David Vartanian is a financial advisor with Principal Financial Services, holding a Series 66 designation and five years of industry experience. He has worked at Central Valley Strategic Wealth Management and Principal Securities, and his background includes roles with multiple Major League Baseball teams and local school districts. He serves as a board member and investment committee volunteer for the COS Foundation, which supports fundraising and investment oversight for a local college. 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 financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Kevin Wright is a financial advisor with Principal Financial Services in Visalia, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Principal Life Insurance and its related entities for over a decade and owns Kevin Wright Insurance with 37 years of experience. Outside of his advisory role, he serves as a licensed marriage minister with American Marriage Ministries and as the 1st trustee on the board of AMVETS, supporting veterans’ activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through distinct adviser and promoter arrangements.