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.

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 with LPL Financial based in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Northwestern Mutual in various capacities from 2014 to 2019. Outside of his advisory role, Youngblood serves as president and insurance agent of Wendell Charles Insurance Associates. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations 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 from multiple sources and advanced portfolio management technologies.

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.

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.