Matthew Marcus 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 Principal entities since 2026. Prior to joining Principal, Marcus worked in various roles including with Live Events Media Group and UNC Charlotte. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates third-party and proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and services.

Andrew Harris is a Series 66-credentialed financial advisor with one year of industry experience, currently serving at Principal Advised Services in Charlotte, NC. His prior experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., Nexseer Capital, and BNY Mellon. He also held positions related to investment advice and retirement consulting 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. The firm integrates proprietary models and third-party tools within the Principal Financial Group family, leveraging affiliated entities for a range of financial products and services.

Darnel James is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Voya Investments and Wells Fargo Advisors. He currently serves as a retirement consultant providing one-on-one investment advice to retirement plan participants and is also a financial consultant at Principal Bank. 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 access to affiliated products and integrated operational support.

Kara Myers is a financial advisor with Principal Advised Services in Maumee, OH, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Fidelity Investments, Osaic, and Butler Capital Advisors. 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 and proprietary models to tailor advice and portfolio management, serving clients within the Principal Financial Group family and other retail investors.

Mason Barish is a financial advisor at Principal Advised Services with Series 66 credentials and one year of industry experience. Prior to joining Principal, he held roles at Travelers Insurance and Murphy Matza Wealth Management, and worked in education at Wake County Public Schools for 15 years. 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 investment models and operates within the Principal Financial Group family, providing access to affiliated products and services.

Wales Dixon IV is a financial advisor with Principal Advised Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Principal Life Insurance Company and Principal Financial Services, as well as positions outside the financial industry. Dixon also provides one-on-one investment advice to retirement plan participants as a Retirement Consultant. Principal Advised Services delivers investment advice and related services primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and a discretionary investment management program supported by proprietary models and third-party methodology.

Connor Tuerlings is a Series 66-licensed financial advisor at Principal Advised Services with two years of industry experience. He has held positions within several Principal Financial Group affiliates, including Principal Bank, Principal Life Insurance, and Principal Securities, Inc. Prior to joining Principal, he worked in marketing and loan services. 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 called SimpleInvest, integrating proprietary models and third-party tools to support client portfolios.

Brian Barnes is a financial advisor at Principal Advised Services in Charlotte, NC, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company, Principal Financial Services, Robinhood Markets, Inc., and Wells Fargo Clearing, among others. 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.

Jagar Vanderheiden is a financial advisor with Principal Advised Services in Des Moines, IA. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. 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 called SimpleInvest. The firm integrates proprietary and third-party tools, serving clients with solutions supported by its affiliation with Principal Financial Group and related entities.

Boedy Tracy is a Series 66-licensed financial advisor with Principal Advised Services in Des Moines, IA, with three years of industry experience. Their prior work includes roles at Wells Fargo and Mutual of Omaha. Tracy also 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 methodologies with proprietary models. The firm operates within the Principal Financial Group family, which allows access to affiliated products and integrated services.

Brandy Lamp is a financial advisor with Principal Advised Services, holding the CFP®, ChFC®, and Series 63 designations and bringing 29 years of industry experience. She has extensive tenure within Principal-affiliated firms, including 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 called SimpleInvest. The firm integrates third-party and proprietary models, serving clients through its affiliation with the Principal Financial Group family.

James Berg is a financial advisor at Principal Advised Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Principal Securities Inc. and Principal Life Insurance Company since 1998. 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 called SimpleInvest, utilizing a combination of third-party methodologies and proprietary models.

Andrew Esposito is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at several firms, including Raymond James Financial Services, Suntrust Investment Services, and Edward Jones. Esposito has been with Principal Advised Services since 2026 and is based in College Grove, Tennessee. 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 benefits from its integration with the Principal Financial Group family and affiliated entities.

Casey Hepburn is a financial advisor at Principal Advised Services with three years of industry experience. He holds a Series 66 designation and has worked with Principal Financial Services, Principal Bank, and Truist Financial. Hepburn provides investment advice to retirement plan participants regarding their distribution options. 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. The firm is part of the Principal Financial Group family, providing access to affiliated mutual funds, bank products, and trading services through integrated operations.

Orlando Ricci is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and possessing five years of industry experience. His career includes roles at Principal Life Insurance Company and NYLIFE Securities LLC. Outside of financial advising, he officiates high school wrestling in North Carolina and South Carolina and is a published author working on multiple novels. 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 is part of the Principal Financial Group family, offering access to affiliated products and combining non-discretionary recommendations with a discretionary investment management program.

Jonathan Gonzalez is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and has worked at multiple Principal affiliates since 2025. Outside of his advisory role, he has experience in the restaurant industry, including managing operations at Sumo Sushi Bar & Grill. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary wrap-fee investment management program. The firm is part of the Principal Financial Group family, leveraging proprietary models and affiliated resources to deliver integrated financial services.

Brett Shanklin is a financial advisor at Principal Advised Services with a Series 66 credential and two years of industry experience. He has held roles at several Principal Financial Group affiliates, including Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Prior to joining Principal, his work experience spans multiple industries including banking and staffing. 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 leverages its affiliation with Principal Financial Group to offer a range of advisory services and investment products supported by dedicated governance and supervision.

Rebecca Landa is a financial advisor with Principal Advised Services in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Principal Securities Inc. and Principal Life Insurance Company since 2018 and previously spent 14 years at WW Grainger. Principal Advised Services provides investment advice and 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 and operates as part of the Principal Financial Group family, providing access to affiliated mutual funds, bank products, and investment services.

Kayla Price is a financial advisor at Principal Advised Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BerganKDV and Prudential Investment Management Services. Kayla is based in Coggon, Iowa. 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 and discretionary investment management, supported by integration with the Principal Financial Group family of companies.

Melissa Campbell is a financial advisor at Principal Advised Services with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Principal Life Insurance Company, Principal Bank, Merrick Bank, DST, Schneider National, and Discover 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 as part of the Principal Financial Group, enabling access to affiliated products and integrated services.