Daniel Krueger

Robert Kelly is a financial advisor at Moors & Cabot, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Moors & Cabot since 2021, following seven years at B.B. Graham & Co. He serves as a board member of the Keokuk City Council, participating in weekly discussions on community concerns without compensation. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Nicholas Profeta is a financial advisor at Moors & Cabot, Inc. with a Series 66 designation. He has held roles at Moors & Cabot since 2024 and previously worked at KIST Advisory Group, Southwestern Community College, Darkside, and Keokuk School. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

John Dunlap is a financial advisor with Cambridge Investment Research Advisors in Keokuk, Iowa, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Pruco Securities, LLC and Questar Asset Management. Outside of his advisory work, Dunlap serves as a board member of the Knights of Columbus and operates an enrolled agent tax preparation and bookkeeping service through Taxes Plus. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers, employing a variety of account platforms and investment approaches.

Adrian Schmidt is a financial advisor with Ameriprise in Keokuk, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at DoorDash and Red Robin Gourmet Burgers and Brews. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written Recommendation Reports through a centralized consulting team.

James Farmer is a financial advisor with LPL Financial in Mendon, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at LPL Financial since 2013 and First Bankers Trust Co. since 2010. Outside of his advisory work, he is involved with Long Term Care Partners, Inc. and acts as a MassMutual insurance agent. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Gregory Fleming is a financial advisor with Edward Jones in Keokuk, Iowa, holding Series 63 and Series 66 licenses. He has 25 years of industry experience, all of which has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options through a large network of financial advisors and branch offices.