Tony Singh is a financial advisor at Merrill with Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Merrill since 1988 and has also worked with Bank of America since 2009. Outside of his advisory role, Singh serves as General Partner of Prairie Oaks LLC, a native wildlife and plant reserve in Iowa, and holds various nonprofit leadership and committee positions in the Quad Cities area. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tommy Smith is a financial advisor with Raymond James & Associates, holding Series 63 and 65 designations and 35 years of industry experience. He previously worked at UBS Financial Services Inc for 18 years before joining Raymond James in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services, with a focus on non-discretionary advisory relationships supported by comprehensive research and portfolio management options.

Tj Arons is a Series 66-licensed financial advisor with Thrivent Investment Management in Bettendorf, Iowa. He has been with Thrivent Financial and its affiliated entities since 2023, including prior experience associated with the University of Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services through its WealthPlan option while maintaining separate advisory roles.

Catherine Dittmer is a Senior Financial Advisor with Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® practitioner. She works with small business owners, founders, and high-achieving executives, focusing on family wealth management, philanthropic planning, and strategies for endowments, foundations, and non-profits. Catherine is a CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor, Personal Investment Advisor, and Retirement Accredited Financial Advisor. She holds a bachelor's degree from St Ambrose University. Catherine is active in several professional organizations, including the Financial Planning Association, International Society of Arboriculture, Muscatine, IA Chamber of Commerce, National Association for Plan Advisors, Quad Cities IL/IA Chamber of Commerce, and the Tree Care Industry Association. In addition to her professional work, Catherine participates in community service as Coordinator for Better Money Habits in Iowa, a board member and president of the Associate Board for the Cancer Support Community at Gilda's Club, a volunteer for Junior Achievement of the Heartland, and a board trustee for Rivermont Collegiate.

Kerry Skinner is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His career includes roles at Parable Wealth Management, Lincoln Financial Securities, Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is the owner of a business manufacturing and selling fishing baits and tackle and is a golf professional. 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, utilizing both proprietary and third-party investment strategies across customized and model portfolios.

Robert Arth is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Arth is based in Davenport, Iowa. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad array of advisory programs and tailored financial planning. The firm employs a structured planning process supported by proprietary tools and investment committee estimates, managing approximately $2.74 trillion in client assets.

Tina Stubbs is a Series 66-licensed financial advisor with Edward Jones in Davenport, IA, with six years of industry experience. She has worked at Edward Jones since 2019 and previously spent four years with Royal Neighbors of America. Stubbs serves as a board member for Tapestry Farms and is on the Board of Trustees and Investment Committee for the University of Northern Iowa Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Preston Jones is a financial advisor with Osaic Wealth, Inc. based in Davenport, Iowa, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He joined Osaic Wealth in 2018 after two years at Signator Investors, Inc., and has worked as an independent insurance representative since 2009. Jones is an active member and future president of the Geneseo Rotary Club, participating in community service and organizing local events. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage, investment advisory, financial planning, and managed account services, employing tools such as asset-allocation models and automated rebalancing to construct portfolios across a broad range of investment types.

Jamie Caspers is a financial advisor at Edward Jones with 16 years of industry experience. He has worked at Edward Jones since 2011 and holds a Series 66 credential. Outside of his advisory role, he is involved with DoTerra as a wellness manager, using essential oils personally rather than selling the products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers various advisory strategies and affiliated investment products.

Megan Lafrenz is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at RBC Capital Markets, TriSource Solutions LLC, and the 11th St Precinct. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and corporate financial planning agreements.

David Schnorrenberg is a financial advisor at Edward Jones in Eldridge, IA, holding the CFP® designation with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in managing rental property businesses, serving as president of Dream Properties and co-president of KC4L LLC. 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, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices.

Emanuel Mathews is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement advice through a centralized consulting team.

Donald Kincaid is a financial advisor with Primerica Advisors in Bettendorf, Iowa, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes long-term roles at PFS Investments, Inc. and Primerica Financial Services, as well as involvement with Schnekloth Farms Inc. and Don Bob Enterprises. He has also worked with the Republican Party of Iowa from 2016 to 2017. Outside of advisory work, Kincaid receives non-investment related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trade execution to BNY Mellon Advisors.

Jessica Oelmann is a financial advisor with Morgan Stanley in Davenport, IA, holding a Series 66 designation and 4 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Christopher Darin is a financial advisor with Primerica Advisors in Bettendorf, IA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His career includes long-term roles at Primerica Financial Services and Alcoa, alongside self-employment in farming. He is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by established custodians. The firm operates at scale, with thousands of advisors and billions in assets under management, focusing primarily on individual investors rather than institutional portfolio management.

Sara Schmidt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials. She has been with Wells Fargo Bank since 2011 and transitioned to Wells Fargo Clearing in 2026. Prior to her financial services career, she worked at Dairy Queen for nearly two decades. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and provides both brokerage and advisory solutions.

Alexandra Girardin is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at Total Solutions, Heart of America Group, St. Kilda, and Mainsheet Financial Solutions. Outside of her advisory role, she works as a server and bartender at Riverside Grille, a restaurant and bar in Bettendorf, Iowa. Morgan Stanley Wealth Management serves 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 uses structured planning tools and modeling techniques as part of its financial planning process.

Terrill Johnson Jr. is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds a Series 63 designation and has been with Mass Mutual Life Insurance Company and MML Investors Services since 1996. In addition to his advisory role, he is involved in traditional insurance sales focusing on fixed annuities and life insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a collaborative approach that emphasizes goal analysis and written recommendations.

Bonnie Musal is a financial advisor at RBC Capital Markets with 42 years of industry experience. She holds Series 63 and Series 65 designations and has a long career including nearly five decades at Merrill Lynch before joining RBC in 2022. Outside of her advisory work, she serves as President of a family-held farming LLC in Iowa, overseeing lease negotiations and managing shareholder relations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to individual risk profiles and investment preferences.

Larry Pozzi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop individualized investment strategies, with particular attention to tax minimization and retirement income planning. His approach prioritizes aligning financial plans with clients' personal goals and perspectives. Larry holds multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He attended Rock Valley College without earning a degree and completed high school at West High School. Outside of his professional work, Larry enjoys baseball, basketball, golfing, music, and spending time with his family.