Ricky Romasanta is a financial advisor with Principal Financial Services in San Jose, CA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Principal Securities and Principal Life Insurance Company since 2015. Romasanta is also licensed as a life and disability insurance agent. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jeffrey Dvorak is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked with Principal Securities since 2016 and maintains roles at Total Financial Solutions and Principal Life Insurance Company, where he has been involved since 1995. Dvorak is also the founder and president of Total Financial Solutions LLC, an entity created for tax purposes. 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 asset allocation and separately managed account solutions.

David Traut is a financial advisor with Principal Financial Services in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. His career includes roles at Legacy Wealth Management since 2024, Principal Securities Inc. since 2016, and Principal Life Insurance Company since 2001. He also sells fixed life insurance, disability, long-term care insurance, and fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Justin Piprude is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at Principal Life Insurance Company since 2011 and Principal Securities since 2016, as well as experience with Union Financial, Inc. and co-ownership of Piprude Financial. Outside of his advisory work, he is involved in life and health insurance sales and co-owns an entity focused on succession planning. 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 direct advisory programs, financial planning, and access to third-party money managers, implementing investments primarily on a discretionary basis.

Zachary Williamson is a financial advisor with Principal Financial Services holding Series 63 and Series 65 designations. He has one year of industry experience and has worked previously with New York Life Insurance Company and BluStar Leads. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel stationed overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions with both adviser and promoter arrangements.

David Izat is a financial advisor at Principal Financial Services with 31 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes over two decades at Pruco Securities, LLC and Prudential Insurance Company of America before joining Principal Life Insurance Company and Principal Securities Inc. 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 stationed abroad. The firm’s advisory offerings emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Benjamin Tuescher is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. His prior work includes roles at Harrison Financial and Principal Life Insurance Company, as well as experience in the insurance sector involving sales of fixed insurance products. Outside of finance, he has worked in the hospitality industry, including positions at Geneva National Golf Course and Duesterbeck's Brewing Company. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and military personnel. The firm’s advisory services encompass financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Curtis Corkey is a financial advisor with Principal Financial Services holding a ChFC® designation and Series 63 license, with 29 years of industry experience. He has worked at Principal Securities since 2016 and has longstanding roles with Principal Life Insurance and CTC Financial Services dating back to the late 1990s. Outside of his advisory work, Curtis owns a small community hardware store intended for family succession and serves as church treasurer for Wellsville Full Gospel Church. 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.

Kyle Carano is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and New York Life Insurance Company. He serves as Advocacy Chair on the board of the local NAIFA Fresno chapter, where he contributes to industry-related meetings and occasionally speaks on general topics. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. 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.

John Langley Jr. is a CFP® professional with 16 years of industry experience, currently serving at Principal Financial Services. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2019, and previously spent 10 years with Fidelity Brokerage Services LLC. Outside of his advisory role, Langley serves as a board member of the Bolles School Alumni Board. 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 asset allocation and separately managed account solutions.

Shane Wiehl is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked at Stifel Independent Advisors, LLC for 23 years before joining Principal Financial Services and PRINCIPAL Life Insurance Company. Outside of his advisory role, he is the owner and president of North 61 Storage, LLC, a storage facility business, and serves as treasurer for Trinity United Methodist Church. 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 adviser and promoter arrangements.

Gregory Laudadio is a CFP® professional with eight years of experience in the financial services industry. He is currently with Principal Financial Services and leads Laudadio Wealth Management Group. His prior experience includes roles at Financial Advisors of Delaware Valley and Rubin Fortunato & Harbison. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and various business entities, offering financial planning, retirement plan consulting, and access to third-party money manager solutions.

Andrew Freeman is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Co. since 2013. In addition to his advisory role, Freeman serves as a bank officer at Principal Bank and 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 charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Allan Zucker is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Prudential Insurance Company of America, MassMutual, and MML Investors Services. Outside of financial advising, Zucker is a partner at Value Reactor, LLC, an affiliate marketing company focused on performance-based lead generation. 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, and access to third-party money manager solutions through various advisory and promoter arrangements.

Robert Brantley is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Principal Life Insurance Company since 2000 and has been with Principal Securities Inc. and Capstone Financial Group since 2016. Outside of his advisory role, he is involved in health insurance sales and brokerage. 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 stationed abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Bradford Hall is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Principal Securities Inc. since 1992 and Principal Life Insurance Company since 1998, and previously operated his own advisory firms. His activities include involvement in outside insurance, life, and fixed annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jeremiah Miller is a financial advisor with Principal Financial Services based in Mankato, MN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at multiple firms, including Bridge Street Wealth Strategies and Pinnacle Wealth Partners, and operates his own entities, JT Miller Financial LLC and Piprude Financial, which focus on health and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a broad 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 through both advisory and promoter arrangements.

John Klopfenstein is a financial advisor with Principal Financial Services holding a Series 66 credential and eight years of industry experience. He has worked at multiple firms including Legacy Wealth Management, Principal Life Insurance Company, and Community 1st Credit Union. Outside of advising, he serves on the Tippie College of Business Young Alumni Board and participates as an external advisory board member at the University of Iowa focusing on AI impacts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, employing both adviser and promoter arrangements.

Miguel Zulueta is a financial advisor at Principal Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Primerica Advisors and Guardian Life Insurance Co. Zulueta is also the owner of Summit Financial & Investments Services and serves as president of Adelante Vida Holding LLC, a non-profit entity established to hold the trademark for a future mental health awareness foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, 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 managers through various advisory and promoter arrangements.

Zackery Guerrero is a financial advisor with Principal Financial Services holding a Series 66 designation and two years of industry experience. Prior to joining Principal, he worked at Equitable Advisor, LLC and has held various roles in insurance and retail sectors. He is also engaged in outside sales related to life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes 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.