Adam Haluska is a financial advisor with Wells Fargo Clearing in Davenport, IA, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo since 2016 and serves as vice-president and board member of the Solon Community School District Board of Education. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nicole David is a Series 66-licensed financial advisor with Raymond James Financial, bringing seven years of industry experience. She previously worked at Cetera and Blackhawk Bank and Trust. Outside of her advisory role, she serves as president of the YMCA Bettendorf Advisory Board and is an active member of Kiwanis. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized programs for municipal and employer advisory services.

Robin Scott is a Wealth Management Advisor at Merrill Lynch Wealth Management with extensive experience in financial planning and wealth management. She started her career at Merrill in 1996 in the Estate Planning Department. After an 11-year small business ownership experience in Bettendorf, Iowa, she returned to Merrill in 2014 and currently leads an all-women team focusing on multi-generational families. Robin is a CERTIFIED FINANCIAL PLANNER® professional and holds several other designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her areas of expertise include college education planning, personal retirement planning, portfolio management services, socially responsible, values-based, and ESG investing, and work with women and wealth. Robin focuses on providing holistic financial strategies aligned with her clients' goals and values. She is a member of professional organizations such as the Financial Planners Association, Investments & Wealth Institute, and the National Association of Plan Advisors. Robin holds a Bachelor's Degree from Marycrest College and lives in Davenport, Iowa with her husband and three sons. She is involved in community activities including the Davenport North High School Vocal Booster and The Bix of the Quad Cities. Her personal interests include gymnastics, music, running, and spending time with her family.

Joseph Verdi is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He has worked at Robert Baird & Co. since 2009 and previously held positions at Morgan Stanley & Co. LLC, Morgan Stanley DW Inc., and Citigroup Global Markets. Verdi holds Series 63 and Series 65 designations. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing both internal research and external partnerships to support its investment strategies.

Michael Botts is a financial advisor with Mass Mutual Investors Services in Bettendorf, IA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he serves as a commissioner assigning high school sports and owns a dog breeding and showing business. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools, offering a range of investment and planning programs.

Lee Lensch is a financial advisor with Ameriprise in DeWitt, IA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2009. Outside of advising, he owns and manages a business focused on farming and forestry as well as a business management company, Giving Strength, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a collaborative, non-discretionary approach, utilizing proprietary research and third-party data within a defined investment framework.

Mary Goon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 38 years of industry experience. She previously worked at Ic Advisory Services Inc and The Investment Center Inc for 16 years each, as well as RBC Capital Markets for 10 years. In addition to her advisory work, she is an agent with NexAnnuity, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Sara Schreck is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 10 years before joining RBC in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Peter Barboutis is a financial advisor at Cetera with 30 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory role, Barboutis serves as president of the Spencer Hollow Homeowners Association, managing community affairs for around 30 homeowners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that supports both discretionary and non-discretionary strategies.

Travis Morehead is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2019. He has seven years of industry experience and also holds a supervisory role at Candlelight Inn Restaurants. Morehead serves as president of the board of directors and church council at Zion Lutheran Church and is a board member of the Clinton Housing Authority. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent financial professionals, including proprietary and third-party model strategies, with options for discretionary and non-discretionary management.

Gregory Poterack is a financial advisor with Morgan Stanley in Davenport, IA, holding a Series 66 designation and five years of industry experience. He previously operated Poterack Capital Advisory for ten years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Todd Gullickson is a financial advisor with MassMutual Investors Services in Davenport, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience, having been employed with MassMutual Life Insurance Co and MassMutual Investors Services since 1999. Outside of his advisory role, he is involved in business ventures including ownership in GG Benefit Advisors, which specializes in life and health insurance, and an interest in a fitness-related website. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, delivering collaborative annual planning engagements typically focused on investment categories and strategies.

Nathan Pozzi is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Davenport, IA office. He collaborates with a team of advisors to provide personalized financial strategies for families and businesses in the local area. His work focuses on individual and corporate investment strategy, tax minimization, and retirement income planning. Nathan grew up in Rock Island, Illinois, and attended Rock Island High School before earning both a Bachelor's and a Master's Degree in Public Administration from the University of Illinois System. Prior to joining Merrill Lynch in January 2015, he held administrative roles with the State of Illinois Department of Healthcare and Family Services and Friendship Manor, where he was involved in long-term care. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Nathan’s personal interests include camping, music, and reading.

Zachary Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has previously worked at Waddell & Reed Inc and is involved with several business entities including The Edwards Group Inc. Outside of finance, Edwards is engaged with the Rock Island Brewing Company, a restaurant, bar, and music venue in Rock Island, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Amina Huseinbegovic Jasarevic is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for twelve years at Furniture Row. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a broad range of advisory services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Skyler Sandry is a financial advisor with RBC Capital Markets in Bettendorf, IA, holding a Series 66 license and 10 years of industry experience. Prior to joining RBC in 2022, he worked at Merrill and Bank of America from 2016 to 2022. He serves on the board of a local non-profit ministry focused on outreach to coaches and athletes and is involved in nonprofit financial committees as well as the development of a Bible-reading app. RBC Wealth Management, a division of RBC Capital Markets, offers advisory, financial planning, custody, and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm tailors investment strategies to client risk profiles and incorporates in-house and third-party managers, providing a range of program structures and options.

Darrel Peck is a financial advisor with OSAIC in Davenport, Iowa, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include work at Signator Investors, Inc., and he currently serves on the personnel board of St Paul Lutheran Church. Peck is also a board member of the Fortunaire Foundation, a nonprofit focused on supporting those in need, and participates on the board of the Moline Girls Youth Basketball Association. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides a range of services such as financial planning, retirement consulting, and access to third-party money managers, employing various portfolio construction tools and supporting both discretionary and non-discretionary account management.

Joshua Youngblood is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual in various capacities from 2014 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and substantial scale.

Holly Murray is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to her current role, she spent 18 years at Deere and Company and held positions at Thrivent Financial and Blackhawk Bank & Trust. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, with access to multiple program structures and various third-party and affiliated investment managers.

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.