Katie Scalia is a financial advisor with Principal Financial Services in Minneapolis, MN. She holds Series 63 and Series 65 credentials and has one year of industry experience. Her prior work includes roles at Principal Securities, Principal Life Insurance Company, 1834 Investment Advisors Co., Bremer Bank, and Wells Fargo. 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 plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Mark Rappoport is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds a Series 63 designation and has worked with Principal Securities Inc and Principal Life Insurance Company since 1998. He also sells small group health insurance outside of his advisory role. 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 plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Skyler Anderson is a financial advisor with Principal Financial Services holding a Series 66 designation and beginning his advisory career in 2026. Prior to his advisory role, he worked for Hunter Industries, Agrisolutions, and The Toro Company over a period spanning 2005 to 2024. 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 solutions under various adviser and promoter arrangements.

Jason Renskers is a financial advisor with Principal Financial Services in Boulder, MT, holding a Series 66 designation and 28 years of industry experience. His prior roles include work at Insight Advisors LLC and Allstate Insurance Co. He is also the owner of Dry Creek Insurance Group, a property and casualty insurance practice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and 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.

Karina Marquez is a financial advisor with Principal Financial Services in Bakersfield, CA. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 asset allocation and separately managed account solutions.

Liam Downs is a financial advisor at Principal Financial Services with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual and service with the Jacksonville Sheriff's Office. He is also involved in the sale of various insurance products including life, disability, annuities, health, and Medicare insurance. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under advisory and promoter arrangements.

Matthew Giesler is a financial advisor with Principal Financial Services in Ft Thomas, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors, Secure Investment Management, LLC, and U.S. Bancorp Investments, Inc. He also works as a licensed insurance agent, selling life insurance, variable annuities, disability insurance, and long-term care products. 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, and access to third-party money managers through various advisory and promoter arrangements.

Rupert Gregorio is a financial advisor with Principal Financial Services in Bakersfield, CA, holding a Series 66 designation and over 25 years of industry experience. He has worked at Principal Securities Inc. since 2017 and previously held roles at Principal Life Insurance Company and Unionbanc Investment Services. Gregorio is also a co-owner of En8 Digital, Inc., a business unrelated to 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 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.

Megan Christiansen is a financial advisor at Principal Financial Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sammons Financial Network and Voya Financial Advisors. Outside of her advisory role, she works part-time as a retail associate at Yarn Junction Co. 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 emphasize financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

William Feller is a CFP® professional with 22 years of experience in the financial services industry. He is affiliated with Principal Financial Services and has worked with Principal Securities Inc. since 2016. Feller also has experience running Feller & Associates and has been associated with Principal Life Insurance Co. since 2005. He serves on the board of Divine Grace Radio, the North Iowa Area Community College Foundation, and the Charles City Rotary Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both advisory and promoter arrangements.

Joseph Hayes is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, with prior roles at Equitable Advisors, Starbridge Inc, and Principal Life Insurance Co. Outside of his advisory duties, he serves as a board member of Compeer Rochester, a nonprofit organization, and volunteers with The Dove Block Project, a community arts center in Geneva, NY. 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, and access to third‑party money manager solutions through various advisory and promoter arrangements.

David Engel is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work history in mortgage and legal sectors, including positions at Guild Mortgage, Academy Mortgage, and McDermott Will & Emery. 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 stationed 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.

Michael Martin is a financial advisor at Principal Financial Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Northwestern Mutual and Principal in various capacities. In addition to his advisory role, he is involved in writing multiple lines of insurance, including group and individual life, health, disability, long-term care, annuities, medical, and dental products. Principal Securities offers 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’s services include financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory arrangements.

James Vanberkum is a financial professional with three years of industry experience, currently affiliated with Principal Financial Services. He holds the Series 66 designation and has worked with several firms including Oliver Financial and Northwestern Mutual. Outside of advisory work, he is involved in selling fixed and variable insurance products through Crump. 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 direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Michael Gold is a financial advisor with Principal Financial Services in San Rafael, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including over 25 years managing Gold Financial & Insurance Services and 10 years with Principal Securities Inc. Outside of his advisory work, he coaches and teaches pickleball. 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 U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Michael Petersen is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Principal Securities Inc. since 2016. Outside of his advisory role, he serves as a youth coordinator for Pheasants Forever. 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.

Jason Masteller is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 65 designation and 19 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Co since 2007. Outside of his advisory work, he delivers food as a DoorDash driver. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Greydon Turner is a financial advisor with Principal Financial Services holding a Series 66 credential and two years of industry experience. His work history includes roles at Martin-Darley Independent Brokers, Principal Securities, and Principal Life Insurance Co. Outside of his advisory work, he serves on alumni boards for Beta Upsilon and Pi Kappa Alpha, focusing on health and safety and membership engagement respectively. 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 through various advisory and promoter arrangements.

David Glenz is a financial advisor with Principal Financial Services in Chippewa Falls, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Principal in 2025, he worked at Edward Jones for three years and has a background that includes roles outside of finance in orthopedic and manufacturing companies. Outside of advising, he works as a Facilities Learning Coordinator at Mayo Clinic, developing learning architecture for their Eau Claire facility. 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 plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Nicholas Albani is a financial advisor with Principal Financial Services in Tampa, FL. He holds a Series 66 designation and has seven years of industry experience, including roles at Wells Fargo and Franklin Templeton Investments. Outside of advisory work, he is involved in selling outside insurance products such as long-term care, annuities, and life insurance. 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 solutions through various advisory and promoter arrangements.