Nicholas Darrah is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Principal Financial Services since 2014 and has held roles at Stephens - Heffner Financial Partners and Heffner Financial Services. Outside of his advisory work, he serves as a board member and bookkeeper for New Horizon Ranch, a nonprofit organization. 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’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Damien Martinez is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Principal Financial Services. His career includes roles at Midlands Financial, Principal Securities Inc., Principal Life Insurance Company, Oggvo, Bank of America, Merrill, and BMW Northwest. Martinez also works as an insurance agent specializing in life, annuities, disability income, health, long-term care, and Medicare supplement 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 U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Angelo Giannosa is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. He has worked at Almond Valley Wealth Management since 2020 and has been with Principal Life Insurance Co and Principal Securities Inc since 2004. 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 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.

Donna Dunne is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 20 years of industry experience. She has been with Principal Securities Inc. since 2018 and has a long tenure with Principal Life Insurance Co. dating back to 1989. 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, with investment implementation typically managed on a discretionary basis by those third parties.

Mark Feldman is a financial advisor with Principal Financial Services based in New Smyrna Beach, FL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Feldman has operated Mark Feldman Insurance since 2017 and has been with Principal Securities Inc. since 2016. His business activities include offering fixed insurance products such as life, disability, annuities, health, dental, and supplemental insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, 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.

Mark Kamerzell is a financial advisor with Principal Financial Services in Lincoln, NE, holding a Series 66 credential and nine years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities, Inc. since 2016 and previously at Midlands Financial and Courageous Divorce Strategies. Outside of his advisory role, Kamerzell officiates high school and YMCA sports events and serves on the finance committee for the Beaver Lake 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 direct advisory programs, financial planning, and retirement plan consulting, with access to third-party money managers through investment adviser and promoter arrangements.

Ernest Dison Jr. is a financial advisor with Principal Financial Services in Marietta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. Outside of his advisory role, he serves as a director for Adam Ministries Inc. and St. Paul COGIC, supporting various church-related community services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions under both adviser and promoter arrangements.

Scott Mathes is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Princor Financial Services Corporation and Principal Life Insurance Company since 2011. 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 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.

Verlaine Macclements is a CFP® with 20 years of industry experience, currently serving at Principal Financial Services since 2017. Prior to this, Verlaine was with Intrust Fiduciary Group from 2015 to 2017. Outside of financial advising, Verlaine holds leadership roles with the Travis County Medical Society Alliance, including Treasurer Elect and Vice President of Community Service. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides access to direct advisory programs, financial planning, retirement consulting, and third-party money manager solutions through various advisory and promoter arrangements.

Melissa Sivertsen is a financial advisor at Principal Financial Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company since 2006, Principal Securities Inc. since 2016, and Smith + Co Financial since 2025. Outside of her advisory role, she serves as a Supported Community Living provider for her son, who has special needs, managing his care through a state program that allows her to hire and provide caregiving services. 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 U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory arrangements.

Chad Turner is a financial advisor with Principal Financial Services based in Cedar Falls, IA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His career includes roles at Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 1995. 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 abroad. 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.

Stephen Bredesen is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 26 years of industry experience. He has worked with Principal since 2016 and previously held roles at Cannaday Bloom Wealth and Insurance Solutions and Cannaday Wealth Management. Outside of his advisory duties, he serves as a lead long-term care insurance producer and provides financial consulting through his involvement with Cannaday's teams. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions through multiple advisory and promoter arrangements.

Dane Lofquist is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses. He has experience in the financial services industry beginning in 2024, including roles at Principal Life Insurance Company and Principal Securities, Inc. Outside of his financial career, he has been involved with Cornerstone Senior Services since 2024. Principal Securities provides brokerage and registered investment advisory services to a wide 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 solutions through both adviser and promoter arrangements.

David Trapper is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Prudential, Voya Financial, OneAmerica Securities, and Armanino. He also serves as a bank 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 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.

Victoria Dunlap is a financial advisor with Principal Financial Services in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has been with Principal Financial Services since 2016 and has worked with Principal Life Insurance Company since 2000. Dunlap also serves as a bank/trust officer, supporting and managing Principal retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through advisory and promoter arrangements.

Anthony Palermo is a financial advisor with Principal Financial Services in Fresno, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2013. Palermo serves as Treasurer for the Mansionette County Estates 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 direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Kevin Christensen is a financial advisor with Principal Financial Services in Denver, CO, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including roles at Principal Life Insurance Company, Waddell & Reed, Inc., and The Standard Insurance Company. Outside of his advisory work, he serves as Membership Committee Chair for the local NAIFA chapter and is a High Councilor for the Church of Jesus Christ of Latter-day Saints. 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 asset allocation and separately managed account solutions.

Adam Woxland is a Series 66-registered financial advisor with Principal Financial Services, based in Belle Fourche, South Dakota, and has five years of industry experience. He has previously worked at Waddell & Reed, Inc and held roles in construction and public service, including five years with the South Dakota Highway Patrol. Outside of financial advising, Woxland serves on the finance committee of Black Hills Christian Academy. 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 offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Matthew Merry is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2011 and was previously with Union Financial Inc from 2015 to 2017. Outside of his advisory work, he serves as both director and secretary on the board of the Golden Triangle Sporting Dog Club, organizing events and managing club records. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Roy Johnson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 24 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2015. Outside of his advisory role, he provides Lean Six Sigma and process improvement training through RJ Consulting. 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, and access to third-party money manager solutions under various arrangements.