John Dunlap

Daniel Krueger is a financial advisor at Moors & Cabot, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B.B. Graham & Co. since 2014 and operates Krueger Brokerage Inc. since 1992. Outside of his advisory work, he serves on the Finance Committee of the First Christian Church in Keokuk, Iowa. Moors & Cabot provides investment advisory and related services to a broad client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

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.

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.

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.

Kyle Keck is a CFP® with eight years of industry experience and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked in various roles including positions at Winger Mechanical and Missouri Baptist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.