John Rock is a financial advisor with Matheson & Rock Wealth Management, LLC in Davenport, IA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Private Client Services and entities affiliated with Beyer & Rock Investments. Outside of his advisory work, he is involved with PRS 2322, LLC, a real estate ownership and bookkeeping activity. Matheson & Rock Wealth Management is a fee-based advisory firm serving individual and high-net-worth clients as well as retirement plans. The firm manages approximately $530 million in discretionary assets across about 425 clients, providing tailored portfolios through a variety of investment strategies and offering ERISA 3(21) fiduciary services.

Luke Jennings is a financial advisor at Matheson & Rock Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the University of Iowa Hospitals before joining his current firm. Matheson & Rock Wealth Management serves individuals, high-net-worth clients, and qualified retirement plans, managing approximately $435 million across about 400 client relationships. The firm offers tailored investment programs based on fundamental analysis and provides specialized ERISA 3(21) limited-scope fiduciary services to plan sponsors.

Michael Matheson is a financial advisor with Matheson & Rock Wealth Management, LLC in Davenport, IA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Private Client Services and Detalus Advisors, LLC. Outside of his advisory work, he is involved with PRS 2322, LLC, a real estate ownership and bookkeeping business. Matheson & Rock Wealth Management serves individuals, high-net-worth clients, and qualified retirement plans, managing approximately $435 million across about 400 client relationships. The firm offers tailored investment programs and provides portfolio management, variable annuity oversight, and ERISA plan services, including an ERISA 3(21) limited-scope fiduciary offering for plan sponsors.