Kolton Knox is a financial advisor with Principal Financial Services based in Overland Park, KS, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Stephens Heffner Financial Partners since 2019 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company since 2018. Knox also owns Knox Financial LLC, which provides administrative support services. 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 approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various adviser and promoter arrangements.

Elijah Huyser is a Series 66-licensed financial advisor with two years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Highlight Industries, Talsma Furniture, and Amazon. He also holds a role in sales of fixed insurance products. Elijah services individual and business clients with investments and insurance through Watermark Advisory Group 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 a variety of advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically handled on a discretionary basis by these managers.

Logan Kirk is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Dostal & Kirk Insurance and Financial Services since 2016, focusing on the sales and service of fixed life insurance, fixed annuities, disability, long-term care, property and casualty, health, and group benefits. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing both adviser and promoter arrangements to support client investment implementation.

Jonathan Holland is a financial advisor with Principal Financial Services based in Kansas City, MO, holding a Series 66 designation and ten years of industry experience. His prior roles include positions at Edward Jones and Cetera Advisors LLC. He is also the owner of Pinnacle Planning, an LLC used primarily for recordkeeping. Principal Securities provides brokerage and registered investment advisory services to a broad 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 accounts.

Gregory Massino is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Principal Financial Services and has previously been associated with The Argyle Group Inc. and Massino Financial Group Inc., where he also serves as president. Massino is involved in outside insurance sales, offering fixed life, health, disability, fixed annuities, and long-term care 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 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.

Marlon Shkaidy is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles with Mutual of Omaha and Principal Life Insurance Company. Outside of his financial work, he is involved in the community as a youth football coach for teams in Bennington, Nebraska. 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 emphasizes financial planning and retirement consulting, with access to third-party money manager programs under various advisory and promoter arrangements.

Brandon Kramer is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 licenses. He has 10 years of industry experience and previously worked at Wells Fargo Clearing and Thrivent Financial. His activities include a role in insurance related to fixed life, fixed annuities, disability, long-term care, health, and group benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides 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 third-party managers.

Daniel Robinson is a CFP® and ChFC® with 20 years of experience, currently affiliated with Principal Financial Services in San Jose, CA. He has been with Principal Life Insurance and Principal Securities since 2006. His professional activities include working with fixed insurance products such as life, disability income, annuities, group life, dental, and health insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, nonprofits, corporations, and active-duty military personnel outside the U.S. The firm provides financial planning, retirement plan consulting, direct advisory programs, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Eberhardt is a CFP® with over 31 years of industry experience, currently serving at Principal Financial Services since 2011. Based in Denver, NC, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president and owner of Safe Self Storage, LLC, where he manages accounting and marketing for two self-storage locations. Principal Financial Services 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Christopher Tassone is a CFP®-certified financial advisor with 18 years of industry experience. He is currently associated with Principal Financial Services and has held positions at Wealthgate Financial and Axa Advisors, LLC. Tassone serves as a voting board member of the Italian American Club of Hilton Head and is vice president of the Hilton Head Area Council of Estate and Financial Advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Craig Drake is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds a Series 63 designation and has worked with firms including Beacon Financial Group, Fathom Financial, and Incentive Compensation Alternatives. Drake is a partner in Drake Financial, LLC, which provides operational support, business partnering, and practice succession planning. 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 access to third-party money manager asset allocation and managed account solutions through various advisory and promoter arrangements.

Jessica Gruver Koefod is a financial advisor at Principal Financial Services with 12 years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, Koefod serves as a Lieutenant Colonel on the Command Staff of the Idaho Air National Guard and is involved in several community organizations, including serving on the board of ConnectHer Idaho and as Membership Committee Chair for Idaho Business for Education. She also co-owns Eagle Carpet Pros, a local floor care company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, charitable organizations, 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 various advisory and promoter arrangements.

Samuel File is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Prometric Test Center and Great Lakes Wine & Spirits. He is also involved in the sales of fixed insurance products, including fixed life and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Roger Goren is a financial advisor with Principal Financial Services and holds 42 years of industry experience. He has been the sole owner of Goren & Goren, Ltd. since 2014, which focuses on life, health, and accident insurance. His background also includes affiliations with Princor Financial Services Corporation and Principal Life Insurance Company. 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Stephanie Hays is a financial advisor with Principal Financial Services based in Southlake, TX. She holds a Series 66 designation and has 18 years of industry experience. Hays has been with Principal Life Insurance Company since 2011 and manages her own tax-related entity, Hays Financial Strategies. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Peter Rose is a financial advisor with Principal Financial Services, holding a Series 66 designation and six years of industry experience. He has been with Principal Securities Inc and Principal Life Insurance Company since 2019. Outside of his advisory role, he is involved in entrepreneurial ventures including ownership of Skipyr LLC, a boat rental business, and serving as a director of Parz Inc., which markets a proprietary golf putting game. 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 asset allocation and separately managed account solutions.

Paul Briles is a financial advisor with Principal Financial Services based in Bettendorf, Iowa. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes roles at Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory work, he is a partner in Baxter Investment Group LLC. 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.

Austin Schattenberg is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Principal Financial Services and Principal Life Insurance Company, having previously worked at Edward Jones and Target. Outside of his advisory work, he has experience in business operations with Bongiorno Bagels. 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 stationed abroad. 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.

William Griffith is a financial advisor with Principal Financial Services in Fresno, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Principal, he was self-employed from 2018 to 2022 and worked in education from 2000 to 2018. He is a shareholder of Central Valley Strategic Wealth Management, an entity that manages business operations and staff. 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 through various advisory and promoter arrangements.

Tania Cabrera is a financial advisor at Principal Financial Services with 21 years of industry experience. She holds a Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2022, following prior roles at LPL Financial and SunTrust-affiliated firms. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.