Ashish Patel is a financial advisor with Principal Financial Services, holding a Series 66 license and two years of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company in 2024, he worked for Best Buy Co. for 19 years. He is also involved in the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brandon Danielson is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 licenses. He has three years of industry experience and previously worked at Edward Jones and New York Life. Prior to his financial services career, he served 17 years in the U.S. Navy. Outside of advising, he is involved in the sale of various insurance products including life, disability, annuities, 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 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.

Peter Hyjek is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 24 years of industry experience. His career includes roles at Principal Life Insurance Company since 2002 and Principal Securities Inc. since 2016, along with a more recent position at Piprude Financial. He is also the owner of PFH Financial LLC, which supports operational and administrative expenses, and is a partner in Power Corner LLC, an entity formed for business partnering and practice succession planning among Principal advisors. 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 solutions through distinct advisory and promoter arrangements.

Daniel Oconnell is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been affiliated with Principal Securities, Principal Life Insurance Company, and Next Level Insurance LLC since 2016. Outside of his advisory work, Oconnell serves as a board member for Texas CASA, volunteers as an assistant scout master, speaks at industry events on leadership and entrepreneurship, and serves as a trustee for the MDRT Foundation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charities. 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.

Timothy Mcparland is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2008 and previously worked at Union Financial, Inc. from 2021 to 2023. Outside of his advisory role, he is engaged in fixed insurance brokerage, specializing in life, disability, group, and long-term care insurance. 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 stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with advisory arrangements that include both direct advisory roles and promoter referral services.

Grant Reding is a financial advisor at Principal Financial Services with seven years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior work includes roles at Principal Securities, Principal Life Insurance Company, Principal Funds Distributors, and Avid Technical Resources. He also maintains an outside insurance position involving fixed insurance products such as life, disability, medical, long-term care, and annuities. 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.

Donald Terry Jr. is a financial advisor with Principal Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Principal Securities Inc since 1994 and Principal Life Insurance Co since 1998, alongside leading Executive Benefit Solutions Dt Jr since 2006. He serves on the boards of Girls Inc. of Greater Houston and the Houston Galveston Women's Business Center, both nonprofit organizations. 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 consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Norma Quiroga is a financial advisor with Principal Financial Services in Livermore, CA, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has worked with Principal Life Insurance and Principal Securities since 2016. Quiroga serves as a bank/trust officer at Principal Bank and Principal Trust Company, and she is a director on the board of Room to Grow Explorers, a nonprofit organization focused on public benefit. 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 solutions under various advisory and promoter arrangements.

Michael Rivera is a financial advisor with Principal Financial Services based in Mt Pleasant, SC. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at Trinity Wealth Partners and various entities within the Principal group. Rivera is involved in fixed annuities, long-term care, life, group benefits, health insurance, and disability insurance. 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 managers through multiple advisory arrangements.

Katelyn Harder is a financial advisor at Principal Financial Services with 8 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at LSB Capital Management, LPL Financial, Mutual of Omaha, and Horace Mann. 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.

Melvin Rochowiak is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 33 years of industry experience. He has worked with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1992. Outside of his advisory role, he is president of the AmSpirit Business Connections chapter and serves on the board of the Mercedes Benz Club of America – Central Ohio. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individuals, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under both adviser and promoter arrangements.

Luke Reilly is a financial advisor with Principal Financial Services in Tucson, AZ, holding a Series 66 license and six years of industry experience. He previously worked at Alliance Group for five years and has been affiliated with Principal Securities Inc and Principal Life Insurance Company since 2020. Outside of his advisory role, he is licensed as an insurance agent specializing in life, annuities, disability, long-term care, health, and Medicare supplement products. 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 adviser and promoter arrangements.

Joseph Nagy is a financial advisor at Principal Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1999. Outside of his advisory role, he is active as an insurance agent specializing in fixed life insurance, fixed annuities, disability insurance, 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 financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Michelle Stone is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc. since 2001 and has also worked with Principal Life Insurance Company since 2000. Outside of her advisory work, she serves as the president of the board for St. Vincent de Paul - Sacred Heart Council, a nonprofit charity affiliated with her church. 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 solutions under various advisory and promoter arrangements.

Robert Bogia is a financial advisor with Principal Financial Services in Cornelius, NC, holding a Series 66 designation and nine years of industry experience. He has worked with Fulcrum Capital Partners since 2018 and has been affiliated with Principal Securities Inc. since 2017. Outside of his advisory role, Bogia serves as president of his homeowners association and operates an LLC for tax purposes. 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 offerings include financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct adviser and promoter arrangements.

Gina Katz is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 1997. Katz also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple business units. 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 managers through various advisory and promoter arrangements.

David McNeilly is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Northwestern Mutual and Ameritas, as well as operating McNeilly Financial for ten years. He also engages in the sale of fixed insurance products including fixed life, fixed annuities, medical, disability, and long-term care insurance. Principal Securities offers 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. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Gerdes is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Principal Financial Group and its affiliate Princor Financial Services since 2003. Outside of his advisory role, he is involved in a small family business raising alfalfa and livestock, and serves as a council member for the Sac County Extension Agriculture District Council. 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 manager asset allocation and separately managed accounts under various advisory and promoter arrangements.

Timothy Semlick is a CFP® with 19 years of industry experience, currently affiliated with Principal Financial Services. His prior experience includes over a decade at Charles Schwab, working with both the bank and the brokerage divisions. Outside of his advisory role, he is involved in insurance sales and service, covering fixed life, fixed annuities, disability income, long-term care, property and casualty, health, and group benefits. 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’s advisory services emphasize financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Andrea Benson is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 65 designation and nine years of industry experience. She has been with Principal-affiliated entities since 2008, including roles at Principal Life Insurance Company and Principal Securities Inc. 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.