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.

Bret Bell is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Integrity Alliance since 2018 and previously worked at Packerland Brokerage Services Inc. Bell also owns and operates Bell & Sons Inc., where he is involved in insurance sales, including fixed and indexed annuities, life, long-term care, and disability products. Integrity Alliance is a large advisory enterprise serving individual investors, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services through a network of over 300 independent advisers managing approximately $5.4 billion in assets.

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.

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.

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 having 11 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. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various adviser and promoter arrangements.

Chad Oppedal is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 designations and has 24 years of industry experience. He has been associated with Princor Financial Services since 2001 and Principal Financial Group since 1999. Outside of his advisory work, he serves as a road manager and treasurer for nonprofit organizations, including the Carlisle Soccer Club and the Insurance Advertising Compliance Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and retirement consulting, with access to third-party money manager solutions under various advisory and promoter arrangements.

Aaron Gremler is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Brokers International Financial Services since 2022 and previously held roles at Brokers International and the University of Iowa. Outside of his advisory work, he serves on the board of Finworld, Inc., a cybersecurity solutions company, and is a partner in VJ Railroad, a real estate-related 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 offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios with various asset allocation strategies.

Cody Lawler is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with Principal Securities and Principal Life Insurance Company since 2008. 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.

Jason Brown is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Voya Financial Advisors from 2014 to 2017. Brown has been with Principal Securities and Principal Life Insurance since 2017. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, 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.

Aaron Peterson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Integrity Alliance since 2016 and also maintains a role at Lone Wolf Financial, LLC, which he has been involved with since 2005. Peterson is an independent insurance agent specializing in fixed and traditional insurance products. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and both wrap and non-wrap programs, with investment advice delivered through multiple platforms and approaches.

Tyler Abels is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Princor Financial Services Corporation and Principal Life Insurance Company since 2014. Outside of his advisory work, he co-owns MDT, LLC, a family-owned entity involved in agricultural land use, and operates a YouTube channel that generates advertising revenue. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Mari Beeler is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Outside of her advisory role, she serves as a board member on the finance committee of Mentor Iowa, where she helps oversee budgeting and financial reporting. 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 consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Matthew Meline Sr. is a CFP® professional with 27 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2019. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is Chair of the YMCA Board and is involved in entrepreneurial ventures including owning a publishing company and leading a college planning service. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base through a network of over 400 independent advisers. The firm supports a variety of investment approaches and account types, including discretionary and non-discretionary management, and provides access to multiple sub-advisers and model portfolios.

Jennifer Smith is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her career includes roles at Smith + Co Financial, Smith Frieberg Financial, Principal Securities Inc., and Principal Life Insurance Company. She serves as a board member for One Iowa, a nonprofit focused on general LGBT advocacy. 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. The firm offers financial planning and retirement consulting with access to third-party money manager programs under various advisory and promoter arrangements.

Richard Prey is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career includes long-term roles with Principal Mutual Life Insurance Company and Principal Life Insurance Company. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.