Joshua Wheatley is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2010. Outside of his advisory work, he serves as the Junior Varsity Head Football Coach at Rockridge High School and is a partner in a financial services LLC formed for business continuation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. 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.

Jeffrey Overson is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including over 28 years with Principal Life Insurance Company and 10 years with Principal Securities Inc. He is also a partner in a financial services LLC formed as part of a business continuation process. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.