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Alyssa V
Series 63, Series 65
Des Moines, IA
Principal Financial Services
Alyssa Vowell is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2010. Alyssa also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. 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 under various advisory and promoter arrangements.
Donald B
Series 63, Series 65
Cazenovia, WI
Principal Financial Services
Donald Brovick is a financial advisor with Principal Financial Services in Cazenovia, WI, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2016. In addition to his advisory role, Brovick serves as a Bank/Trust Officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. 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 overseas. 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.
Quintrell M
Series 63, Series 65
Jacksonville, FL
Principal Financial Services
Quintrell Mc Creary is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Principal, Mc Creary served eight years in the United States Navy. Outside of financial advising, he owns a logistics and trucking business that partners with Amazon to deliver freight between distribution centers. 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 delivered primarily on a discretionary basis.
Kammie G
Series 66
Omaha, NE
Principal Financial Services
Kammie Grytdahl is a financial advisor at Principal Financial Services with 23 years of industry experience. She holds a Series 66 designation and has worked with Principal Securities Inc. and Principal Life Insurance Co. for over a decade. In addition to her advisory role, she serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account management across multiple Principal entities. 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 programs through various advisory and promoter arrangements.
Patrick S
Series 63, Series 65, Series 66
La Salle, IL
Principal Financial Services
Patrick Sullivan is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and nine years of industry experience. He has worked at Principal Financial Services since 2017 and is also involved with Wayland Financial Group. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through investment adviser and promoter arrangements.
Kendall K
Series 63, Series 65
West Des Moines, IA
Principal Financial Services
Kendall Kruger is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1998. Outside of his advisory role, he owns an LLC that serves primarily for tax reclassification purposes related to income received through Principal. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and organizations. The firm provides access to third-party money manager programs, financial planning, and retirement plan consulting with advisory and promoter arrangements involving discretionary investment management.
Chad B
Series 63, Series 65
Des Moines, IA
Principal Financial Services
Chad Basel is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked at firms including Principal Securities, Nationwide Investment Services Corp, U.S. Bancorp Investments, and Diversified Investors Securities Corp. Basel also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and businesses. 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.
Randi S
Series 63, Series 65
West Des Moines, IA
Principal Financial Services
Randi Slaughter is a financial advisor with Principal Financial Services in West Des Moines, IA. She holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining Principal, she worked at Ascensus for three years and previously operated Laughter and Lace LLC, a business known as Twisted Corn Tavern. 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’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs offered under various advisory and promoter arrangements.
Tyler H
Series 65, Series 66
Elkhorn, NE
Principal Financial Services
Tyler Hughes is a financial advisor with Principal Financial Services in Elkhorn, Nebraska, holding Series 65 and Series 66 credentials and bringing 21 years of industry experience. He has worked with Walnut Hill Advisors since 2017 and has been with Principal Securities Inc. since 2016. Outside of his advisory work, Hughes owns Stardust Stables, an LLC involved in boarding horses, and serves as a non-voting board member of the University of Nebraska Omaha. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Liam C
Series 66
Lansing, MI
Principal Financial Services
Liam Carr is a financial advisor at Principal Financial Services in Lansing, MI, holding a Series 66 designation. He began his financial services career in 2026 and has prior work experience that includes roles at Fifth Third Bank NA and Eastern Illinois University. 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 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.
Samuel J
Series 66
Winston Salem, NC
Principal Financial Services
Samuel Jensen is a Series 66-credentialed financial advisor with one year of industry experience, currently with Principal Financial Services in Winston Salem, NC. Prior to joining Principal, he worked at Buckeye Advisors for three years and has held various roles in diverse industries including Valet Living, Door Dash, and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a broad range of clients 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.
Timothy B
Series 63, Series 66
Epsom, NH
Principal Financial Services
Timothy Bonisteel is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 registrations and 20 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for over 16 years. 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 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.
Zachary W
Series 63, Series 66
Grand Rapids, MI
Principal Financial Services
Zachary Woodward is a financial advisor with Principal Financial Services in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He is the owner and president of Watermark Advisory Group LLC, a firm he created for income and expense tracking purposes. His career includes roles at Watermark Investment Services and Principal Securities Inc. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.
Daniel A
Series 63, Series 66
West Des Moines, IA
Principal Financial Services
Daniel Allen is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Valic Financial Advisors and Agia. His work includes fixed insurance products such as life, disability, annuities, long-term care, and health coverage. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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.
Eric M
Series 66
Charles City, IA
Principal Financial Services
Eric Miller is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. He has worked at Feller and Associates, Principal Securities Inc, Principal Life Insurance Company, and First Security Bank & Trust. Outside of his advisory role, he serves as president and treasurer of Mellex Partners, Inc., an S-corp used for tax filing purposes. 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 adviser and promoter arrangements.
Jeremy C
CFP®, ChFC®, Series 63, Series 65
Carmel, CA
Principal Financial Services
Jeremy Connally is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at Principal Financial Services. He previously worked at Farmers Financial Solutions and Farmers Insurance for nine years before joining Principal Securities and Principal Life Insurance Company. Outside of his advisory role, he coaches children's and beginner adult jiujitsu classes at Gracie University Monterey and supports his wife's Farmers Insurance Agency as an agency manager. 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 managers under various advisory and promoter arrangements.
Michael B
Series 63, Series 65
Hopkinton, MA
Principal Financial Services
Michael Burke is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principal Securities Inc and Principal Life Insurance Company since 1998. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including 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 asset allocation and separately managed account solutions.
Kevin M
Series 66
Mars, PA
Principal Financial Services
Kevin Mcdonough is a Series 66-registered financial advisor with Principal Financial Services, where he has worked since 2014. He has 11 years of industry experience and is based in Mars, Pennsylvania. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, 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 solutions through various adviser and promoter arrangements.
Jamie O
Series 63, Series 66
Idaho Falls, ID
Principal Financial Services
Jamie Ororke is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial from 2005 to 2018. Outside of advisory work, he and his spouse rent out an RV when not in personal use. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, 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, with investment implementation typically handled on a discretionary basis by these managers.
Bryan P
Series 63, Series 66
Melville, NY
Principal Financial Services
Bryan Petrucci is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 14 years of industry experience. His career includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. He also provides retirement planning services for employees separating from companies with ESOP plans through Great Lakes Retirement Plan Consultants. 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 direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.
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