Justin Anderson is a financial advisor with LPL Financial in Davenport, IA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial and IH Mississippi Valley Credit Union since 2019 and previously at CUSO Financial Services and Vibrant Credit Union from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Jamie Stoneking is a financial advisor with Raymond James Financial in Moline, Illinois, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise, Thrivent Financial, and Wilsonart International. He is also associated with JRP Operational Support Services LLC, where he manages an advisory business. 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 institutions. The firm utilizes tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 with LPL Financial based in Moline, IL, holding Series 63 and Series 66 licenses and with 14 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and COUNTRY FINANCIAL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources while providing both discretionary and non-discretionary management options.

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 33 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he operates a business under the name Dillender Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and consulting services with both discretionary and non-discretionary management options.

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 with OSAIC, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc, City National Bank, and RBC Capital Markets. He is also the president of High Point Wealth Management, where he discusses life insurance and long-term care products. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services with access to third-party money managers and uses a range of portfolio construction tools and investment strategies across multiple asset classes.

Joey Lundry is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2010 and also has experience with Old National Bank and First Midwest Financial Network. Outside of his advisory work, he manages two rental properties in Davenport, Iowa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

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.