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 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.

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.

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.

Tony Singh is a financial advisor with Merrill in Davenport, Iowa, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has been with Merrill since 1988 and with Bank of America since 2009. Outside of his advisory role, he serves as a general partner for Prairie Oaks LLC, a native wildlife and plant reserve in Iowa, and is involved in several nonprofit organizations, including as vice president of a family foundation and as a committee member for local charitable councils. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 financial advisor at Thrivent Investment Management in Bettendorf, IA, holding a Series 66 designation. He has been with Thrivent and its affiliates since 2023, including experience at Clark Arons - Thrivent and the University of Iowa. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, providing goal-based, holistic planning across various topics without discretionary trading authority.

Catherine Dittmer is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management for business owners, families, and endowments. She works closely with small business owners, founders, and high-achieving executives, providing personalized financial strategies designed to help clients pursue their long-term goals. Her approach draws on an ownership mindset and emphasizes clarity, structure, and confidence in financial decision-making. Catherine holds a Bachelor's Degree from St Ambrose University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered SRI Counselor (CSRIC). Her areas of focus include family wealth management strategies, services for endowments, foundations, and non-profits, philanthropic planning, and small business strategies. She is actively involved in her community with leadership roles and volunteer work, serving as Coordinator for Better Money Habits in Iowa, Board Member and President of the Associate Board for the Cancer Support Community at Gilda's Club, Volunteer for Junior Achievement of the Heartland, and Board Trustee for Rivermont Collegiate. Additionally, Catherine participates in several professional organizations, including the Financial Planning Association and various local chambers of commerce.

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.