William Boardman V is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Principal Financial Services and Principal Life Insurance Company, having joined in 2026. His prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P., among others. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Martha Nielsen is a CFP® professional at Principal Financial Services with 33 years of industry experience. She has worked at Principal Securities Inc. since 2016 and previously spent five years with Principal Life Insurance Company. Her other business activities include work related to insurance, life products, and fixed annuities. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Adam Powhida is a financial advisor at Principal Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at Newport News Shipbuilding and other mechanical firms. In addition to his advisory role, he is involved in the sale of various insurance products including life, disability, annuities, health, long-term care, dental, and Medicare insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel 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.

Scott Powhida is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 2014. Outside of his advisory role, he is co-owner of Privacy Tab LLC, an LLC established to assist with moving a product through the patent process. 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 plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Hamel is a CFP® with six years of industry experience, currently affiliated with Principal Financial Services. His prior work includes roles at Union Financial and AXA Advisors, LLC. Outside of his advisory work, he serves as the freshman level head baseball coach at Christian Brothers Academy in Albany. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, 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 asset allocation and separately managed account solutions.

Lawrence Dillon is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) at Principal Financial Services with 28 years of industry experience. He has been associated with Principal Life Insurance Company and Principal Securities Inc. for multiple years beginning in 2014. 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 financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Val Tornicelli is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Principal Securities Inc. since 2006. In addition to his advisory role, he is involved in fixed insurance sales focusing on life, annuity, and disability 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 offers direct advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Matthew Mazzone is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services Inc for nine years before joining Principal in 2017. Outside of his advisory role, Mazzone is involved in several business ventures, including ownership of a logistics company and a Lawn Doctor franchise, as well as serving on the board of Discover Schenectady, which focuses on promoting travel and tourism in Schenectady County. Principal Financial Services 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 through both advisory and promoter arrangements.

Peter Major is a financial advisor with Principal Financial Services in Latham, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. Outside of his advisory role, he serves as a director for the Chickadee Mountain Club, a not-for-profit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and U.S. military personnel stationed 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.