Melinda Cronin is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Principal Securities Inc. since 2000 and Principal Life Insurance Company since 1999. 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 solutions.

Matthew Kling is a financial advisor with Principal Financial Services in Saint Charles, IL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Knights of Columbus Assets Advisors LLC and Knights of Columbus Insurance for a combined total of 14 years. He serves as a board member and trustee for the Edward J. Baker Foundation & Henry Rockwell Baker Memorial Community Center, a nonprofit community organization. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jeffrey Hartle is a financial advisor with Principal Financial Services in Rockford, IL, holding Series 63 and Series 66 designations and possessing 16 years of industry experience. Prior to joining Principal Securities Inc and Principal Life Insurance Company, he spent 20 years at Stillman Bank. He serves as a board member and finance committee member of the Boone County Community Foundation, a nonprofit organization that raises funds to support Boone County. 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, and access to third-party money manager asset allocation and separately managed account solutions.

Lisa Sandee is a financial advisor with Principal Financial Services, holding a Series 66 designation and 20 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2011. Additionally, she serves as a bank officer at Principal Bank and Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Walter Magana is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with Princor Financial Services Corporation since 2012. His other business activities include work related to fixed life insurance, annuities, long-term care, disability insurance, health products, Medicare supplements, and group insurance. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Fitzgerald is a CFP® with 26 years of industry experience, currently serving at Principal Financial Services. He has been with Principal since 2016 and also worked at Triskele Financial LLC. He owns Fitzgerald Financial Advisors, LLC, an entity used for record keeping and expense processing only. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm focuses on financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Brandon Prior is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities INC since 2016. Prior also has experience in insurance brokerage, including life, disability, fixed annuities, health, dental, and group benefits. 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Heidi Deloit is a financial advisor with Principal Financial Services, holding a Series 66 designation and 13 years of industry experience. She has worked at Principal Securities Inc. since 2018 and has been affiliated with Principal Life Insurance Company since 2017. Her prior experience includes roles at Bank of America and Merrill. 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 stationed outside the United States. 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.

Gina Suchanek is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has 25 years of industry experience, including roles at Principal Securities INC since 2016 and Principal Life Insurance Company since 1990. 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 stationed abroad. 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.

David Tursi is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at various Principal entities since 2011 and holds a bank officer position at Principal Bank & Principal Trust Company, supporting retirement plan account relationships across multiple business units. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by these managers.

Kristin Hovmiller is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials, with 24 years of industry experience. She has been with Principal Financial Services and Principal Life Insurance Company since 2001. Kristin also serves as a bank/trust officer to support and manage Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. 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 stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through direct advisory programs.

John Oneill is a financial advisor with Principal Financial Services based in Wayne, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His work history includes roles at LPL Financial and leadership of ONeill Consulting Corporation, where he provided consulting and third-party administration services for union benefit plans. Outside of advising, he owns and manages LLCs involved in real estate investment activities. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Casey Meyer is a financial advisor with Principal Financial Services in Elk Grove, CA, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Almond Valley Wealth Management, De La Torre Financial Group, and Allstate Insurance Co. Meyer serves as a board member for the Rotary Club of Elk Grove, where he coordinates youth mentorship and scholarship programs. 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Joseph Martin is a financial advisor with Principal Financial Services in Amherst, NY, holding the CFP® designation and Series 63 license. He has 28 years of industry experience, including over two decades at Principal Securities Inc. and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a broad 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 under various advisory and promoter arrangements.

David Sims is a CFP® with 17 years of industry experience, currently affiliated with Principal Financial Services. He has held various roles within Principal-related entities since 2013 and previously worked at LPL Financial and Householder Group Estate & Retirement Specialists. Sims is the owner of Ten Talents Wealth Management, a separate business entity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. 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.

Jodi Detwiler is a financial advisor at Principal Financial Services with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones and Axa Advisors. In addition to her advisory role, she is an agent appointed with Allstate Insurance, splitting medical insurance business for her clients. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation solutions under various advisory and promoter arrangements.

Michael Linse is a CFP® professional with 33 years of industry experience, currently serving at Principal Financial Services in Mondovi, WI. He has worked with Mondovi Investment Center since 2010 and has been affiliated with Princor Financial Services Corp since 2009. Outside of his advisory work, Linse is involved in competition grilling and catering through his Sand Road BBQ Team. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Liam Brennan is a financial advisor at Principal Financial Services with a Series 66 credential. He has one year of experience in the industry and has held positions at Principal Securities, Inc. and Principal Life Insurance Company. Outside of finance, he has been involved with consulting and contracting through Tillis Consulting & Contracting, LLC. 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 military personnel. Its advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joseph Swanson is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 22 years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities Inc. since the early 2000s and currently leads the J.J. Swanson Advisory Group, Inc. Outside of his advisory work, Swanson is involved in various business ventures including ownership of real estate and vacation rental properties. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions, typically implementing investment decisions on a discretionary basis through these managers.

Richard Havenridge is a financial advisor with Principal Financial Services and holds a Series 66 credential. He has 14 years of industry experience, including roles at Ameriprise and SII Investments. Outside of his advisory work, he serves as a church council member at First United Methodist Church in Springfield, Nebraska, and is an ordained wedding officiant through American Marriage Ministries. 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 consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.