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 with Cetera, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining Cetera in 2023, she worked at Ausdal Financial Partners and Ruhl Mortgage. Outside of financial advising, she is involved in a home inspection business, Kamari Home Inspection. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and retirement services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Eric Van Winkle is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and SBS Private Wealth Management, Inc. Prior to his financial career, he spent nineteen years at KWQC-TV. His other business activities include involvement with SBS Financial, a non-investment-related support company in Moline, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting a wide range of clients through its extensive advisor network and specialized programs.

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.

Heidi Parkhurst is the Senior Resident Director at Merrill Lynch Wealth Management's Davenport, Iowa branch office. She joined Merrill Lynch in 1995 and holds the position of Senior Vice President and Senior Financial Advisor. In her role, Heidi collaborates with clients to identify their primary financial goals and develops tailored strategies to help them pursue their desired outcomes while building, managing, and preserving their wealth. Additionally, she provides access to a range of cash management, credit, and lending solutions through Bank of America, N.A. Heidi's expertise includes college education planning, family wealth management strategies, women and wealth, and retirement income. She holds several professional designations such as Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Heidi earned her bachelor's degree from the University of Iowa in Iowa City. Beyond her professional duties, Heidi participates in community organizations including HavLife and Big Brothers Big Sisters, reflecting her commitment to the communities she serves. Her personal interests include biking, running, and swimming.

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.