Stephen Laine is a ChFC® credentialed financial advisor with 30 years of industry experience, currently affiliated with Principal Financial Services in Fort Collins, CO. He has worked with Principal Life Insurance Company since 2007 and is also associated with Mko Financial. Outside of his advisory role, Laine serves as Chair of the Advisory Boards for both the Poudre School District ACE Program and the Better Business Bureau Serving Northern Colorado and Wyoming. 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 solutions, with investment implementation typically managed on a discretionary basis by affiliated or unaffiliated TPMMs.

Katherine Porter is a financial advisor with Principal Financial Services in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Principal, she worked at Lockheed Martin and has experience in the insurance sector as an agent at MKO Financial, focusing on life insurance, disability, annuities, and related products. 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 financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by these external managers.