Thomas Spay is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and bringing 57 years of industry experience. He has been with Cambridge since 2013 and also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

Aleeza Singh is a Senior Financial Advisor at Merrill Lynch Wealth Management and leads the Singh Group, where she serves as the lead client manager overseeing client relationships, planning, and communication. She works closely with clients to develop customized financial plans aligned with their priorities and unique circumstances, and she remains available daily to assist with the tactical aspects of achieving their financial goals. Aleeza focuses on family wealth management strategies including legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. She holds professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree from the University of Iowa after graduating from Pleasant Valley High School. Aleeza is active in her community, serving as a board member of Family Resources and the Figge Art Museum, and mentoring through Lead(Her). She resides in Moline, Illinois, and enjoys outdoor activities such as rock climbing, camping, hiking, as well as interests like antiquing, cooking, drawing, gardening, and music.

Gregory Vermeer is a financial advisor with Primerica Advisors in Bettendorf, IA, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies and owns Greg Ver Meer Enterprises, Inc., which supports his Primerica business activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while maintaining oversight of its investment models.

Tyler Richards is a CFP® and holds a Series 66 designation, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

James Wegener is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 designations and possessing 23 years of industry experience. He has been with Thrivent since 2016. Wegener serves as president of LivWell Cares, a nonprofit that provides placement services for low-income individuals seeking long-term care, and is a director for The Lutheran Home for the Aged Association-East, which operates nursing home and assisted living facilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses across multiple planning areas without managing portfolios for institutional clients.

Nicole Hohl is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior work includes roles at Northwestern Mutual Investment Services LLC and several other advisory practices. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Chad Kraklio is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he worked at Deltek and The HON Company and/or HNI Corporation. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 discovery conversations and approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Andrea Hadjiyski is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Morgan Stanley in Davenport, Iowa. Prior to joining Morgan Stanley, she worked at Robert W. Baird & Co. for nine years. Outside of her advisory role, she is involved as a partner in an investment and finance entity based in Davenport. Morgan Stanley Wealth Management provides comprehensive financial planning and advisory services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a disciplined investment approach, offering services through a wide network of financial advisors and specialized planning groups.

Chad Lewis is a financial advisor with Robert W. Baird & Co. in Quad Cities, IA, holding a Series 66 designation and 16 years of industry experience. He has been with Robert W. Baird & Co. since 2011. Outside of his advisory role, he serves as a team parent and treasurer for Pleasant Valley Women's High School Soccer in Bettendorf, IA. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, including both traditional and non-traditional investment strategies.

Holly Kennedy is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets and its affiliated entities since 2008. Outside of her advisory role, she will serve as Treasurer for Quad City Singers, a 501(c)(3) charitable organization supporting vocal music in the Quad Cities. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Adam Turner is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2011 and most recently at CBI Bank & Trust. Outside of his advisory role, he serves as Assistant Vice President at F&M Bank in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and third-party subadvisors.

Kyle Pedersen is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory work, he is a co-owner of TEAM PEDERSEN, LLC and PEDERSEN HOLDINGS, LLC, both involved in real estate rental activities in Fountain Hills, Arizona. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Margaux Keck is a financial advisor with Merrill holding Series 66 and Series 63 credentials and three years of industry experience. Her prior experience includes roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and RIA Federal Credit Union. Outside of finance, she is involved with the Piranhas Swim Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies serving individuals, high-net-worth clients, and institutional investors.

Christina Lebeck is a financial advisor with Wells Fargo Advisors and holds the Series 66 designation, bringing four years of industry experience. She has worked at Wells Fargo Clearing Services, LLC, and Wells Fargo Bank, NA, with a combined tenure beginning in 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including niche areas such as business-owner transition and special-needs analysis, with tailored recommendations supported by Wells Fargo research and planning tools.

Bailey Pribyl is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Bailey provides financial planning and investment advisory services to clients. Bailey holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), reflecting a commitment to professional standards and expertise in financial planning and investment management. Bailey earned a bachelor's degree from Iowa State University.

Michael Gesell is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2017. Prior to his current role, he was associated with Bakken Bears for one year. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning services.

Brooklyn Strief is a financial advisor with LPL Financial holding a Series 66 designation and less than one year of industry experience. Their prior roles include positions at Noble Birch Wealth Management, Aronson Group, and Illinois Extension, as well as academic work at the University of Iowa. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both proprietary and third-party research and models.

Cassie Gieselman is a financial advisor at Morgan Stanley in Davenport, IA, holding a Series 66 designation with seven years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at Chick-Fil-A and Robert Half OfficeTemps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

Danielle Hines is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with six years of industry experience. She previously worked at Lion Strong and Vibrant Credit Union. Danielle serves on the Morningstar Advisor Workstation Client Advisory Board, providing insights on product strategy and industry trends. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and maintains a large national network of financial advisors and branch offices.

Shannon Domski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked with Cambridge Investment Research Advisors since 2022 and is also associated with Bettendorf Financial Group. In addition to her advisory role, she serves as a notary public and an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, with a range of portfolio management and model-based solutions tailored to client objectives.