Ronald Merry is a financial advisor with Principal Financial Services in Great Falls, MT, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has worked with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1983, with a two-year tenure at Union Financial Inc. He serves as a board member of the Sun River Skeet Club and is involved in local financial professional organizations. Additionally, he owns a small hay farm where hay is grown and sold, and he holds a position as Affiliate Chairperson for NAIFA Montana North. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both adviser and promoter arrangements.

Matthew Merry is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2011 and was previously with Union Financial Inc from 2015 to 2017. Outside of his advisory work, he serves as both director and secretary on the board of the Golden Triangle Sporting Dog Club, organizing events and managing club records. 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 abroad. 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.