David Dee Fox

Daniel Krueger is a financial advisor with Moors & Cabot, Inc. in Keokuk, Iowa, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at B.B. Graham & Co. since 2014 and has operated Krueger Brokerage Inc. since 1992. Outside of his advisory work, he serves on the Finance Committee of the First Christian Church in Keokuk. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, employing a range of analytical approaches and investment strategies.

Robert Kelly is a financial advisor at Moors & Cabot, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at B.B. Graham & Co. and Krueger Brokerage Inc. Outside of his advisory work, he serves as a board member on the Keokuk City Council. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting, employing a range of investment analysis methods and strategies.

Nicholas Profeta is a financial advisor at Moors & Cabot, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at KIST Advisory Group, Southwestern CC, Darkside, and Keokuk School. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, utilizing various analysis methods and strategies, and works with third-party and affiliated sub-advisors.

John Dunlap is a financial advisor with Cambridge Investment Research Advisors who holds Series 65 and Series 63 designations and has 12 years of industry experience. His background includes roles at Questar Asset Management and Pruco Securities, LLC. He is also an enrolled agent running a tax preparation and accounting business and serves as a board member of the Knights of Columbus in Keokuk, IA. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple implementation platforms, proprietary and third-party model strategies, and features institutional resources such as advisor transition programs and formal compliance processes.

Adrian Schmidt is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, his background includes roles at DoorDash and Red Robin Gourmet Burgers and Brews. Outside of financial advising, he has experience working in the food service sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Farmer is a financial advisor with LPL Financial in Carthage, IL, holding a ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. His prior roles include positions at First Bankers Trust Co., Cambridge Investment Research Advisors, and Mass Mutual Investors Services. He is also involved in non-variable insurance through Long Term Care Partners, Inc. and MassMutual-Indianapolis IN Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions by offering financial planning, model portfolios, third-party asset management, and institutional platforms.