James Murray is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Financial Advisors of Delaware Valley and Principal Life Insurance Company since 2008 and 2003, respectively. Outside of his advisory role, he serves as president of the Committee to Benefit the Children, a charitable organization focused on fundraising and administration, and he is a board member of The Springhaven Club. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, and various institutions. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under distinct advisory and promoter arrangements.

Drake Stephens is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Principal, he was with Stephens Heffner Financial Partners and has experience working with organizations including the Kansas City Zoo and Aquarium and the Missouri Department of Conservation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, 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.

Brett Baxter is a financial advisor with Principal Financial Services and Baxter Investment Group, holding Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Apple Inc. and Americans For Prosperity and has formed a business partnership with his father. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various co-advisory and promoter arrangements.

David Seems is a financial advisor with Principal Financial Services in Highlands Ranch, CO. He holds the ChFC® designation and Series 63 license, and has 43 years of industry experience. He is the owner of Business Advisors, LLC, a firm he has operated since 2002, and has worked with Principal Life Insurance Company and Princor Financial Services Corporation since 2004. 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 through both advisory and promoter arrangements.

Michele Valdez is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Principal Financial Services, she held roles at LPL Financial and Silicon Valley Benefits, Inc. She also provides bookkeeping services for a construction business. Principal Securities offers brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

Nicholas Johnson is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Lincoln Financial Advisors and Sammons Financial Group. Outside of his advisory work, he is an owner of a rental property. 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.

Steven Phillips is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Union Financial and Principal Life Insurance Co. since 2015 and 2014, respectively. His outside business activities include involvement in insurance, disability insurance, health, group benefits, fixed annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals across wealth levels, retirement plans, trusts, estates, charitable organizations, 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 through various adviser and promoter arrangements.

Kirk Tebo is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked with Principal Financial Services since 2016 and has been with Principal Life Insurance since 1999. 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 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.

Timothy Hazelton is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Principal Financial Services. He previously worked at The Vanguard Group, Inc. for 16 years and owns a retail business selling products on Amazon and eBay. Hazelton also serves as a designated bank officer supporting Principal retirement plan accounts. 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 solutions, with investment implementation typically carried out on a discretionary basis by those managers.

Anna Hernandez is a financial advisor at Principal Financial Services with a Series 66 designation and no prior industry experience. Her work history includes roles at Principal Life Insurance Company and Smith + Co Financial. Before entering the financial industry, she was employed at Creighton University, Lourdes High School, and St John The Evangelist. 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’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

David Courlang is a financial advisor at Principal Financial Services with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Principal Securities, NYLIFE Securities, and Primerica Advisors. In addition to his advisory role, he writes life, annuity, disability, long-term care, group, and individual insurance policies through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, 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.

Dorothy Welsch is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2016. Outside of her advisory role, she is involved in personal sales of Mary Kay products and assists clients with short-term care insurance policies addressing gaps in nursing home, assisted living, and home care coverage. 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 through both adviser and promoter arrangements.

Cameron Brei is a financial advisor with Principal Financial Services in Hastings, NE, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Principal Securities INC and Principal Life Insurance Co since 2016. Outside of his advisory role, Brei serves as a board member for the United Way of South Central Nebraska and works as a substitute referee for the Nebraska State Activities Association. 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, and access to third-party money manager solutions through various advisory and promoter arrangements.

Craig Charlton 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 at firms including Union Financial Inc and Pruco Securities, LLC. Outside of his advisory role, he serves as Treasurer and board member of the Windy Hill Homeowners Association. 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 solutions through a variety of advisory and promoter arrangements.

Brian Helm is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has 20 years of industry experience, including roles at Helm Financial Group since 2019 and Principal Securities Inc. since 2016. He serves as a board member of Involved for Life, Inc., a nonprofit organization based in Dallas, TX. 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. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lori Nadglowski is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Principal Financial Services. She has worked at Laurel Wealth Management, Principal Securities, and Principal Life Insurance Company since 2018, and previously at Independent Financial Partners and LPL Financial. Nadglowski serves as Vice President of the Tampa Gator Club and is the Committee Chair for Women United at United Way Suncoast. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through direct advisory and promoter arrangements.

Philip Deutsch is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2015. Outside of finance, he works professionally as a magician and performer. 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 consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jeffrey Harper is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials. He has 31 years of industry experience, including prior roles at Waddell & Reed, Inc. From 2025, he serves as Managing Partner at Lake Forest Financial Advisors. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Thomas O Hara is a financial advisor with Principal Financial Services based in Minnetonka, MN. He holds a Series 66 designation and has prior experience at One River Asset Management, Ernst & Young, and PricewaterhouseCoopers. He is also involved in the sales and service of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Meghan McGuire is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Principal Securities and Principal Life Insurance since 2022, following prior roles at Transamerica Investors Securities Corporation and AssetMark Financial. McGuire also serves as a bank and trust officer to support and manage Principal retirement plan account relationships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, businesses, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.