Elkhorn, NE Capitol Ave Office

Jamison Moeller is a CFP® certificant with 23 years of experience in the financial services industry. He has worked at Principal Securities Inc. since 2016 and was previously with Heck & Moeller Financial Services from 2011 to 2017. Moeller also has over two decades of experience at Principal Life Insurance Company. In addition to his advisory role, he is involved in the sale of various insurance products including long-term care, health, and traditional insurance. 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, with investment implementation typically managed on a discretionary basis by these third parties.

John Baczwaski is a financial advisor with Principal Financial Services, holding a Series 66 designation and 22 years of industry experience. He has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2003. Baczwaski is also the owner of Baz Wealth Management LLC, an entity established for tax purposes. 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 outside the United States. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under distinct advisory and promoter arrangements.

Robert Bailey is a financial advisor at Principal Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc and Principal Life Insurance Company since 2023, following five years at Thrivent Financial. Outside of his advisory role, Bailey serves as Treasurer of Femi's Heart Foundation and Secretary for Frontline Chaplains International's Heartland Chaplains Corps chapter. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Alexander Houston is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has been in the industry since 2026, previously working with Today's Advisors, Today's Benefits, Inc., Today's Benefits and Financial Services, Inc., Principal Securities, Inc., and Principal Life Insurance Company. Before entering the financial industry, he worked six years at OCi Services and four years at Pitch West Pizzaria. 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.

Tiffany Holman is a financial advisor with Principal Financial Services in Elkhorn, NE, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked with multiple entities related to group benefits and insurance, including owning Today's Benefits Inc., a company focused on group benefits. Outside of her advisory work, she serves as Board President of Bennington Youth Cheer, overseeing organizational and team activities. Principal Securities provides brokerage and registered investment advisory services to a wide 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 through various adviser and promoter arrangements.

Richard Havenridge is a financial advisor with Principal Financial Services and holds a Series 66 credential. He has 14 years of industry experience, including roles at Ameriprise and SII Investments. Outside of his advisory work, he serves as a church council member at First United Methodist Church in Springfield, Nebraska, and is an ordained wedding officiant through American Marriage Ministries. 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, retirement consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Wesley Siebert is a financial advisor with Principal Financial Services in Elkhorn, Nebraska, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Invictus Strategies, Principal Securities Inc., and MassMutual Life Insurance Company. Outside of his advisory practice, Siebert serves as a board member for Biodiversity Partnership USA, Inc., a nonprofit focused on conservation efforts primarily in Madagascar. 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.

Matthew Pinkerton is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at several firms, including Edward Jones and Prudential Insurance Company of America, and currently serves with Principal Financial Services. His background includes roles in insurance and brokerage services. 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 financial planning, retirement consulting, and third-party money manager solutions through various advisory and promoter arrangements.

Alexandra Lenihan is a financial advisor with Principal Financial Services, holding a Series 66 designation and having two years of industry experience. She has worked at Principal Financial Services and Principal Life Insurance Company since 2023 and has prior experience with DC Retirement Strategies, State Nebraska Bank & Trust, and in academia at Wayne State College and the University of Nebraska-Lincoln. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brianne Faulkner is a CFP® with six years of industry experience, currently affiliated with Principal Financial Services. She has previously worked at First Investments & Planning and Raymond James Financial Services Advisors, INC. She has experience in life, disability, annuities, long-term care, health, Medicare supplements, and group benefits insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and qualified retirement plans. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, implementing investments primarily on a discretionary basis.

John Burke is a financial advisor with Principal Financial Services in Elkhorn, NE, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company for the past 10 years. Outside of his advisory role, he is involved in computer consulting through JPB Enterprises. 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 solutions through various advisory and promoter arrangements.

Dane Carlini is a financial advisor with Principal Financial Services in Elkhorn, NE, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at DC Retirement Strategies since 2021 and held roles at Principal Life Insurance Co and Principal Securities Inc since 2020, as well as prior experience at Wells Fargo Clearing and Wells Fargo Bank. In addition to advisory work, Carlini is involved as an agent for fixed 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Damien Martinez is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Principal Financial Services. His career includes roles at Midlands Financial, Principal Securities Inc., Principal Life Insurance Company, Oggvo, Bank of America, Merrill, and BMW Northwest. Martinez also works as an insurance agent specializing in life, annuities, disability income, health, long-term care, and Medicare supplement products. 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 consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Alec Sindelar is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 10 years of industry experience. His work history includes roles at TD Ameritrade and Principal Life Insurance Company. Outside of his advisory work, he serves as a medical officer with the Tiffin Fire and Rescue Department, is a member of the Buena Vista University Alumni Board, and chairs the Young Advisor Team for the Eastern Iowa NAIFA Chapter. He is also the managing partner of Legacy Wealth Management LLC, a DBA providing holistic financial planning, investment, and insurance services. 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’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Marlon Shkaidy is a financial advisor with Principal Financial Services based in Elkhorn, NE, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Principal Life Insurance Company. Outside of his advisory work, he serves as a youth football coach for the Bennington Jr Badgers and the 2nd Grade Chiefs Flag Football teams. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, and business entities. The firm’s advisory offerings include financial planning, retirement plan consulting, and access to third-party money manager programs under various adviser and promoter arrangements.