Phillip Barbaria is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Principal-affiliated firms since 2007. Outside of his advisory work, he owns a rental property managed by a third party. 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’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.

Robert Wilson is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing Services and Fidelity Brokerage Services. He also receives trail commissions on health insurance contracts written before 2016 when he operated as an independent insurance agent. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.