Kendall Kruger is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1998. Outside of his advisory role, he owns an LLC that serves primarily for tax reclassification purposes related to income received through Principal. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and organizations. The firm provides access to third-party money manager programs, financial planning, and retirement plan consulting with advisory and promoter arrangements involving discretionary investment management.

Randi Slaughter is a financial advisor at Principal Financial Services with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Principal, she worked at Ascensus for three years and has a background that includes entrepreneurial experience running Laughter and Lace LLC, which operated the Twisted Corn Tavern. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Allen is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Valic Financial Advisors and Agia. His work includes fixed insurance products such as life, disability, annuities, long-term care, and health coverage. 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. 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.

Christian Siebert is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Integrity Alliance in 2025, he worked at Principal Asset Management and various Principal affiliates from 2018 to 2025. Siebert is also involved in insurance sales and financial planning through Insurance Solutions of Iowa and Retirement Solutions of Iowa LLC. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans, supporting over 300 independent advisors who manage approximately $5.4 billion in assets. The firm offers a range of services, including portfolio management, financial planning, and third-party manager referrals, utilizing multiple investment approaches and a combination of discretionary and non-discretionary account management.

Kay Mickelson is a financial advisor with Commonwealth Financial Network in West Des Moines, IA, holding a Series 66 designation and 10 years of industry experience. Prior to joining Commonwealth in 2022, Mickelson worked at Bral Niedert Private Wealth Advisors and Principal Securities Inc. Outside of advisory work, Mickelson is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, third-party asset management access, retirement consulting, and custody services.

Jill Morehead is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Principal, she was involved with Conlin Properties, Inc. and owns Critter Sitter, LLC, a pet sitting business. 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’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Benjamin Haupts is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 63 designation and 37 years of industry experience. He has been with Principal-affiliated firms since 1988, including Princor Financial Services Corporation and Principal Life Insurance. Outside of his advisory role, he and his wife own farmland in Iowa. 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 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.

Wesley Upah is a financial advisor at Principal Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc, Principal Life Insurance Company, Cambridge Investment Research, Inc., and State Bank of Toledo. Outside of his advisory role, he is a licensed real estate agent and owns a lawn care business. 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, and access to third-party money manager asset allocation and separately managed account solutions.

Sarah Frieberg is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 credential and nine years of industry experience. She has held advisory roles at multiple firms, including Madden Wealth Management, Smith Frieberg Financial, and Frieberg Financial, where she currently serves as CEO and owner. She also consults for a financial services company owned by her spouse, focusing on educational content development and planning tools. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Matthew Gredys is a financial advisor with Independent Financial Partners in Clive, IA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with multiple affiliated firms including IFP Securities, LLC, Fuerza Financial, Inc. dba The Kidder Company, and Kidder Advisers, Inc. He provides qualified and non-qualified plan design, business solution planning, and participant education through his work with Fuerza Financial, Inc. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized model with a nationwide network of independent advisors. The firm is notable for its formal retirement-plan advisory and pension consulting capabilities, serving a broad range of clients including individual, charitable, corporate, and high-net-worth investors.

Kelly Senkyr is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Creative Planning since 2021 and previously was employed at Charles Schwab and the College for Financial Planning. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by other portfolio management techniques.

Seth Coleman is a financial advisor at Principal Financial Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Principal Securities, Principal Life Insurance Company, Verizon Wireless, Mediacom, Perry Airport, and BTWI. Outside of advising, he has performed consulting work related to security camera system installations and provided administrative support to senior financial advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through both adviser and promoter arrangements.

Ann Hudson is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63, 65, and 66 licenses and possessing 31 years of industry experience. She has held roles at Principal Securities Inc. and PRINCIPAL Life Insurance Company, and she has been a fitness instructor and trainer at the YMCA of Greater Des Moines for over 30 years. Hudson serves on the board of the Iowa Chapter of NAIFA and is a managing director for the Jesse J. Sanctuary Foundation, a charitable 501(c)(3) organization. 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, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

Kurtis Thompson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Integrity Alliance since 2008. In addition to his advisory role, he works as an independent insurance agent and serves as Senior Vice President of Sales and Marketing for The Achievement Group, focusing on recruiting and marketing efforts. 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, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches across multiple custodial platforms.

Hanna Mc Coy is a Series 66-licensed financial advisor with Principal Financial Services, based in West Des Moines, IA. She has one year of industry experience and previously worked at Wind Point Partners and Deloitte Tax, LLP. Principal Securities provides brokerage and registered investment advisory services to a broad 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 solutions with various investment adviser and promoter arrangements.

Derek Wilkerson is a Series 65-licensed advisor at Integrity Alliance, LLC with seven years of industry experience. Prior to joining Integrity Alliance in 2019, he worked at Tucker Asset Management LLC for one year and has also been self-employed for over a decade. Outside of his advisory role, Wilkerson serves as President of Trio Wealth Advisory, a wealth management firm. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, utilizing various investment approaches and supporting both discretionary and non-discretionary account structures.

Laura Hertges is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Principal Securities Inc. Outside of advising, she holds a notary commission. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Mason Yegge is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Principal, he held roles at A-1 Pools and Des Moines Area Community College. He is also a registered representative involved in fixed insurance products, including life, disability, annuities, long-term care, health, Medicare supplements, and group benefits. Principal Financial Services 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.

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.

Matthew Banzhaf is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Principal Financial Services since 2018. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities. He also serves on the boards of Link Associates and Project 52, Inc., which are not investment related. 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, with investment implementation typically managed on a discretionary basis by TPMMs.