Daniel Woessner is a financial advisor with Principal Financial Services in Solon, IA, holding Series 63, 65, and 66 licenses and with 23 years of industry experience. He is the owner of Millcreek Financial Services and has held roles at Principal Securities Inc. and Principal Life Insurance Company since 2016. Woessner also owns an LLC used solely for tax reporting 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jane Choi is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including New York Life, Eagle Strategies, Mass Mutual Life Insurance Company, and MML Investors Services 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. 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.

Joel North is a CFP® professional affiliated with Principal Financial Services and has 34 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2011 and worked with Heartland Financial Resource Group from 2022. His credentials include Series 63 and Series 65 licenses. 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 military personnel. 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.

Barry Steim is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Naviture LLC, Principal Securities Inc, and Ameritas Advisory Services, LLC. Steim maintains an outside insurance position involving fixed insurance, life, disability, long-term care, and 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 under various advisory and promoter arrangements.

Craig Miller is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He has worked at Principal Financial Services since 2018, following four years at Jeffrey B. McClaugherty. Miller holds Series 63 and Series 65 licenses. 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 manager asset allocation and separately managed accounts.

Felipe Rivas is a financial advisor at Principal Financial Services with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at ADP, Inc., Capital Analytics Associates, and The Miami Times. 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 stationed outside the United States. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Dane Carlini is a financial advisor with Principal Financial Services in Elkhorn, NE, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at DC Retirement Strategies since 2021 and held roles at Principal Life Insurance Co and Principal Securities Inc since 2020, as well as prior experience at Wells Fargo Clearing and Wells Fargo Bank. In addition to advisory work, Carlini is involved as an agent for fixed 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Antonio Carter is a financial advisor with Principal Financial Services in Gilbert, AZ, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at M Financial Asset Management and Commonwealth Financial Network. Outside of his advisory work, he buys and sells baseball cards through eBay and trade shows. 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 financial planning, retirement consulting, and access to third-party money manager programs under various investment adviser and promoter arrangements.

Steven Devlin is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has worked with Principal Securities Inc. since 2016. Outside of his advisory work, Devlin is involved with Bishop Watterson High School as a JV basketball coach and serves as secretary on the Bishop Watterson Alumni Association board, where he helps with fundraising for scholarships. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jessica Smith is a financial advisor at Principal Financial Services with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Principal Life Insurance Company and Principal Securities Inc. since 2015. Outside of her advisory role, she serves as Chair of the Economic Legacy Committee for the Tau Rho Omega Chapter of Alpha Kappa Alpha Sorority, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and corporations. 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.

Nicholas Handeland is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked at Edge Wealth Management since 2021 and has prior experience with JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is also a managing partner at Edge Wealth Management, a full-service wealth management firm. 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 plan consulting, and access to third-party money managers through various investment and promoter arrangements.

Paul Lantz is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Before joining Principal Securities in 2016, he worked as an accountant for nearly four decades. His activities include offering fixed insurance, fixed life, annuities, disability insurance, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

John Brinkmann is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and 29 years of industry experience. He has held positions at Principal Financial Services since 2016 and has been involved in insurance and financial services through Brinkmann Insurance and Financial since 2008. Brinkmann also serves as a director assisting in organizing a fundraising golf tournament for Missouri State University basketball. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, 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.

Chloe Fox is a financial advisor at Principal Financial Services with a Series 66 credential. She has less than one year of industry experience and previously held roles in the restaurant and community sectors, including positions at several local dining establishments and the Ankeny Area Chamber of Commerce. 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 consulting, and access to third-party money managers through various advisory and promoter arrangements.

Christopher Richey is a financial advisor with Principal Financial Services based in Houston, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Union Financial Inc and Union Financial of Texas. Outside of his advisory work, he is an ordained minister who officiates weddings and funerals. 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 military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under advisory and promoter arrangements.

William Robinson is a financial advisor with Principal Financial Services in Modesto, California, holding Series 63, 65, and 66 licenses. He has 10 years of industry experience and has been with Principal Securities Inc. and Principal Life Insurance Company since 2015. Outside of his advisory work, Robinson is actively involved in community organizations, serving as a director on the Modesto Chamber of Commerce board and as chairman of the Riverbank Chamber of Commerce. 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, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Caden Auker is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at Principal Life Insurance Co and Principal Securities. Outside of advisory work, he is involved in writing outside insurance policies, including life, disability, long-term care, health, medical, dental, and annuities for both group and individual clients. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty 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.

Adam Okeson is a financial advisor with Principal Financial Services based in Minnetonka, MN. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Northwestern Mutual and several entities within the Principal group. 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 asset allocation and separately managed account solutions.

Brittnay Cotton is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. She has worked at several firms including Americhoice Financial and Principal Life Insurance Co. Her background also includes roles in mortgage lending and sales of fixed life, fixed annuities, disability insurance, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Kristine Tetmeyer is a Series 66 registered advisor with Principal Financial Services in Des Moines, Iowa. She has 27 years of industry experience and has been with Principal Financial Services and Principal Life Insurance Company since 1993. 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 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.