Jessica Oelmann is a financial advisor with Morgan Stanley in Davenport, IA, holding a Series 66 designation and 4 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Christopher Darin is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His career includes long-term roles at Primerica Financial Services since 1989 and Alcoa from 1995 to 2026, as well as ongoing self-employment in farming since 2003. In addition to advisory services, he is involved in sales of investment-related products and referrals for home security and automation services through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies created by third-party managers and supports accounts with custodial and execution services from Pershing and BNY Mellon Advisors.

Alexandra Girardin is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at Total Solutions, Heart of America Group, St. Kilda, and Mainsheet Financial Solutions. Outside of her advisory role, she works as a server and bartender at Riverside Grille, a restaurant and bar in Bettendorf, Iowa. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Terrill Johnson Jr. is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds a Series 63 designation and has been with Mass Mutual Life Insurance Company and MML Investors Services since 1996. In addition to his advisory role, he is involved in traditional insurance sales focusing on fixed annuities and life insurance. Mass Mutual Investors Services, LLC is 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 programs, with a collaborative approach that emphasizes goal analysis and written recommendations.

Bonnie Musal is a financial advisor with RBC Capital Markets in Bettendorf, Iowa, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She previously worked at Merrill from 1974 to 2022 before joining RBC Capital Markets in 2022. Outside of her advisory role, she is the president of a family-held farming LLC in Iowa. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals and institutions, offering customized portfolio management and advisory programs through a combination of in-house and third-party managers.

Larry Pozzi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop individualized investment strategies, with particular attention to tax minimization and retirement income planning. His approach prioritizes aligning financial plans with clients' personal goals and perspectives. Larry holds multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He attended Rock Valley College without earning a degree and completed high school at West High School. Outside of his professional work, Larry enjoys baseball, basketball, golfing, music, and spending time with his family.

Brandon Pribyl is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Brandon completed his high school education at Bettendorf High School, earning a High School Diploma/GED. Further details regarding his areas of expertise, additional educational background, or personal interests are not provided.

Christopher Caspers is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a part owner of an auto store in Bettendorf, Iowa. 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 strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Ronald Dodd is a financial advisor with Thrivent Investment Management in Moline, Illinois, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services distinct.

Bryan Lopez is a financial advisor with Merrill in Davenport, IA, holding a Series 66 designation and three years of industry experience. He has worked with Merrill since 2019 and is also involved in the restaurant industry, working at Plus Saporis where he serves and manages staff. Additionally, he has driven for Uber Technologies, Inc. in the Quad Cities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.