David Ballheim is the sole advisor at Ballheim Financial LLC in Leclaire, Iowa, holding a Series 65 designation with 15 years of industry experience. He founded Ballheim Financial LLC in 2012 and has led the firm since its inception. Outside of his advisory work, he is a 20% partner in a farm rental business through CRB LLC. Ballheim Financial LLC serves individual and high-net-worth clients as well as employer-sponsored pension and profit-sharing plans, providing portfolio management, financial planning, and retirement plan administration. The firm integrates insurance products into its offerings and focuses on discretionary, long-term portfolio management supported by third-party analytics, managing approximately $26 million in assets.

Benjamin Young is a financial advisor at Wisdom Financial Services, L.L.C. with 10 years of industry experience. He holds a Series 65 designation and has worked at Wisdom Financial Services since 2015. In addition to his advisory role, he practices law as an attorney with Greenwood Law, LLC. Wisdom Financial Services provides individualized investment management and financial planning primarily to non-high-net-worth individuals and pension or profit-sharing plans, using fundamental analysis to guide discretionary portfolio management. The firm collaborates closely with affiliated professionals, including attorneys and CPAs, and employs third-party sub-advisers for portfolio oversight.

Jacob Miller is a financial advisor with Wisdom Financial Services, L.L.C. He holds a Series 65 designation and has one year of industry experience. Prior to joining Wisdom Financial Services, he worked at Springfield Armory, Inc. and manages an accounting and tax practice through Miller Farm & Business, Inc. Wisdom Financial Services provides individualized investment management and financial planning primarily to non-high-net-worth individuals, offering discretionary portfolio management with a focus on fundamental analysis and regular risk and performance reviews. The firm collaborates with third-party sub-advisers and integrates legal and accounting services through affiliated professionals.

Jeffrey Amman is a financial advisor at Wisdom Financial Services, L.L.C. with two years of industry experience. He holds a Series 65 designation and previously worked for IH Mississippi Valley Credit Union for 14 years. Wisdom Financial Services provides individualized investment management and financial planning primarily to non-high-net-worth individuals and pension and profit-sharing plans. The firm employs fundamental analysis to set asset-allocation targets and manages client portfolios on a discretionary basis, relying on a third-party sub-adviser for day-to-day portfolio management.

Justin Heaton is a financial advisor at Wisdom Financial Services, L.L.C. in Geneseo, Illinois, holding a Series 65 designation with 13 years of industry experience. He has been with Wisdom Financial Services since 2011. Wisdom Financial Services provides individualized investment management and financial planning to individuals as well as pension and profit-sharing plans, focusing on non-high-net-worth clients without account minimums. The firm employs fundamental analysis and discretionary portfolio management, utilizing third-party sub-adviser Matson Money and integrating legal and accounting services through affiliated professionals.

Curtis Ford is a financial advisor with Wisdom Financial Services, L.L.C., holding a Series 65 designation and bringing 21 years of industry experience. He has been with Wisdom Financial Services since 2004 and is also an attorney with Nash Bean Ford & Brown, LLP. Wisdom Financial Services offers individualized investment management and financial planning primarily to non-high-net-worth individuals, utilizing fundamental analysis and discretionary portfolio management. The firm collaborates closely with legal and accounting professionals and relies on third-party sub-advisers for day-to-day portfolio management.

Gregory Heaton is a financial advisor with Wisdom Financial Services, L.L.C. He holds a Series 66 designation and has 25 years of industry experience. He has been with Wisdom Financial Services since 2003 and also operates the Greg Heaton Agency, where he sells insurance products. Wisdom Financial Services provides individualized investment management and financial planning primarily to non-high-net-worth individuals and pension and profit-sharing plans. The firm employs fundamental analysis for asset allocation and discretionary portfolio management, relying on a third-party sub-adviser for day-to-day management and uses a unique approach involving close collaboration with affiliated legal and accounting professionals.

Julia Wiese is a financial advisor at Wisdom Financial Services, L.L.C. with one year of industry experience. She holds a Series 65 designation and previously worked at Thomas Reuters for nine years. Outside of her advisory role, she has operated Wiese Accounting since 2004. Wisdom Financial Services provides individualized investment management and financial planning primarily to non-high-net-worth individuals and pension and profit-sharing plans. The firm employs fundamental analysis for asset allocation and manages portfolios on a discretionary basis, utilizing a third-party sub-adviser and maintaining close connections with professionals in legal and accounting fields.

Matthew Simosky is a financial advisor at Wisdom Financial Services, L.L.C. with four years of industry experience. He holds a Series 65 designation and has a background that includes 20 years at John Deere. In addition to his advisory role, Simosky operates Simosky Financial Planning and Simosky Tax and Accounting, providing financial planning and accounting services. Wisdom Financial Services offers individualized investment management and financial planning primarily to non-high-net-worth individuals and pension or profit-sharing plans. The firm uses fundamental analysis to set asset-allocation targets and manages portfolios on a discretionary basis, partnering with a third-party sub-adviser for day-to-day portfolio management.

