Joseph Looney is a financial advisor with Principal Financial Services in Alexandria, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Principal Life Insurance Company, Northwestern Mutual Investment Services LLC, Edward Shanahan, and Morgan Stanley. Outside of his advisory work, he assists with account and client management as private staff to Garrett Ford. 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 emphasizes financial planning, retirement plan consulting, and access to third-party money manager programs with discretionary investment implementation.

Matthew Reed is a financial advisor with Principal Financial Services based in Sarasota, FL. He holds the Series 63 designation and has 27 years of industry experience. His work history includes roles at Monarch Wealth Management Group, Principal Securities Inc., Reed & Associates, and Principal Life Insurance Company. Reed is also involved in selling health insurance and fixed insurance products, including life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. 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.

Christina Sisson is a financial advisor at Principal Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Principal since 2002. In addition to her advisory role, she serves as a bank officer supporting Principal’s retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust divisions. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Charles Pires is a financial advisor with Principal Financial Services based in Berwyn, PA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior experience includes roles at One Digital LLC, Trinity Benefit Advisors, and Benefit Development Financial Group. Outside of financial advising, he is involved in selling compliant products on Amazon through Avalon Automation. 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, and access to third-party money managers through various advisory and promoter arrangements.

Matthew Griffin is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently associated with Principal Financial Services and has previously worked with JJ Swanson Advisory Group and Principal Life Insurance Company. Outside of advisory roles, he supports administrative operations at JJ Swanson Advisory Group. Principal Securities, where Matthew works, offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm provides financial planning, retirement consulting, and access to third-party money manager programs implemented mainly on a discretionary basis.

Cynthia Blythe is a financial advisor with Principal Financial Services based in Louisville, KY. She holds Series 63 and Series 66 licenses and has 31 years of industry experience. Since 2016, she has been associated with Principal Securities Inc. Blythe also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting and managing retirement plan account relationships across various Principal platforms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, and military personnel. 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.

Scott Ebert is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds a Series 66 designation and has previously worked at United Financial Advisors, LLC, Ganther & Associates, LLC, and Special Needs Planning LLC. His outside business activities include selling fixed life, disability, long-term care, health, and group benefits insurance, as well as funeral trust insurance for estate planning purposes. 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 solutions through both adviser and promoter arrangements.

Heidi Breitkreutz is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at multiple Principal entities since 2008, including Principal Life Insurance Co and Principal Securities Inc. In addition to her advisory roles, she provides one-on-one investment advice to principal retirement plan participants as a Retirement Consultant. 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’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.

Alexandra Lenihan is a financial advisor with Principal Financial Services, holding a Series 66 designation and having two years of industry experience. She has worked at Principal Financial Services and Principal Life Insurance Company since 2023 and has prior experience with DC Retirement Strategies, State Nebraska Bank & Trust, and in academia at Wayne State College and the University of Nebraska-Lincoln. 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 include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Zachary Brock is a financial advisor with Principal Financial Services, holding a Series 66 designation and two years of industry experience. He has previously worked at Cypress Benefit Solutions, Parks Insurance Group, Employee Benefit Advisors, and LPL Financial. 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 abroad. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alejandro Bruno is a financial advisor with Principal Financial Services in Rochester, NY, holding a Series 66 designation and two years of industry experience. Before joining Principal, he worked at Equitable Advisors, LLC for two years and spent nine years at Apple Inc. 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 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.

Melville Waithe is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at Truist Investment Services, Vanguard, and TIAA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. 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.

Ryan Pope is a CFP® with 10 years of industry experience, currently affiliated with Principal Financial Services in Raleigh, NC. He has held roles at Hunter & See Wealth Management and Mid Atlantic Executive Benefits, among others. Outside of his advisory work, he serves on the finance committee of Bethlehem Baptist Church and is treasurer of the Coats Area Chamber of Commerce, and he is also involved in athletic officiating locally. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Gabriel Arreguin is a financial advisor with Principal Financial Services in Lake Oswego, OR, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Financial Group, Oregon Community Credit Union, and TJ Forestry LLC. He is also involved in the sales and service of various life and annuity insurance products. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s 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.

Mary Wheeler is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Bankers Life & Casualty, Bankers Life Securities, Bank of America, and Merrill. She also engages in sales of fixed annuities and insurance products. 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 financial planning, retirement plan consulting, and access to third-party money manager programs, employing both adviser and promoter arrangements.

Amber Schwaab is a financial advisor at Principal Financial Services with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including BMO Wealth Direct, Stratos Wealth Partners, and Charles Schwab. Outside of her advisory role, she is also a practicing notary in Scottsdale, Arizona. Principal Securities provides brokerage and registered investment advisory services to a broad 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.

Dean Estling is a financial advisor with Principal Financial Services in Chippewa Falls, WI, holding a ChFC® designation and securities licenses Series 63 and Series 65. He has 35 years of industry experience, including 15 years with Employers Benefit Group LLC. He owns AC&G Insurance and Investments, LLC, through which he offers a range of insurance products including life, medical, disability, fixed annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charities, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Breitkreutz is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has held roles at Principal Life Insurance Company since 2010, Principal Securities Inc. since 2016, and Principal Advised Services from 2024. Additionally, he serves as an Assistant Vice President in Advice, Education & Sales at Principal Bank, where he is responsible for sales of bank deposit products. 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. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment arrangements.

Michael Ragsdale is a financial advisor with Principal Financial Services who holds a Series 66 designation and has 21 years of industry experience. He has been with Principal Life Insurance Company since 2005 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, 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.

Grady Smith is an investment advisor representative with Principal Financial Services in Garner, NC, holding Series 63 and Series 65 registrations and nine years of industry experience. His prior roles include positions at Jones Advisors, Jones Insurance Agency, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is also engaged in the sale of fixed insurance products such as life, disability, long-term care insurance, and fixed annuities. 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.