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 a ChFC® designation and Series 63 and 66 licenses. She has 20 years of industry experience, including prior roles at CUNA Mutual Group and Cuna Brokerage Services, Inc. Myra also has involvement with TruStage Wealth Management Consulting Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Blazejewski Jr. is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. His prior experience includes roles at Broker Dealer Financial Services Corp, IH Mississippi Valley Credit Union, Investment Centers of America, Inc., and U.S. Bancorp Investments, Inc. He is also an agent with Equitrust providing non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network through various advisory platforms, including financial planning, model portfolios, third-party asset management, and institutional programs.

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.

Arron Silvers is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors and Bettendorf Financial Group. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers a range of platform and model strategy options.

Madelyn Henricksen is a financial advisor at Morgan Stanley in Davenport, IA, with five years of industry experience. She holds a Series 66 designation and has previously worked with Principal Financial Group and the Cornerstone Counseling Center of Ames. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines traditional investment offerings with additional activities such as relationships with private funds and principal trading.

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.

Matthew Spay is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cambridge since 2012 and previously spent seven years with Mass Mutual Investors Services. Outside of his advisory role, he is an independent insurance agent and owns Spay & Associates in Davenport, IA. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory services, and wrap-fee programs through a large network of financial professionals.

Malik Khaliq is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Brenton Investments, Inc. Khaliq is also the owner of The Khaliq Group LLC, an investment-related business 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 planning menu for clients meeting a net-worth threshold, using Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

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, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held positions at Stack Sports and various educational institutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Carrie O'Neill is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo entities since 1981. In addition to her advisory role, she serves as an administrator for a family estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and uses diversification and modern portfolio theory in its investment evaluations.

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.

Matthew Moran is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at PricewaterhouseCoopers. Moran serves on the finance committees of EveryChild and the Tippie College of Business Young Alumni Board. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Daniel Olsen is a financial advisor with LPL Financial based in Milan, Illinois. He holds a Series 66 designation and has 25 years of industry experience, including prior roles at Waddell & Reed and Principal Financial Services. He is also involved in fixed insurance through various carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

John Nelson is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors in Davenport, IA, where he has worked for 13 years. He also has been affiliated with Ashford University since 2012. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals managing a multi-billion dollar asset base across multiple platforms and custodians.