Mark Schubert is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 credential and 23 years of industry experience. His prior work includes roles at Ameriprise, Investment Professionals, Inc., and Principal Life Insurance Company. Outside of financial advising, he is involved in stock photography and serves as President-Elect of the League City Rotary Club, leading community service projects. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and third-party money manager solutions implemented on a discretionary basis.

Donald Terry Jr. is a financial advisor with Principal Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Principal Securities Inc since 1994 and Principal Life Insurance Co since 1998, alongside leading Executive Benefit Solutions Dt Jr since 2006. He serves on the boards of Girls Inc. of Greater Houston and the Houston Galveston Women's Business Center, both nonprofit organizations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Richard Newland is a CFP®-certified financial advisor with Principal Financial Services in Houston, TX, bringing 23 years of industry experience. He has been with Principal Life Insurance Company since 2003 and Principal Securities INC since 2016. In addition to his advisory role, he has experience as a broker in group health insurance and holds fixed insurance licenses covering life, disability, annuities, and long-term care products. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Caleb Robinson is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 designation and seven years of industry experience. He has held roles at Union Financial, Principal Securities Inc., Principal Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he teaches part-time neuroscience and human anatomy courses at UTHealth Houston McGovern Medical School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Christopher Richey is a financial advisor with Principal Financial Services based in Houston, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Union Financial Inc and Union Financial of Texas. Outside of his advisory work, he is an ordained minister who officiates weddings and funerals. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under advisory and promoter arrangements.

Angele Watson is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 license and three years of industry experience. She has worked at Principal Financial and related entities since 2020 and previously at Waste Connections and EY. Outside of her advisory role, she serves as a board member for the Houston East End Chamber Foundation and is involved in her local homeowners association as a member at large. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Clinton Oliphant is a financial advisor at Principal Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked for Gates Used Cars, Inc. for 34 years. In addition to his advisory role, he is licensed to sell and service outside fixed insurance products, including life, annuities, disability, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment arrangements.

Christopher Sizemore is a financial advisor with Principal Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2000. Sizemore serves as a board member of the Hoover Country Club. 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 financial planning, retirement consulting, and access to third-party money manager programs with discretionary investment implementation.

William Newland is a CFP® with 10 years of experience at Principal Financial Services, where he has worked since 2016. He holds a Series 66 license and is based in Houston, TX. Outside of his advisory role, he teaches group fitness classes as a fitness instructor. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, businesses, and active-duty military personnel. 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.

Anita Canales is a financial advisor with Principal Financial Services, holding a Series 66 designation and based in Houston, TX. She has been with Principal Securities, Inc. and Principal Life Insurance Company since 2026. Prior to her current role, she spent 30 years with Deer Park ISD. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Peter Watson is a CFP® with nine years of industry experience, currently affiliated with Principal Financial Services in Houston, TX. He has worked with Principal Securities Inc and Principal Life Insurance Company since 2016 and operates Watson Wealth Management, an independent LLC. Prior to that, he was with Union Financial, Inc. for one year. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Malcolm Ruben is a financial advisor with Principal Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Principal, he worked in various roles including construction, real estate, hospitality, and education. Outside of his advisory work, he is an Uber driver and operates an Airbnb hosting business through Ruben Realty LLC. Principal Financial Services offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm provides financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jaime Castaneda is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Amerant Bank and Uber. Outside of his advisory role, he works as a rideshare driver and an insurance agent specializing in fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by third-party managers.

Maria Grieco is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has held positions at firms including Nationwide Financial and F&M Insurance Group. In addition to her advisory role, she works as a financial representative involved in selling property and casualty, life, annuity, disability income, health, and group insurance products. 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 financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically conducted on a discretionary basis by the third-party managers.