Sara Bodnar is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Securian Financial Services and Wealth Enhancement Advisory Services. She serves as Board Secretary for the Camp Patmos Endowment, overseeing the establishment and ongoing management of the fund. 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 programs through various advisory and promoter arrangements.

Kapil Joshi is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 66 credential and has five years of industry experience. His prior work includes roles at Principal Securities Inc, Principal Life Insurance Company, WNS Global Services, The Guardian Life Insurance Company of America, and multiple Cetera entities. 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 overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Luella Mahoney is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Principal Securities and Principal Life Insurance Co. since 2003. Outside of advisory work, she is involved in a real estate business focusing on rental properties and house flipping. 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 programs under various advisory and promoter arrangements.

Gregory Van Arendonk is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds the Series 66 designation and has been with Principal and Principal Securities since 2006. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through several distinct advisory and promoter arrangements.

Alexandria Tursi is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and having five years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance since 2015. 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 under various advisory and promoter arrangements.

Joshua Cowart is a financial advisor with Eagle Strategies (New York Life) based in Ankeny, IA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies since 2018 and has longstanding ties to New York Life and its affiliated broker-dealer and insurance companies since 2004. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple advisory programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Chuong Thi is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. She has worked with Principal Securities and Principal Life Insurance since 2017, with previous roles at Sammons Financial Network, Parkland Securities, and Midland National Life. 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 outside the United States. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment adviser and promoter arrangements.

Jonathan Goergen is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 63 designation and has 32 years of industry experience. He has been with Princor Financial Services Corporation and Principal Mutual Life Insurance Co. since 1995. Outside of his advisory role, he serves on the board of Ankeny Christian Academy and coaches cross country, basketball, and soccer. 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 under various advisory and promoter arrangements.

Jamie Mcdermott is a financial advisor at VOYA Financial Advisors, Inc. in Des Moines, IA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA since 2014. Outside of his advisory work, Mcdermott is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to implement investment strategies across discretionary and non-discretionary accounts.

James Kearney is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. He has worked at Principal Securities Inc. since 2020 and has prior experience with Principal Life Insurance Company and Princor dating back to 2004. 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.

Matthew Sheirer is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Wealth By Choice and Union Financial, as well as experience with Principal Securities Inc and Principal Life Insurance Company. He serves on the board of directors for NAIFA Central Iowa, assisting with educational programming and advocacy initiatives. 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 a range of advisory programs, financial planning, and access to third-party money manager solutions through distinct advisory and promoter arrangements.

Jason Sperry is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and having 10 years of industry experience. He has been with 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, 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.

Thomas Frolick is a financial advisor at VOYA Financial Advisors, Inc. in Des Moines, IA, with 25 years of industry experience. He holds Series 65 and Series 66 designations and has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he is an independent insurance agent focusing on the sale of fixed insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale firm that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology-enabled tools, and both in-house and third-party strategists to deliver services primarily on a non-discretionary basis.

Aaron Clayberg is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Principal Securities and Principal Life Insurance Co. since 2015. Outside of finance, he operates a commercial cleaning service. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and active-duty U.S. military personnel abroad, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Travis Hilsabeck is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with Principal Securities and Principal Life Insurance Co since 2016, and previously spent time at BlueSpring Wealth Management and Principal Financial Services. Outside of his advisory role, he is CEO and co-owner of Alinc Enterprises LLC, a sporting goods sales business. 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 managers through investment adviser and promoter arrangements.

Jonathan Helak is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at U.S. Bank and the United States Air Force. He also serves as a retirement consultant through Principal Advised Services, providing one-on-one investment advice to retirement plan participants. Principal Securities offers brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, and business entities. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Barry Tewes is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Principal Securities Inc. since 2011 and also has professional affiliations with Principal Life Insurance Company and H.L. Munn Lumber. 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 under various advisory and promoter arrangements.

Mitchell Storr is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Princor Financial Services and Principal Life Insurance Company since 2015. Principal Securities offers 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’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.

David Tursi is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at various Principal entities since 2011 and holds a bank officer position at Principal Bank & Principal Trust Company, supporting retirement plan account relationships across multiple business units. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by these managers.

Dustin Mars is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with Principal Securities and Principal Life Insurance since 2011 and 2016 respectively, and has additional experience dating back to 2004. Outside of his advisory role, Mars coaches middle and high school sports and serves as a high school basketball referee. 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.