Isaac Shaw is a financial advisor at Osaic with a Series 66 designation and two years of industry experience. Prior to joining Osaic, he held roles at Jackson & Peck Financial Group, Bally's, Walmart Distribution Center, Greiner Buildings Inc., and Annawan High School. He is also involved in insurance sales and the service and sales of securities products through Jackson & Peck Financial Group. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by multiple custodial and third-party platforms.

Garrett Beirne is a financial advisor at Edward Jones in Bettendorf, IA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Rainbow International of the Quad Cities and held roles related to land care and contracting. He is also involved in land caretaking through KFLP Acres. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ashley Dekarske is a Financial Advisor at Merrill Lynch Wealth Management, bringing close to 15 years of experience in the financial industry. She applies her background in commercial and agricultural relationship management, along with over a decade of banking and Treasury Management experience, to provide comprehensive personalized wealth planning. Ashley has worked with a diverse range of clients including County Treasurers, Executive Directors, CEOs, CFOs, small business owners, and multi-generational farming operations. Originally from Phoenix, Arizona, Ashley has made Iowa her home for nearly a decade and is actively involved in the Quad Cities community. She serves as a classroom educator for Junior Achievement, Interim Treasurer for Dress for Success Quad Cities, a mentor with the LeadHER Quad Cities program, and an auditor for the Junior Little Miss Iowa pageants. She also volunteers with several nonprofit organizations including the Jr. and Little Miss Iowa Scholarship Program and United Way- Women United. Ashley holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her high school diploma from Barry Goldwater. Outside of work, she enjoys gardening, antiquing, music, and spending time with her family, including supporting her two children at various events.

Mark Mayeski is a Series 66 licensed financial advisor with Edward Jones in Rock Island, IL, where he has worked since 2010, accumulating 16 years of industry experience. He serves clients within a full-service wealth management firm that supports both individual and institutional investors. Edward Jones manages over $1 trillion in assets and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm serves more than four million clients and operates a nationwide network of approximately 23,700 financial advisors.

Drake Shelangoski is a financial advisor at Morgan Stanley in Davenport, IA, holding a Series 66 designation. He has recent experience working at Morgan Stanley since 2025 and has held various roles in education and business including positions at Wartburg College and the University of Iowa. Outside of financial advising, he previously operated a lawncare business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and proprietary investment models.

Tobey Pribyl is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designations of Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Tobey earned a Bachelor's Degree from Iowa State University. His role focuses on providing financial advice and investment management services to clients.

David Poole is a CFP® professional with 20 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2026. His prior experience includes roles at Ameriprise Financial Services, LLC, Wells Fargo Clearing, Wells Fargo Investments, LLC, and Edward Jones. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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 Series 66-licensed financial advisor with 10 years of industry experience. Currently with Cambridge Investment Research Advisors, he has previously worked at Nations Financial Group and LPL Financial, among others. Outside of financial advising, Cassidy serves as a soccer official. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and offers a range of platform options and proprietary model strategies.

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 holding CFP® and ChFC® designations and over 35 years of industry experience. He is also president and CEO of NelsonCorp Wealth Management, a role he has held since 1987. Nelson is involved in other activities, including ownership of a tree farm and operating a tax preparation business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management and utilizes proprietary model strategies under the Founders Gate Capital brand.

Brandon Dorris is a financial advisor at Wells Fargo Advisors with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools. The firm’s services include tailored financial recommendations delivered through discrete planning engagements, with optional implementation through various brokerage or advisory programs.

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.

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.