Clarissa Iannetti is a financial advisor with Principal Advised Services in Bluffton, SC, holding Series 63 and Series 66 credentials and four years of industry experience. She has worked in various roles within Principal Financial Group since 2022 and has prior experience in staffing, real estate, and management. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, serving participants in employer plans recordkept by Principal Financial Group as well as other retail clients.

Schuyler Hughes is a financial advisor with Principal Advised Services in Waunakee, WI, holding a Series 66 designation and two years of industry experience. His work history includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of standard advisory duties, 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, employing a combination of third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, enabling integrated access to affiliated products and services.

Robert Warren 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 roles include positions at Principal Life Insurance Company, Principal Bank, Principal Securities, Inc., and Merrill Lynch Wealth 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, combining third-party methodologies with proprietary models and supported by its affiliation with Principal Financial Group.

Madison Cothran is a financial advisor with Principal Advised Services in Charlotte, NC. Holding a Series 66 designation, Madison has been with Principal and its affiliated entities since 2026. Prior to joining the financial industry, Madison gained work experience in various service roles and attended Clemson University. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering a mix of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party tools with proprietary models and operates as part of the Principal Financial Group, benefiting from integrated access to affiliated products and services.

Silas Winders is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 credential. He has been with Principal Advised Services and affiliated entities since 2026. Outside of his financial advisory role, he is a partner at Winders Media, where he creates YouTube content focused on farming and farm toys, and sells custom farm toys through an online store. 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, enabling integration with affiliated entities to provide access to proprietary products and investment management.

Haley Drake is a financial advisor at Principal Advised Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several Principal-affiliated firms since 2021, including Principal Bank and Principal Life Insurance Company. Prior to that, she was with NYLIFE Securities and New York 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 investment management program called SimpleInvest. The firm is part of the Principal Financial Group family and integrates proprietary models with third-party tools to serve its clients.

Mason Lerch is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and several other companies. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models in both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm is part of the Principal Financial Group family, offering access to affiliated products and integrated operational support.

Isaac House is a financial advisor at Principal Advised Services in Des Moines, IA, holding the Series 66 designation with one year of industry experience. He has held roles within Principal’s affiliated entities, including Principal Bank and Principal Life Insurance Company, since 2025. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and a discretionary investment management program. The firm utilizes a blend of third-party and proprietary models and is part of the Principal Financial Group, enabling operational integration with affiliated financial entities.

John Cook is a financial advisor with Principal Advised Services in Roseville, MN, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Principal Advised Services offers investment advice and related services, primarily serving retirement plan participants and retail IRA clients. The firm provides a combination of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, leveraging both third-party methodologies and proprietary models within the Principal Financial Group family of companies.

Courtney Ellis is an investment adviser representative at Principal Advised Services with 12 years of industry experience. She has held roles at Principal Financial Services, Principal Life Insurance Company, Principal Bank, and Wells Fargo. Outside of financial services, she owns two small businesses focused on bath product creation and travel booking. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and discretionary wrap-fee investment management. The firm leverages proprietary models and third-party tools while operating as part of the Principal Financial Group family, integrating closely with affiliated entities to deliver its services.

Shannon Obert is a financial advisor with Principal Advised Services and holds the ChFC® designation and Series 66 license. She has 25 years of industry experience, including long-term roles at Principal Financial Services and Principal Life Insurance Company. Outside of her advisory work, she serves as a Willow Township Trustee in Coon Rapids, Iowa, overseeing cemetery and school maintenance. 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 and proprietary models supported by the Principal Financial Group family of companies.

Adam Lucart is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Principal Advised Services in Corinth, TX, and has prior experience at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, 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. As part of the Principal Financial Group family, the firm combines proprietary models and third-party methodologies to deliver advice supported by dedicated governance and supervision teams.

Zion Oromo is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Principal Financial Services and Principal Life Insurance Company, as well as experience outside the financial sector at Enterprise Holdings and Ellsworth Community College. At Principal Advised Services, he offers one-on-one investment advice to retirement plan participants. 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 within a multi-team structure affiliated with Principal Financial Group.

Angelica Mendiola is a financial advisor with Principal Advised Services in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. Her background includes roles at Principal Securities Inc., Principal Life Insurance Company, Bank of America, and Merrill. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models to provide both non-discretionary recommendations and discretionary investment management through its SimpleInvest wrap-fee program. The firm is part of the Principal Financial Group family, which provides access to affiliated financial products and integrated support services.

Joel Poole is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Principal Securities, LPL Enterprise, Merrill, Bank of America, and The Vanguard Group. Outside of advising, he works as a security investigator for Allied Universal. 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 investment management program called SimpleInvest, utilizing a combination of third-party methodologies and proprietary models supported by its affiliation with Principal Financial Group.

Robert Sloan is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation. He has been with Principal Advised Services and affiliated entities since 2026. Prior to his current role, he worked at Founders Federal Credit Union and held various positions in retail and service industries. 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 combines third-party and proprietary models and benefits from operational integration with other Principal Financial Group entities.

Gregory Klibanov is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked for TIAA-CREF Individual & Institutional Services LLC for 23 years and has been with Principal Financial Group entities since 2025. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary models to deliver both non-discretionary and discretionary investment management solutions. The firm is part of the Principal Financial Group family, providing access to affiliated products and integrated operational support.

Austin Carter is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and various positions within the Principal Financial Group family, including Principal Bank, Principal Securities, and Principal Life Insurance Company. 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 for both non-discretionary recommendations and discretionary investment management. The firm operates within the Principal Financial Group, providing access to affiliated products and integrated trading services.

Eric Vanderleek is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes roles at Principal Financial Services and Wells Fargo Advisors, among others. 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 within a framework integrated with affiliated entities of Principal Financial Group.

Paul Kranich is a financial advisor with Principal Advised Services, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and various entities within Principal Financial Group. 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 called SimpleInvest, utilizing a combination of third-party and proprietary models supported by affiliated asset management and custodian services.