Tami Mendell is a financial advisor with Principal Financial Services in Omaha, NE, holding a Series 63 designation and having 30 years of industry experience. Her career includes roles at Principal Securities, Bridge Financial, Cetera Advisors, Questar Asset Management, and Spectrum Capital. Outside of finance, she works in the kitchen staff for a pasta sauce company and serves as Secretary for the Connect Omaha Networking Group. 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 consulting, and access to third-party money managers through various advisory and promoter arrangements.

Mark Avery is a financial advisor with Principal Financial Services in Fairport, NY, holding a Series 63 designation and 17 years of industry experience. He has worked with Principal Securities Inc since 2016 and previously with CNY Life Insurance Group from 2013 to 2017. Avery also has experience with Principal Life Insurance Company dating back to 2009. 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 under various advisory and promoter arrangements.

Eric Russell is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2005. 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.

Skyler Roorda is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Principal Securities, Inc. and Principal Life Insurance Company since 2016. Roorda serves as a board member of Beacon of Life, a nonprofit organization. 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 abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Ryan Mazurek is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. His background includes positions at Principal Life Insurance Company, Principal Securities Inc, University of Sioux Falls, and Union Bank of Switzerland. He also holds an outside insurance role, writing fixed life, disability, long-term care, fixed annuities, health, and group products. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Steven Urli is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes positions at Voya and Principal Life Insurance Co., where he worked prior to joining Principal Securities in 2025. 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 services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager solutions.

Kimberly Greiwe is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She currently works at Principal Financial Services and has held positions at Principal Securities, Principal Life Insurance, and Eaglestone Tax, among others. Kimberly is also a designated bank officer at Principal Trust Company, supporting retirement plan account management. 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 asset allocation and separately managed account solutions.

James Lumley is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes roles at Principal Securities Inc., Principal Life Insurance Co., DC Retirement Strategies, and Naviture. Outside of advisory services, he is involved in the sale and service of fixed insurance products, including fixed life, annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation generally managed on a discretionary basis by the TPMMs.

Wade Jones is a financial advisor with Principal Financial Services in Irvine, CA, holding a Series 66 credential and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Principal Life Insurance Company and Principal Securities, Inc. Wade is also involved in outside sales of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance through various carriers. 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 manager solutions under multiple advisory and promoter arrangements.

Chad Oppedal is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 designations and has 24 years of industry experience. He has been associated with Princor Financial Services since 2001 and Principal Financial Group since 1999. Outside of his advisory work, he serves as a road manager and treasurer for nonprofit organizations, including the Carlisle Soccer Club and the Insurance Advertising Compliance Association. 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 retirement consulting, with access to third-party money manager solutions under various advisory and promoter arrangements.

Robert Beck is a ChFC® accredited financial advisor with 37 years of industry experience, currently affiliated with Principal Financial Services. He has held various roles since 1992, including ownership positions at Beck, Smithbower, Ickes Financial, LLC and Beck Financial and Wealth Management, LLC. Beck also serves as a board member for the Brighton Lakes HOA, overseeing day-to-day management activities. 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 consulting, and access to third-party money managers through direct advisory and promoter arrangements.

William Nichols is a financial advisor with Principal Financial Services in Jacksonville, FL, holding a Series 66 designation and seven years of industry experience. He has previously worked at Green Wealth Management and Union Financial, Inc., and served ten years in the United States Navy. Outside of his advisory role, Nichols is the founding partner and lead wealth advisor at Executive Private Wealth, where he provides financial planning, insurance services, and educational seminars. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides financial planning, retirement consulting, and access to third-party money manager solutions through direct advisory programs and promoter arrangements.

Austin Lowe is a financial advisor at Principal Financial Services in West Des Moines, IA, holding a Series 66 designation. He has been with Principal since 2026 and previously worked in various roles including at Purelight Power and Enterprise Rent a Car. 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 through multiple adviser and promoter arrangements.

Marion Johnson is a financial advisor at Principal Financial Services with 25 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2000. He also serves as a Bank/Trust Officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships. 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.

Jason Sanders is a financial advisor with Principal Financial Services in Jacksonville, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 2009. Sanders serves as an advisory board member at the University of North Florida. 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 manager solutions under various advisory and promoter arrangements.

Andrew Larsen is a CFP® with 43 years of industry experience, currently serving at Principal Financial Services. He has worked with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1981. Outside of his advisory role, he has been involved in selling fixed life insurance products since 1981. Principal Securities provides brokerage and 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 consulting, and access to third-party money managers through various investment adviser and promoter arrangements.

Peter Johnson is a financial advisor with Principal Financial Services, holding a Series 66 credential and six years of industry experience. Before joining Principal in 2021, he worked at firms including Gregory Baker, Waddell & Reed, and Molina Insurance Group. Outside of advising, he is a Certified Divorce Financial Analyst with Bridges Collaborative Divorce Solutions and teaches parent education classes addressing emotional support during divorce in Multnomah and Clackamas counties. 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, retirement plan consulting, and access to third-party money manager solutions.

Jarod Bearinger is a financial advisor with Principal Financial Services in Clearwater, NE, holding a Series 66 designation and 12 years of industry experience. Prior to joining Principal in 2026, he worked at CETERA Financial Specialists LLC and Cetera Investment Advisors LLC for 13 years. Outside of advising, Bearinger is the owner and CPA of Bearinger Tax & Accounting, LLC, where he prepares individual and business tax returns and assists clients with tax planning. 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 through both adviser and promoter arrangements.

Signe Olson is a financial advisor at Principal Financial Services in West Des Moines, IA, with three years of industry experience. She holds a Series 66 designation and has worked previously at firms including Bankers Life and Casualty. In addition to her advisory role, Olson is involved in selling Medicare and fixed insurance products and provides personal training services. 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 focuses on financial planning, retirement plan consulting, and access to third-party money manager solutions delivered through various advisory and promoter arrangements.

Matthew Peterson is a financial advisor with Principal Financial Services in Denver, Colorado. He holds a Series 66 designation and has two years of industry experience, including roles at Principal Securities, Inc. and Principal Life Insurance Company. Outside of his advisory work, he coordinates sporting events for the University of Missouri alumni group in Denver. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, and corporations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.