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 with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2012 and was previously with Mass Mutual Investors Services from 2005 to 2012. Outside of his advisory role, he is an independent insurance agent and owns Spay & Associates in Davenport, Iowa. 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 plan advisory services through a network of independent professionals, using a range of portfolio management strategies and platforms 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, 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 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 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 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 at LPL Financial with 16 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at Invest Financial Corporation and Merrill. He is also engaged with Deere Employees Credit Union. 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, and access to third-party asset management.

Susan Sturm Bailey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her previous roles include positions at MWA Financial Services Inc, Modern Woodmen of America, Cambridge Investment Research, and BMO Harris Financial 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Gernant is a financial advisor at LPL Financial with 43 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he operates Gernant Farms, a farming business in Galesburg, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by technology tools and a broad array of non-advisory financial activities.

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, holding the ChFC® designation and Series 63 license, and has 23 years of industry experience. His prior roles include positions at Deere Employees Credit Union, INVEST Financial Corp., and Waddell & Reed Inc. He operates under the LPL Financial business names DECU Investment & Retirement Services and Empeople Investment & Retirement Services. 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 portfolios, third-party asset management, and institutional platforms.

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.