Kei Engel is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities. 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.

Steven Valline is a financial advisor with Valic Financial Advisors in West Des Moines, IA, holding Series 66 and Series 63 credentials and 11 years of industry experience. His prior roles include positions at Princor and Principal Life Insurance Company. He also serves as an assistant basketball coach for the Johnston Community School District. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and integrates tax-aware and impact overlays for taxable equity sleeves.

Laura Hertges is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Principal Securities Inc. Outside of advising, she holds a notary commission. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Krystal Vriezelaar is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 20 years of industry experience. She has been with Principal Financial and its affiliate Princor Financial since 2013. Principal Securities offers 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 overseas. 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.

Jennifer Adamson is a financial advisor at Principal Financial Services with 22 years of industry experience. She holds the Series 66 designation and has worked at Principal Securities, Inc. and Principal Life Insurance Company since 2016. 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 asset allocation and separately managed account solutions.

Mason Yegge is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Principal, he held roles at A-1 Pools and Des Moines Area Community College. He is also a registered representative involved in fixed insurance products, including life, disability, annuities, long-term care, health, Medicare supplements, and group benefits. Principal Financial Services 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.

Matthew Pearson is a financial advisor with CWM, LLC, holding a Series 66 credential and 22 years of industry experience. He has worked at firms including Wells Fargo Advisors and Cetera Advisor Networks. Outside of advising, he is an insurance agent selling life, annuities, and long-term care products and is also commissioned as a notary. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and offers services including financial planning, retirement plan management, and sub-advisory solutions.

Kirk Albin is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds a Series 66 designation and has worked in various roles at Principal entities since 2012, including Principal Funds Distributor, Principal Asset Management, and Principal Securities Inc. He also serves on the leadership team for an internal wellness program at his firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Patrick Owens is a financial advisor with Cetera Planning Partners in Des Moines, IA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors, DV Financial, and various Avantax entities. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates a diversified investment approach with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Matthew Banzhaf is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Principal Financial Services since 2018. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities. He also serves on the boards of Link Associates and Project 52, Inc., which are not investment related. 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 consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by TPMMs.

Jeffrey Meislahn is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Co. since 2002. Outside of his advisory role, he serves as a trustee for the Federated Church of Bondurant. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, 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.

Craig Spadafora is a financial advisor at Principal Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Inc. and the City of Malden. Outside of his advisory role, he is a co-owner of two single-family investment property partnerships. 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, implementing investment decisions primarily on a discretionary basis.

Tanner Beavers is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Company since 2013. 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.

Bryan Fiala is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Principal Financial Services and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is an insurance agent specializing in life, disability, group benefits, health, and annuities in West Des Moines, IA. 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. 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.

James Vanberkum is a financial professional with three years of industry experience, currently affiliated with Principal Financial Services. He holds the Series 66 designation and has worked with several firms including Oliver Financial and Northwestern Mutual. Outside of advisory work, he is involved in selling fixed and variable insurance products through Crump. Principal Financial Services 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 managers through various advisory and promoter arrangements.

Jason Masteller is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 65 designation and 19 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Co since 2007. Outside of his advisory work, he delivers food as a DoorDash driver. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Raymond Bening is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 63 designation and 39 years of industry experience. He has been affiliated with Principal Life Insurance Company since 1998 and has managed his own Bening Financial Organization, Inc. since 1999. Outside of his advisory work, he serves as a volunteer board member for the Brenton Arboretum. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and military personnel. The firm emphasizes direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Scott Mead is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with Princor Financial Services and Principal Life Insurance since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Mark Feld is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 14 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Co. since 2015. Outside of his advisory role, Feld serves as Director of Academy for the Bondurant Soccer Club and coaches the U15 boys soccer team at Spring Creek FC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Andre Rethman is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 20 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 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.