Norbert Bissmeyer Jr. is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Co. since 1989. Outside of his advisory role, Bissmeyer serves on the boards of Keep Iowa Beautiful and Project HO:PE Africa and is a musician who composes and performs music. 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 retirement plan consulting, along with access to third-party money manager asset allocation and separately managed account solutions.

Luke Turner is a financial advisor with Mariner in West Des Moines, IA, holding a Series 65 designation and two years of industry experience. His career includes roles at Mercer Advisors, Cambridge Investment Research, and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pensions, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers, providing customized discretionary portfolios alongside integrated tax, accounting, and family office capabilities.

Lacey Hilton Loewe is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has worked with various Principal entities since 1998 and serves as a bank and trust officer supporting retirement plan account relationships. Outside of finance, she has been involved with Rock Bottom Restaurant and Brewery since 1998. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. 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.

Anthony Medici is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Principal, he worked at Tompkins Industries and Hupp Toyotalift. 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 through various advisory and promoter arrangements.

Blake Niehaus is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Principal Securities since 2016 and has been with Principal Life Insurance since 1998. Blake also serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. 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 financial planning, retirement plan consulting, and access to third‑party money manager programs, employing both advisory and promoter arrangements to deliver tailored investment solutions.

Jennifer Friedman is a financial advisor at Creative Planning with 12 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Mesirow Financial, Usi, and Principal Life Insurance. Outside of her advisory role, she manages a residential leasing activity unrelated to investment business. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through more than 1,100 advisors.

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.