Rockford, IL Office

Mitchell Massino is a financial advisor with Principal Financial Services in Rockford, IL, holding Series 63 and Series 65 designations and four years of industry experience. He serves as vice president at Massino Financial Group and has a background that includes roles at Principal Securities and Peak Fitness. Outside of his advisory work, he coaches high school baseball, assisting student athletes in athletics and life skills. 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.

Jeffrey Hartle is a financial advisor with Principal Financial Services in Rockford, IL, holding Series 66 and Series 63 credentials and bringing 16 years of industry experience. He previously worked for Stillman Bank for 20 years before joining Principal Securities Inc and Principal Life Insurance Company in 2025. Hartle serves as a board member and finance committee member for the Boone County Community Foundation, a nonprofit organization that raises funds for the benefit of Boone County. 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 handled on a discretionary basis by those managers.

Andrew Larsen is a CFP® with 43 years of industry experience, currently serving at Principal Financial Services. He has worked with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1981. Outside of his advisory role, he has been involved in selling fixed life insurance products since 1981. Principal Securities provides brokerage and 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 managers through various investment adviser and promoter arrangements.

Eric Haugdahl is a CFP® with one year of experience in the financial services industry. He is currently with Principal Financial Services and has prior experience at Stillman Bank and Envoy Mortgage. 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 asset allocation and separately managed account solutions.

Gregory Massino is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Principal Financial Services and has previously been associated with The Argyle Group Inc. and Massino Financial Group Inc., where he also serves as president. Massino is involved in outside insurance sales, offering fixed life, health, disability, fixed annuities, and long-term care insurance through various carriers. 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.

Michael Petersen is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Principal Securities Inc. since 2016. Outside of his advisory role, he serves as a youth coordinator for Pheasants Forever. Principal Securities 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 programs.