Megan Obenauf is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Salon Halo and Capri College. Megan is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Steven Van Der Schaaf is a financial advisor with Raymond James & Associates in Davenport, IA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Myra Very is a financial advisor with LPL Financial based in Bettendorf, IA, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 20 years of industry experience, including prior roles at CUNA Mutual Group and Cuna Brokerage Services. Currently, she is also involved with TruStage Wealth Management Consulting Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and financial planning services supported by research and both discretionary and non-discretionary management options.

Robert Blazejewski Jr. is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He has prior experience with Broker Dealer Financial Services Corp and has been affiliated with Ih Mississippi Valley Credit Union since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kyle Dadisman is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Charles Schwab. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Tricia Vandersnick is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she is involved in independent insurance brokering with Mass Mutual, focusing on fixed annuities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income services that emphasize written recommendations and tax-aware withdrawal strategies for clients nearing or in retirement.

Arron Silvers is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Bettendorf, IA, and has one year of industry experience. He has held various roles within Cambridge Investment Research entities and Bettendorf Financial Group, alongside prior experience at Wartburg College and Pekin Community Schools. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management and platform options, with both proprietary and third-party strategies tailored to client goals.

Madelyn Henricksen is a financial advisor at Morgan Stanley in Davenport, IA, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Principal Financial Group and work with Cornerstone Church of Ames and Cornerstone Counseling Center of Ames. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Natalie Maas is a Series 66-registered financial advisor with Merrill, based in Davenport, IA, and has 16 years of industry experience. She has worked at Merrill since 2009 and is also affiliated with Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rodney Woodley is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a partner in a family partnership involved in agriculture, real estate, wholesale/distribution, and technology, and he is a limited partner investor in a restaurant business. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Kim Anh Hua is a financial advisor with Robert Baird & Co. in Quad Cities, IA. She holds the Series 66 designation and has recently begun her career in the industry, joining Baird in 2025. Prior to this, she worked at UP Management for nine years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex approaches, including discretionary and non-discretionary management.

Jacob Hines is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in Port Byron, IL, he holds the Series 66 designation and has worked exclusively with Edward Jones throughout his career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Justin Brimmer is a Certified Financial Planner® at Edward Jones in Davenport, IA, with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he owns a commercial property rental business. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of managed and advisory investment strategies supported by a large network of financial advisors and branch offices nationwide.

Adam Cernovich is a financial advisor with Edward Jones in Geneseo, Illinois. He holds a Series 66 designation and has recently transitioned from a 21-year career in the U.S. Coast Guard. He also serves as a City Councilman for the City of Kewanee. 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, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Matthew Spay is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2012. Outside of his advisory role, he is also an independent insurance agent and owner of Spay & Associates in Davenport, Iowa. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Malik Khaliq is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Wells Fargo entities since 2011, including Wells Fargo Clearing and Brenton Investments. Outside of his advisory role, he owns and operates The Khaliq Group LLC, a financial practice based in Milan, Illinois. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.

Adam Link is a financial advisor with UBS Financial Services in Davenport, IA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, LPL Financial, and Deere Employees Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker‑dealer, investment adviser, and futures commission merchant.

Patrick Doherty is a financial advisor with Edward Jones in Davenport, IA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held positions across several organizations, including Stack Sports and the YMCA of Iowa Mississippi Valley. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated service capabilities.

Carrie O'Neill is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo in various capacities since 1981. Outside of her advisory role, she serves as an administrator for a family estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a focus on IPS-driven advisory grounded in modern portfolio theory.

Aaron Castle is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley since 2014 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with a trust-related business activity in Bettendorf, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including personalized financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.