Jonathan Wakin is a financial advisor with Principal Financial Services based in Raleigh, NC. He holds the Series 63 and Series 65 licenses and has 11 years of industry experience. His prior experience includes roles at First Citizens Investor Services, Park Avenue Securities, Guardian Life Insurance Company, Edward Jones, and RGA Investments. 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 solutions, with investment implementation generally carried out on a discretionary basis.

Brendan Dwyer is a financial advisor at Principal Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at Principal Securities and Principal Life Insurance Company since 2021, following a prior role at Janney Montgomery Scott. Dwyer serves on the boards of Our Mother of Consolation Parish School and The GOD'S CHILD Project, providing governance and oversight for these nonprofit organizations. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through both advisory and promoter arrangements.

Mike Priestley is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and 65 licenses and bringing 44 years of industry experience. His career includes roles at Principal Securities Inc, Principal Life Insurance Company, TPC Benefits, and prior positions at MML Investors Services, Mass Mutual Life Insurance Company, and ProEquities. He also owns The Priestley Company, a C corporation focused on group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Sarah Frieberg is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 credential and nine years of industry experience. She has held advisory roles at multiple firms, including Madden Wealth Management, Smith Frieberg Financial, and Frieberg Financial, where she currently serves as CEO and owner. She also consults for a financial services company owned by her spouse, focusing on educational content development and planning tools. 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 manager asset allocation and separately managed accounts.

Andrew Miner is a financial advisor with Principal Financial Services in Portland, ME. He holds a Series 66 designation and has 11 years of industry experience. His prior firms include Commonwealth Financial Network and Curate Partners. Outside of his advisory work, Miner serves as treasurer of an LLC created to support his wife's voice acting career. 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 managers through various advisory and promoter arrangements.

Gerard Nieters is a financial advisor with Principal Financial Services in Charlotte, NC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Sage Financial Partners since 2006 and has been affiliated with Principal Life Insurance Co. and Principal Securities Inc. since 2003. Outside of his advisory role, he is involved in selling group and individual health insurance as well as other insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, 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 solutions under various advisory and promoter arrangements.

Leslie Arcuri is a financial advisor with Principal Financial Services in Charlottesville, VA, holding Series 63 and Series 65 licenses and 33 years of industry experience. Their career includes over two decades with Principal Securities and Principal Life Insurance Co. Arcuri serves as Treasurer of the Briarwood Phase III Home Owners Association. 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 consulting, and access to third-party money managers through various advisory and promoter arrangements.

Robert Leavitt is a financial advisor with Principal Financial Services in Saint Louis, MO, holding a Series 66 designation and two years of industry experience. He has worked at Kuhlmann Financial Services, Inc. and Kuhlmann Leavitt, Inc., where he is an owner and reviews financials and audits payables. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Matthew Thomas is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Principal Securities Inc., Principal Life Insurance Company, PFS Investments Inc., and Primerica Life Insurance Company. Outside of advising, he has experience in the sales of home security and automation products and mortgage loan products through affiliated companies. 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 abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Jacob Stroh is a financial advisor at Principal Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including at Principal Securities Inc, Principal Life Insurance Company, Invictus Strategies, and Farm Bureau Financial Services. He is president of Stroh Financial Group, LLC, a prior entity related to Farm Bureau Financial Services, which currently manages an office lease subleased to an architecture firm. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by these managers.

Shiva Porter is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at notable firms including JP Morgan Chase Bank and Edward Jones. 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.

Tonya Hirte is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Principal Financial Services since 2017. Prior to that, she was employed at Stancorp Investment Advisers, StanCorp Equities, and Standard Retirement Services. Outside of her advisory role, she serves as a director for the Gladstone Education Foundation, which supports educational services and community programs in Oregon. Principal Securities provides brokerage and registered investment advisory services to a broad 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 programs under various advisory and promoter arrangements.

Christopher Persak is a financial advisor with Principal Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2004. 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 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.

Brooke Cole is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. She has previously worked with the Retirement Resource Group and held roles outside finance at The University of Iowa and local schools. Brooke serves as a camp chair volunteer, coordinating communications to support girls attending camp. 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 a range of advisory programs, financial planning, and access to third-party asset management solutions, with investment implementation typically managed on a discretionary basis by third-party money managers.

Gunturi Pradeep is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Cetera and Genpact. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. 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.

Joseph Sicchitano is a CFP® credentialed financial advisor with 31 years of industry experience. He is currently with Principal Financial Services and has previous experience at firms including Morgan Stanley, SunTrust, and TIAA-CREF. He serves as a long-time board member of Kingdom Global Ministries, a nonprofit focused on supporting pastors worldwide. 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 solutions through various advisory and promoter arrangements.

John Cullen is a financial advisor with Principal Financial Services in Davie, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been associated with Principal Securities Inc. since 1999 and has operated his own CPA firm, John T. Cullen, P.A., as a licensed CPA for several decades. Outside of advising, he is involved in a CPA practice in addition to his financial services role. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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, with investment implementation typically managed on a discretionary basis by affiliated or unaffiliated managers.

Devon Blair is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. Prior to joining Principal, Blair held positions at Thrivent Financial, S&P Global, and Equitable Advisors. Outside of advisory roles, Blair has business experience with Restaurant Applications, LLC and Hamptons Delivery Service, Inc. 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 solutions.

Lisa Wright is a financial advisor with Principal Financial Services in Farmington Hills, MI, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. She has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2015. In addition to her advisory role, Wright serves as a bank officer to support Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. 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.

Joseph Vetrano is a financial advisor with Principal Financial Services in Tucson, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked with Vetrano Financial Services since 2013 and has been affiliated with Principal Securities Inc and Principal Life Insurance Company since 2018. Outside of advising, he is involved in the sale and service of fixed life, annuity, long-term care, disability, group benefit, and health insurance. 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 abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various investment adviser and promoter arrangements.