Bart Conner is a financial advisor with Principal Financial Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Union Financial since 2019 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company for over a decade. In addition to his advisory role, he is licensed as an insurance agent specializing in life, disability insurance, and annuities. 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 U.S. 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.

Matthew Grannan is a financial advisor with Principal Financial Services in Indianapolis, IN. He holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company in 2021, he held various roles including several positions at Iowa State University. 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 asset allocation and separately managed account solutions.

Brian Lore is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including prior roles at Ivy Distributors, Waddell & Reed, and Equitable Advisors. Lore is managing partner at Blue Valley Wealth Management and serves on the boards of the Steps of Faith Foundation and Ability KC, both nonprofit organizations in Kansas City. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, providing financial planning, retirement plan consulting, and access to third-party money manager programs delivered through multiple advisory and promoter arrangements.

Marta Bartolacci is a financial advisor with Principal Financial Services in Pewaukee, WI, holding a ChFC® designation and Series 63 license. She has 11 years of industry experience, including roles at Charles Schwab and Cetera Investment Advisors. Bartolacci is also the owner of Bartolacci Wealth Management LLC, which operates as a DBA for her Cetera business. 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.

Dennis Lusk is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Farmers Financial Solutions. He serves as Chairman of the Board for the Camden County Regional Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Alec Sindelar is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 10 years of industry experience. His work history includes roles at TD Ameritrade and Principal Life Insurance Company. Outside of his advisory work, he serves as a medical officer with the Tiffin Fire and Rescue Department, is a member of the Buena Vista University Alumni Board, and chairs the Young Advisor Team for the Eastern Iowa NAIFA Chapter. He is also the managing partner of Legacy Wealth Management LLC, a DBA providing holistic financial planning, investment, and insurance 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’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Snyder is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes long tenures at Edward Jones and roles at MassMutual Life Insurance Company and Pruco Securities LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, with an advisory focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Casey Head is a financial advisor with Principal Financial Services, holding a Series 66 designation and 18 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, Casey serves as President and CEO of White Stag Martial Arts and writes a blog called The Country Gentleman focused on rural living, culture, and history. He is also a member of the Fitzwilliam Town Planning Board. 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 accounts.

Robert Cozzi Jr. is a financial advisor with Principal Financial Services in Fresno, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked with Principal Life Insurance Company since 2004 and joined Central Valley Strategic Wealth Management in 2024. Outside of his advisory work, he volunteers as a referee for the Clovis Junior Soccer League. 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 solutions under various advisory and promoter arrangements.

Terry Vanwinkle is a financial advisor with Principal Financial Services in Bettendorf, IA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2009. In addition to his advisory role, he is involved in the sale and service of group health insurance. 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 and retirement consulting, with access to third-party money manager solutions under various advisory and promoter arrangements.

Kenneth Gellerstedt is a financial advisor with Principal Financial Services, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Edward Jones and Classical Restaurants Ltd. He serves as a general board member for Neenah Lutheran School, where he participates in strategic planning and oversight. 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 consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Mindy Mondaro is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 20 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Co. since 2005. Outside of her advisory role, she serves as Secretary of the Board for the Whippany Park High School Baseball Diamond Club. 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.

Brian Thornton is a CFP® credentialed financial advisor with Principal Financial Services, based in Bethesda, MD. He has 26 years of industry experience, including roles at Principal Securities Inc. since 2009 and Principal Life Insurance Company since 2008. Thornton is also a designated bank officer supporting Principal 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’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.

Saranya Subramanian is a financial advisor at Principal Financial Services with two years of industry experience and holds a Series 66 designation. Prior to her current role, she was affiliated with Smith & Frieberg and has been apprenticing at Smith + Co Financial since 2025. Outside of finance, she has worked as a fitness coach, providing coaching on proper form at a gym in Coralville. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and 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.

Jerold Attento is a financial advisor with Principal Financial Services in Aventura, FL, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Blue Water Financial Advisors, Pulles and Attento Wealth Management, and Financial Resources. He is also involved in the sales and servicing of various insurance products, including health, fixed life, disability, fixed annuities, and long-term care insurance. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jamie Bachman is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds a Series 66 designation and has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2010. Outside of his advisory work, he serves as a board member for both the Girl Scouts of Greater Iowa and the Red Cross Northern and Central Iowa Chapter, and he is involved part-time in retail purchasing and sales at West End Restoration, LLC. 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 solutions through various adviser and promoter arrangements.

Lindsay Reams is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Longnecker and Associates LLC since 2015, where she also provides administrative support. 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 solutions through various advisory and promoter arrangements.

Anita Canales is a financial advisor with Principal Financial Services, holding a Series 66 designation and based in Houston, TX. She has been with Principal Securities, Inc. and Principal Life Insurance Company since 2026. Prior to her current role, she spent 30 years with Deer Park ISD. 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.

Philip Pyrz is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1999. In addition to his advisory role, he is licensed as an agent for life insurance, annuities, disability income, long-term care, and group insurance products. 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 solutions, with investment implementation typically carried out on a discretionary basis by the third-party managers.

Thomas Durkin is a financial advisor with Principal Financial Services in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2019, following prior roles at UBS Financial Services and Sagemark Consulting, Inc. Durkin serves as a bank officer at Principal Bank and Principal Trust Company and is a member of his residential Homeowners Association board. 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.