Angela Heaton is a financial advisor at Principal Advised Services with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Principal Financial and affiliated entities since 2006. Outside of advisory work, Heaton serves as Secretary for the Saint Libory EMS Squad and is the President of the Saint Libory Catholic Church Council of Catholic Women. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary and third-party methodologies, serving clients through its connection to the broader Principal Financial Group family.

Scott Breitkreutz is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 credentials and 15 years in the industry. He has worked with Principal Advised Services since 2024 and has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2016 and 2010, respectively. Outside of advisory roles, he serves as an Assistant Vice President in Advice, Education & Sales at Principal Bank, where he is responsible for sales of bank deposit products. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm offers both non-discretionary recommendations and a discretionary investment management program, leveraging integration within the Principal Financial Group to access affiliated products and services.

Michael Lynch is a financial advisor with Principal Advised Services in St. Paul, NE, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2005. Outside of finance, he is involved in horse racing as an owner of racehorses. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program, integrating proprietary and third-party tools within the Principal Financial Group family.

Heidi Breitkreutz is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Principal Life Insurance Co since 2008 and currently holds positions at Principal Advised Services and Principal Securities Inc. Her role includes providing individualized investment advice to retirement plan participants. 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 military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Andrew Rice is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been involved with Rice Investment Resources and Ameritas Investment Corp since 2007. Outside of financial advising, he is employed with Midwest Pyrotechnics, LLC, where he sets up and conducts firework displays. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement plan advice, and uses model portfolios and third-party sub-advisers to serve a diverse client base.

Norman Wilkins III is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at LPL Financial since 2020 and concurrently at Homestead Investments since 2009, with prior experience at Securities America Advisors, Inc. and Homestead Bank. Outside of his advisory roles, Wilkins is involved with Homestead Bank and Homestead Investments in various capacities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by in-house research and multiple delivery platforms.