Austin Siefers is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 credentials and having four years of industry experience. He has held roles with Principal Advised Services and Principal Life Insurance Company and participates as a singing member of the Tapestry Quartet, a performance music ensemble. 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 services include financial planning, retirement plan consulting, and access to third-party money manager solutions through various investment adviser and promoter arrangements.

Stephen Utsler is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities since 1999 and maintains additional business activities as president and owner of The Business People, LLC. 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. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Brian Miller is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Life Investors Insurance Company of America, Financial Decisions Group, and Signator Investors, Inc. Outside of his advisory work, he is a co-owner of South Fork Soap, a business based in Ankeny, IA. 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.

Trevor Rottinghaus is a CFP® professional with nine years of experience in the financial services industry. He currently works at Principal Financial Services and has prior experience with Northwestern Mutual Wealth Management Company and related entities. 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 managers through various advisory arrangements.

Cassandra Cervantes is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 license and six years of industry experience. Her previous roles include positions at Fidelity Investments and Charles Schwab & Co., Inc. She is also involved with Roshek Skinner Financial as a Client Service Manager, supporting client meeting preparation and account management. 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 asset allocation and separately managed account solutions.

Tyler Phelps is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 14 years of industry experience. He has worked with Naviture, DC Retirement Strategies, Principal Securities Inc., and Principal Life Insurance Company. Outside of his advisory work, he is co-owner of Trainer's Edge, a fitness studio leasing space to personal trainers and their clients. 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. 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.

Griffin Trout is a financial advisor at Principal Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc, Principal Life Insurance Company, Wells Fargo Clearing, and Northland Securities. Outside of finance, he is the CFO, Treasurer, and Vice President of GLiB Games, an LLC that designs, publishes, and sells board games. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, 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 asset allocation and separately managed account solutions.

Ryan Swalwell is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 15 years of industry experience. His work history includes roles at Principal Securities Inc. since 2016 and Heartland Financial Resource Group since 2012. Outside of advising, Swalwell is a CPA and owner of Ryan Swalwell Heartland CPAs, providing accounting and tax services. He also participates as a Charitable Investment Partner with the Community Foundation of Greater Des Moines. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Lindsay Reams is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Longnecker and Associates LLC since 2015, where she also provides administrative support. 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, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Matthew Sunde is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Principal Life Insurance Co. since 2003 and Principal Securities INC since 2016. His other business activities include offering fixed insurance products such as life, annuities, disability insurance, and long-term care. 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 abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Patrick Byrne is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds a ChFC® designation along with Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Principal Life Insurance Company since 1998 and Principal Securities Inc. since 2016. Outside of his advisory work, he sells long-term care insurance, term insurance, disability insurance, fixed annuities, and Medicare supplements through various carriers. 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 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.

Christopher Thomas is a Certified Financial Planner (CFP®) with 14 years of experience in the financial services industry. He is currently associated with Principal Financial Services and holds roles at PV=nRT Financial Group and Bening Financial. Thomas serves as Vice President and past President of the Monroe Kiwanis, where he helps coordinate social and community improvement activities. 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’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through distinct advisory and promoter arrangements.

Dale Roshek is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 63 designation and over 31 years of industry experience. He has worked with firms including Principal Securities INC and Roshek Financial Services. Outside of his advisory work, he serves as Vice-President of the Hickory Hills Lake Plat 1 Lot Association, where he supports member communications and governance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under multiple advisory arrangements.

Ted Longnecker is a financial advisor at Principal Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Principal Life and Principal Securities Inc since 2001. Longnecker also leads Longnecker Wealth Management and Longnecker And Associates, and he serves on the Professional Advisors Council of the Community Foundation of Greater Des Moines. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, 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.

Nanabayin Coleman is a financial advisor with Principal Financial Services, holding a Series 66 designation and beginning their advisory career in 2026. Their prior experience includes roles at Principal Securities, Principal Life Insurance Company, and the Principal Financial Group. Outside of financial services, Coleman has also been involved with Drake University and previously worked with RainyDayPal, Inc. and the Evelyn K. Davis Center for Working Families. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jeffrey Dvorak is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 65 and Series 63 credentials and 32 years of industry experience. He has worked at Principal Securities Inc. since 2016 and maintains a leadership role at Total Financial Solutions, where he is president and sole owner. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty 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.

Curtis Diekevers is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has worked with Principal Life Insurance Company since 2008 and Principal Securities Inc. since 2016. Outside of his advisory role, he refers clients to Group Benefits Ltd. for health, dental, and vision insurance, receiving a commission split. 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.

Spencer Gardner is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Principal Life Insurance Company. His background also includes roles in education at The College of St Scholastica and Gilbert Community School. 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.

Manuel Gutierrez is a financial advisor at Principal Financial Services with a Series 66 designation and over 11 years of experience working within the Principal Financial Group and related entities. He is the founder of Unico Consulting, LLC, a business strategy consulting firm in development, and the owner of Esencia Construction, LLC, a construction business currently being established. Additionally, Gutierrez serves as president of the Des Moines chapter of the Association of Latino Professionals of America and is a board director for Junior Achievement of Central Iowa. 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 members 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.

Kendall Kruger is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1998. Outside of his advisory role, he owns an LLC that serves primarily for tax reclassification purposes related to income received through Principal. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and organizations. The firm provides access to third-party money manager programs, financial planning, and retirement plan consulting with advisory and promoter arrangements involving discretionary investment management.