Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Gregory B

Series 66

Moline, IL

Quad City Investment Center

Gregory Bauer is a financial advisor at Quad City Investment Center with three years of industry experience. He holds a Series 66 designation and previously worked for HNI Corporation for nine years. Bauer is also affiliated with Quad City Bank and Trust Company and LPL Financial LLC. Quad City Investment Center serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary portfolio management, pension consulting, and wrap fee program sponsorship. The firm employs a mix of proprietary and third-party model portfolios and integrates LPL-sponsored advisory programs in its tailored investment approach.

Wealth management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

David H

Series 63, Series 65

Moline, IL

Quad City Investment Center

David Howell is a financial advisor with Quad City Investment Center in Moline, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with CMG Investment Advisers, LPL Financial LLC, and Quad City Investment Advisors, LLC. Howell also serves as Vice President of Wealth Management at Quad City Bank and Trust. Quad City Investment Center provides investment advice and related services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management and pension consulting, delivering tailored investment strategies through firm-developed and third-party model portfolios, as well as LPL-sponsored advisory programs.

Wealth management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Tyler E

Series 63, Series 66

Moline, IL

Quad City Investment Center

Tyler Edwards is a financial advisor with Quad City Investment Center, holding Series 63 and Series 66 registrations and 19 years of industry experience. He has worked at Quad City Investment Center since 2017 and previously at Scottrade, Inc. from 2005 to 2017. Outside of his advisory role, he serves as an assistant softball coach at Assumption High School. Quad City Investment Center is an SEC-registered advisory firm managing approximately $408 million across 700 client relationships. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and access to model portfolios and third-party money managers.

Wealth management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Amber B

Series 63, Series 65

Moline, IL

Quad City Investment Center

Amber Brummit is a financial advisor with Quad City Investment Center, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Quad City Investment Center since 2011 and has worked at Quad City Bank and Trust and LPL Financial since 2005. In addition to her advisory role, she is involved in tax preparation and accounting through Michael Einfeldt & Associates. Quad City Investment Center is an SEC-registered advisory firm managing approximately $408 million for around 700 clients, including individuals, pension plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, pension consulting, and access to model portfolios, using tailored strategies and automated rebalancing tools, and operates as a wholly owned subsidiary of Quad City Bank & Trust Company.

Wealth management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Cassandra V

Series 66

Moline, IL

Quad City Investment Center

Cassandra Vining is a financial advisor at Quad City Investment Center with a Series 66 designation and four years of industry experience. She has worked at Quad City Investment Center and related affiliates since 2018 and has prior experience at Grace Engineered Products and Letter2Word. Quad City Investment Center provides investment advice and related services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, pension consulting, and access to LPL-sponsored advisory programs, tailoring investment strategies to clients’ objectives and risk tolerance.

Wealth management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Blake S

Series 63, Series 66

Moline, IL

Quad City Investment Center

Blake Schaeffer is a financial advisor with Quad City Investment Center in Moline, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with Quad City Investment Advisors since 2011 and has been affiliated with LPL Financial since 2006. Quad City Investment Center provides investment advice and related services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers tailored portfolio management through a combination of model portfolios, third-party models, and discretionary accounts, and it operates as a wrap fee program sponsor with close operational ties to LPL Financial.

Wealth management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")