Armani Cortez is a financial advisor at Principal Advised Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Nationwide Investment Services Corp and OneDigital Investment Advisors LLC. Cortez is based in Phoenix, AZ. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodology with proprietary models and benefits from its integration with the Principal Financial Group family, offering access to affiliated products and a discretionary investment management program called SimpleInvest.

Mohammed Alubaidi is a financial advisor with Principal Advised Services in Phoenix, AZ, holding Series 63 and Series 66 licenses and having two years of industry experience. His previous roles include positions at Empower Financial Services, Discover, Mutual of Omaha, and Wells Fargo. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering both non-discretionary financial advice and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary investment models and benefits from its affiliation with Principal Financial Group entities, providing access to proprietary products and coordinated supervision.