, and Principal Advised Services. Her role includes 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 with proprietary models and operating as part of the Principal Financial Group family. The firm’s integrated approach includes nondiscretionary recommendations and a discretionary investment management program, supported by governance committees and a dedicated supervision team.

Natalia Ruiz is a financial advisor with Principal Advised Services in Dallas, NC, holding Series 63 and Series 66 licenses and having nine years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. She currently 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 tools and proprietary models to deliver both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm is part of the Principal Financial Group family, integrating affiliated products and services with robust governance and supervision.

Matthew Gooch is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to his current role, he has held positions at Principal Life Insurance Company and Principal Financial Services. Outside of his advisory work, he has experience in various roles including staffing and rideshare driving. 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. The firm integrates third-party methodologies with proprietary models and leverages its affiliation with Principal Financial Group to access a range of proprietary products and services.

Brandy Burgess is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services and self-employment, as well as current positions at Principal Bank, 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. The firm integrates third-party methodologies and proprietary models, and benefits from its affiliation with Principal Financial Group, which offers access to affiliated products and operational resources.

Stuart Van Ess is a financial advisor with Principal Advised Services in Bloomington, MN, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions. 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 with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated mutual funds and related products.

Malachi Stille is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Principal Asset Management and Principal Life Insurance Company, as well as diverse positions outside the financial sector. 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 is part of the Principal Financial Group family, providing integrated access to affiliated products and services through its various subsidiaries.

Bryce Vandenriessche is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Principal Financial Group and its affiliated entities since 2019, including roles at Principal Bank and Principal Life Insurance Company. Vandenriessche also serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering non-discretionary investment recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies and proprietary models, operating within the Principal Financial Group family to provide access to various affiliated financial products and services.

Nicholas Akers is a financial advisor at Principal Advised Services with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory role, he serves as Assistant Vice President at Principal Bank, where he is responsible for sales of bank deposit products. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models and operates within the broader Principal Financial Group family, allowing access to affiliated products and services.

Alex Joseph is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 credential with one year of industry experience. He also serves as a retirement consultant and assistant vice president focused on advice, education, and sales within the Principal Financial Group. 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 models with third-party methodologies and operates within the broader Principal Financial Group, leveraging affiliated entities to deliver its services.

Cullen Mcgloin is a financial advisor at Principal Advised Services with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with the Principal Financial Group and its affiliated entities since 2010. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program, utilizing third-party methodologies and proprietary models supported by its affiliation with Principal Financial Group.

Holly Haaland is a financial advisor with Principal Advised Services in Ankeny, IA, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. She has held various roles within the Principal Financial Group family, including positions at Principal Bank, Principal Financial Services, and Principal Life Insurance Company. Her advisory activities include providing investment recommendations to retirement plan participants regarding distribution options. Principal Advised Services delivers 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, combining third-party tools and proprietary models while leveraging its affiliation with Principal Financial Group for operational integration and access to proprietary products.

Scott Christensen is a CFA® charterholder with 11 years of industry experience. He has worked at Principal Advised Services since 2018 and has been affiliated with Principal Securities and Principal Life Insurance Company since 2016 and 2014, respectively. Christensen also serves as President of the Animal Rescue League of Iowa Foundation Board, overseeing investment management and fund distribution. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm integrates with the Principal Financial Group family, offering access to affiliated products and a discretionary investment management program called SimpleInvest.

Kyle Machiz is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior work includes positions at Wells Fargo, Bank of America, Merrill, Morgan Stanley, and The Vanguard Group. Outside of finance, he has worked as a delivery driver for Instacart. 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, leveraging proprietary models and third-party methodologies while benefiting from its affiliation with Principal Financial Group.

Aidan Delaney is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience, having worked in various roles within the Principal Financial Group since 2026. Prior to entering the financial industry, he held seasonal and part-time positions including work with Reds Best and Goldfish Swim School while attending Elon University. Principal Advised Services primarily provides investment advice to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee management program called SimpleInvest. The firm integrates third-party and proprietary models and operates within the Principal Financial Group family, utilizing affiliated entities to offer a range of investment products and services.

Daniel Exum is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and three years of industry experience. He previously served in the US Air Force from 2015 to 2022 before transitioning to his current role. 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 leverages proprietary models and third-party methodologies, and benefits from integration with the broader Principal Financial Group family, which supports access to affiliated products and services.

Ryan Myers is a financial advisor at Principal Advised Services in Des Moines, IA, with nine years of industry experience. He holds the Series 63 and Series 66 licenses. His previous experience includes roles at Cuna Brokerage Services and the US Air Force. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to provide both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest.

Ann Marie Ladnier is a financial advisor at Principal Advised Services with one year of industry experience. She holds a Series 66 designation and has worked with several entities within the Principal Financial Group, including Principal Bank and Principal Life Insurance Company. Outside of her advisory role, she serves as chief executive officer and owner of Bambee LLC, an online retail business specializing in apparel and other customized products. 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. The firm integrates third-party tools and proprietary models, drawing on its affiliation with Principal Financial Group entities to offer access to proprietary funds and banking products.

Caden Losier is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and has worked across several Principal affiliates including Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. His prior experience includes roles in staffing, sports promotions, and retail. 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 third‑party tools and proprietary models, and operates within the Principal Financial Group family, enabling access to affiliated products and services.