Jamie Hugunin is a Series 65-licensed financial advisor with nine years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and NelsonCorp Wealth Management, where he also serves as a notary and an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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, utilizing a variety of portfolio management and investment platforms.

Amy Beauchamp is a financial advisor with Morgan Stanley in Davenport, Iowa, holding Series 63, 65, and 66 licenses and having 28 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2011. Outside of her advisory role, she serves on the Investment Committee of the United Way in Bettendorf, Iowa. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Jennifer Musal is a financial advisor with RBC Capital Markets in Bettendorf, IA, holding a Series 66 designation and six years of industry experience. Prior to joining RBC in 2022, she worked at Merrill from 2019 to 2022 and operated a home heating and air conditioning business from 2016 to 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services. The firm uses a variety of in-house and third-party investment managers and provides features such as tax management and responsible-investing options.

George Volrath is a financial advisor with Morgan Stanley in Davenport, Iowa, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, Volrath owns The APEX Outdoors, a hunting and fishing business, and coaches group fitness classes at CrossFit Millstone. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Michael Mohr is a financial advisor at Morgan Stanley based in Davenport, IA. He holds a Series 66 designation and joined Morgan Stanley in 2025 after completing full-time education and working in various roles including positions at Kiewit and Iowa State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by firm-approved planning tools and investment research.

Richard Mohr is a financial advisor with Morgan Stanley in Davenport, Iowa, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Mohr serves as a board member of the Scott County Conservation Board and is involved in an agricultural business, MG Farms LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic models to support its financial planning process.

Bruce Sandry is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves as a director for the Quad City Junior Tour, a charitable organization supporting youth golf, and is a board member of the Crow Valley Golf Club and The Hamptons HOA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers and provides integrated portfolio management, financial planning, custody, and brokerage services.

Kevin Linn is a financial advisor with Ameriprise in Davenport, IA, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Principal Securities Incorporated, Principal Life Insurance Company, MWA Financial Services Inc, and Modern Woodmen of America. Outside of advising, he is involved in managing investment properties through an ownership interest in Redbird Holdings LLC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing detailed recommendation reports that address income strategies, Social Security options, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice and supports a broad range of advisory, brokerage, and insurance solutions.

Harris Westerkamp is a financial advisor with Primerica Advisors in Blue Grass, IA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of his advisory role, he is involved in Classic Tractor Works, Inc. and holds a partnership interest in QCI Properties, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure with an operational model that includes oversight of manager selection and model implementation.

James Gillen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and Duncan Financial Planning Advisors since 2020. Outside of his advisory roles, he is president of Retirement Plan Team, Inc., a firm involved in insurance, benefits, human resources, and pension services. Cambridge Investment Research Advisors is an 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 plan advisory services through a network of independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party model strategies.

Marissa Harris is a financial advisor with Morgan Stanley in Davenport, IA. She holds a Series 66 designation and has two years of prior financial advisory experience at Cottingham and Butler, following a ten-year tenure at North Scott Community School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its service offerings.

Albert Belanger is a financial advisor with Wells Fargo Clearing in Davenport, IA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process is IPS-driven and based on modern portfolio theory, serving clients with tailored investment solutions and acting as an ERISA fiduciary when providing investment advice.

Philip Seline is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2014. He also currently serves as a board member of the Highland Green at Crow Valley Homeowners Association in Bettendorf, IA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Douglas Wier is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Wier serves as an independent insurance agent through D.W. Insurance Company, Inc., and is a board member of the North Colorado Springs Rotary Club and Foundation. 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 advisory services through a network of independent Financial Professionals, utilizing a range of investment approaches across multiple platform arrangements.

Brenda King is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent six years with Wells Fargo Advisors LLC and nine years at Investment Consulting Group INC. Outside of her advisory role, she has ownership in a family farming business in Indiana. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research-driven investment approaches with a broad offer of brokerage and advisory solutions.

Andrea Dodd is a financial advisor with Thrivent Investment Management in Moline, Illinois. She holds the Series 66 designation and has 18 years of industry experience, having worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of her advisory role, Andrea teaches yoga and Pilates at a local studio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm emphasizes comprehensive planning across various financial topics and allows clients to integrate planning with managed-account services through its WealthPlan option.

John Parkhurst is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a broad range of financial planning services including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and retirement income. John also focuses on employee financial health, portfolio management services, and both individual and corporate investment strategies. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). John earned his bachelor's degree from the University of Iowa.

Joseph Evanovich IV is a financial advisor with Ameriprise in Davenport, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, delivering written recommendation reports and ongoing annual advice targeting dependable income sources and tax-aware withdrawal strategies.

Dale Goodmundson is a financial advisor with Ameriprise in Bettendorf, IA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working with client advisors.

Bradley Johannes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at LPL Financial since 2012 and has prior experience with firms including Deere Employees Credit Union, First Midwest Bank, Cetera Investment Services, and others. Johannes operates Empeople Investment & Retirement Services as a related business activity. 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 with an emphasis on customized strategies and model portfolios supported by advanced research and operational tools.