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.

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.

Brian Gernant is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Wells Fargo Advisors from 2015 to 2019. Outside of his advisory work, he operates Gernant Farms, a farm business based in Galesburg, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing research from multiple sources and providing both discretionary and non-discretionary management options.

Paul Rapps is a financial advisor with Edward Jones in Geneseo, Illinois, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as Vice President and board member for Geneseo Is For Tomorrow (GIFT), a local charitable gift group. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large national network of advisors and branch offices.

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.