Sydney Verdi Samuelson is a financial advisor at Robert Baird & Co. with seven years of industry experience and holds a Series 66 designation. She has been with Baird in various capacities since 2016 and serves as a board member on the finance committee of the Trinity Health Foundation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, offers financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations, employing a range of discretionary and non-discretionary investment strategies and internal research tools.

Christina Sandry is a financial advisor at RBC Capital Markets holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Merrill and customer service work at Chick-Fil-A. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Craig Vanderleest is a financial advisor with Robert W. Baird & Co. in Quad Cities, IA, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird & Co. since 2001. He serves as a board member for the University of Iowa Marberry Fund. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services with a range of investment strategies and management options.

Douglas Menozi is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked for Sherwin Williams for four years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. Their approach includes periodic reviews and the option to combine planning with managed accounts under a consolidated billing system.

Rachel Humphreys is a Series 66 licensed financial advisor with Edward Jones, based in Bettendorf, IA, and has six years of industry experience. She has been with Edward Jones since 2018, with some earlier professional experience at Halo Branded Solutions. Outside of her financial advisory role, she is the owner and founder of an active jewelry wholesale business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Matthew Strajack is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 designations. He has 31 years of industry experience, including 21 years at LPL Financial and five years at Morgan Stanley. Outside of his advisory role, he owns and operates Bettendorf Financial Group, an independent financial services business. Cambridge Investment Research Advisors serves 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 financial professionals, utilizing a range of portfolio management approaches and custody platforms.

Kerry Toporowski is a financial advisor with Ameriprise in Bettendorf, Iowa, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved in managing administrative operations through Toporowski Management, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored, research-driven recommendations that incorporate income strategies, Social Security options, and tax-efficient withdrawals. The firm combines algorithmic tools and expert review to provide ongoing, non-discretionary guidance within a broad range of advisory, brokerage, and insurance solutions.

Daniel Timmons is a financial advisor with Edward Jones in Davenport, Iowa, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience since joining the firm in 1997. He serves as a board member for Assumption High School and acts as trustee for multiple family trusts. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a large network of advisors and offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Meredith is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with MML Investors Services since 2018 and with Mass Mutual Life Insurance Company since 2000. His activities include life and health insurance sales. 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 provides comprehensive financial planning and asset management services, emphasizing collaborative, goal-based planning supported by advanced analytical tools.

Dawn Morris is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Wells Fargo Clearing. Outside of advising, she is involved in agriculture and farming as a sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Justin Anderson is a financial advisor with LPL Financial in Davenport, IA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at IH Mississippi Valley Credit Union since 2016 and CUSO Financial Services from 2016 to 2019. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Victoria Ramirez is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Robert W. Baird & Co., Wells Fargo Clearing, and Eagle One Investments. Outside of her advisory role, Ramirez serves as the treasurer for The Apostolic Sanctuary, a church where she has been involved since 2013. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Wenzel is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Robert W. Baird & Co. for 30 years. Outside of his advisory role, he participates in quarterly committee meetings at Kirkwood Community College, providing oversight and advice on the school’s investment consultant presentations. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of investment strategies and manager options.

Joseph Adam is a financial advisor with Ameriprise in Bettendorf, IA, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gregory Ketron is a financial advisor with Primerica Advisors in Bettendorf, IA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of advising, he is involved with GBK Enterprises LLC, a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure while managing potential conflicts through disclosure and oversight.

Malcolm Seline is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2014 and City National Bank since 2018. Outside of his advisory role, he volunteers with Alternatives for the Older Adult, assisting low-income seniors with financial tasks, and serves on the Board of Directors for the Davenport Quarterback Club, a social club supporting University of Iowa athletics. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management and financial planning tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Nathan Stoffregen is a financial advisor with Morgan Stanley in Davenport, Iowa, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2002 to 2009. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers investment solutions alongside specialized estate planning strategies.

Daniel Mclaughlin is a financial advisor with LPL Financial in Rock Island, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2010 and previously worked at PRUCO Securities, LLC from 2003 to 2009. He operates a business under the name Dillender Financial. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Nicole Ventura is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James & Associates since 2011. Outside of her advisory role, she performs part-time data entry work with CoventBridge. 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 individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joche Gauley is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she is involved in direct sales of fashion jewelry through ACT II Jewelry LLC and assists with minor accounting and estimates for a family excavation business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of advisory programs.