Kasey Gray is a financial advisor with Principal Financial Services, holding a Series 66 designation and five years of industry experience. Their work history includes roles at Arthur J. Gallagher & Co, Johnson Insurance Consultants, and Principal Securities Inc. Outside of advising, Kasey provides babysitting services in Duluth, MN. Principal Securities offers brokerage and registered investment advisory services to a wide client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services feature direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gregory Toscano is a financial advisor with Principal Financial Services in Duluth, MN, holding a Series 63 designation and over 30 years of industry experience. He has worked at Principal Financial Services since 1994 and held roles at Principal Life Insurance Company, Johnson Insurance Consultants, and most recently Arthur J. Gallagher & Co. Toscano serves as a board member of the Kitchi Gammi Club in Duluth, participating in monthly and committee meetings. Principal Securities provides brokerage and advisory services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Mark Peterson is a financial advisor with Principal Financial Services in Duluth, MN, holding a Series 63 designation and 16 years of industry experience. He has worked at Arthur J Gallagher & Co since 2023 and maintains ongoing roles with Johnson Insurance Consultants and Princor Financial Services Corporation. Peterson is involved in managing employer-based retirement plans and providing financial advising for individuals and families. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include direct advisory programs, financial planning, and access to third-party money manager solutions with both adviser and promoter arrangements.