Matthew Sheirer is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Wealth By Choice and Union Financial, as well as experience with Principal Securities Inc and Principal Life Insurance Company. He serves on the board of directors for NAIFA Central Iowa, assisting with educational programming and advocacy initiatives. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers a range of advisory programs, financial planning, and access to third-party money manager solutions through distinct advisory and promoter arrangements.

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. He holds Series 65 and Series 66 designations and has 25 years of industry experience, including 12 years with VOYA Financial Advisors. Outside of his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary advice alongside broker-dealer services.

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 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.

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.

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 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.