Matthew Sheirer is a financial advisor at Principal Financial Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wealth By Choice, Union Financial, and Principal Securities Inc. He serves on the board of directors for NAIFA Central Iowa, focusing on advocacy initiatives and educational programming. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jason Sperry is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and having 10 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2016. 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.

Thomas Frolick is a financial advisor with Voya Financial Advisors, Inc. in Des Moines, IA, holding Series 66 and Series 65 registrations and bringing 25 years of industry experience. He has been with Voya Financial Advisors since 2014. In addition to his advisory role, he works as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a diverse clientele, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based advisory relationships.

Aaron Clayberg is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Principal Securities and Principal Life Insurance Co. since 2015. Outside of finance, he operates a commercial cleaning service. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and active-duty U.S. military personnel abroad, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Travis Hilsabeck is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Principal Securities and Principal Life Insurance Co since 2016. Outside of his advisory role, he is CEO and co-owner of Alinc Enterprises LLC, a sporting goods sales business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel stationed abroad. 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.

Jonathan Helak is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at U.S. Bank and the United States Air Force. He also serves as a retirement consultant through Principal Advised Services, providing one-on-one investment advice to retirement plan participants. Principal Securities offers brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, and business entities. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Barry Tewes is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Principal Securities Inc. since 2011 and also has professional affiliations with Principal Life Insurance Company and H.L. Munn Lumber. 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 U.S. military personnel abroad. 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.

Mitchell Storr is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Princor Financial Services and Principal Life Insurance Company since 2015. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. 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 Tursi is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at various Principal entities since 2011 and holds a bank officer position at Principal Bank & Principal Trust Company, supporting retirement plan account relationships across multiple business units. 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, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by these managers.

Dustin Mars is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with Principal Securities since 2016 and Principal Life Insurance since 2011. Outside of his financial 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, 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.

Andrei Murphy is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He has been associated with Brokers International Financial Services, LLC, Insurance Solutions of Iowa Inc, Insurance Solutions of Iowa LLC, and Reserve National Insurance Co since 2013. Outside of his advisory role, Murphy serves as a board director for the Indianola Chamber of Commerce. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial and retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches across multiple platforms.

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.

Garrett Manning is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Rocket Pro, and Farm Bureau Financial Services. Outside of his advisory work, he is a partner and investor in a sports management business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement plan consulting, utilizing a range of portfolio management approaches and multiple custodial platforms.

Joseph Katelman is a financial advisor with Private Advisor Group, LLC in Des Moines, IA, holding a Series 66 credential and 10 years of industry experience. His prior work includes five years at UBS Financial Services Inc. and concurrent roles at Private Advisor Group and LPL Financial, both since 2021. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers.

Kara Dorothy is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Mission Wealth Management, Mariner Wealth Advisors, Neuberger Berman, and Mesirow Financial. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, strategic use of low-cost index vehicles, and tax management when appropriate.

Charlie Gipple is a financial advisor at Integrity Alliance, LLC with 18 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to joining Integrity Alliance in 2019, he worked at CG Financial Group, North American Life, and Partners Advantage Insurance. Outside of his advisory role, Gipple is the owner of CG Financial Group, a brokerage firm focused on educating insurance agents about life insurance and fixed annuity products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and retirement plan consulting through a network of independent advisers, utilizing a range of portfolio strategies and multiple custodial platforms.