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.

Donald Laster is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 42 years of industry experience. His work history includes roles with Principal Securities Inc since 1983, Principal Life Insurance Company since 1998, Gallagher Benefit Services since 2004, and The Business People, LLC since 2020. He is also president of Don Laster Insurance LLC, which he owns. Principal Securities 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.

Joel North is a CFP® professional affiliated with Principal Financial Services and has 34 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2011 and worked with Heartland Financial Resource Group from 2022. His credentials include Series 63 and Series 65 licenses. 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.

Vincent Sturm is a financial advisor at Kestra Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. He serves on the board of the Perry Iowa Chamber of Commerce Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment recommendations supported by due diligence, serving approximately $79.8 billion in assets under management.

Robert Mccoy is a financial advisor with Cetera Planning Partners in Ankeny, Iowa, holding a Series 63 designation and 27 years of industry experience. His prior experience includes roles at Avantax Investment Services, ProEquities, and managing his own firm, McCoy Investment Services. He serves as a trustee for an irrevocable life insurance trust and is a member of a condominium association board. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate-planning through third-party providers.

Barry Steim is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Naviture LLC, Principal Securities Inc, and Ameritas Advisory Services, LLC. Steim maintains an outside insurance position involving fixed insurance, life, disability, long-term care, and annuities. 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 solutions under various advisory and promoter arrangements.

David Johnson is a CFP® and ChFC® with over 43 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has worked with New York Life and its related entities since 1982. Johnson also operates under the DBA Innovative Financial Solutions, brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and institutional clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Chloe Fox is a financial advisor at Principal Financial Services with a Series 66 credential. She has less than one year of industry experience and previously held roles in the restaurant and community sectors, including positions at several local dining establishments and the Ankeny Area Chamber of Commerce. 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 consulting, and access to third-party money managers through various advisory and promoter arrangements.

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 bringing 12 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, a nonprofit organization. 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 U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

James Lumley is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes roles at Principal Securities Inc., Principal Life Insurance Co., DC Retirement Strategies, and Naviture. Outside of advisory services, he is involved in the sale and service of fixed insurance products, including fixed life, annuities, and long-term care insurance. 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 abroad. The firm offers advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation generally managed on a discretionary basis by the TPMMs.

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.

Austin Lowe is a financial advisor at Principal Financial Services in West Des Moines, IA, holding a Series 66 designation. He has been with Principal since 2026 and previously worked in various roles including at Purelight Power and Enterprise Rent a Car. 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 through multiple adviser and promoter arrangements.

Sophia Sledge is a financial advisor with Eagle Strategies (NY Life) in Ankeny, IA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Eagle Strategies since 2024 and previously worked with New York Life Insurance Co and Nylife Securities LLC since 2015. Outside of her advisory role, she is employed by Old Navy LLC in a retail capacity. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through various programs and emphasizes tailored advice aligned with client objectives, managing the majority of its assets on a non-discretionary basis.

Signe Olson is a financial advisor at Principal Financial Services in West Des Moines, IA, with three years of industry experience. She holds a Series 66 designation and has worked previously at firms including Bankers Life and Casualty. In addition to her advisory role, Olson is involved in selling Medicare and fixed insurance products and provides personal training services. 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 focuses on financial planning, retirement plan consulting, and access to third-party money manager solutions delivered through 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.

Anna Hernandez is a financial advisor at Principal Financial Services with a Series 66 designation and no prior industry experience. Her work history includes roles at Principal Life Insurance Company and Smith + Co Financial. Before entering the financial industry, she was employed at Creighton University, Lourdes High School, and St John The Evangelist. 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’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Dorothy Welsch is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 credentials and with 16 years of industry experience. She has been affiliated with Principal Securities Inc and Principal Life Insurance Company for over 10 years. In addition to her advisory role, she is involved in personal sales of Mary Kay products and sells various insurance products including Medicare supplements and short-term care policies that address gaps in nursing home and assisted living coverage. 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.