David Oliver is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Principal Life Insurance Company since 2002 and Principal Securities Inc. since 2016. Outside of his advisory role, Oliver is a partner in an LLC formed for the joint ownership of antique tractors with family members. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and other entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

John Barclay is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Principal Securities, Principal Life Insurance, Oliver & Herbert, Syngenta, Principal Financial Group, Workiva, and Golf USA. Outside of advising, he serves as a referee for basketball tournaments. Principal Securities provides 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 offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

James Vanberkum is a financial professional with three years of industry experience, currently affiliated with Principal Financial Services. He holds the Series 66 designation and has worked with several firms including Oliver Financial and Northwestern Mutual. Outside of advisory work, he is involved in selling fixed and variable insurance products through Crump. Principal Financial Services 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 managers through various advisory and promoter arrangements.