Dennis Henks is a CFP® professional with 22 years of industry experience, currently affiliated with Principal Financial Services. He previously worked for Lincoln Financial Advisors for 20 years. Outside of his advisory role, Henks serves on the Board of Directors for the University of Missouri - Ag Alumni Association and is involved with agricultural education initiatives through the Blue Springs Agriculture Advisory Committee and the Top Producer Executive Network. Principal Securities provides brokerage and advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Rajesh Patel is a financial advisor with Principal Financial Services, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Equitable Advisors and AXA Advisors, LLC. He serves as an investment advisor to the Indian American Medical Association Charitable Foundation, which operates a free health clinic for individuals unable to afford medical care. 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.

Deena Bortscheller is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2007. 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.

Michael Darrington is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management, as well as Union Financial. Outside of finance, he created a proprietary dice and card game called "You Or I," designed for social play with family and friends. 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 stationed 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.

Thomas Bolanowski is a financial advisor with Principal Financial Services in Munster, IN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, National Securities Corporation, and Equity Services Inc. Outside of his advisory work, Bolanowski owns TBOMAC, LLC, a company that builds homes for sale, and manages family real estate holdings with his siblings. Principal Securities provides brokerage and investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm emphasizes financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jessica Benningsdorf is a financial advisor at Principal Financial Services with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including Principal Securities, Inc., World Investments, Inc., AssuredPartners Investment Advisors, and GWFS Equities Inc. 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 United States. The firm’s advisory services focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

William Schumaker is a financial advisor with Principal Financial Services based in Monona, WI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at Northwestern Mutual and Great Lakes Retirement Plan Consultants. He also maintains an insurance agency focusing on fixed life, annuities, disability income, long-term care, and group benefits. 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.

Ronald Piccinini is a financial advisor with Principal Financial Services in Tampa, FL, holding the ChFC® and Series 66 credentials and bringing 36 years of industry experience. He has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory work, he owns ROPA Financial Services, a Subchapter S corporation through which he receives residual insurance commissions. 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 consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by affiliated or unaffiliated managers.

Clancy Cramer is a CFP® professional with four years of industry experience, currently with Principal Financial Services in Madison, WI. His prior experience includes roles at WEA Member Benefits and Thrivent Financial, among others. Outside of his advisory work, he has been involved with coffee roasting businesses earlier in his career. 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 solutions.

Joshua Harper is a financial advisor with Principal Financial Services in Atlanta, GA. He holds Series 63 and Series 65 designations and has approximately one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities, Inc., Western & Southern Life, and State Farm. 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 emphasize financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Daniel Cox is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Edward Jones and Scottrade, Inc. since 2005. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, 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.

Benjamin Haupts is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 63 designation and 37 years of industry experience. He has been with Principal-affiliated firms since 1988, including Princor Financial Services Corporation and Principal Life Insurance. Outside of his advisory role, he and his wife own farmland in Iowa. 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 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.

Clifton Hughes is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at COUNTRY FINANCIAL before joining Principal Securities and Principal Life Insurance in 2017. Hughes serves as Chair and Secretary on the board of Community Youth Concepts, where he is involved in organizational governance and strategic planning. 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 solutions under various advisory and promoter arrangements.

Matthew Mazzone is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services Inc for nine years before joining Principal in 2017. Outside of his advisory role, Mazzone is involved in several business ventures, including ownership of a logistics company and a Lawn Doctor franchise, as well as serving on the board of Discover Schenectady, which focuses on promoting travel and tourism in Schenectady County. Principal Financial Services 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 consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Justin Boyd is a Series 66-licensed financial advisor with Principal Financial Services in Des Moines, IA, bringing 20 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. Boyd also serves as a bank and trust officer, supporting retirement plan account relationships across Principal’s insurance, broker-dealer, and bank/trust offerings. 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 solutions under various advisory and promoter arrangements.

Vernon Maples is a financial advisor with Principal Financial Services in Raleigh, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including 28 years with Principal Life Insurance Company and 10 years at Principal Securities INC. His outside business activities include work with fixed insurance products such as fixed 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sunday Fischer is a financial advisor with Principal Financial Services in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining Principal Securities and Principal Life Insurance in 2023, she worked at Lincoln Financial Securities Corporation from 2008 to 2022. Outside of her advisory role, she manages a family account involved in selling clothing and household goods through online marketplaces such as eBay and Depop. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. 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.

Wesley Upah is a financial advisor at Principal Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc, Principal Life Insurance Company, Cambridge Investment Research, Inc., and State Bank of Toledo. Outside of his advisory role, he is a licensed real estate agent and owns a lawn care business. 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, and access to third-party money manager asset allocation and separately managed account solutions.

Kelly Panzanaro is a financial advisor at Principal Financial Services with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with Principal Securities and Principal Life Insurance Company since 2006. 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 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.

Stephen Viereck is a financial advisor with Principal Financial Services in Sioux Falls, SD, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Principal Securities since 2016 and has served at Dakota Wesleyan University since 2005. Outside of his advisory role, he serves as treasurer for the nonprofit Enhanced Benefits Inc., where he manages payroll and financial communications. 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 solutions under various advisory and promoter arrangements.