Brian Nikulski is a CFP® with 31 years of experience in the financial services industry. He has been with Nikulski Financial, Inc. since 2007. Outside of his advisory role, he serves on the board of Scott County Catholic Schools where he participates in the finance committee and leads the investment sub-committee. Nikulski Financial serves individuals, high-net-worth clients, and employer-sponsored retirement plans by offering discretionary asset management, financial planning, and retirement plan consulting. The firm emphasizes individualized portfolios within defined risk bands, using a mix of direct investments and quantitative trading techniques.

Mario Jorge is a financial advisor at Nikulski Financial, Inc. in Bettendorf, IA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at several credit unions and banks, such as DuTrac Community Credit Union and Quad Cities Bank & Trust. Nikulski Financial serves individuals, corporations, trusts, and retirement plans by providing discretionary asset management, financial planning, and retirement plan consulting. The firm focuses on active portfolio management using individual securities and specialized funds, incorporating quantitative trading systems and periodic rebalancing to align with client risk profiles.

Graye Freeman is a Series 65-licensed financial advisor at Nikulski Financial, Inc. with one year of industry experience. Prior to joining Nikulski Financial, he held positions in various industries including workplace furnishings, credit unions, and automotive sales. Nikulski Financial serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary asset management, financial planning, and retirement plan consulting. The firm employs a risk-based investment approach that includes individual stocks, bonds, ETFs, and incorporates quantitative trading techniques along with semi-liquid alternative and private investments.

Talen Butler is a financial advisor with Nikulski Financial, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Nikulski Financial, he held positions at DeepVue LLC, the University of Iowa, and Anderson, Lower, Whitlow, P.C., among others. Nikulski Financial serves individuals, high-net-worth clients, and employer-sponsored retirement plans by offering discretionary asset management, financial planning, and retirement plan consulting. The firm emphasizes individualized portfolios within defined risk bands, employing direct investments and quantitative trading techniques.

Joel Lawlor is a financial advisor at Nikulski Financial, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial and involvement with Timmermans Supper Club and LeClaire Manufacturing Co. He has also worked in hospitality and education sectors, including at Davenport Country Club and Loras College. Nikulski Financial serves individuals, high-net-worth clients, and employer-sponsored retirement plans by offering discretionary asset management, financial planning, and retirement plan consulting. The firm uses a risk-based portfolio structuring method that incorporates direct investments in stocks, bonds, and ETFs, along with quantitative trading and alternative investment strategies.

Ethan Good is a CFP® and CFA® with one year of industry experience, currently serving as a financial advisor at Nikulski Financial, Inc. Prior to joining Nikulski Financial, he held positions at Principal Financial Group and the University of Iowa. Outside of finance, Mr. Good works as a freelance musician, performing with various bands, solo, and in church services. Nikulski Financial serves individuals, corporations, trusts, and retirement plans by providing discretionary asset management, financial planning, and consulting. The firm emphasizes active portfolio management across multiple risk levels, using individual securities and specialized funds rather than mutual funds.

Amber Netherton is a Series 65 credentialed financial advisor with nine years of experience at Nikulski Financial, Inc. She has been with the firm since 2015, working as part of a seven-advisor team based in Bettendorf, Iowa. Nikulski Financial, Inc. serves individuals, high-net-worth clients, and employer-sponsored retirement plans with discretionary asset management, financial planning, and retirement plan consulting. The firm uses individualized portfolios structured within risk bands and integrates quantitative trading systems alongside direct investments in stocks, bonds, ETFs, and selected alternative investments.

Andrew Swanson is a CFP® and holds a Series 65 license, with 10 years of industry experience. He has been with Nikulski Financial, Inc. since 2014. Nikulski Financial serves individuals, including high-net-worth clients, as well as corporations, trusts, and retirement plans. The firm offers discretionary asset management, financial planning, and retirement plan consulting, employing an active, supervised portfolio management approach that emphasizes individual securities and specialized funds over mutual funds.