David Poole is a CFP® with 20 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc., having joined in 2026. Prior to that, he worked at Ameriprise for five years and Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined ten years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Bernard Mack is a financial advisor with Ameriprise in Davenport, IA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors for the Our Lady of Victory Foundation and is Secretary/Treasurer of The Optimist Club Foundation of Davenport. Ameriprise offers a retirement-income planning service designed for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base and provides a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Denise Church is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill from 2013 to 2022. Outside of her advisory role, she serves as a board member for New Kingdom Trailriders, a charitable nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, supporting clients in developing tailored financial plans.

Cassidy Moulton is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Nations Financial Group, LPL Financial, and Quad City Bank and Trust. Outside of his advisory role, he is involved as a soccer official. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Daniel Laubenthal is a financial advisor with Edward Jones in Davenport, Iowa, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Laubenthal teaches courses in personal finance and investing at Eastern Iowa Community College and serves on the Board of Directors for KTJT Catholic Radio in Davenport. 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, including discretionary and non-discretionary managed solutions, and provides affiliated mutual funds, overlay and tax-efficient services, operating under a fiduciary standard.

June Lincoln is a financial advisor with Primerica Advisors in Bettendorf, Iowa, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Her prior work includes roles at Amerifile and PFS Investments Inc. In addition to her advisory work, she is involved in tax and accounting services through QCIQ Tax & Accounting and has business interests related to real estate. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options, operating under a wrap-fee structure and utilizing third-party asset managers and BNY Mellon Advisors for portfolio implementation.

Shane Hefty is a Certified Financial Planner (CFP®) with 17 years of industry experience. He currently works at Morgan Stanley in Davenport, IA, where he has been since 2017. Prior to Morgan Stanley, he was employed at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling.

Katie Rothenberger is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at HNI, the University of Iowa, and Bayer. Her outside business activities include co-owning a real estate management company. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies.

David Nelson is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® and ChFC® designations. He has 35 years of industry experience and is also the President and CEO of NelsonCorp Wealth Management. Outside of his advisory roles, he owns and operates a tree farm and a tax preparation business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies via multiple platforms and both proprietary and third-party investment models.

Brandon Dorris is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual and the Lee Agency, where he worked for eight years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of financial planning and investment services, utilizing Wells Fargo’s research and planning tools to deliver tailored recommendations.

Lillie Huhndorf is a financial advisor with Thrivent Investment Management in Davenport, IA, holding a Series 66 license and three years of industry experience. Her prior career includes roles at Lee Enterprises and the Quad-City Times. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial plans that cover a range of topics such as retirement, tax, and estate planning. The firm integrates planning with managed-account programs through a consolidated service called WealthPlan, while keeping planning and portfolio management distinct.

Andrew Shelangoski is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is the sole proprietor of Urban Woodworks LLC, a small business based in Durant, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 employs a structured planning process supported by firm‑approved tools and models.

Casey Walker is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2007. Outside of his advisory role, Walker serves as a board member of the DeWitt Police Foundation, a nonprofit focused on crime prevention and public safety initiatives in the DeWitt area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and supports clients through ongoing reviews and a combination of planning and managed-account options.

Trevor Fennelly is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2021. Outside of his advisory role, he serves as a board member and finance committee member for the Mississippi Valley Fair in Davenport, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools to support client outcomes.

Michael Gauss is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and previously worked at Kent Nutrition Group from 2015 to 2024. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored portfolio management, financial planning, and brokerage services. The firm offers a range of advisory programs and leverages both in-house and third-party investment managers to implement strategies aligned with clients' risk profiles.

Katherine Olson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked with various Cetera entities since 2023 and previously was with Ausdal Financial Partners and Waddell & Reed. Outside of her advisory role, she operates Kamari Home Inspection, providing structural and systems examinations of homes. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, supporting customized investment strategies across multiple program platforms.

Jennifer Keel is a financial advisor with Wells Fargo Advisors in Bettendorf, IA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at Morgan Stanley for three years, Merrill for five years, and D.A. Davidson & Co. for one year. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools, with optional implementation through brokerage or advisory programs.

Heidi Parkhurst is the Senior Resident Director at Merrill Lynch Wealth Management's Davenport, Iowa branch office. She joined Merrill Lynch in 1995 and holds the position of Senior Vice President and Senior Financial Advisor. In her role, Heidi collaborates with clients to identify their primary financial goals and develops tailored strategies to help them pursue their desired outcomes while building, managing, and preserving their wealth. Additionally, she provides access to a range of cash management, credit, and lending solutions through Bank of America, N.A. Heidi's expertise includes college education planning, family wealth management strategies, women and wealth, and retirement income. She holds several professional designations such as Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Heidi earned her bachelor's degree from the University of Iowa in Iowa City. Beyond her professional duties, Heidi participates in community organizations including HavLife and Big Brothers Big Sisters, reflecting her commitment to the communities she serves. Her personal interests include biking, running, and swimming.

Evan Kirkpatrick is a Series 66-credentialed financial advisor at LPL Financial with 19 years of industry experience. He has worked at LPL since 2015, with prior roles at First Allied Advisory Services, First Allied Securities, Kestra Investment Services, and Equitable 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 range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various technological and non-advisory financial activities.

Christopher Connolly is a CFP® professional with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. He is based in Davenport, Iowa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, using research and analytics to evaluate investment options within a broad platform of brokerage and advisory solutions.