Dustin Mars is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with Principal Securities and Principal Life Insurance since 2011 and 2016 respectively, and has additional experience dating back to 2004. Outside of his advisory role, Mars coaches middle and high school sports and serves as a high school basketball referee. 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.

Johnathan Bartholomew is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and three years of industry experience. He has worked as an attorney with Goodman Keller P.C. since 2025, assisting with pre-trial motions, negotiations, and legal research. Bartholomew is also involved with Midwest Financial Solutions, LLC and Hawkeye Brokerage as a sales agent. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing risk questionnaires, model portfolios, and third-party tools to align investments with client objectives.

Tyler Kubik is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. 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 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.

William Froehlich is a financial advisor with Principal Financial Services based in Des Moines, IA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Principal Financial Group since 2002 and with Princor Financial Services Corp since 2001. Outside of his advisory work, Froehlich serves as a paid on-call firefighter for the City of Waukee. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Marcus Wilcke is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and over 20 years of industry experience. He has worked with various Principal entities since 2004, including Principal Life Insurance and Principal Securities. 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 stationed 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.

Joel Andrews is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has less than one year of industry experience and previously worked at Universal Logistics and Schneider National Inc. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using third-party model managers, operating at scale with over 1,200 advisors managing approximately $29.2 billion.

Radhika Rahalkar is a financial advisor at Principal Financial Services with one year of industry experience. She holds the Series 66 designation and has prior experience with Principal Life Insurance Company and teaching positions at several colleges affiliated with Savitribai Phule Pune University. 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 offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment arrangements.

Joseph Katelman is a financial advisor with Private Advisor Group, LLC and holds the Series 66 credential. He has 10 years of industry experience, including prior roles at UBS Financial Services Inc. and LPL Financial, LLC. Katelman is based in Des Moines, IA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines direct portfolio management with access to third-party managers and utilizes multiple investment strategies supported by technology platforms.

Chinthalapalli Uma is a financial advisor with Principal Financial Services, holding a Series 66 designation and 10 years of industry experience. Prior to joining Principal in 2023, Uma worked for various firms including Cetera Adviser Networks LLC and First Allied Securities, INC. from 2015 to 2023. 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 stationed abroad. The firm’s advisory services focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Braden Dietz is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and one year of industry experience. His career includes roles at Principal Life Insurance Co, Principal Securities INC, and Princeville State Bank, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel outside the U.S. The firm offers various advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Lacey Hilton Loewe is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has worked with various Principal entities since 1998 and serves as a bank and trust officer supporting retirement plan account relationships. Outside of finance, she has been involved with Rock Bottom Restaurant and Brewery since 1998. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.

Blake Niehaus is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Principal Securities since 2016 and has been with Principal Life Insurance since 1998. Blake also serves as a bank 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, and business entities. The firm offers financial planning, retirement plan consulting, and access to third‑party money manager programs, employing both advisory and promoter arrangements to deliver tailored investment solutions.

Jennifer Friedman is a financial advisor at Creative Planning with 12 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Mesirow Financial, Usi, and Principal Life Insurance. Outside of her advisory role, she manages a residential leasing activity unrelated to investment business. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through more than 1,100 advisors.

Jeremy Trudeau is a financial advisor at Principal Financial Services with 22 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Co. since 2005. Outside of his advisory role, he coaches for Waukee JAM Basketball, a nonprofit basketball organization in Waukee, Iowa. 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 various advisory and promoter arrangements.

Philip Lockwood is a financial advisor with SPC in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of his advisory role, he volunteers as a basketball coach and skills trainer for youth teams in the West Des Moines area and serves as a divorce planning advisor, assisting individuals with asset division and financial planning during divorce. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary management and collaborating with third-party managers through a custodial platform.

Robert Mccoy is a financial advisor with Cetera Planning Partners in Ankeny, Iowa, holding a Series 63 designation and 27 years of industry experience. His prior experience includes roles at Avantax Investment Services, ProEquities, and managing his own firm, McCoy Investment Services. He serves as a trustee for an irrevocable life insurance trust and is a member of a condominium association board. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate-planning through third-party providers.

David Johnson is a CFP® and ChFC® with over 43 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has worked with New York Life and its related entities since 1982. Johnson also operates under the DBA Innovative Financial Solutions, brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and institutional clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kristine Tetmeyer is a Series 66 registered advisor with Principal Financial Services in Des Moines, Iowa. She has 27 years of industry experience and has been with Principal Financial Services and Principal Life Insurance Company since 1993. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, 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.

Eric Russell is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2005. 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 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.

Skyler Roorda is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Principal Securities, Inc. and Principal Life Insurance Company since 2016. Roorda serves as a board member of Beacon of Life, a nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.