Clint Allaman is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is a partner in Whitetail Hollow, LLC, a family farming business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Douglas Curran is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Geneseo, IL, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Growth Inc Child Care Center and Budget Advisor. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors.

Cody Flatt is a financial advisor with UBS Financial Services in Davenport, IA. He holds Series 63 and Series 66 designations and has 21 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, LPL Financial, Invest Financial Corp., and Deere Employees Credit Union. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Tyler Hoeksema is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and previously worked at Trust Company of NC and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and offers strategies aligned with clients' risk profiles.

Stephen Dillender is a financial advisor with LPL Financial in Rock Island, IL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, Dillender is a coach and regional director for the Rawlings Tigers-Quad Cities baseball teams. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Isaac Shaw is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. His prior work includes 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 securities services through Jackson & Peck Financial Group. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

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 financial advisor at Edward Jones in Rock Island, IL, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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® with 20 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc., having joined in 2026. Prior to that, he worked at Ameriprise for five years and Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined ten years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

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 financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has nine years of industry experience, with prior roles at Nations Financial Group, LPL Financial, and Quad City Bank and Trust. Outside of her advisory work, she serves as a soccer official. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

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 and holds the CFP® and ChFC® designations. He has 35 years of industry experience and is also the President and CEO of NelsonCorp Wealth Management. Outside of his advisory roles, he owns and operates a tree farm and a tax preparation business. 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 advisory services through a network of independent professionals, providing tailored strategies via multiple platforms and both proprietary and third-party investment models.

Brandon Dorris is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Wells Fargo Advisors, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, and spent eight years at Lee Agency. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that address a broad range of needs including retirement, education, risk management, and specialized planning areas. The firm uses Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.