Catherine Dittmer is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Dittmer-Scott Group. She specializes in working with small business owners, founders, and high-achieving executives, providing wealth management strategies tailored to complex financial lives. Her expertise includes family wealth management, services for endowments, foundations, and non-profits, philanthropic planning, and small business strategies. Catherine holds several professional designations, including Certified Financial Planner® (CFP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Chartered SRI Counselor (CSRIC), among others. Catherine earned her bachelor's degree from St Ambrose University and is actively involved in multiple professional organizations such as the Financial Planning Association and the National Association for Plan Advisors. She participates on several non-profit boards across Iowa, including serving as a board member for the Cancer Support Community at Gilda's Club and volunteering with Junior Achievement of the Heartland. Her personal interests include cooking, gardening, hunting, reading, running, traveling, and yoga, which she occasionally shares in conversations with clients.

Kerry Skinner is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Parable Wealth Management, Lincoln Financial Securities, Bank of America, and Merrill. Outside of finance, he owns a business manufacturing and selling fishing baits and tackle and is involved as a golf professional. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven solutions.

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, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His career includes long-term roles at Primerica Financial Services since 1989 and Alcoa from 1995 to 2026, as well as ongoing self-employment in farming since 2003. In addition to advisory services, he is involved in sales of investment-related products and referrals for home security and automation services through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies created by third-party managers and supports accounts with custodial and execution services from Pershing and BNY Mellon Advisors.

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 with RBC Capital Markets in Bettendorf, Iowa, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She previously worked at Merrill from 1974 to 2022 before joining RBC Capital Markets in 2022. Outside of her advisory role, she is the president of a family-held farming LLC in Iowa. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals and institutions, offering customized portfolio management and advisory programs through a combination of in-house and third-party managers.

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.

Brandon Pribyl is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Brandon completed his high school education at Bettendorf High School, earning a High School Diploma/GED. Further details regarding his areas of expertise, additional educational background, or personal interests are not provided.

Christopher Caspers is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a part owner of an auto store in Bettendorf, Iowa. 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 strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Ronald Dodd is a financial advisor with Thrivent Investment Management in Moline, Illinois, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services distinct.

Bryan Lopez is a financial advisor with Merrill in Davenport, IA, holding a Series 66 designation and three years of industry experience. He has worked with Merrill since 2019 and is also involved in the restaurant industry, working at Plus Saporis where he serves and manages staff. Additionally, he has driven for Uber Technologies, Inc. in the Quad Cities. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.