Shanna Ross is a Series 65-licensed financial advisor with Principal Financial Services in Des Moines, IA, and has 15 years of industry experience. She has worked with Principal Financial since 2012 and Principal Securities since 2016. Outside of her advisory work, Ross owns a custom clothing shop and participates in several entrepreneurial ventures, including a Christian t-shirt brand and an online costume jewelry resale business. 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, with investment implementation generally managed on a discretionary basis.

Dushyant Sharma is a financial advisor at Principal Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors Networks LLC and Principal Life Insurance Company. Sharma’s background also includes experience in law studies and commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel outside the United States. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Raelynn Austin is a financial advisor with Principal Financial Services in Des Moines, Iowa, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked with Princor Financial Services Corporation since 2012 and with Principal Life Insurance Company since 2003. Principal Securities offers 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’s advisory focus includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jeffrey Schultz is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Princor Financial Services and Principal Mutual Life since the early 1990s. 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 direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Bailey Warrick is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Principal, Warrick worked at multiple firms including Green Hills Retirement and Nationwide Insurance, and has held various roles in retail. Outside of advising, Warrick works part-time fulfilling online orders at Lowe's. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm provides financial planning, retirement consulting, and access to third-party money manager programs, with advisory solutions delivered through both adviser and promoter arrangements.

Matthew Dinville is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 28 years of industry experience. He has been with Principal Financial Services and Principal Life Insurance Company since 1997. Outside of his advisory role, Dinville is a partner in Arizona Investments LLC, an entity formed to invest jointly through Streamline Capital Group. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Amanda Santillan is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 65 and Series 63 licenses and having five years of industry experience. Her career includes roles at Principal Life Insurance Company, Principal Securities INC, Sammons Financial Group, Collins AeroSpace, Iowa Legal Aid, and Drake University Law School. 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.

Joseph Bethel is a financial advisor with Eagle Strategies (NY Life) based in Ankeny, Iowa. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Innovative Financial Solutions Group and NYLIFE Securities LLC, among other firms. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jamie Bachman is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds a Series 66 designation and has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2010. Outside of his advisory work, he serves as a board member for both the Girl Scouts of Greater Iowa and the Red Cross Northern and Central Iowa Chapter, and he is involved part-time in retail purchasing and sales at West End Restoration, LLC. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Jeffrey Muleya is a Series 65-credentialed advisor with Principal Financial Services in Des Moines, IA, where he has worked since 2005. He has 21 years of industry experience, including prior work with Principal Life Insurance Company beginning in 2004. Outside of his advisory work, he has held positions as a delivery driver for both Uber and Amazon. 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 consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Tracey Faenza is a financial advisor with Valic Financial Advisors in Des Moines, IA, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at Mercer and MMC Securities Corp. She also serves as an agent for non-securities insurance products through Agia and assists her mother with financial matters as a power of attorney. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Derek Miller is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Vision Financial Group and Drake University. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kyle Kanaskie is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and eight years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance since 2017 and previously worked at Bral Investments and Truman State University. Outside of his advisory role, he serves as an assistant boys varsity basketball coach for the Waukee Community School District. 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 asset allocation and separately managed account solutions.

Heather Buttery is a financial advisor with Empower Advisory Group in Altoona, IA, holding Series 63 and Series 66 registrations and nine years of industry experience. Her prior roles include positions at Wells Fargo, Principal Life Insurance Company, and Nationwide. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm’s integrated service model connects financial planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Timothy Roetman is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Principal Financial and its affiliate Princor since 2004. 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.

Michael Rideout is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 65 designation and has 17 years of industry experience. His career includes roles at Principal Life Insurance Company and Principal Securities since 2008. 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 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.

Christopher Zug is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 28 years of industry experience. He has worked with Principal Securities, Inc. and Principal Life Insurance Company since 2018 and previously held roles at Mass Mutual Investors Services and TriNet/MassMutual. Outside of his advisory work, Zug serves as a board member for The Harbourage Homeowners Association and is an assistant golf coach at Grinnell College. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alyssa Vowell is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2010. Alyssa also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. 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, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Chad Basel is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked at firms including Principal Securities, Nationwide Investment Services Corp, U.S. Bancorp Investments, and Diversified Investors Securities Corp. Basel also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and businesses. 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.

Nathan Self is a financial advisor with TLG Advisors, Inc. based in Des Moines, IA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Voya Financial and Principal Financial Group. Nathan is also involved with Gilico, an insurance-related business. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning, using manager selection and fundamental analysis combined with Modern Portfolio Theory to build diversified portfolios.