Joanna Swanson is a financial advisor at Principal Financial Services with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including CWM, LLC, Cetera Advisor Networks LLC, and First National Bank of Omaha. She serves as a board member of the Rose Theatre in Omaha, where she participates in budget approvals and fundraising efforts. 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, with investment implementation typically managed on a discretionary basis by these third-party managers.

Hillary Strohbeen is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Principal Life Insurance Company since 2018 and with Principal Securities Inc. since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, 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.

Jess Humpal is a financial advisor with Principal Financial Services and holds the Series 63 and Series 65 licenses. She has 13 years of industry experience, including roles at United Financial Advisors, LLC, Humpal Financial Inc, Union Financial Inc, and Principal Life Insurance Company. Outside of investment advisory, she is involved in sales and service of group benefits and various insurance products through multiple carriers. 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 worldwide. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jennifer Streit is a financial advisor with Principal Financial Services, holding a Series 66 designation and two years of industry experience. Before joining Principal, she worked at Horace Mann for one year and spent over two decades at JMI Laboratories. She serves on the boards of the non-profit World Wide Village and the Iowa chapter of Women in Manufacturing, where she co-chairs the Sponsorship committee. 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 consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

David Schwartz is a CFP® with 16 years of industry experience. He has worked at Principal Financial Services since 2019 and previously held roles at Eagle Strategies and New York Life. In addition to his advisory work, he serves as an agent offering fixed life insurance, annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and business entities. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions, offering both advisory and promoter arrangements to support client investment needs.

Timothy Boys is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Principal Securities Inc. since 2001 and co-owns Boys & Tyler Financial Group, Inc., where he has been involved since 1986. Through Boys & Tyler, he provides services related to group life, medical, dental, disability, and retirement plans. 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 emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions, typically implemented on a discretionary basis.

Andrew Widman is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been affiliated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Widman serves in several nonprofit leadership roles, including Vice President of the Gift of Life KC board and board member positions with Midwest Transplant Network and St. Luke's Foundation committees. 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 plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Sal Tabuena is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Principal Life Insurance Company since 1998 and Principal Securities Inc since 1994. Outside of his advisory role, he is a director and partner at Principal Consulting Group LLC. 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 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.

Scott Clayberg is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with Princor Financial Services Corp and Principal Life Insurance Company since 1999. Principal Securities offers brokerage and registered investment advisory services to a diverse range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. 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.

Ryan De Haven is a financial advisor with Principal Financial Services holding a Series 66 designation and less than one year of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company, he worked in education and retail, including roles at West Chester University, Giant Food Stores, Pennridge High School, and Central Middle School. Outside of financial services, he is involved with Brain and Barrel. 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 under various advisory and promoter arrangements.

Robert Little is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2017 and held prior roles at Hornor Townsend & Kent Inc and Penn Mutual. 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 plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brandon Littleton is a CFP® professional with 15 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has held roles at Union Financial Inc, Lake Country Financial Services, Principal Securities Incorporated, Principal Life Insurance Company, and Fidelity Investments. He is a partner at Lake Country Financial Services 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 plan consulting, and access to third-party money manager solutions.

Owen Paulk is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research, Inc. and Innotek. Outside the financial industry, he is the owner of Old Soul Coffee Company, a coffee roastery serving wholesale and retail customers. 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 delivered under various advisory and promoter arrangements.

Alexander Whalen is a financial advisor with Principal Financial Services in Hiawatha, IA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Company, Central State Bank, and experience in the food service industry. 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’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Diane White is a financial advisor with Principal Financial Services in Des Moines, Iowa, holding a Series 66 designation and 21 years of industry experience. She has worked at Principal Securities and Principal Life Insurance Company since 2004. Principal Securities provides brokerage and registered investment advisory services to a broad client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. 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.

Scarlett Vogel Ham is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and totaling 17 years of industry experience. Her background includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. She is the owner of Full Moon Financial LLC, where she runs group business and life insurance activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Susan Bell is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Her career includes roles at Principal Life Insurance Company, Principal Securities, OneDigital Investment Advisors, and Huntington Investment Company. She is also formally designated as a bank officer to support and manage Principal retirement plan account relationships. 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. 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.

Michael Dwyer is a financial advisor with Principal Financial Services in Wayne, PA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2015. Michael is a partner in Dwyer Wealth Management LLC, an entity used for managing business expenses alongside two other partners. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Carolyn Seiter is a CFP®-designated financial advisor with Principal Financial Services in Wayne, PA, bringing three years of industry experience. She has worked with Laudadio Wealth Management Group and Principal Life Insurance Company and serves as Vice President of Sunnyside Kitchen, LLC, a business involved in cooking demonstrations and merchandise sales. 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 consulting, and access to third-party money manager programs with both adviser and promoter arrangements.

John Burke is a financial advisor at Principal Financial Services with a Series 66 designation and three years of industry experience. His prior work includes roles at Principal Life Insurance Company, Principal Securities Inc, and various positions at Associated Bank and Okta. Outside of advising, he works in food service as a cashier and cook for a BBQ food truck and assists the Ohio team with selling disability insurance through a resident program at The Ohio State University. 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. 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.