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.

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.

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 with Robert Baird & Co., holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.

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.

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 for IC Advisory Services Inc and The Investment Center Inc from 2009 to 2025. In addition to her advisory role, she is an agent for NexAnnuity, focusing on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by extensive research and model portfolio options.

Sara Schreck is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill for ten years prior to joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers alongside various portfolio management services.

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 at Cambridge Investment Research Advisors with seven years of industry experience. He has been with Cambridge since 2019 and has held supervisory roles outside the financial sector, including 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 serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm provides a variety of portfolio management options and incorporates both proprietary and third-party strategies.

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.

Roger Pearson is a CFP® professional with 49 years of industry experience. He is currently affiliated with OSAIC since 2023 and has worked at SagePoint Financial since 2012. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party resources to construct and manage portfolios across asset classes.

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 in Davenport, IA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed Inc. for 10 years. Outside of his advisory role, Edwards is involved in community and business activities including a scholarship foundation and a local education foundation, as well as entrepreneurship ventures such as a restaurant bar and music venue, and a sports card business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large nationwide network. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, research, and technology-driven strategies.

Casey Fry is a financial advisor at Edward Jones with 8 years of industry experience. He holds the CFP® certification and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Cintas Corporation from 2009 to 2017. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.