Gerald Nelson is a financial advisor with Principal Financial Services in Memphis, TN, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at Union Financial since 2022 and has also been associated with Principal Securities and Principal Life Insurance Co. since 2016. Outside of his advisory role, Mr. Nelson owns Azariah Publishing, Inc., a company involved in purchasing rights to books with expired copyrights and book publishing, and serves as a board member for the Precision Metalforming Association, supporting brand awareness and networking in Tennessee. 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 U.S. 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.

David Lookadoo is a financial advisor with Principal Financial Services in Memphis, TN, holding a Series 66 designation and 23 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2017 and previously at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. He is also the owner of Southern Chef LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans, with a focus on direct advisory programs, financial planning, and access to third-party money manager solutions.