Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Peter A

CFP®, Series 63

Centerville, OH

Principal Financial Services

Peter Anderson is a CFP® with 24 years of industry experience and currently works at Principal Financial Services. His prior experience includes roles at Principal Life Insurance Company and Lake Forest Financial Advisors. Outside of his advisory work, he serves as secretary for the Evendale Golf League in Cincinnati, Ohio. 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 asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar
firm logo

Angus M

Series 63, Series 65

Atlanta, GA

Principal Financial Services

Angus McRae is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He is the owner of Angus McRae Insurance Brokerage Services Inc and has worked with Principal Life Insurance Company since 2016. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Retired Founder/Business Owner
user avatar
firm logo

David W

Series 63, Series 65

Waterloo, IA

Principal Financial Services

David Wynstra is a financial advisor with Principal Financial Services in Waterloo, IA, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Principal Life Insurance Company and Principal Securities Inc. since 2017 and worked at Principal Advised Services from 2024 to 2026. Wynstra’s background also includes time at Iowa State University and Kwik Trip Inc. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by those third-party managers.

Retired Founder/Business Owner
user avatar
firm logo

Matthew B

CFP®, Series 63, Series 65

West Des Moines, IA

Principal Financial Services

Matthew Banzhaf is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Principal Financial Services since 2018. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities. He also serves on the boards of Link Associates and Project 52, Inc., which are not investment related. 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 consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by TPMMs.

Retired Founder/Business Owner
user avatar
firm logo

Dominic S

Series 66

Melville, NY

Principal Financial Services

Dominic Severino is a financial advisor with Principal Financial Services, holding a Series 66 credential and 20 years of industry experience. He previously worked at J.P. Morgan Securities from 2009 to 2022 before joining Principal Securities and Principal Life Insurance Company. He is also involved in the sale of fixed annuities, insurance, long-term care, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar
firm logo

Jeffrey M

Series 63, Series 66

West Des Moines, IA

Principal Financial Services

Jeffrey Meislahn is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Co. since 2002. Outside of his advisory role, he serves as a trustee for the Federated Church of Bondurant. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, 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.

Retired Founder/Business Owner
user avatar
firm logo

Robert J

Series 66

Roseville, CA

Principal Financial Services

Robert Jenkins is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc and Principal Life Insurance Company since 2019. Jenkins is also vice president of the Placer Alumni Chapter of the Sacramento State Alumni Association. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar
firm logo

Matthew C

Series 66

Irvine, CA

Principal Financial Services

Matthew Collins is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services and Principal Life Insurance Company since 2026. Prior to that, he was affiliated with MassMutual and its related entities from 2017 to 2026, and with Tax and Financial Services and Securian Financial Services from 2010 to 2017. 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.

Retired Founder/Business Owner
user avatar
firm logo

Brandon H

Series 63, Series 65

Costa Mesa, CA

Principal Financial Services

Brandon Hauck is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Principal Securities, Principal Life Insurance, Capital Synergy Partners, Inc., and CPS Financial & Insurance Services. 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 military personnel overseas. 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.

Retired Founder/Business Owner
user avatar
firm logo

Ryan H

Series 66

Wauwatosa, WI

Principal Financial Services

Ryan Heidel is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. He has previously worked at Praxis Wealth Partners, Harrison Financial, and several other organizations including First National Bank & Trust and UW-Whitewater. 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 approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar
firm logo

Jordan D

CFP®, Series 63, Series 65

Sioux Falls, SD

Principal Financial Services

Jordan Dalton is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Principal Financial Services and has previously worked at U.S. Bancorp Investments, Inc. from 2022 to 2025, as well as Principal Life Insurance Company and Principal Securities Inc. for several years. 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 programs through various advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar
firm logo

Craig S

Series 63, Series 66

Des Moines, IA

Principal Financial Services

Craig Spadafora is a financial advisor at Principal Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Inc. and the City of Malden. Outside of his advisory role, he is a co-owner of two single-family investment property partnerships. 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. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, implementing investment decisions primarily on a discretionary basis.

Retired Founder/Business Owner
user avatar
firm logo

Tanner B

Series 63, Series 66

Des Moines, IA

Principal Financial Services

Tanner Beavers is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Company since 2013. 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.

Retired Founder/Business Owner
user avatar
firm logo

Bryan F

CFP®, Series 63, Series 65

West Des Moines, IA

Principal Financial Services

Bryan Fiala is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Principal Financial Services and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is an insurance agent specializing in life, disability, group benefits, health, and annuities in West Des Moines, IA. 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 asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar
firm logo

Craig V

CFP®, ChFC®, Series 66

Tulare, CA

Principal Financial Services

Craig Vejvoda is a financial advisor with Principal Financial Services in Tulare, CA, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked at Principal Life Insurance Company since 1998 and has operated his own financial and insurance services firms. Vejvoda serves on the boards of the Greater Tulare Chamber Trust, the Tulare County Employees Retirement Association, and the Tulare Rotary Club, where he is Foundation Chair. 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 consulting, and access to third-party money manager asset allocation and separately managed accounts.

Retired Founder/Business Owner
user avatar
firm logo

Stephen S

Series 63, Series 65

Waxhaw, NC

Principal Financial Services

Stephen Swingle is a financial advisor with Principal Financial Services in Waxhaw, NC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His career includes roles at Principal Life Insurance Company since 2017 and a one-year position at LPL Financial in 2016. Outside of his advisory work, he serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management and also works part-time as an Amazon Flex driver. 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 under various advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar
firm logo

Christian M

Series 63, Series 65

Detroit, MI

Principal Financial Services

Christian Mcgowan is a financial advisor with Principal Financial Services in Detroit, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance since 2019 and previously at John Hancock and John Hancock Distributors LLC from 2016 to 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans, with a focus on direct advisory programs, financial planning, and access to third-party money manager solutions.

Retired Founder/Business Owner
user avatar
firm logo

Timothy C

Dublin, OH

Principal Financial Services

Timothy Colvin is a financial advisor with Principal Financial Services in Dublin, Ohio, holding 38 years of industry experience. He has worked with Principal Securities since 2016 and with Principal Life Insurance Company since 1998. His other business activity includes serving as an insurance agent for fixed life, annuities, disability income, group, long-term care, and health insurance products. 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 asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar
firm logo

Paul S

Series 66

Austin, TX

Principal Financial Services

Paul Schreiber is a financial advisor with Principal Financial Services in Austin, TX, holding a Series 66 designation and 27 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2004. Outside of his advisory role, Schreiber serves on the Board of Directors for the Rocky Creek Municipal Utility District in Travis County and holds a bank officer position with Principal Bank and Principal Trust Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

Retired Founder/Business Owner
user avatar
firm logo

Mark G

ChFC®, Series 63, Series 65

Denver, CO

Principal Financial Services

Mark Goodside is a financial advisor with Principal Financial Services in Denver, CO, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Principal Life Insurance Company since 1998 and ownership of Retirement Solutions of Colorado LLC since 2006. Outside of advisory work, he brokers group health insurance and sells various insurance products including fixed life, fixed annuities, health, group benefits, 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, estates, charitable organizations, corporations, 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 adviser and promoter arrangements.

Retired Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)