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.

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 at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions supported by extensive research and analytics.

Philip Seline is a financial advisor with RBC Capital Markets in Bettendorf, IA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at City National Bank, Morgan Stanley, and Citigroup Global Markets. He also serves as a director on the board of a local homeowners association. RBC Wealth Management, a division of RBC Capital Markets, offers tailored advisory programs to a diverse client base including individual investors, institutions, and charitable organizations. The firm provides portfolio management, financial planning, and brokerage services through a combination of in-house and third-party investment managers and customizable strategies.

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.

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.

Patrick Larkin is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Bettendorf, IA, with five years of industry experience. He served 20 years in the US Navy before joining Cambridge in 2020. Outside of his advisory role, Larkin is involved as a captain with Celebration Belle and serves on the Bettendorf school board and the Downtown Bettendorf Organization board. Cambridge Investment Research Advisors is a large 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 through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple platforms.

Sheila Volrath is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior roles at Citigroup Global Markets and Edward Jones. Volrath serves as chairperson of the Rotary Club of North Scott Education Foundation and is involved with the Free Enterprise Foundation and the Figge Art Museum Finance Committee. She is also a partner in a restaurant and nightclub business. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools, offering comprehensive financial solutions without individual security recommendations as part of the standalone planning program.

Adam Finstein is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at DoorDash and various educational institutions. He also has ongoing involvement with St. Ambrose University. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Kern is a Series 66 licensed financial advisor at Merrill with two years of industry experience. She previously worked at Ameriprise and Branderhorst, PLC, and spent five years at Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Brady is a CFP® professional with 20 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2005. Brady was also the owner of Brady Innovations LLC for 11 years. Outside of his advisory role, he is an owner and partner in a real estate business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

James O Melia is a CFP® and holds a Series 66 license with 10 years of industry experience, all at Edward Jones since 2016. He is based in De Witt, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.