Ocala, FL Office

Kenneth Nadeau is a financial advisor with Principal Financial Services in Ocala, FL, holding a Series 66 designation and 23 years of industry experience. He is the owner and president of Wealth and Income Strategies, Inc., and has been affiliated with Principal Securities Inc. and Principal Life Insurance Co. since 2013. Outside of advisory work, Mr. Nadeau serves on multiple homeowners' association boards, is involved in leadership for a local BNI networking group, leads group CrossFit classes, and with his wife operates a business reselling vintage items on eBay. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and 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.

Bernadina Williams is a financial advisor with Principal Financial Services in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Principal Life Insurance since 2013. Outside of her advisory role, Williams serves in several community and nonprofit leadership positions, including board secretary roles for the North Central Florida Clarinet Choir and NAMI of Marion County, as well as chair of the Marion County Democratic Executive Committee and board member positions with the Salvation Army and United Way of Marion County. 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.