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Jared D
CFP®, Series 63, Series 66
Denver, CO
Principal Financial Services
Jared Darrington is a CFP® professional with 27 years of industry experience, currently affiliated with Principal Financial Services. He has previously worked with Thrivent Investment Management Inc and Thrivent Financial for over two decades. Darrington holds Series 63 and Series 66 licenses and offers fixed insurance products including life, disability, annuities, and long-term care coverage. 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.
Avi M
ChFC®, Series 63, Series 65
Coral Springs, FL
Principal Financial Services
Avi Mesch is a financial advisor with Principal Financial Services based in Coral Springs, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since 1997, and prior employment with CRG Financial Group. Outside of his advisory work, he is the owner of AJM Financial Inc., a corporation established for business administrative purposes, and he refers health insurance business through DBG Financial Group and collaborates with other advisors and insurance providers via One Source Advisory. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes financial planning and retirement plan consulting with access to third-party money managers through a variety of advisory and promoter arrangements.
Ralph U
ChFC®, Series 63, Series 65
Hiawatha, IA
Principal Financial Services
Ralph Ulferts is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1998. Outside of his advisory role, he serves as a board member for the Variety Club of East Iowa, involved in fundraising and grant screening activities. 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 focuses on direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.
William K
Series 63
Collierville, TN
Principal Financial Services
William Krag is a financial advisor with Principal Financial Services, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions with Principal Securities Inc, Principal Life Insurance Company, and SunTrust Advisory Services. Outside of his advisory work, he is involved in a fixed insurance business focusing on life, annuities, 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, 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.
Scott S
Series 63, Series 65
Fort Worth, TX
Principal Financial Services
Scott Steger is a financial advisor at Principal Financial Services with over 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal since 2016. In addition to his advisory role, Scott is involved in insurance-related activities, providing life, disability, and annuity products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions.
Mark J
Series 63, Series 65
Newnan, GA
Principal Financial Services
Mark Jenkins Sr. is a financial advisor with Principal Financial Services in Newnan, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has operated Jenkins Financial Group since 1999. Outside of his advisory work, he co-owns Nevaeh Properties, Inc., a business managing rental properties, with his wife. 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 consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Alexander N
Series 66
Bethesda, MD
Principal Financial Services
Alexander Naula is a financial advisor with Principal Financial Services, holding a Series 66 designation and possessing one year of industry experience. His background includes roles at the International Monetary Fund and Deloitte, as well as experience in insurance and self-employment with NetSolver LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, 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.
Brett N
Series 63, Series 66
Minot, ND
Principal Financial Services
Brett Nesdahl is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. His prior roles include positions at LPL Financial and Capital Financial Services, Inc. He is also involved in writing outside life, disability, long-term care, annuities, and health 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, typically implementing investment strategies on a discretionary basis.
Natalie J
Series 66
North Liberty, IA
Principal Financial Services
Natalie Johnston is a Series 66 licensed financial advisor with seven years of industry experience. She has been with Principal Financial Services since 2019 and has prior experience at Principal Life Insurance Company, Signature Consultants LLC, Teksystems, Target, and Barnes & Noble. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel abroad. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.
Grant G
Series 66
West Des Moines, IA
Principal Financial Services
Grant Gardner is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. He previously held roles with Principal Life Insurance Company and Spencer Gardner at Principal Securities, and has background experience with Iowa State University and in construction. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.
Igor F
CFP®, Series 63, Series 65
Tulare, CA
Principal Financial Services
Igor Ferreira is a CFP® professional with 13 years of industry experience, currently affiliated with Principal Financial Services. He has worked with True Legacy Financial and Insurance Services, Principal Securities Inc., and Principal Life Insurance Company during his career. Ferreira serves as a board member of the Tulare-Kings Counties Estate Planning Council, participating in coordinating meetings and collaboration among advisors, CPAs, and attorneys. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed outside the United States. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.
Jeffry P
Series 63, Series 65
Lincoln, NE
Principal Financial Services
Jeffry Platter is a financial advisor with Principal Financial Services in Lincoln, NE, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Principal Financial Services since 2015 and more recently at Arkway Wealth since 2025. Outside of his advisory work, he owns a vending machine company. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, and various institutions. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through advisory and promoter arrangements.
Tyler A
Series 66
Des Moines, IA
Principal Financial Services
Tyler Abels is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Princor Financial Services Corporation and Principal Life Insurance Company since 2014. Outside of his advisory work, he co-owns MDT, LLC, a family-owned entity involved in agricultural land use, and operates a YouTube channel that generates advertising revenue. 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 financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.
Kieran C
Series 63, Series 65
Chicago, IL
Principal Financial Services
Kieran Casey is a financial advisor with Principal Financial Services based in Chicago, IL. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Prior to his current role at Principal Securities and Principal Life Insurance Co., he worked at Fidelity Brokerage Services LLC. Casey also serves as a bank/trust officer at Principal Bank and Principal Trust Co., supporting retirement plan account relationships across multiple business lines. 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 manager solutions with discretionary investment implementation.
Joshua F
Series 66
Williamston, MI
Principal Financial Services
Joshua Flint is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. Prior to joining Principal, he worked at Williamston Elementary School and was a full-time student for five years. He is also involved in the sales of fixed insurance products, including fixed life, fixed annuities, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes 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 through various advisory and promoter arrangements.
James P
Series 63, Series 65
Miami, FL
Principal Financial Services
James Pappas is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Co since 2016, and as president of Pappas Financial Services Inc since 2002, which focuses on health insurance products. 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 offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.
Austin S
Series 65
Waterloo, IA
Principal Financial Services
Austin Swantz is a financial advisor with Principal Financial Services in Waterloo, IA, holding a Series 65 designation and nine years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2017. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Scott W
Series 66
La Porte City, IA
Principal Financial Services
Scott Wandschneider is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1996. Outside of his advisory role, he is a part owner of farmland, which is not active during trading hours. 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 under various advisory and promoter arrangements.
Benjamin T
Series 63, Series 65
Menomonee Falls, WI
Principal Financial Services
Benjamin Trevino is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Union Financial Inc since 2008 and Princor Financial Services Corp and Principal Life Insurance Co since 2007. Outside of his advisory role, Trevino serves as a board member of the MACC Fund’s Emerging Leaders Board, which supports childhood cancer charitable events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, 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.
Aimee H
Series 63, Series 66
Richmond, CA
Principal Financial Services
Aimee Hendershott is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Her career includes roles at Principal Mutual Life Insurance Company, Principal Securities, Inc., and Principal Life Insurance Company. She is also a designated bank officer supporting retirement plan account relationships across insurance, broker-dealer, and bank trust offerings within Principal. 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 account solutions.
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