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 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. She works primarily with small business owners, founders, and high-achieving executives, focusing on family wealth management strategies, philanthropic planning, and services for endowments, foundations, and non-profits. Her team assists clients in developing personalized financial strategies to pursue their long-term goals, including business financial strategies, retirement benefits, and business owner planning. Catherine holds a Bachelor's Degree from St Ambrose University and is a CERTIFIED FINANCIAL PLANNER® practitioner with The Dittmer-Scott Group. She also holds the Certified Investment Management Analyst®, CERTIFIED PLAN FIDUCIARY ADVISOR®, and Chartered SRI Counselor™ designations, and holds FINRA Series 7 and Series 66 registrations. Her areas of professional focus include working with business owners, founders, the tree care industry, and high-earning professionals. Active in her community, Catherine participates on several non-profit boards across Iowa, including the Cancer Support Community at Gilda's Club where she serves as a Board Member and President of the Associate Board, and Rivermont Collegiate as a Board Trustee. She also volunteers with Junior Achievement of the Heartland and coordinates the Better Money Habits program for Iowa. As a cancer survivor, she brings a personal understanding of living a purposeful life to her work and community involvement.

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 with Morgan Stanley in Davenport, IA, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at RBC Capital Markets, LLC for six years and at TriSource Solutions LLC for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning using structured discovery conversations and firm-approved tools.

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.