John Nelson is a financial advisor with Cambridge Investment Research Advisors who holds a Series 65 designation and has 13 years of industry experience. He has been with Cambridge since 2013 and also has a teaching role at Ashford University beginning in 2012. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using proprietary and third-party investment strategies across various custody and platform arrangements.

Thomas Fitzpatrick is a financial advisor at Edward Jones in Bettendorf, IA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Fitzpatrick is involved in commercial real estate development and rental property management through partnerships and ownership in local ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Kody Koberg is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Cetera Wealth Services, LLC, DeWitt Bank & Trust Co., and Bayer Crop Science. He also has experience with the Interfraternity Council at Iowa State University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with model portfolios, third-party managers, and bespoke strategies.

Susan Sturm Bailey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her previous roles include positions at MWA Financial Services Inc, Modern Woodmen of America, Cambridge Investment Research, and BMO Harris Financial Advisors. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James White is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 40 years of industry experience. His career includes long tenures at Metlife Securities Inc. from 1979 to 2017, and Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC operates as 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 seminars, structuring planning engagements as annual collaborative relationships that utilize firm-approved analytical tools to guide investment strategy recommendations.

Aaron Hawk is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley, he held roles at 3M, Allsteel, and HNI Corporation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and investment models.

Paul Schnell is a CFP® professional with over 32 years of experience at Edward Jones, where he has worked since 1993. He holds Series 63 and Series 66 licenses and is based in Davenport, IA. Outside of his advisory role, Schnell serves on the Board of Directors and as Vice President of the Self-Supporting Municipal Income District in the Village of East Davenport and is involved with a local preservation society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 financial advisors.

Brian Steward is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Thrivent Investment Management since 2013 and Thrivent Financial for Lutherans since 2014. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various financial topics, combining planning with managed-account options under a consolidated billing system while keeping services distinct.

Jaye Behrends is a financial advisor at Robert Baird & Co. with 37 years of industry experience. He has been with Robert Baird & Co. since 1990. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers comprehensive financial planning, portfolio management strategies, and custody services, utilizing a combination of internally researched investment approaches and external manager-traded accounts.

Brent Mccormick is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 1999. Outside of his advisory role, he serves on the Finance and Investment Committee of the Moline Public Schools Foundation. Robert W. Baird & Co.’s DDK Group advises individuals, families, pensions, corporations, and institutional clients through customized financial planning and portfolio management services. The team employs a variety of investment strategies, including traditional and non-traditional approaches, and offers both discretionary and non-discretionary management options.

Clint Allaman is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is a partner in Whitetail Hollow, LLC, a family farming business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Cody Flatt is a financial advisor with UBS Financial Services in Davenport, IA. He holds Series 63 and Series 66 designations and has 21 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, LPL Financial, Invest Financial Corp., and Deere Employees Credit Union. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Tyler Hoeksema is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and previously worked at Trust Company of NC and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and offers strategies aligned with clients' risk profiles.

Stephen Dillender is a financial advisor with LPL Financial in Rock Island, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2010 and previously at PRUCO Securities, LLC from 2004 to 2010. Outside of his advisory role, he serves as a coach and regional director for baseball teams through his involvement with Rawlings Tigers-Quad Cities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Isaac Shaw is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. His prior work includes roles at Jackson & Peck Financial Group, Bally's, Walmart Distribution Center, Greiner Buildings Inc., and Annawan High School. He is also involved in insurance sales and securities services through Jackson & Peck Financial Group. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Garrett Beirne is a financial advisor at Edward Jones in Bettendorf, IA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Rainbow International of the Quad Cities and held roles related to land care and contracting. He is also involved in land caretaking through KFLP Acres. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ashley Dekarske is a Financial Advisor at Merrill Lynch Wealth Management, bringing close to 15 years of experience in the financial industry. She applies her background in commercial and agricultural relationship management, along with over a decade of banking and Treasury Management experience, to provide comprehensive personalized wealth planning. Ashley has worked with a diverse range of clients including County Treasurers, Executive Directors, CEOs, CFOs, small business owners, and multi-generational farming operations. Originally from Phoenix, Arizona, Ashley has made Iowa her home for nearly a decade and is actively involved in the Quad Cities community. She serves as a classroom educator for Junior Achievement, Interim Treasurer for Dress for Success Quad Cities, a mentor with the LeadHER Quad Cities program, and an auditor for the Junior Little Miss Iowa pageants. She also volunteers with several nonprofit organizations including the Jr. and Little Miss Iowa Scholarship Program and United Way- Women United. Ashley holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her high school diploma from Barry Goldwater. Outside of work, she enjoys gardening, antiquing, music, and spending time with her family, including supporting her two children at various events.

Mark Mayeski is a financial advisor at Edward Jones in Rock Island, IL, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Tobey Pribyl is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designations of Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Tobey earned a Bachelor's Degree from Iowa State University. His role focuses on providing financial advice and investment management services to clients.

David King is a Series 66-registered financial advisor with Thrivent Investment Management in De Witt, Iowa, where he has worked for four years. His prior experience includes a brief period at Gaylon Heetland and a role at DoorDash. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across a broad range of financial planning topics. The firm offers these services through a large network of advisors and emphasizes ongoing client review without discretionary trading authority.