Isabel Adcock is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Principal Life Insurance Company, Principal Securities, and various positions outside the financial industry such as at Herc Rentals and Tullymore Golf Resort. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charities, 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.

Travis Poole is a CFP® professional with 18 years of industry experience, currently affiliated with Principal Financial Services. He previously worked at Northwestern Mutual for 15 years before joining Principal Securities Inc., Principal Life Insurance Company, and operating Poole Wealth Management since 2021. Outside of his advisory role, he owns an RV rental business and manages a seasonal vendor space and food sales operation during the world’s longest yard sale. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Randy Osterman is a financial advisor with Principal Financial Services, holding a Series 66 credential and six years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2019 and previously worked at Central Michigan University and Marcus Orland Park Cinema. Outside of advising, he is also an insurance agent specializing in life, annuities, group benefits, health, disability, 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 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.

Kevin Castle is a financial advisor with Principal Financial Services in Iowa City, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc., and has operated Castle Financial Services Inc. since 2004. Outside of finance, he serves as a volunteer board member for the Neal Smith National Wildlife Refuge. 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 include financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Randall Flinn is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Principal Financial Services since 2016. He is also involved in various business activities, including serving as a board member of Moran Iron Works and managing several LLCs related to office buildings and consulting services. 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 managers through various advisory and promoter arrangements.

Tasha Webie is a financial advisor with Principal Financial Services, holding the CFP® designation and Series 63 and 66 licenses, with 16 years of industry experience. Her prior roles include positions at UBS Financial Services, American Portfolios, Bank of America, Merrill, and Equitable Advisors. Outside of financial services, she operated an e-commerce business for two years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel overseas. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by these managers.

Ted Longnecker is a financial advisor at Principal Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Principal Life and Principal Securities Inc since 2001. Longnecker also leads Longnecker Wealth Management and Longnecker And Associates, and he serves on the Professional Advisors Council of the Community Foundation of Greater Des Moines. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jake Boust is a financial advisor with Principal Financial Services holding a Series 66 designation. He has been with Principal Securities and Principal Life Insurance Co. since 2025. Prior to his current roles, he worked at True Legacy Financial, Pardini's Catering Services, and Valley Wide Beverage, among other positions. He also holds an insurance agent role involving the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. 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. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Kyle Treadwell is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 license and has worked previously at Edward Jones and The Prudential Insurance Company of America. Outside of advising, he serves as Membership Chair for the Precision Metalforming Association Lonestar Chapter and has participated as a judge at a local school music festival. 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.

Joshua Wheatley is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2010. Outside of his advisory work, he serves as the Junior Varsity Head Football Coach at Rockridge High School and is a partner in a financial services LLC formed for business continuation. 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.

Mia Garcia is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has prior experience at DBG Financial Group, Inc. and Terrana, Perez & Salgado, P.A. In addition to her advisory role, she is involved in insurance sales including long-term care, fixed annuities, fixed life insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, 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 both advisory and promoter arrangements.

Luke Lang is a financial advisor with Principal Financial Services in McKinney, TX, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company from 2020 to 2026. 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.

Nanabayin Coleman is a financial advisor with Principal Financial Services, holding a Series 66 designation and beginning their advisory career in 2026. Their prior experience includes roles at Principal Securities, Principal Life Insurance Company, and the Principal Financial Group. Outside of financial services, Coleman has also been involved with Drake University and previously worked with RainyDayPal, Inc. and the Evelyn K. Davis Center for Working Families. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, 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.

Donna Tilden is a ChFC® credentialed financial advisor with over 31 years of industry experience. She is currently affiliated with Principal Financial Services and has worked with Principal Securities Inc. and Principal Life Insurance Company for more than a decade. Tilden also serves as a board member of Business West and volunteers with Next Step KC, assisting low-income clients by preparing personal income tax returns. 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.

Tonya Mathison is a financial advisor at Principal Financial Services with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Principal Financial Services since 2016, having also worked at Principal Life Insurance Company since 2012. She serves as an election committee member for the Beaver Lake Association homeowners board in Plattsmouth, NE. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Austin Niven is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, 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 through both adviser and promoter arrangements.

Evan Federman is a financial advisor with Principal Financial Services in Leawood, KS, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. He is also a partner in a non-investment-related business partnership. 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 various advisory and promoter arrangements.

Nicholas Wittenburg is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2012. 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 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.

Kyle Kanaskie is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and eight years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance since 2017 and previously worked at Bral Investments and Truman State University. Outside of his advisory role, he serves as an assistant boys varsity basketball coach for the Waukee Community School District. 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 asset allocation and separately managed account solutions.

Benjamin Kopp is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, Valic Financial Advisors, MML Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is a co-owner of PKM Employee Services LLC, an entity established with partners to facilitate payment to non-registered private staff. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.