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David G
Series 63
Amherst, NY
Principal Financial Services
David Gelia is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 38 years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., and United Insurance Agency. Outside of his advisory work, he serves as a trustee for Villa Maria College. 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 consulting, and access to third-party money managers through various advisory and promoter arrangements.
Robert B
Series 63
Amherst, NY
Principal Financial Services
Robert Benshadle is a financial advisor with Principal Financial Services, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., and United Insurance Agency. He serves as an alumni board member for Hilbert College. 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 military personnel. 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.
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