Roseville, CA Douglas Blvd Office

Hannah Manzo is a financial advisor with Principal Financial Services in Roseville, CA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Health Plan One, State Farm, and Finance of America 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 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.

Frank De Vito is a financial advisor with Principal Financial Services in Roseville, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Edward Jones and Old Republic Title. Principal Securities offers brokerage and 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 provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Russell Postell is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His career includes roles at Principal Life Insurance Company, Ameritas Advisory Services LLC, Ameritas Investment Company LLC, Gebhardt Group, Farmers Financial Solutions, R Postell Insurance, and Capstone Financial Group. Outside of advisory duties, he is active as an insurance agent involved in the sale of fixed annuities, life, disability income, long-term care, group, and supplemental benefits. 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 abroad. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Steven Wright is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Principal Financial Services since 1997, including roles at The Principal Financial Group and Almond Valley Wealth Management. Wright is involved in fee-based financial planning and investment management, as well as marketing financial seminars through an outside business activity. 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 managers under various advisory and promoter arrangements.

Ashish Patel is a financial advisor with Principal Financial Services, holding a Series 66 license and two years of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company in 2024, he worked for Best Buy Co. for 19 years. He is also involved in the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Uno is a financial advisor with Principal Financial Services, holding a Series 66 license and 12 years of industry experience. His work history includes roles at Principal Securities Inc, Principal Life Insurance Company, Prudential Insurance Company of America, Pruco Securities, LLC, and Mutual of Omaha Investor Services. He is also involved in the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. 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 military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brandon Prior is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities INC since 2016. Prior also has experience in insurance brokerage, including life, disability, fixed annuities, health, dental, and group benefits. 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.

Jonathon Roth is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Principal Financial Services and has held prior roles at Morgan Stanley and other firms. Outside of his advisory work, Roth serves as Vice President on the board of a youth lacrosse organization and coaches a youth lacrosse summer tournament team. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Mark Huchingson is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Almond Valley Wealth Management, Ridge Point Financial Wealth Management and Insurance Solutions, and Principal Securities Inc. He is also the owner and president of entities used for marketing purposes in the financial services sector. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, 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.

Mark Sanders is a financial advisor with Principal Financial Services in Roseville, CA, holding ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has operated Sanders Financial Design & Insurance Solutions since 2014. Outside of his advisory role, he is involved in selling and servicing various health and life insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Brittnay Cotton is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. She has worked at several firms including Americhoice Financial and Principal Life Insurance Co. Her background also includes roles in mortgage lending and sales of fixed life, fixed annuities, disability insurance, health, and group benefits. 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 solutions through both adviser and promoter arrangements.

John Malhotra is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Principal Financial Services since 2016 and has operated his own financial and insurance businesses since 2023. Outside of finance, Malhotra is a 50% owner of RJS Boutique Wines, a family-owned wine production company. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Austin Niven is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel outside the United States. 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.

Robert Jenkins is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc and Principal Life Insurance Company since 2019. Jenkins is also vice president of the Placer Alumni Chapter of the Sacramento State Alumni Association. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ryan Heidrich is a financial advisor with Principal Financial Services, holding a Series 66 designation and 16 years of industry experience. He previously worked at Waddell & Reed for seven years before joining Principal Financial Services in 2016. Outside of advising, Heidrich is involved with Lionheart Enterprises, a business that imports goods to sell at county fairs and trade shows. 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 solutions under various adviser and promoter arrangements.