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Michael C
Series 66
Wayne, PA
Principal Financial Services
Michael Conk is a financial advisor with Principal Financial Services in Wayne, PA, holding a Series 66 designation and 22 years of industry experience. He has worked with Principal Securities Inc since 2016 and has been associated with Financial Advisors of Delaware Valley and Principal Life Insurance Company since 2013. Outside of his advisory role, he has assisted with ski race event operations for Vail Resorts at Mount Snow. 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 plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Matthew L
Series 66
Wayne, PA
Principal Financial Services
Matthew Laudadio is a financial advisor at Principal Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at Laudadio Wealth Management Group and FAODV since 2021, with prior roles at Principal Life Insurance Co and Principal Securities Inc beginning in 2020. His other business activities include serving as an insurance agent specializing in life, long-term care, disability, annuities, group benefits, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.
Stephen C
Series 66, Series 63
Wayne, PA
Principal Financial Services
Stephen Conk is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Principal Securities Inc. since 2013. Outside of his advisory role, he is involved in health, life, disability, and supplemental insurance brokerage. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
John M
Series 66
Wayne, PA
Principal Financial Services
John Murray is a financial advisor with Principal Financial Services in Wayne, PA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Principal Life Insurance Company, Financial Advisors of Delaware Valley, and Principal Securities Inc. He serves as president of the Bryn Mawr Rotary Club, a community organization focused on service and membership growth. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.
Timothy D
CFP®, Series 63
Wayne, PA
Principal Financial Services
Timothy Dwyer is a CFP® with 41 years of experience at Principal Financial Services, where he has worked since 1984 through affiliated entities Principal Securities Inc. and Principal Life Insurance Co. He serves as Vice President of the Our Mother of Consolation Alumni Association in Philadelphia. 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 plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
James M
Series 63, Series 65
Wayne, PA
Principal Financial Services
James Murray is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Financial Advisors of Delaware Valley and Principal Life Insurance Company since 2008 and 2003, respectively. Outside of his advisory role, he serves as president of the Committee to Benefit the Children, a charitable organization focused on fundraising and administration, and he is a board member of The Springhaven Club. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, and various institutions. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under distinct advisory and promoter arrangements.
David C
Series 63, Series 65
Wayne, PA
Principal Financial Services
David Courlang is a financial advisor at Principal Financial Services with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Principal Securities, NYLIFE Securities, and Primerica Advisors. In addition to his advisory role, he writes life, annuity, disability, long-term care, group, and individual insurance policies through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty 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.
Craig C
Series 63, Series 66
Wayne, PA
Principal Financial Services
Craig Charlton is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Union Financial Inc and Pruco Securities, LLC. Outside of his advisory role, he serves as Treasurer and board member of the Windy Hill Homeowners Association. 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 manager solutions through a variety of advisory and promoter arrangements.
Michael H
Series 66
Wayne, PA
Principal Financial Services
Michael Hoover is a financial advisor at Principal Financial Services with a Series 66 credential and one year of industry experience. His prior work history includes roles at Principal Securities, Principal Life Insurance, and Enterprise Mobility, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Matthew D
CFP®, Series 63, Series 65
Wayne, PA
Principal Financial Services
Matthew Dipuppo is a CFP® professional with 12 years of industry experience, currently affiliated with Principal Financial Services. He has worked at Kodiak Wealth Management since 2017 and has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he serves on the West Conshohocken Planning Commission and the West Conshohocken Zoning Board, both unpaid community positions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional entities. 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.
Gregory L
CFP®, Series 66
Wayne, PA
Principal Financial Services
Gregory Laudadio is a CFP® professional with eight years of experience in the financial services industry. He is currently with Principal Financial Services and leads Laudadio Wealth Management Group. His prior experience includes roles at Financial Advisors of Delaware Valley and Rubin Fortunato & Harbison. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and various business entities, offering financial planning, retirement plan consulting, and access to third-party money manager solutions.
Ryan D
Series 66
Wayne, PA
Principal Financial Services
Ryan De Haven is a financial advisor with Principal Financial Services holding a Series 66 designation and less than one year of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company, he worked in education and retail, including roles at West Chester University, Giant Food Stores, Pennridge High School, and Central Middle School. Outside of financial services, he is involved with Brain and Barrel. 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 plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
Michael D
Series 63, Series 65
Wayne, PA
Principal Financial Services
Michael Dwyer is a financial advisor with Principal Financial Services in Wayne, PA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2015. Michael is a partner in Dwyer Wealth Management LLC, an entity used for managing business expenses alongside two other partners. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.
Brendan D
Series 66
Wayne, PA
Principal Financial Services
Brendan Dwyer is a financial advisor at Principal Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at Principal Securities and Principal Life Insurance Company since 2021, following a prior role at Janney Montgomery Scott. Dwyer serves on the boards of Our Mother of Consolation Parish School and The GOD'S CHILD Project, providing governance and oversight for these nonprofit organizations. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through both advisory and promoter arrangements.
Kelly A
Series 63, Series 66
Wayne, PA
Principal Financial Services
Kelly Atkins is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2017 and previously worked as a self-employed advisor for ten years. Outside of her advisory role, she is a partner in a tax preparation business and co-manages an LLC focused on office administration. Principal Securities provides brokerage and registered investment advisory services to a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty 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 E
Series 66
Wayne, PA
Principal Financial Services
David Engel is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work history in mortgage and legal sectors, including positions at Guild Mortgage, Academy Mortgage, and McDermott Will & Emery. Principal Securities provides brokerage and registered investment advisory services to a broad client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. 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.
Joseph T
Series 63, Series 66
Wayne, PA
Principal Financial Services
Joseph Tabella is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Principal Securities Inc. since 2006 and Principal Life Insurance Company since 2005. 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 plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
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