Jillian Torluccio is a financial advisor with Principal Financial Services, holding a Series 66 designation and 17 years of industry experience. Her previous roles include positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Morgan Stanley, and Cetera Financial Group. 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 through various adviser and promoter arrangements.

Shareef Doumet is a Series 66-licensed financial advisor with 14 years of industry experience, currently with Principal Financial Services. He previously worked at Transamerica Investors Securities Corporation and related Transamerica entities from 2015 to 2022. Outside of his advisory role, he assists with business development and consulting for a boutique interior design firm. 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.

Mark Homsi is a CFP® with 25 years of industry experience, currently affiliated with Principal Financial Services. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2006. 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 asset allocation and separately managed account solutions.

Mark Rappoport is a financial advisor with Principal Financial Services in Brooklyn, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 1998 and worked at NYBC Direct from 2019 to 2020. Outside of investment advisory, he is involved in selling small group health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs.