Casey Elsasser is a financial advisor with Principal Advised Services in Omaha, NE. He holds a Series 66 credential and has one year of industry experience. Prior to joining Principal, he worked at Prudential Advisors, LPL Enterprise, and LinkedIn. Outside of his advisory role, he is an author. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm leverages a combination of third-party and proprietary models, supported by affiliated entities within the Principal Financial Group family.

Michael Adelman is a financial advisor with Principal Advised Services in Omaha, NE, holding the ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including roles at Principal Financial Services and Principal Life Insurance Company. In addition to his advisory work, he serves as a retirement consultant providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models with discretionary and non-discretionary options. The firm is part of Principal Financial Group and leverages its affiliated entities to provide access to proprietary products and integrated operational support.