Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Kelly P
ChFC®, Series 63
Des Moines, IA
Principal Financial Services
Kelly Panzanaro is a financial advisor at Principal Financial Services with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with Principal Securities and Principal Life Insurance Company since 2006. Principal Securities provides 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 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.
Gunturi P
Series 66
Des Moines, IA
Principal Financial Services
Gunturi Pradeep is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Cetera and Genpact. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. 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.
Emily M
Series 65, Series 63
Des Moines, IA
Principal Financial Services
Emily Marr is a financial advisor at Principal Financial Services with Series 65 and Series 63 licenses and four years of industry experience. Her work history includes roles at Principal Securities, Principal Life Insurance Company, and Principal Funds Distributor, as well as prior experience at McCune Whiteley Wealth Management. She has also held positions in academic and community settings, including Texas Tech University, the University of Texas at Arlington, and Kennedale High 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 stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Arnav T
Series 66
Des Moines, IA
Principal Financial Services
Arnav Tyagi is a financial advisor at Principal Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Cetera Financial Specialists LLC, Cetera Advisors LLC, and Cetera Wealth Services, LLC. 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 U.S. 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.
Alyson E
Series 66
Des Moines, IA
Principal Financial Services
Alyson Erickson is a financial advisor with Principal Financial Services, holding a Series 66 designation and having 24 years of industry experience. She has been with Principal Financial Group and its affiliated entities since 2001. 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’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs offered through various advisory and promoter arrangements.
Ryan S
Series 63, Series 66
Des Moines, IA
Principal Financial Services
Ryan Simmons is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has previously worked at MetLife Securities and Mass Mutual Investors Services before joining Principal Life Insurance and Principal Securities in 2017. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.
Kei E
Series 66
Des Moines, IA
Principal Financial Services
Kei Engel is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities. 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.
Steven V
Series 66, Series 63
West Des Moines, IA
Valic Financial Advisors
Steven Valline is a financial advisor with Valic Financial Advisors in West Des Moines, IA, holding Series 66 and Series 63 credentials and 11 years of industry experience. His prior roles include positions at Princor and Principal Life Insurance Company. He also serves as an assistant basketball coach for the Johnston Community School District. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and integrates tax-aware and impact overlays for taxable equity sleeves.
Krystal V
Series 66
Des Moines, IA
Principal Financial Services
Krystal Vriezelaar is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 20 years of industry experience. She has been with Principal Financial and its affiliate Princor Financial since 2013. 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 overseas. 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.
Jennifer A
Series 66
Des Moines, IA
Principal Financial Services
Jennifer Adamson is a financial advisor at Principal Financial Services with 22 years of industry experience. She holds the Series 66 designation and has worked at 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, charitable organizations, corporations, and active-duty 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.
Kirk A
Series 66
Ankeny, IA
Principal Financial Services
Kirk Albin is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds a Series 66 designation and has worked in various roles at Principal entities since 2012, including Principal Funds Distributor, Principal Asset Management, and Principal Securities Inc. He also serves on the leadership team for an internal wellness program at his firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.
Patrick O
Series 63, Series 65
Des Moines, IA
Cetera Planning Partners
Patrick Owens is a financial advisor with Cetera Planning Partners in Des Moines, IA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors, DV Financial, and various Avantax entities. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates a diversified investment approach with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.
Craig S
Series 63, Series 66
Des Moines, IA
Principal Financial Services
Craig Spadafora is a financial advisor at Principal Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Inc. and the City of Malden. Outside of his advisory role, he is a co-owner of two single-family investment property partnerships. 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 military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, implementing investment decisions primarily on a discretionary basis.
Tanner B
Series 63, Series 66
Des Moines, IA
Principal Financial Services
Tanner Beavers is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Princor Financial Services Corporation 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. 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.
Jason M
Series 65
Des Moines, IA
Principal Financial Services
Jason Masteller is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 65 designation and 19 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Co since 2007. Outside of his advisory work, he delivers food as a DoorDash driver. 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 financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.
Raymond B
Series 63
Des Moines, IA
Principal Financial Services
Raymond Bening is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 63 designation and 39 years of industry experience. He has been affiliated with Principal Life Insurance Company since 1998 and has managed his own Bening Financial Organization, Inc. since 1999. Outside of his advisory work, he serves as a volunteer board member for the Brenton Arboretum. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and military personnel. The firm emphasizes direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.
Scott M
Series 66
Des Moines, IA
Principal Financial Services
Scott Mead is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with Princor Financial Services and Principal Life Insurance since 2016. 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 emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.
Mark F
Series 66
Des Moines, IA
Principal Financial Services
Mark Feld is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 14 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Co. since 2015. Outside of his advisory role, Feld serves as Director of Academy for the Bondurant Soccer Club and coaches the U15 boys soccer team at Spring Creek FC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Andre R
Series 66
Des Moines, IA
Principal Financial Services
Andre Rethman is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 20 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 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.
Dawn R
Series 66
Des Moines, IA
Principal Financial Services
Dawn Roach is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 26 years of industry experience. She has worked with Princor Financial Services Corporation and Principal Financial since 1999. 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, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide