Jerry Pierre is a financial advisor with Principal Advised Services in Orlando, FL, holding a Series 66 license and one year of industry experience. His prior roles include positions at Principal Asset Management, Principal Funds Distributor, Principal Securities, Inc., and Ss&C. Jerry has worked within various Principal Financial Group affiliates since 2024. 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 called SimpleInvest. The firm combines third-party and proprietary models to deliver advice and benefits from operational integration with affiliated entities within the Principal Financial Group.

Scott Cheeseman is a financial advisor at Principal Advised Services with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Principal Securities, Principal Life Insurance, Wells Fargo Clearing, and Valic Financial Advisors. 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 wrap-fee investment management program, utilizing a combination of third-party methodologies and proprietary models, supported by affiliates within the Principal Financial Group.