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 and holds Series 66 and Series 63 licenses. He has 24 years of industry experience, including roles at Mass Mutual Life Insurance Company since 2000 and MML Investors Services since 2018. Meredith also works as a licensed agent in life and health insurance sales. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering structured, collaborative planning engagements supported by firm-approved 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.

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 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.

Jamie Stoneking is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise, Thrivent Financial, and Wilsonart International. In addition to his advisory role, Stoneking is involved with JRP Operational Support Services LLC as an associate financial advisor. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

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.

Michael Sansone is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and COUNTRY 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment strategies supported by proprietary research and technology tools.

John Peters is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera since 2017 and serves as the manager of the trust department at Blackhawk Bank and Trust. He is also a board member of Kiwanis International. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to various program structures and third-party managers.

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.

Michael Foland is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 34 years of industry experience. His prior roles include positions at Western International Securities, U.S. Bancorp Investments, Wells Fargo, and Robert Baird & Co. He is also licensed as an insurance agent, selling annuities and life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, supported by research and technology, serving a large network of advisors and managing substantial discretionary assets.