Daniel Cox is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Edward Jones and Scottrade, Inc. since 2005. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, 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.

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.

Clifton Hughes is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at COUNTRY FINANCIAL before joining Principal Securities and Principal Life Insurance in 2017. Hughes serves as Chair and Secretary on the board of Community Youth Concepts, where he is involved in organizational governance and strategic planning. 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 provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Justin Boyd is a Series 66-licensed financial advisor with Principal Financial Services in Des Moines, IA, bringing 20 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. Boyd also serves as a bank and trust officer, supporting retirement plan account relationships across Principal’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. 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.

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.

Kelly Panzanaro is a financial advisor at Principal Financial Services with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with Principal Securities and Principal Life Insurance Company 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 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.

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.

Gunturi Pradeep is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Cetera and Genpact. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Emily Marr is a financial advisor at Principal Financial Services with Series 65 and Series 63 licenses and four years of industry experience. Her work history includes roles at Principal Securities, Principal Life Insurance Company, and Principal Funds Distributor, as well as prior experience at McCune Whiteley Wealth Management. She has also held positions in academic and community settings, including Texas Tech University, the University of Texas at Arlington, and Kennedale High School. 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 stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Arnav Tyagi is a financial advisor at Principal Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Cetera Financial Specialists LLC, Cetera Advisors LLC, and Cetera Wealth Services, LLC. 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 outside the U.S. 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.

Alyson Erickson is a financial advisor with Principal Financial Services, holding a Series 66 designation and having 24 years of industry experience. She has been with Principal Financial Group and its affiliated entities since 2001. 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’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs offered through various advisory 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.

Myles Easter is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 registrations and bringing eight years of industry experience. He has been affiliated with Bankers Life and its related entities since 2012. In addition to his advisory role, he recruits and trains insurance agents and is appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerances.

Ryan Simmons is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has previously worked at MetLife Securities and Mass Mutual Investors Services before joining Principal Life Insurance and Principal Securities in 2017. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both 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.