Roberto Rodriguez is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Fidelity Investments, Nationwide Investment Services Corp, and T. Rowe Price. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty 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.

Martin Marino is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked with Princor Financial Services Corporation since 1985 and has been involved with Marino Insurance Services L.L.C. and Principal Life Insurance Company for more than 25 years. Outside of his advisory work, Marino serves as a board member for the Cascade Community Foundation in Grand Rapids, participating in meetings and fundraising activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory services feature direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various arrangements.

Lorelei Deruiter is a financial advisor with Principal Financial Services in Denver, CO. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Principal, she spent eight years as a real estate agent and team leader, and she continues to receive referral fees from her past real estate activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through distinct adviser and promoter arrangements.

Kevin Ullery is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at USA Financial Securities and Pacific Select Distributors. Outside of financial advising, Ullery has worked as an independent mystery shopper and as a delivery driver for Spark and Uber. 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.

Jay Randall is a financial advisor with Principal Financial Services in Dublin, Ohio, holding a Series 63 designation and 17 years of industry experience. He previously worked with Lake Forest Financial Advisors and has been affiliated with several Principal entities since 2008. Randall also engages in selling health and fixed insurance products and serves as a partner at Lake Forest Financial Advisors, focusing on investments for high net worth clients and managing 401(k) plans. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, 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.

Matthew Pinkerton is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at several firms, including Edward Jones and Prudential Insurance Company of America, and currently serves with Principal Financial Services. His background includes roles in insurance and brokerage services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and third-party money manager solutions through various advisory and promoter arrangements.

Mark Purcell is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2020, following prior roles at Royal Alliance Associates, Inc. and Jhfn Sii. 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 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 adviser and promoter arrangements.

Mark Hughes is a financial advisor with Principal Financial Services in Downers Grove, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including roles at Hughes Financial since 2000 and positions at Principal Life Insurance Company and Principal Securities INC dating back to the late 1980s. In addition to advisory services, he is involved in selling and servicing fixed life, fixed annuities, and health insurance products through an outside insurance business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, businesses, and active-duty military personnel overseas. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Gary Heatherington is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and over 43 years of industry experience. His prior roles include positions at MassMutual and Metlife Securities. He is also licensed as an agent for fixed insurance products, including fixed life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, implementing investments primarily on a discretionary basis.

Logan Schwegler is a financial advisor with Principal Financial Services holding a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he held roles at Principal Securities, Principal Life Insurance Company, and several companies outside the financial services industry, including C.H. Robinson and Banner Engineering. 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.

Joseph Fernandez is a CFP® professional affiliated with Principal Financial Services in Tampa, FL, with 27 years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities Inc. since 2009. 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.

Cole Collison is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, including previous roles at F&G and Principal Life Insurance Company. His background includes work with Iowa State University and Kuemper Catholic High School. 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 accounts.

Omar Shaukat is a financial advisor at Principal Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked with Crescent Wealth Strategies and Principal Life Insurance Company. Outside of his advisory role, Shaukat tutors high school students in various subjects. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning and retirement consulting, with access to third-party money manager programs under multiple advisory and promoter arrangements.

James Walton is a financial advisor with Principal Financial Services holding a Series 66 credential and 11 years of industry experience. He previously worked at Valic Financial Advisors and AXA-Advisors, LLC. Outside of his advisory work, he participates as a visitor host in a local networking group and is involved in the sales and service of fixed life insurance and related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Gregory Toscano is a financial advisor with Principal Financial Services in Duluth, MN, holding a Series 63 designation and over 30 years of industry experience. He has worked at Principal Financial Services since 1994 and held roles at Principal Life Insurance Company, Johnson Insurance Consultants, and most recently Arthur J. Gallagher & Co. Toscano serves as a board member of the Kitchi Gammi Club in Duluth, participating in monthly and committee meetings. Principal Securities provides brokerage and advisory services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jeri Dlugin is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 1998. Outside of her advisory role, Dlugin serves on the marketing and investment committees for the Jewish Foundation of Greensboro and is involved with the Greensboro Jewish Federation and the Junior League. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Michael Conlon is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has prior experience at Thrivent Financial for Lutherans, where he worked for 16 years. Conlon is a partner in Scott Wealth Planning LLC, a business focused on client relationship management and administration. 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, retirement plan consulting, and access to third‐party money manager asset allocation and separately managed account solutions.

Heather Verrill is a financial advisor with Principal Financial Services in Buckfield, Maine, holding Series 63 and Series 66 licenses. She has eight years of industry experience, including roles at Principal Life Insurance, Cornerstone Wealth Planning, LPL Financial, Androscoggin Bank, TD Bank, and Key Bank. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with both adviser and promoter arrangements.

Cynthia Ortlieb is a financial advisor with Principal Financial Services in Ashland, NE, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at Securities America Advisors and Securities America Inc. since 2008 and has been with Principal Securities and Principal Life Insurance since 2018. 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 overseas. 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.

Christopher Fernandez is a financial advisor with Principal Financial Services and holds a Series 63 designation. He has 21 years of industry experience, including 22 years with Principal Life Insurance and Principal Securities. Outside of finance, he is involved with Uptown Brewing Company, where he has participated since 2001. 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 overseas. 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.