Seth Morsey is a financial advisor with Principal Financial Services in Chico, CA, holding Series 63 and Series 65 credentials and with 16 years of industry experience. He has worked with Principal Financial Services since 2016 and has also been associated with Principal Life Insurance Company since 2017. Outside of his advisory role, Morsey owns Seth T. Morsey Inc., a corporation involved in health insurance sales and brokerage activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment arrangements.

Robert Markle is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes positions at Principal Securities Inc., Principal Life Insurance Company, Mass Mutual Investors Services, and Thrivent Investment Management. Markle is also the owner of SRM Financial Services, an LLC currently used for administrative purposes related to his business. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations, offering financial planning and access to third-party money manager solutions.

John Pallaria is a CFP® with 27 years of industry experience, currently serving at Principal Financial Services. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2003. Outside of his advisory work, he teaches financial planning courses preparing candidates for CFP certification at several institutions and serves as president of the Cobbetts Pond Improvement Association, a nonprofit focused on maintaining water quality in his local community. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele including individual investors, retirement plans, trusts, estates, 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 account solutions under various advisory and promoter arrangements.

Candice Skinner is a financial advisor at Principal Financial Services with Series 63, 65, and 66 licenses and 4 years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance Company, CWM, LLC, Equanimity Wealth Management, MERS, Caitlin John Private Wealth Management, Mainstay Capital Management, LLC, and Producers Choice Network/Raymond James. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alexandria Pon is a financial advisor at Principal Financial Services with three years of industry experience. She holds a Series 66 designation and has worked at several firms including Principal Life Insurance Company, LPL Enterprise, and MassMutual Life Insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel outside the United States. 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.

James Nakamine is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1995. In addition to his advisory work, he serves as a council member for All Saints Lutheran Church in Novato, CA, overseeing church administration and budgeting. 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 account solutions.

Kermit Bolick is a financial advisor at Principal Financial Services with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Princor Financial Services Corporation since 2011. Outside of his advisory role, Bolick is involved with HUGGINS & COMPANY, CPA and sells health insurance through various carriers. Principal Financial Services 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. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Adelaide Pund is a financial advisor with Principal Financial Services in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior firms include Cetera Advisors LLC, Cetera, and First Allied Securities. Principal Securities offers 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 abroad. The firm’s advisory services encompass direct advisory programs, financial planning, retirement plan consulting, and third-party money manager asset allocation and separately managed account solutions.

Christopher Midecke is a financial advisor with Principal Financial Services, holding a Series 63 designation and 14 years of industry experience. He has been with Principal Securities and Principal Life Insurance Company since 2016. Outside of his financial services role, he coaches a traveling soccer team in Clarence, NY. 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 solutions through both advisory and promoter arrangements.

Holly Utermoehlen is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked with Principal Life Insurance Company since 2011. Outside of her advisory role, she is involved in fixed insurance and group benefits including health, dental, and vision coverage. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, offering financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Janet Smithbower is a financial advisor with Principal Financial Services, holding Series 63 and 65 licenses and bringing 16 years of industry experience. She has previously worked at Beck, Smithbower, Ickes Financial, LLC, Principal Life Insurance Company, Beck Financial and Wealth Management, LLC, Hancock Associates Inc, The Hancock Group, Inc, and Principal Securities Inc. Outside of her advisory role, she serves as Assistant District Governor and board member for the Rotary Club of Ebensburg. 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 outside the U.S. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Brooke Harrison is a Series 66-credentialed financial advisor with Principal Financial Services in Roswell, GA, where she has worked since 2016. She has 19 years of industry experience, including a longstanding role at Principal Life Insurance Company since 2006. Outside of her advisory work, Harrison serves as a board member of the Penn State Alumni Association Atlanta Chapter, helping to coordinate community and fundraising events. 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 asset allocation and separately managed account solutions.

Curtis Diekevers is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has worked with Principal Life Insurance Company since 2008 and Principal Securities Inc. since 2016. Outside of his advisory role, he refers clients to Group Benefits Ltd. for health, dental, and vision insurance, receiving a commission split. 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 asset allocation and separately managed account solutions.

Bert Verduzco is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. His background includes roles at Principal Securities, Principal Life Insurance Company, Seizert Capital Partners, and positions in educational institutions such as Hillsdale College and Hackett Catholic Prep. He is also involved in the sale of fixed insurance products including fixed annuities and life insurance. 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 under various advisory and promoter arrangements.

Tod Ross is a financial advisor with Principal Financial Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Equitable Advisors, Allstate Financial Services, PFS Investments, and Primerica Financial Services. He is also registered as a representative for fixed insurance products such as life, disability, annuities, and long-term care. 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 offers financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing both adviser and promoter arrangements to support client investment management.

Kyung Chang is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and The Prudential Insurance Company of America. He also maintains a licensed insurance agent role, focusing on the sales and service of fixed insurance products such as life, annuities, disability income, 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, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Darnell Hegarty is an Investment Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2021 to 2022. His professional experience also includes roles as an Investment Advisor at Merrill Lynch in 2021, a Financial Advisor at Wells Fargo Advisors from 2019 to 2020, and a Financial Services Representative at TD Bank NA from 2010 to 2013. Throughout his career, Darnell has developed expertise in financial markets and planning. He focuses on working closely with clients to understand their unique scenarios and assist them in planning for their goals. His approach involves guiding and educating clients to help them pursue their financial objectives. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Michael Walsh is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Cornerstone Wealth Advisors, Feller & Associates, Castle Financial Services, and Principal Life Insurance Company. He serves as a board member of the Lake MacBride Estates Homeowners Association, where he helps oversee maintenance and covenant enforcement. 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 consulting, and access to third-party money managers, with investment implementation typically handled on a discretionary basis.

Kimberly Etchings Dolce is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Principal Securities Inc and Principal Life Insurance Company since 2014. Outside of her advisory role, she owns Etchings Consulting, a business consulting and coaching service for business owners. 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.

Glenn Hanzelin is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Principal Securities Inc. since 2008. Outside of his advisory role, he is involved in managing fixed insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.