Ronald Merry is a financial advisor with Principal Financial Services in Great Falls, MT, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including extensive tenure at Principal Life Insurance Company since 1998 and Principal Securities since 1983. Merry serves as secretary/treasurer for the Society of Financial Services Professionals and is a board member of the Sun River Skeet Club, a local hobby organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory 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.