Alex Reese is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients from Davenport, Iowa. He joined Merrill in 2017 and is a member of The Arter-Reese Wealth Management Group. Alex focuses on managing new wealth, personal retirement planning, and portfolio management services. He holds a Bachelor's degree in Finance from the University of Iowa and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alex’s wealth management approach emphasizes designing financial strategies tailored to help clients achieve their retirement and legacy planning goals. Outside of his professional role, Alex enjoys a variety of personal interests such as camping, cooking, fishing, football, golfing, hunting, softball, tennis, watching movies, and spending time with his family. He values staying connected to his hometown community and building lifelong relationships with his diverse client base.

Laura Genis is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2022. She has over fifteen years of experience in the financial services industry, focusing on providing financial planning and investment guidance to individuals, families, and businesses. Laura's client focus areas include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, women and wealth, and tax minimization. Laura holds dual bachelor's degrees in Finance and Accountancy from the University of Illinois at Urbana-Champaign. She is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). She lives in Davenport, Iowa with her husband, Dan, and their daughter. In addition to her professional work, Laura is involved in addressing early childhood literacy and poverty issues in her community. She currently serves on the Davenport Public Library Board of Trustees and has previously served as President of Friends of Davenport Library. Laura is also a Past-President of the Junior League of the Quad Cities and has served on the United Way allocation committee. She has volunteered for Junior Achievement for more than a decade, demonstrating her commitment to financial literacy.

Todd Harris is a financial advisor with Cambridge Investment Research Advisors in Bettendorf, Iowa. He holds the Series 63 and Series 65 credentials and has 27 years of industry experience. Harris has been with Cambridge Investment Research Advisors since 2015 and also works as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Shawn Agan is a CFP® professional with 26 years of experience, currently serving at LPL Financial in Davenport, IA. He previously worked for Unified Wealth Management, LLC for 10 years. Alongside his advisory role, he owns and operates a tax preparation and accounting business under Noble Birch Tax Preparation, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Samantha Hart is a CFP® and Series 66-licensed financial advisor at Raymond James Financial with five years of industry experience. She previously worked at Ameriprise, Wells Fargo Clearing, and State Farm Insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and incorporates technology and AI in its operations.

Nicholas Jacobs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry and specializes in working with qualified individuals. Nicholas assists clients by providing personal, confidential consultations to establish quantifiable goals supported by customized wealth management strategies that utilize a wide range of financial instruments. Before joining Merrill Lynch Wealth Management in 2012, Nicholas worked for Pacific Life and AIG in Financial Institutional Sales throughout the Midwest. His expertise includes concentrated stock positions planning, Black-Scholes stock option modeling, 10b5-1 trading plans, block trading, as well as services related to executive compensation, family wealth management strategies, legacy and philanthropic planning, portfolio management services, investment strategy, tax minimization, and retirement income. Nicholas holds a Bachelor's Degree from Truman State University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Bettendorf, Iowa with his wife Kelly and their three children. His personal interests include basketball, golfing, hiking, reading, skiing, soccer, swimming, and traveling.

Randi Mccann Rowland is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Thomas Brooke is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Michael Giglio is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo, Morgan Stanley, Northwest Bank & Trust Company, and U.S. Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jacob Timm is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for six years at Davenport Assumption. Outside of his advisory role, he has been involved in coaching activities in Davenport, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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.

Tawny Stoffregen is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she is involved as a partner in T&N Investments, which engages in real estate activities including property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook analyses.

Dawn Wales is a financial advisor with Cambridge Investment Research Advisors in Bettendorf, IA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been affiliated with Cambridge Investment Research since 2008 and has served as an independent insurance agent, a notary, a coach/consultant, and a small claims court mediator. Additionally, she holds a board position as secretary of Client Builders Brokerage House. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent professionals using various custody platforms and both proprietary and third-party investment strategies.

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.

Jonathon Crockett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Moline, IL. Outside of his advisory work, Crockett is active as a soccer referee for local competitive clubs and high schools. 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, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Thomas Dunker is a financial advisor with LPL Financial in Moline, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2002 and currently serves at CBI Bank & Trust since 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology across discretionary and non-discretionary management approaches.

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 financial advisor at Raymond James Financial with six years of industry experience. She holds the Series 66 designation and has prior experience at Cetera and Blackhawk Bank and Trust. Outside of her advisory role, she is a member of Kiwanis and serves as president of the YMCA Bettendorf Advisory Board, where she leads meetings and participates in fundraising and recruitment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique municipal advisor affiliation.

Nicole Mc Williams is a financial advisor with Cambridge Investment Research Advisors in Albany, IL, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors since 2016, with prior experience at Sentinel Pension Advisors. In addition to her advisory role, she is also licensed as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing multiple custody platforms and a combination of proprietary and third-party investment strategies.

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.