Zachary Oldham is a financial advisor at Principal Financial Services with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Investment Management and Mass Mutual Investors Services. Prior to his advisory career, he spent over a decade with Planet Sub. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Shaver is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Principal Securities Inc and Principal Life Insurance Company since 2016, and previously worked at Oppenheimer. Outside of his advisory work, he volunteers as a cameraman assistant for the Valspar Golf Tournament, a PGA event. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, offering financial planning, retirement plan consulting, and access to third-party money manager programs.

Jonathan Helak is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at U.S. Bank and the United States Air Force. He also serves as a retirement consultant through Principal Advised Services, providing one-on-one investment advice to retirement plan participants. Principal Securities offers brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, and business entities. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Robert Burmeister is a CFP® professional with 33 years of experience, currently serving with Principal Financial Services. He has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1998. In addition to his advisory role, he engages in selling fixed life insurance, long-term care insurance, disability insurance, and fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

William Griffith is a financial advisor with Principal Financial Services based in Fresno, CA, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 49 years of industry experience, including long-term roles at Principal Securities and Principal Life Insurance since 1986, and has served as Vice President at Central Valley Strategic Wealth Management. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Phillip Barbaria is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Principal-affiliated firms since 2007. Outside of his advisory work, he owns a rental property managed by a third party. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alexander Zuniga is a financial advisor with Principal Financial Services in Albuquerque, NM. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, and Bank of America. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs under various adviser and promoter arrangements.

Lance Gardner is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has worked with Principal Securities Inc. for 10 years and Principal Life Insurance Company for 15 years. In addition to his advisory role, Gardner is involved in selling fixed life insurance, disability, long-term care, and fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under several advisory and promoter arrangements.

Angad Mahal is a financial advisor with Principal Financial Services holding Series 63 and Series 65 credentials. He has two years of industry experience, including roles at Principal Life Insurance Co, Principal Securities Inc, RBC Capital Markets, and Piper Sandler. Outside of his advisory work, Mahal owns and operates several businesses including a loan brokerage under East Hill Investors LLC, a property and casualty insurance firm, and an accounting service providing tax preparation and bookkeeping. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Justin Chandler is a CFP® professional with eight years of experience, currently affiliated with Principal Financial Services in Tifton, GA. He has held positions at firms including Capstone Financial Group, LiveNow Financial, and Voya Financial Advisors. Chandler also owns Chandler Financial, LLC, which he uses for tax purposes in managing his financial services business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides a range of advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Matthew Uno is a financial advisor with Principal Financial Services, holding a Series 66 license and 12 years of industry experience. His work history includes roles at Principal Securities Inc, Principal Life Insurance Company, Prudential Insurance Company of America, Pruco Securities, LLC, and Mutual of Omaha Investor Services. He is also involved in the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tiffany Holman is a financial advisor with Principal Financial Services in Elkhorn, NE, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked with multiple entities related to group benefits and insurance, including owning Today's Benefits Inc., a company focused on group benefits. Outside of her advisory work, she serves as Board President of Bennington Youth Cheer, overseeing organizational and team activities. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various adviser and promoter arrangements.

Barry Tewes is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Principal Securities Inc. since 2011 and also has professional affiliations with Principal Life Insurance Company and H.L. Munn Lumber. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Anny Kadomatsu is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Principal Life Insurance since 2021, following prior roles at Cetera and First Allied Advisory Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Joseph Rossman is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at One Source Advisory and various positions before entering the financial industry. Outside of his advisory duties, he sells annuities, long-term care, and life and disability insurance through Crump and PPN under his current firm. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and corporations. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money managers, with investment implementation typically carried out on a discretionary basis by these managers.

Jason Boyd is a financial advisor with Principal Financial Services in Bakersfield, CA. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Prior to joining Principal, he worked at Northwestern Mutual and Farmers Insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jacob Vold is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds a Series 66 credential and has one year of industry experience. Prior to joining Principal, Vold worked at Stack Exchange, Inc. and DHI Group, Inc. He serves as a board member and secretary of River Bend Golf Course, where he is involved in governance and meeting administration. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

David Hebert is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Principal Life Insurance Company since 1994 and Principal Securities Inc. since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Andrea Hardy is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including MassMutual Life Insurance Company and MML Investors Services LLC. Hardy serves as a general board member of the Triangle Women in Golf Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joseph Carwardine is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Bridge Street Wealth Strategies and J.J. Swanson Advisory Group. Outside of his advisory work, he is involved in business operations through a co-ownership in Carwardine, Tighe, and Swanson, LLC, which focuses on operational support and practice succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel internationally. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.