Evan Kirkpatrick is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, Kirkpatrick is involved in several business ventures, including serving as CEO and owner of entities engaged in tax preparation, entertainment, and wealth management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Connolly is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and is based in Davenport, IA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

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.

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 in Bettendorf, Iowa, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously spent 21 years at LPL Financial before joining Cambridge in 2024. Outside of his advisory role, he is involved in independent insurance sales and operates Bettendorf Financial Group. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals and utilizes both proprietary and third-party strategies across multiple platform arrangements.

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 in Bettendorf, Iowa, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has been with MassMutual Life Insurance Company since 2000 and with MML Investors Services since 2018. In addition to his advisory role, he is active as a life and health insurance sales agent. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

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.

James Schmertmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously spent 18 years at LPL Financial before joining Raymond James in 2026. Outside of his advisory role, he owns a vacation home in LeClaire, Iowa, which he rents out through a management company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and tailored client strategies, offering both non-discretionary planning and advisory programs, and is noted for its municipal advisor affiliation and specialized retirement plan consulting services.

Justin Anderson is a financial advisor with LPL Financial in Davenport, IA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial and IH Mississippi Valley Credit Union since 2019 and previously at CUSO Financial Services and Vibrant Credit Union from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Jamie Stoneking is a financial advisor with Raymond James Financial in Moline, Illinois, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise, Thrivent Financial, and Wilsonart International. He is also associated with JRP Operational Support Services LLC, where he manages an advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm utilizes tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Mark Robbins is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at BankORION, LPL Financial, LLC, CUNA Brokerage Services, Inc., and CUNA Mutual Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, using a variety of portfolio management and investment implementation options.

Nathan Stoffregen is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct engagements and corporate financial planning agreements.