Scott Moorhead is a Series 65-licensed advisor with Wisdom Financial Services, L.L.C., where he has worked since 2016. He has eight years of industry experience and also serves as a CPA and partner at Moorhead Patterson & Company, P.C., a certified public accounting firm specializing in tax preparation, auditing, and general ledger work. Wisdom Financial Services provides individualized investment management and financial planning to individuals and pension and profit-sharing plans, focusing primarily on non-high-net-worth clients without account minimums. The firm uses fundamental analysis for asset allocation and partners with a third-party sub-adviser for portfolio management, maintaining close links to other professional practices such as accounting and law.

Phillip Hugart is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Transamerica Occidental since 1985. Outside of his advisory role, he owns and operates Team Insurance in Port Byron, IL, where he sells life and health insurance and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs, retirement plan services, and brokerage and insurance products.

Bryan Payton is a financial advisor at CreativeOne Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management, LLC. Outside of his advisory role, he is an administrative specialist at Rock Valley Physical Therapy. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a variety of investment strategies including proprietary ETF-based models, third-party managers, and option-based approaches, supported by quantitative and fundamental analyses.

Scott Sidor is a financial advisor with CreativeOne Wealth, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including prior roles at AE Wealth Management and Horter Investment Management, and is also CEO of Safe Money Concepts, Inc., a fixed insurance sales and marketing business. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular rebalancing.

Colton Drish is a financial advisor with Edward Jones in Silvis, Illinois, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Walmart for 15 years. Outside of his advisory role, Drish owns short-term rental properties but does not manage them directly. 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 network of financial advisors and branch offices nationwide.

Richard Charlet is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he was with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in commercial real estate ownership, including an Ameriprise office building. Ameriprise offers a retirement-income planning service primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations tailored to clients’ financial situations.

Ethan Esser is a financial advisor with Ameriprise in Geneseo, Illinois, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

Andrew Rapps is a financial advisor at Edward Jones in Geneseo, IL, holding a Series 66 designation. He joined Edward Jones in 2025 after three years at Price Waterhouse Coopers and eight years in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,700 financial advisors.

Donald Larson is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2014. Outside of his advisory role, Larson owns a construction business, Precision Construction, LLC, in Geneseo, Illinois. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Gregory Timmerman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Thrivent since 2019 and previously held roles at TD Ameritrade and U.S. Bancorp Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and written recommendations across various planning topics without managing client assets directly.

Drew Wilson is a Series 66 licensed financial advisor with three years of industry experience, currently affiliated with Thrivent Investment Management. His prior experience includes roles at Cambridge Investment Research and Powell Financial Group. Outside of his advisory work, he serves as Vice Chair of a Men's Fellowship group involved in church and community activities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Timothy Lane is a Series 66 licensed financial advisor with Edward Jones, based in Le Claire, Iowa. He has 17 years of industry experience, including 18 years with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tricia Vandersnick is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in independent insurance brokering focused on fixed annuities with Mass Mutual. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet certain asset thresholds, providing detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized planning in partnership with clients’ advisors.

Jacob Hines is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in Port Byron, IL, he holds the Series 66 designation and has worked exclusively with Edward Jones throughout his career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Adam Cernovich is a financial advisor with Edward Jones in Geneseo, Illinois. He holds a Series 66 designation and has recently transitioned from a 21-year career in the U.S. Coast Guard. He also serves as a City Councilman for the City of Kewanee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Brian Gernant is a financial advisor at LPL Financial with 42 years of industry experience. He has held positions at LPL Financial since 2019 and previously worked at Wells Fargo Advisors from 2015 to 2019. Outside of his advisory role, he operates Gernant Farms, a farming business in Galesburg, Illinois. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and credit services.

Paul Rapps is a financial advisor with Edward Jones in Geneseo, Illinois, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as Vice President and board member for Geneseo Is For Tomorrow (GIFT), a local charitable gift group. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large national network of advisors and branch offices.

Douglas Curran is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Geneseo, IL, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Growth Inc Child Care Center and Budget Advisor. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors.

James Price is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2014. His prior work includes roles at Nationwide Travelers and several logistics companies. Outside of his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Thomas Taylor is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MWA Financial Services Inc, Modern Woodmen of America, and the Geneseo and East Moline School Districts. Prior to his advisory career, he spent 28 years at Walgreen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeff Romans is a financial advisor with Ameriprise in Leclaire, IA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory work, Romans is involved in organic farming through his ownership of DeWall Family Farms, LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Gillen is a financial advisor with Duncan Financial Planning Advisors in St. Charles, IL, holding a Series 66 designation and 22 years of industry experience. He has worked at Duncan Financial Planning Advisors since 2020 and has been associated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Gillen is also involved in ownership and leadership roles at Retirement Plan Team, Inc., focusing on insurance, benefits, human resources, and pension services. Duncan Financial Planning Advisors provides financial planning to individuals and fiduciary retirement plan consulting for plan sponsors, as well as business succession planning for business owners. The firm refers clients to Cambridge Investment Research Advisors for investment management and operates with a fee structure based on flat fees, fixed annual fees, hourly billing, and referral arrangements rather than asset-based fees.

Dale Giddings Jr. is a financial advisor with Primerica Advisors in Chillicothe, IL, holding Series 63 and Series 65 credentials and over 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of his advisory role, he is a partner in Marie Russell, LLC, a non-investment-related business based in San Antonio, TX. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.