Derek Ahrens is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and has worked at several Principal affiliates since 2025. Prior to his financial services career, he held various roles in the automotive and retail sectors. He previously sold life insurance from April to October 2024. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary models with third-party methodologies and leverages its affiliation with Principal Financial Group to offer access to proprietary funds, bank products, and trading services.

Kenneth Miller is a financial advisor with Integrated Financial Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Integrated Financial Strategies since 2015 and also operates Miller Financial Inc., an insurance agency focusing on life, health, and group insurance sales. Integrated Financial Strategies is a registered investment adviser serving individual clients, corporations, and business entities with portfolio management, retirement income planning, and financial planning services. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios and offers both discretionary and non-discretionary management alongside web-based consulting and wrap fee programs.

Evan Normile is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 license with two years of industry experience. His prior roles include positions at Ryder System, Inc. and Dick's Sporting Goods, and he currently serves as a retirement consultant providing one-on-one investment advice to Principal retirement plan participants. Evan also holds an assistant vice president role at Principal Bank, where he is involved in sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging both proprietary models and third-party methodologies within the Principal Financial Group family.

William Swecker is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Swecker holds roles across multiple Principal affiliates, including serving as an investment adviser representative providing retirement plan distribution advice. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, providing integrated access to affiliated products and discretionary investment management through its SimpleInvest program.

Kyle Trokey is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Principal Advised Services, he held various positions in education and staffing. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models in both non-discretionary and discretionary investment programs. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services through a multi-team structure.

Laura Fellows is a financial advisor with Principal Advised Services based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at NY Life Insurance Company, Eagle Strategies, and MWA Financial Services. She serves as a board member of Many Paws, a nonprofit organization that provides care for abandoned older dogs with special medical needs. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients through both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm uses a combination of third-party methodologies and proprietary models and benefits from its integration within the Principal Financial Group family, offering access to affiliated products and services.

James Vick is a financial advisor at Principal Advised Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc., all part of the Principal Financial Group. Outside of finance, he has experience working in various roles at East Carolina University and involvement with small businesses in the food and hospitality sector. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm is part of the Principal Financial Group, which provides access to affiliated products and integrated operational support.

Graham Martin is a Series 66-licensed financial advisor at Principal Advised Services with two years of industry experience. He has held multiple roles within the Principal Financial Group family, including positions at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of finance, he has experience working with Newsong Church (Ardent Faith Ministries) and in retail through The Bakery Shoppe. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm operates as part of the Principal Financial Group, leveraging proprietary tools and affiliated entities to support its advice and investment solutions.

Paul Taylor is a financial advisor with AlphaStar Capital Management, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Prior to joining AlphaStar in 2021, he worked at Advisory Alpha, LLC, Formula Folio Investments, LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he owns and operates Taylormade Custom Builders, a residential building business. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies, utilizing a range of investment vehicles and third-party portfolio construction technology.

Zachary Macfarland is a financial advisor at Principal Advised Services in Charlotte, NC, holding Series 65 and Series 66 licenses with two years of industry experience. He has held multiple roles within the Principal Financial Group, including positions at Principal Bank and Principal Life Insurance Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm leverages a combination of third-party and proprietary models and benefits from its affiliation with the Principal Financial Group family, which includes Principal Bank and Principal Asset Management.

Jared Daeschner is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and is based in Charlotte, NC. His prior work includes roles at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc., as well as experience outside the financial sector including at Green Brothers Juice Co. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, enabling access to proprietary products and integrated services across affiliated entities.

Robert White is a financial advisor with Principal Advised Services in Charlotte, NC, holding the Series 63 and Series 65 designations. He has three years of industry experience and has worked at several firms including Bank of America, Merrill, Fidelity Investments, and The Vanguard Group. His background also includes employment at the Internal Revenue Service and various financial services roles. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest, utilizing a combination of third-party methodologies and proprietary models, supported by governance committees and a dedicated supervision team.

Gary Stewart is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes 15 years at TIAA-CREF and other roles within Principal Financial Group entities and Wells Fargo. Outside of his advisory work, he is owner and president of I RUN ZERO, Inc., a business retailing bumper stickers. Principal Advised Services offers investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services tailored to employer plan participants and retail investors.

Jennifer Jost is a financial advisor at Simplicity Wealth with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including LifePro Asset Management, Ameritas Investment Corp, and Edward Jones. Outside of her advisory role, she is the owner and speaker for Diamond Life Strategies, where she conducts motivational speaking and workshops for various women's groups, and hosts a weekly podcast called Rock My Finances. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with technology and operational services for other advisers.

Kane Alvarez Del Pino is a financial advisor at Principal Advised Services with industry credentials including Series 63 and Series 65 licenses. He has been with Principal Advised Services and its affiliated entities since 2026. Prior to this role, his background includes experience with Western Governors University and the Georgia Soccer Officials Association. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary methodologies and operates within the Principal Financial Group family, which provides access to affiliated products and integrated services.

David Gordon is a Series 66 licensed financial advisor at IFG Advisory, LLC with 27 years of industry experience. He has worked at LPL Financial since 2001 and joined IFG Advisory in 2016. Outside his advisory work, he serves as managing partner of Gordon, Keeter & Co, CPAs, where he oversees tax preparation, accounting, and bookkeeping services. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and utilizes sub-advisors and third-party managers to tailor investment strategies to client objectives.

Gina Trokey is a financial advisor with Principal Advised Services in Charlotte, NC. She holds the Series 66 designation and has been with Principal Advised Services and its affiliated entities since 2026. Prior to joining the firm, she worked in education and tutoring roles. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models and is part of the Principal Financial Group family, offering access to affiliated products and services.

Timothy Moore is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at The Vanguard Group, Inc. for 18 years before joining Principal Financial Services and affiliated entities in 2025. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology with proprietary models and operates within the Principal Financial Group family, which allows access to affiliated investment products and services.

Jonathan Mathews is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Principal Financial Services, Principal Life Insurance Company, and Businessolver. Mathews serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group, allowing operational integration with affiliated entities and access to proprietary products and services.

Matthew Haddad is a CFA® charterholder with seven years of industry experience. He has been with Dakota Wealth, LLC since 2020 and previously worked at Willingdon Wealth Management and BMGI. Dakota Wealth Management provides investment advisory and wealth management services to a wide range of clients, including individuals, trusts, retirement plans, and charitable organizations. The firm offers customized portfolios with a diversified approach, combining various asset classes and research methods, and serves as an investment manager to a registered mutual fund as well as a sub-adviser to an ETF.