Glen Zeller is a Series 66-licensed financial advisor with Principal Financial Services in Des Moines, IA, bringing 26 years of industry experience. He has worked with Principal Securities Inc. since 2016 and concurrently maintains involvement in Perkins Restaurant and Zeller's Records. 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 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.

Sara Bodnar is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Securian Financial Services and Wealth Enhancement Advisory Services. She serves as Board Secretary for the Camp Patmos Endowment, overseeing the establishment and ongoing management of the fund. 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 programs through various advisory and promoter arrangements.

Eddie Coleman is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 20 years of industry experience. He has worked with Principal Life Insurance and Principal Securities since 2006. Coleman partners with KHI Solutions through a referral process to provide Medicare supplement, Medicare Advantage, and ACA plan assistance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Blake Ramsey is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and four years of industry experience. He has been involved with Wealth By Choice and Bening Financial Organization, and currently serves as a partner at Bening Financial Organization. Outside of his advisory work, he has participated in community events such as working at the Iowa State Fair concerts. 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 financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Nathan Woosley is a financial advisor with Principal Financial Services holding a Series 66 designation and two years of industry experience. His prior roles include work at Platinum Supplemental Insurance and ownership of a landscaping business. He is also a committee member of Indianola Young Professionals, where he contributes to community networking and event planning. 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, with investment implementation typically managed on a discretionary basis.

Kapil Joshi is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 66 credential and has five years of industry experience. His prior work includes roles at Principal Securities Inc, Principal Life Insurance Company, WNS Global Services, The Guardian Life Insurance Company of America, and multiple Cetera entities. 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 solutions.

Luella Mahoney is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Principal Securities and Principal Life Insurance Co. since 2003. Outside of advisory work, she is involved in a real estate business focusing on rental properties and house flipping. 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 programs under various advisory and promoter arrangements.

Gregory Van Arendonk is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Principal Financial and Principal Securities 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. 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.

Alexandria Tursi is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and having five years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance since 2015. 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Joshua Cowart is a financial advisor with Eagle Strategies (New York Life) based in Ankeny, IA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies since 2018 and has longstanding ties to New York Life and its affiliated broker-dealer and insurance companies since 2004. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple advisory programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Gregory Cismoski is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 licenses and 35 years of industry experience. His prior roles include positions at Helix Benefits Group and Principal Securities, with longstanding involvement at DC Retirement Strategies and Principal Life Insurance Company. Outside of advisory work, he is involved in a cow/calf replacement sales 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, retirement plan consulting, and access to third-party money managers through various investment adviser and promoter arrangements.

Robert Anderson is a CFP® with 19 years of industry experience, currently advising at Mariner in West Des Moines, IA. He has previously worked at Avantax Investment Services, ProEquities, Inc., and Honkamp Krueger Financial Services. Anderson serves as a board member of the St. Pius X Church Foundation in Urbandale, IA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Chuong Thi is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. She has worked with Principal Securities and Principal Life Insurance since 2017, with previous roles at Sammons Financial Network, Parkland Securities, and Midland National Life. 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 outside the United States. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment adviser and promoter arrangements.

Suad Cuturic is a financial advisor with Integrity Alliance, LLC in Urbandale, IA, holding a Series 66 designation and two years of industry experience. Prior to joining Integrity Alliance, Cuturic worked at several Cetera-affiliated firms and Wells Fargo. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a range of advisory programs through a combination of discretionary accounts, model portfolios, and third-party sub-advisers.

Jonathan Goergen is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 63 designation and has 32 years of industry experience. He has been with Princor Financial Services Corporation and Principal Mutual Life Insurance Co. since 1995. Outside of his advisory role, he serves on the board of Ankeny Christian Academy and coaches cross country, basketball, and soccer. 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Will Schroeder is a financial advisor with Sanctuary Advisors, LLC in Des Moines, Iowa. He holds a Series 66 designation and has three years of industry experience. Prior to joining Sanctuary Advisors, he worked at Dupaco Community Credit Union and held roles outside finance, including at Old Chicago and Champps American. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers, employing various investment approaches and acting as a fiduciary when a written agreement exists.

Michael Hartwig is a financial advisor with Guardian Life and its subsidiary Park Avenue Securities, holding Series 63 and 65 licenses with 12 years of industry experience. He has worked at Guardian Life since 2014 and has operated a business teaching QuickBooks, Microsoft Office Suite, and business management since 2011. Hartwig also serves as a condo association board member. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a range of investment advisory programs.

Bruce Dehaan is a financial advisor with Voya Financial Advisors, Inc. in West Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he serves as co-treasurer of the Western Hills Parent Teacher Organization. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through multiple program structures, emphasizing predominantly non-discretionary advisory services.

Jamie Mcdermott is a financial advisor with VOYA Financial Advisors, Inc. in Des Moines, Iowa, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm provides a broad range of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a focus on non-discretionary, recommendation-based advice.

Todd Asper is a financial advisor at Cetera Planning Partners with one year of industry experience. He holds the PFS™ designation and has previously worked at Avantax Planning Partners and Welgaard CPAs & Advisors. Asper is involved in tax preparation and financial statement services through Welgaard CPAs & Advisors, where he also supports wealth management needs including tax, estate, and investment planning. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, along with tax, bookkeeping, payroll, and estate-planning services, using diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance.