Amherst, NY Corporate Pkwy Office

Jonathan Donatelli is a CFP® professional at Principal Financial Services with 23 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has held concurrent roles at Wealth Management Services LLC and Principal Life Insurance Company since 2011 and 2014, respectively. Outside of advisory activities, he is involved in insurance services including fixed life, disability income, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple arrangements.

Michael Hadley is a financial advisor with Principal Financial Services, holding a Series 66 designation and five years of industry experience. His career includes roles at Citigroup, Raymond James Financial Services, and Ritter Insurance Marketing LLC. Outside of financial advising, he works part time as a bookkeeper for Hadley Carpentry, a family-run home remodeling and roofing business. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager solutions, with investment implementation often managed on a discretionary basis by these third parties.

Richard Gruszewski is a financial advisor with Principal Financial Services, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bristol ID, FSP Advisors, Leigh Baldwin & Co., Axa Advisors LLC, and Xerox. He is also engaged in outside sales related to life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. 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, with investment implementation typically carried out on a discretionary basis by these managers.

Melissa Bertrand is a financial advisor with Principal Financial Services in Amherst, NY, holding a Series 63 designation and nine years of industry experience. She has worked with Principal Life Insurance and its affiliated entities since 2015 and also spent several years with Wealth Management Services LLC. Outside of her advisory work, she serves on the board of the Richard Knights-Sue Kaderli Memorial Fund, where she participates in event planning, fundraising, community outreach, and media relations. 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.

Paul Podsiadlo is a financial advisor with Principal Financial Services and holds the CFP® and Series 63 designations. He has 43 years of industry experience, including roles at Principal Life Insurance since 2017 and Principal Securities Inc. since 2016. Outside of his advisory work, Paul serves as chairman of the board at Fourteen Holy Helpers RC Church and is co-owner of PKM Employee Services LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, and corporations. 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.

Dominic Pellicano is a financial advisor with Principal Financial Services based in Amherst, NY. He holds a Series 63 designation and has 32 years of industry experience. His work history includes roles at Principal Securities Inc., Wealth Management Services LLC, and Principal Life Insurance Company. Outside of his advisory work, he serves on the board of directors for the Buffalo Launch Club and is a co-owner of an LLC established to support a family member's flower business. 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, direct advisory programs, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Matthew Slovick is a financial advisor with Principal Financial Services based in Amherst, NY. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior roles include positions at LPL Financial, Northwest Bank, and KeyBank. In addition to his advisory work, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. 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 financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Benjamin Kopp is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, Valic Financial Advisors, MML Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is a co-owner of PKM Employee Services LLC, an entity established with partners to facilitate payment to non-registered private staff. 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. 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.

Christopher Midecke is a financial advisor with Principal Financial Services, holding a Series 63 designation and 14 years of industry experience. He has been with Principal Securities and Principal Life Insurance Company since 2016. Outside of his financial services role, he coaches a traveling soccer team in Clarence, NY. 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. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Ryan Flore is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Equitable Advisors and Principal Securities Inc. Outside of his advisory work, he serves as a board member for Art Services Inc. and co-owns a members-only boat club in Western New York. Principal Securities provides brokerage and advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various investment and promoter arrangements.