Sewickley, PA Office

Steven Dzvonick is a financial advisor with Principal Financial Services who holds a Series 63 designation and has 34 years of industry experience. He has worked at Principal Securities Inc. since 2016, previously operated DZVONICK Financial Services, and has been affiliated with Principal Life Insurance Company since 2003. Outside of advisory work, he receives renewal income from blocks of life insurance policies with Allmerica and Commonwealth. 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 advisory and promoter arrangements.

Roger Zahn is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including over two decades with Principal Life Insurance Company and Principal Securities Inc. Zahn also owns Zahn Financial Services LLC, a firm he established to support joint expenses and staff payroll with a partner. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Paul Lantz is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Before joining Principal Securities in 2016, he worked as an accountant for nearly four decades. His activities include offering fixed insurance, fixed life, annuities, disability insurance, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Michael Grembi Jr. is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, N.A., and Merrill. He also engages in writing fixed and variable insurance products, including life, disability, annuities, and health-related coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with a focus on discretionary investment management and ongoing client reviews.

Jason Rhodes is a financial advisor with Principal Financial Services in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 10 years before joining Principal Securities Inc. and Principal Life Insurance Company in 2019. In addition to advisory services, he is active as an agent for fixed insurance products, including annuities and various types of life and disability insurance. 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 asset allocation and separately managed account solutions.

Jesse Zahn is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has five years of industry experience and has been involved with Zahn Financial Services LLC since 2023. His background includes roles at Principal Life Insurance Company and Principal Securities Inc. He is also the owner of Zahn Financial Services, LLC, a team-based advisory entity formed in partnership with Roger Zahn. 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 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.

Michael Spadafore is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at New York Life Insurance and is currently involved in providing baseball lessons and serves as a volunteer assistant baseball coach at Pine Richland High School. Spadafore also holds a mentorship role coordinating new members in his local BNI chapter and offers tax preparation services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.