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 with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at several firms including BankORION, LPL Financial, and CUNA Brokerage Services. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various platforms and proprietary model strategies.

Nathan Stoffregen is a financial advisor with Morgan Stanley in Davenport, Iowa, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2002 to 2009. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers investment solutions alongside specialized estate planning strategies.

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.

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.

James Price is a financial advisor with Primerica Advisors in Geneseo, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Primerica Advisors since 2014 and has prior experience at firms including Nationwide Travelers and Rasch Logistics. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors primarily serves individual investors and certain corporate and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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.

Ryan Jennings is a CFP® certificant with six years of industry experience. He is currently with RBC Capital Markets and previously worked at MSCI Inc., Nikulski Financial, Buckingham Asset Management, and Quad-Cities Investment Group. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile. The firm integrates in-house and third-party investment managers and offers specialized options including tax management and responsible investing.

Brandon Vandewalle is a financial advisor at Osaic with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc, City National Bank, and RBC Capital Markets. He is also president of High Point Wealth Management, where he discusses life insurance and long-term care insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting a variety of customizable investment strategies and serving high-net-worth individuals, retirement plans, charities, and corporate clients.

Joey Lundry is a financial advisor with LPL Financial, holding a Series 66 designation and offering 26 years of industry experience. His career includes positions at Merrill, First Midwest Financial Network, and Old National Bank. Outside of advising, he manages two rental properties in Davenport, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a wide range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its network of over 22,800 advisors with various financial planning and investment tools alongside a broad platform of non-advisory financial services.

Thomas Boulund is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following a decade at UBS Financial Services. Boulund also serves as a trustee in a trust located in Bettendorf, Iowa. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques but does not provide individual security recommendations as part of standalone plans.

Kelly Keeney is a financial advisor with Ameriprise in Bettendorf, IA, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis to support clients’ retirement income strategies, with a focus on assets held in Ameriprise managed accounts.

Darrell Henricksen II is a financial advisor with Morgan Stanley in Davenport, Iowa, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a partner in Romans 8 Properties, LLC, a real estate business based in Bettendorf, Iowa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.

Jordan Miller is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at LPL Financial and CBI Bank and Trust. Miller also works as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

John White is a financial advisor at Edward Jones in Moline, IL, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at firms including Ameriprise Financial Services and PRUCO Securities. Outside of his advisory role, he manages Harmon Properties, LLC, overseeing the property where his Edward Jones branch is located. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory programs. The firm is notable for its extensive national network of advisors and branch offices, as well as its range of affiliated investment and lending services.

Andrew Trasowech is a Series 66-credentialed financial advisor with Robert W. Baird & Co. in Davenport, Iowa, where he has worked since 2000. He has 25 years of industry experience. He serves on the investment finance committees of Sacred Heart Cathedral and Friendly House as a board member. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, with options for discretionary management and overlay services.

Eric Johannes is a CFP® and ChFC® credentialed financial advisor with 29 years of industry experience. He has been with Charles Schwab since 2012 and is based in Davenport, Iowa. Outside of his advisory role, he is involved in several real estate ventures and serves as treasurer on a homeowners association board. Charles Schwab primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts across multi-asset model portfolios. The firm is notable for its large scale and integrated operational structure, combining brokerage, custody, and advisory services.