Izaak Dixon is a financial advisor at Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 designations with four years of industry experience. He has worked in multiple roles within the Principal Financial Group family since 2022 and previously spent time with the Iowa Department of Public Health and in academic positions. 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 integrates third-party and proprietary models and benefits from operational ties to affiliated entities within the Principal Financial Group.

Nabeel Shums is a financial advisor at Principal Advised Services with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Principal Securities. Nabeel also has experience outside the financial sector with a role at Autobell Car Wash. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party and proprietary models to deliver both nondiscretionary recommendations and a discretionary investment management program, serving clients through its integration with the Principal Financial Group family.

William Burton is a financial advisor at Principal Advised Services with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Principal Advised Services since 2022. Prior to this, he worked at Principal Securities Inc. and Principal Life Insurance Company starting in 2013. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients through non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models to deliver tailored advice and benefits from its affiliation with the Principal Financial Group family.

Gina Trokey is a financial advisor with Principal Advised Services in Charlotte, NC. She holds the Series 66 designation and has been with Principal Advised Services and its affiliated entities since 2026. Prior to joining the firm, she worked in education and tutoring roles. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models and is part of the Principal Financial Group family, offering access to affiliated products and services.

Matthew Doherty is a financial advisor at Principal Advised Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principal Financial Services and Principal Life Insurance Company since 2014. Doherty is based in Norwalk, Iowa. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, providing both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party tools and proprietary models, leveraging its affiliation with Principal Financial Group and related entities to offer integrated investment and financial services.

Logan Shearer is a financial advisor with Principal Advised Services in Des Moines, IA. He holds Series 65 and Series 66 licenses and has been in the industry since 2026. His prior work includes positions at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., Athene Annuity and Life, and Aegon Asset Management. 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 tools to tailor advice, operating within the Principal Financial Group family, which enables access to affiliated products and integrated trading and supervisory resources.

Chase Jackson is a financial advisor with Principal Advised Services in Springfield, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Citigroup and Wells Fargo Clearing Services LLC. He also serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models and benefits from integration within the Principal Financial Group family, providing access to a range of affiliated products and investment solutions.

Catherine Francis is an Investment Adviser Representative at Principal Advised Services with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates and Morgan Stanley. She serves on the Brooks School Alumni Board, supporting alumni relations and organizing career and networking events. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and discretionary investment management. As part of the Principal Financial Group family, the firm integrates proprietary tools and affiliated products with governance and supervision to support its advisory services.

Kaylee Coffey is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and having 10 years of industry experience. She has worked at Principal Financial Services and Principal Life Insurance Company since 2016 and currently serves as a retirement consultant offering 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 with proprietary models and offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm is part of the Principal Financial Group family, which integrates affiliated entities to provide access to a broad range of financial products and services.

Mohammed Alubaidi is a financial advisor with Principal Advised Services in Phoenix, AZ, holding Series 63 and Series 66 licenses and having two years of industry experience. His previous roles include positions at Empower Financial Services, Discover, Mutual of Omaha, and Wells Fargo. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering both non-discretionary financial advice and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary investment models and benefits from its affiliation with Principal Financial Group entities, providing access to proprietary products and coordinated supervision.

Bryan Paul is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at various Principal entities since 2015, including Principal Life Insurance Company and Principal Financial Services. Outside of his advisory roles, he works part-time as a stocker at an ALDI grocery store. 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 proprietary models with third-party methodologies and operates within the Principal Financial Group family, providing clients access to affiliated products and services.

Timothy Moore is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at The Vanguard Group, Inc. for 18 years before joining Principal Financial Services and affiliated entities in 2025. 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 within the Principal Financial Group family, which allows access to affiliated investment products and services.

Jonathan Mathews is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Principal Financial Services, Principal Life Insurance Company, and Businessolver. Mathews serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants on distribution options. 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 is part of the Principal Financial Group, allowing operational integration with affiliated entities and access to proprietary products and services.

Joshua Hurt is a financial advisor with Principal Advised Services in Tampa, FL, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Merrill and involvement with V-Group (Trufit Gym). 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 and proprietary models within the Principal Financial Group family, serving clients through a combination of algorithmic portfolios and governance oversight.

Nancy Barnwell is a financial advisor with Principal Advised Services in Manchester, CT, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her career includes positions at Prudential Investment Management Services and Empower Financial Services. 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 within the Principal Financial Group family, which provides access to affiliated products and integrated support services.

Lucas Van is a financial advisor with Principal Advised Services, holding a Series 66 designation and four years of industry experience. His background includes roles at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo. Outside of finance, he works part-time as a customer service associate at Lowe's, assisting customers in the tools and hardware department. 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, providing access to affiliated products and integrated services.

Jenny Borcherding is a Series 66-licensed financial advisor with Principal Advised Services in Des Moines, IA, and has 21 years of industry experience. She has worked with various Principal entities, including Principal Bank since 2024 and Principal Life Insurance Company and Principal Financial Services since 2006. Principal Advised Services specializes in providing 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, leveraging its affiliation with Principal Financial Group to offer proprietary funds and related services.

Dallin Davis is a financial advisor at Principal Advised Services with Series 63 and Series 66 credentials and six years of industry experience. He has previously worked at firms including Merrill, Bank of America, and AssetMark Financial. Davis also holds a position as Assistant Vice President at Principal Bank, where he is responsible for sales of bank deposit products. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, providing both non-discretionary investment advice and a discretionary wrap-fee investment management program. The firm combines third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated products and integrated services.

Michael Schultz is a financial advisor at Principal Advised Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various entities within the Principal Financial Group since 2017. Outside of his advisor role, he is the owner of SMB, 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. The firm combines third-party tools and proprietary models and benefits from integration with affiliated Principal Financial Group entities to deliver its services.

Jeremy Long is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Principal Bank, Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Advisors. He also 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 through both non-discretionary recommendations and a discretionary wrap-fee investment management program, leveraging proprietary models, third-party tools, and integrated support from affiliated Principal Financial Group entities.