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 in Milan, Illinois, holding a Series 66 designation and 24 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2007. Outside of his advisory role, Olsen is involved in fixed insurance services through various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Lucus Scott is a financial advisor with LPL Financial in Moline, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at LPL Financial since 2018 and previously at Invest Financial Corporation and Deere Employees Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Susan Sturm Bailey is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various firms including MWA Financial Services Inc, Modern Woodmen of America, Cambridge Investment Research, and H. Beck, Inc. prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, supported by research from internal and third-party sources.

Shawn Shubat is a financial advisor with LPL Financial in Moline, IL, holding ChFC® and Series 63 designations and over 23 years of industry experience. His prior roles include positions at Deere Employees Credit Union and INVEST Financial Corp., as well as earlier experience with Waddell & Reed and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options supported by in-house and third-party research.

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.

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 possessing 26 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, Dillender is a coach and regional director for the Rawlings Tigers-Quad Cities baseball teams. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

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.