Evan Normile is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 license with two years of industry experience. His prior roles include positions at Ryder System, Inc. and Dick's Sporting Goods, and he currently serves as a retirement consultant providing one-on-one investment advice to Principal retirement plan participants. Evan also holds an assistant vice president role at Principal Bank, where he is involved in sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging both proprietary models and third-party methodologies within the Principal Financial Group family.

Brandon Conway is a financial advisor with Principal Advised Services holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Principal Financial Services, Principal Life Insurance Company, and Principal Bank, currently serving as an AVP in Advice, Education & Sales and as a Retirement Consultant. His role includes providing one-on-one investment advice 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, leveraging a combination of third-party methodologies and proprietary models supported by its affiliation with Principal Financial Group entities.

William Swecker is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Swecker holds roles across multiple Principal affiliates, including serving as an investment adviser representative providing retirement plan distribution advice. 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. The firm operates within the Principal Financial Group family, providing integrated access to affiliated products and discretionary investment management through its SimpleInvest program.

Owen Brauch is a financial advisor at Principal Advised Services in Des Moines, IA, holding a Series 66 designation. He joined the firm in 2026 and has prior experience at Principal Life Insurance Company, Principal Bank, Principal Securities, Inc., Wells Fargo, and DLL Financial 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 tools and proprietary models and operates within the Principal Financial Group family, enabling access to affiliated products and services.

Curtis Dreesman is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and four years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance Company, and Principal Bank. Prior to entering finance, he worked for seven years at Tribune Media WHO 13 News. 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 discretionary wrap-fee management. The firm operates as part of the Principal Financial Group family, providing integrated access to affiliated financial products and services.

Dylan Tejral is a Series 66-licensed financial advisor with Principal Advised Services, bringing two years of industry experience. Prior to joining Principal, he held roles at Wesco, Northwestern Mutual, and Wells Fargo. His activities include providing one-on-one investment advice to retirement plan participants as a Retirement Consultant. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining proprietary models with third-party methodologies. The firm is part of the Principal Financial Group family, which provides integrated access to affiliated products and services.

Joshua Kistner is a financial advisor with Principal Advised Services holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Bruce Doyle State Farm. Outside of advisory work, he is an owner of GKW LLC, an LLC involved in managing residential rental properties. 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 and third-party models and operates within the Principal Financial Group family, giving clients access to affiliated products supported by governance and supervision controls.

Eric Fitterer is a financial advisor with Principal Advised Services, holding a Series 66 designation and eight years of industry experience. His background includes roles at Wells Fargo Clearing Services and various divisions of Principal Financial Group, where he currently provides investment advice to retirement plan participants. Principal Advised Services focuses on delivering investment advice and related services primarily to retirement plan participants and retail IRA clients, using a combination of third-party and proprietary models. The firm’s affiliation with Principal Financial Group allows access to integrated products and services across multiple financial sectors.

Tyrin Mcrae is a financial advisor at Principal Advised Services with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Principal, he worked at Fidelity Investments and has held various roles including retirement consulting and advising within the Principal Financial Group family. Outside of his advisory role, Mcrae also drives for Uber. 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 tools and benefits from affiliation with Principal Financial Group entities, which supports access to a range of proprietary products and services.

Kyle Trokey is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Principal Advised Services, he held various positions in education and staffing. 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 in both non-discretionary and discretionary investment programs. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services through a multi-team structure.

Laura Fellows is a financial advisor with Principal Advised Services based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at NY Life Insurance Company, Eagle Strategies, and MWA Financial Services. She serves as a board member of Many Paws, a nonprofit organization that provides care for abandoned older dogs with special medical needs. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients through both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm uses a combination of third-party methodologies and proprietary models and benefits from its integration within the Principal Financial Group family, offering access to affiliated products and services.

James Vick is a financial advisor at Principal Advised Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc., all part of the Principal Financial Group. Outside of finance, he has experience working in various roles at East Carolina University and involvement with small businesses in the food and hospitality 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, which provides access to affiliated products and integrated operational support.

Michael Allen is a financial advisor with Principal Advised Services in McLeansville, NC, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked in various roles within the Principal Financial Group family since 2022. Outside of his advisory work, he owns a car rental business operating on the Turo platform. 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 tools and proprietary models and benefits from its affiliation with Principal Financial Group entities, enabling access to proprietary products and services.

Graham Martin is a Series 66-licensed financial advisor at Principal Advised Services with two years of industry experience. He has held multiple roles within the Principal Financial Group family, including positions at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of finance, he has experience working with Newsong Church (Ardent Faith Ministries) and in retail through The Bakery Shoppe. 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 operates as part of the Principal Financial Group, leveraging proprietary tools and affiliated entities to support its advice and investment solutions.

Nicholas Jones 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 previously worked at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., Consolidated Planning, Charles Schwab, and Secured Financial Solutions. Prior to his financial services career, he worked at Mountainside Fitness and Blue Ridge High School. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models, and operates as part of the Principal Financial Group family, which offers access to affiliated financial products and services.

Ryan Haefs is a financial advisor with Principal Advised Services in La Crescent, MN. He holds Series 63 and Series 66 licenses and has four years of industry experience. His work history includes roles at Principal Life Insurance and Principal Financial Services. 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 methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated mutual funds, bank products, and trading services.

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.

Stephen Clapp is a financial advisor with Principal Advised Services, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Fidelity Investments and Wells Fargo Advisors. He currently serves as a retirement consultant providing individualized investment advice to retirement plan participants at Principal Advised Services. 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. As part of the Principal Financial Group family, the firm integrates operational resources across affiliated entities to provide non-discretionary and discretionary investment solutions, supported by governance and supervision protocols.

Bradley Pull is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked extensively with Principal Life Insurance Co since 1998 and has been with Principal Advised Services since 2023. Outside of his advisory role, he is involved in a private family real estate arrangement, selling a home to his nephew under contract. 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 methodology with proprietary models and operates as part of the Principal Financial Group family, enabling access to affiliated products and integrated operational support.

Armani Cortez is a financial advisor with Principal Advised Services in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior roles include positions at OneDigital Investment Advisors LLC and Nationwide Investment Services Corp. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering nondiscretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models, operates within the Principal Financial Group family, and integrates with affiliated entities to offer access to proprietary funds and banking products.