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.

Katherine Olson is a financial advisor at Cetera with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Ausdal Financial Partners, Ruhl Mortgage, and Waddell & Reed. Outside of her advisory role, she is also a home inspector for Kamari Home Inspection. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of investment management and financial planning services, operating a multi-manager platform with both discretionary and non-discretionary strategies.

Eric Van Winkle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2026, he worked at LPL Financial and SBS Private Wealth Management. Before entering financial services, he spent nineteen years at KWQC-TV. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

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.

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 experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously held positions at A. G. Edwards & Sons, Inc. and Wells Fargo Investments. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sydney Verdi Samuelson is a financial advisor at Robert Baird & Co. with eight years of industry experience and holds a Series 66 designation. She has worked at Baird since 2016 and serves as a board member on the Finance Committee of the Trinity Health Foundation. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage. Baird employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

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.