Scott Baxter is a financial advisor with Principal Financial Services in Bettendorf, IA, holding a Series 63 license and over 32 years of industry experience. He has worked with Principal Life Insurance Company since 1998 and Principal Securities since 2016. He is also a partner in Baxter Investment Group, a firm he formed with his son in 2023. 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 asset allocation and separately managed account solutions.

James Scott is a financial advisor with Principal Financial Services in Bettendorf, IA, holding a Series 66 designation and 21 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2014 and began his role at Baxter Investment Group in 2026. Scott is also a partner in Baxter Investment Group, LLC, a business partnership with two other individuals. 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.

Heidi Collins is a financial advisor with J. W. Cole Advisors, Inc. in Davenport, IA, holding a Series 66 credential and with 20 years of industry experience. She has worked at J.W. Cole Advisors and related entities since 2017 and previously held positions at Cetera and Blackhawk Bank & Trust. Outside of her advisory role, Collins is CEO of Huiskamp Collins Insurance Solutions, LLC, where she occasionally sells Medicare products, and she serves as a trustee for a personal trust. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions on a discretionary or non-discretionary basis.

Jason Folsom is a financial advisor with Principal Financial Services, holding the CFP® and ChFC® designations and over 25 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Country Trust Bank. Outside of advising, he is involved in several business ventures including ownership of a car wash and an RV rental business through his holding company. 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, with investment implementation typically performed on a discretionary basis by those managers.

Brandon Van Winkle is a financial advisor with Principal Financial Services holding a Series 66 designation and three years of industry experience. His background includes roles at Principal Securities, Principal Life Insurance Company, Oregon State University, BackPorch Coffee, U.S. Bank, and Starbucks. He is also involved in the sales and service of fixed insurance products such as life, annuities, disability income, long-term care, health, and group insurance. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Belman is a financial advisor with Principal Financial Services who holds a Series 63 designation and has 38 years of industry experience. He has been with Principal Securities Inc. since 2016 and previously worked at Principal Life Insurance Co. since 2005. His work includes fixed insurance, annuities, life, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charities, 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.

Brea Baxter is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Principal, Brea worked in various roles across multiple industries, including digital marketing and education. Principal Securities offers brokerage and advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Brett Baxter is a financial advisor with Principal Financial Services and Baxter Investment Group, holding Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Apple Inc. and Americans For Prosperity and has formed a business partnership with his father. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various co-advisory and promoter arrangements.

John Robinson II 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 and Principal Life Insurance Company since 2022. Prior to his financial services career, he was employed at Green Chevrolet and Camping World. In addition to advisory work, he is involved in the sales and service of outside fixed insurance products. 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 U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Gary Garrett is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering Managed Advice, Advisor Managed Advice, and Today’s Advice programs focused on asset allocation, contribution rate, and retirement age guidance. The firm relies on proprietary software and model portfolios from Morningstar Investment Management and operates at scale with more than 212,000 clients and over 300 advisors.

Eric Howard is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Principal Financial Group and its affiliated entities since 2000. Outside of his advisory role, Howard serves on the boards of local youth sports organizations, including the Bettendorf Wrestling Club and a community softball and baseball group. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs under several advisory and promoter arrangements.

David Waugh is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Principal Securities Inc. and Principal Life Insurance Company since 2013. Waugh serves on the board of the Quad Cities Amateur Tour, a nonprofit organization that raises funds for local charities. 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 programs under various advisory and promoter arrangements.

Sarah Kane is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and 21 years of industry experience. Her prior roles include positions at Transamerica Life Insurance Company, Kestra Advisory, Mel Foster Insurance, and Princor Financial Services Corporation. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management and operates with a large client base and significant non-discretionary assets.

Terry Vanwinkle is a financial advisor with Principal Financial Services in Bettendorf, IA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2009. In addition to his advisory role, he is involved in the sale and service of group health insurance. 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 offers financial planning and retirement consulting, with access to third-party money manager solutions under various advisory and promoter arrangements.

Paul Briles is a financial advisor with Principal Financial Services based in Bettendorf, Iowa. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes roles at Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory work, he is a partner in Baxter Investment Group LLC. 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 consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brady Baxter is a financial advisor with Principal Financial Services in Bettendorf, IA, holding a Series 66 designation and five years of industry experience. He formed Baxter Investment Group with his father and volunteers as a greenskeeper at a local golf course. His prior experience includes roles at Principal Life Insurance Company, Principal Securities Inc., and the University of Iowa. Principal Securities provides brokerage and advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Glenn Hanzelin is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Principal Securities Inc. since 2008. Outside of his advisory role, he is involved in managing fixed insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Mary Vandyke is a financial advisor with Principal Financial Services in Bettendorf, IA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with various Principal entities since 2004, including Principal Securities Inc. and Principal Life Insurance Co. Outside of her advisory role, she manages a rental property in Ankeny, IA. 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.

Michael Hillbloom is a financial advisor with Principal Financial Services in Bettendorf, IA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he is involved in selling and servicing various types of insurance, including fixed life insurance and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Rian Waterman is a financial advisor with Farther in Davenport, IA, holding Series 63, 65, and 66 designations and nine years of industry experience. His prior roles include positions at United Capital Financial Advisors, LLC, Irongate International, LLC, and Wells Fargo Investments, LLC. He is also a trustee at the Mary H Waterman Children’s Trust. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and a range of investment vehicles, while excluding corporate or business clients.