Joshua Banwart is a financial advisor with Principal Financial Services, holding the CFP® and ChFC® designations and eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for seven years. In addition to his role at Principal, he is the founder and owner of Clearwater Wealth Management, through which he provides financial planning, advisory services, and insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Bradley Cure is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Berthel, Fisher & Company Financial Services, Aspire Wealth Management, and FSC Securities Corporation. Principal Securities offers 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 overseas. 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.

Patrick Mc Anulty is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of industry experience and has previously worked at Equitable Advisors, LLC, Principal Securities, Inc., and provided private staff support for Jeff Schoenekase. Prior to his advisory roles, he spent nine years at Charlie Hustle USA LLC. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and active-duty military personnel abroad. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Zachary Oldham is a financial advisor at Principal Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Investment Management, Mass Mutual Investors Services, Vestech Asset Management, and Valic Financial Advisors. Prior to his financial career, he spent over a decade with Planet Sub. 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 outside the United States. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jason Heffner is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Union Financial and Stephens / Heffner Financial Partners. He serves as a board member of the Baldwin Education Foundation, an organization supporting innovative public education initiatives. 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 provides direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Elizabeth Snodgrass is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. She previously worked at Waddell & Reed Inc for 11 years and LPL Financial for one year prior to joining Principal Securities and Principal Life Insurance Company. She serves as a board member on the advisory board for Kansas State University, where she contributes to curriculum discussions. 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 offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Jeffrey Schoenekase is a financial advisor with Principal Financial Services, holding Series 63 and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors, Boulevard Wealth Advisors, and ProActive Financial Partners. He is also involved as a group health insurance broker in Kansas, focusing on various insurance products including fixed annuities, fixed life, disability insurance, and group benefits. 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 consulting, and access to third-party money manager solutions.

Bryce Wallace is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. He previously worked with Dennis Henks and Jovie Boston before joining Principal Life Insurance Co and Principal Securities Inc. Wallace is based in Overland Park, KS. 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 solutions under various adviser and promoter arrangements.

Stanley Strecker is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, Central States Capital Markets, and Empower Retirement. Strecker also serves as Chief Operating Officer at Clearwater Wealth Management, a registered private staff supporting financial professionals in planning, securities, and insurance sales. 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 focuses on advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Nicholas Darrah is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 66 and Series 63 designations and 18 years of industry experience. He has worked with Principal Financial Services since 2014 and is also affiliated with Stephens - Heffner Financial Partners. Outside of his advisory role, Darrah serves as a board member and bookkeeper for New Horizon Ranch, a nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, 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 manager solutions.

Dane Lofquist is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses. He has experience in the financial services industry beginning in 2024, including roles at Principal Life Insurance Company and Principal Securities, Inc. Outside of his financial career, he has been involved with Cornerstone Senior Services since 2024. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Brian Lore is a financial advisor with Principal Financial Services and Blue Valley Wealth Management, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His prior roles include positions at Equitable Advisors, Ivy Distributors, and Waddell & Reed. He serves as a board member for Steps of Faith Foundation and Ability KC, two nonprofit organizations focused on prosthetic care and medical rehabilitation services, respectively. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Kolton Knox is a financial advisor with Principal Financial Services based in Overland Park, KS, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Stephens Heffner Financial Partners since 2019 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company since 2018. Knox also owns Knox Financial LLC, which provides administrative support services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various adviser and promoter arrangements.

Dale Bartlett is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes roles at Veritas Praesidium, Northwestern Mutual Life Insurance Company, and NEF/Met/Mass Mutual. Outside of advisory work, he serves as a consultant for Cutwater Advisory on wealth management practices and is co-authoring a book on advisor succession planning. 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 asset allocation and separately managed account solutions.

Donna Tilden is a ChFC® credentialed financial advisor with over 31 years of industry experience. She is currently affiliated with Principal Financial Services and has worked with Principal Securities Inc. and Principal Life Insurance Company for more than a decade. Tilden also serves as a board member of Business West and volunteers with Next Step KC, assisting low-income clients by preparing personal income tax returns. 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, and access to third-party money manager solutions through various advisory and promoter arrangements.

Vanessa Higgins is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. Her prior roles include working at Stephens Heffner Financial Partners and operating Higgins Business Consulting LLC. She also spent over a decade at Ipourlife, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Andrew Widman is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been affiliated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Widman serves in several nonprofit leadership roles, including Vice President of the Gift of Life KC board and board member positions with Midwest Transplant Network and St. Luke's Foundation committees. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. 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.

Dennis Henks is a CFP® professional with 21 years of industry experience, currently affiliated with Principal Financial Services. He previously spent 20 years at Lincoln Financial Advisors before joining Principal in 2024. Henks serves on the Board of Directors for the University of Missouri - Ag Alumni Association and is involved with the Blue Springs Agriculture Advisory Committee and the Top Producer Executive Network, facilitating peer groups for farm producers. 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 emphasizes financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Benjamin Warner is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at ALLSTATE Financial Services LLC and Park Ins Agencies Inc. Warner serves on the Endowment Committee of Temple B’nai Jehudah, advising on investment strategies aligned with the organization's objectives. Principal Securities provides brokerage and registered investment advisory services to a wide client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions. The firm offers a variety of promoter and referral arrangements and supports Financial Advisors with business resources tied to production.

Benjamin Custer is a financial advisor with Principal Financial Services in Overland Park, KS, holding a Series 66 designation and 12 years of industry experience. He has worked at Principal Securities since 2021 and previously spent seven years at Edward Jones. Outside of his advisory role, he coaches swim classes at Genesis Fitness on a part-time basis. 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 military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.