Michael Lynam is a CFP® professional with 13 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has previously worked at Capstone Financial Group and L&R Wealth Management. Outside of advisory work, he is involved in selling health and group benefits insurance through various carriers. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joseph Thomas is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Capstone Financial Group, and McDaniels and Thomas Wealth Management LLC. Outside of advising, he is involved in several community and leadership activities, including chairing the Hoover Chamber of Commerce President Circle and serving on boards such as Leadership Hoover and Bondfire Ranch, as well as owning a computer programming business and authoring a book on business networking. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Andrew Tillery is a financial advisor with Principal Financial Services in Birmingham, AL, holding a Series 66 license and two years of industry experience. He previously worked at Southern Company for 13 years and has been with 2065 Wealth Management, Principal Securities, and Principal Life Insurance Company since 2023. Outside of his advisory work, he serves as president of the Oak Mountain Middle School Athletic Boosters, a nonprofit organization supporting local school athletics. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Mary Wheeler is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Bankers Life & Casualty, Bankers Life Securities, Bank of America, and Merrill. She also engages in sales of fixed annuities and insurance products. 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 financial planning, retirement plan consulting, and access to third-party money manager programs, employing both adviser and promoter arrangements.

Zachariah Sprinkle is a financial advisor at Principal Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Focused Financial Group, Principal Securities, Principal Life Insurance Company, and other firms. Outside of advisory services, he is involved in the sale of fixed life insurance products, annuities, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nicholas Thomas is a financial advisor with Principal Financial Services in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at 2065 Wealth Management and Principal Securities, Inc., as well as employment outside the financial industry. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jeffery Ruffin is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Principal Securities Inc., Principal Life Insurance Company, BBVA Securities Inc., and other financial firms. Outside of advising, he assists with tax preparation for a family business during tax season. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Robert Little is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2017 and held prior roles at Hornor Townsend & Kent Inc and Penn Mutual. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, 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.

Mike Priestley is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and 65 licenses and bringing 44 years of industry experience. His career includes roles at Principal Securities Inc, Principal Life Insurance Company, TPC Benefits, and prior positions at MML Investors Services, Mass Mutual Life Insurance Company, and ProEquities. He also owns The Priestley Company, a C corporation focused on group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.