Adam Salman is a financial advisor with Principal Financial Services in Irvine, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes roles at Principal Life Insurance Company, NYLIFE Securities LLC, New York Life, Chase Bank, JP Morgan Chase Bank, and AJS Investments. Outside of his advisory duties, he is the sole member of SHIBA Enterprises LLC, which offers health insurance to individual and business clients. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Arvind Mehta is a financial advisor with Principal Financial Services in Irvine, CA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at GT Securities, Ducat Capital Partners LLC, and various firms in the financial services sector. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Han Chen is a CFA® charterholder with 27 years of industry experience, currently serving at Principal Financial Services. He has been with Principal Securities Inc and Principal Life Insurance Co since 2008. In addition to his advisory role, he sells fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. 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 stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Jane Choi is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including New York Life, Eagle Strategies, Mass Mutual Life Insurance Company, and MML Investors Services LLC. 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 services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Wade Jones is a financial advisor with Principal Financial Services in Irvine, CA, holding a Series 66 credential and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Principal Life Insurance Company and Principal Securities, Inc. Wade is also involved in outside sales of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance through various carriers. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Sylvia Ahn is a financial advisor at Principal Financial Services with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including MassMutual and Minnesota Life Insurance. In addition to her advisory role, she is involved in the sale of life, disability, annuities, health, and Medicare-related 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 consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by external managers.

Charles Gallagher is a financial advisor with Principal Financial Services based in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Thrivent Financial and New York Life Insurance Company. Outside of his advisory work, he is the chairman of the Orange County National Eagle Scout Association and owns an early-stage tech startup developing video editing software. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation managed primarily on a discretionary basis by the third-party managers.

Matthew Collins is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services and Principal Life Insurance Company since 2026. Prior to that, he was affiliated with MassMutual and its related entities from 2017 to 2026, and with Tax and Financial Services and Securian Financial Services from 2010 to 2017. 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 U.S. military personnel overseas. 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.

Anh Nguyen is a CFP® with 28 years of industry experience, currently serving at Principal Financial Services in Irvine, CA. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2010. His additional business activity includes selling fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. 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 U.S. 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.

Jeffrey Golan is a financial advisor at Principal Financial Services based in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses, with 35 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2008. Outside of advisory services, he is also an agent involved in fixed insurance products including fixed life, disability, long-term care, group, and health 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 overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Karen Lomas is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with Principal Financial Services, where she has worked since 2021, following five years at Securian Financial Services. Outside of her advisory role, she holds leadership positions in several organizations, including serving as Chairperson for Business Owner Education at the Santa Fe Springs Chamber of Commerce, Membership Chair for Women in Manufacturing–Los Angeles, and President of the Rotary Club of Norwalk/Santa Fe Springs. 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 emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions delivered through various advisory and promoter arrangements.