Lisa Hunter is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and having two years of industry experience. She has worked at Pinnacle Wealth Partners since 2025 and previously at Shieldmaiden Financial. Outside of her advisory role, she is involved in the sales and service of fixed life insurance, annuities, and other insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutions. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Sandra Dittus is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 11 years of industry experience. She is currently with Principal Financial Services and has previously worked at Raymond James Financial Services and Pinnacle Financial Partners. Dittus serves on several local investment committees, including the Jewish Federation of Greater Chattanooga and the Mizpah Congregation, and is Secretary/Treasurer of the Hamilton County Schools Fund for Excellence. 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, and access to third-party money managers through various advisory and promoter arrangements.

Travis Poole is a CFP® professional with 18 years of industry experience, currently affiliated with Principal Financial Services. He previously worked at Northwestern Mutual for 15 years before joining Principal Securities Inc., Principal Life Insurance Company, and operating Poole Wealth Management since 2021. Outside of his advisory role, he owns an RV rental business and manages a seasonal vendor space and food sales operation during the world’s longest yard sale. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.