Vicky Johnson is a CFP® professional with 20 years of industry experience, currently affiliated with Principal Financial Services and Johnson Carpenter Wealth Management. Her career includes long-term roles at Principal Securities Inc. and Principal Life Insurance Company since 2006. She serves as a board member for Reins of Hope, an organization providing therapy time with horses for sick and needy children. 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 plan consulting, and access to third‑party money manager programs under various advisory and promoter arrangements.

William Robinson is a financial advisor with Principal Financial Services in Modesto, California, holding Series 63, 65, and 66 licenses. He has 10 years of industry experience and has been with Principal Securities Inc. and Principal Life Insurance Company since 2015. Outside of his advisory work, Robinson is actively involved in community organizations, serving as a director on the Modesto Chamber of Commerce board and as chairman of the Riverbank Chamber of Commerce. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Cory Kelly is a financial advisor with Principal Financial Services in Modesto, CA, holding a Series 66 designation and 11 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2015 and 2016, respectively, and spent three years with Kleiderlein Wealth Advisory Group. Outside of advising, he manages a fixed insurance practice and occasionally rents his personal residence on Airbnb when on vacation. 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 consulting, and access to third-party money manager asset allocation and separately managed accounts.

Angelo Giannosa is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. He has worked at Almond Valley Wealth Management since 2020 and has been with Principal Life Insurance Co and Principal Securities Inc since 2004. 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 asset allocation and separately managed account solutions.

Ashley Call is a CFP® with five years of industry experience, currently affiliated with Principal Financial Services in Modesto, CA. Prior to joining Principal Securities Inc., Ashley worked at Johnson Carpenter Wealth Management and Vicky Johnson. Ashley also engages in the sales and service of fixed life insurance products, including annuities, disability insurance, long-term care, and group benefits. 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 direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.