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 in Davenport, IA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked at Thrivent in various capacities since 2005 and was previously with Choreo, LLC. Wegener serves as president of LivWell Cares, a nonprofit providing services to low-income individuals seeking long-term care placement, and is a board director for The Lutheran Home for the Aged Association-East. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across areas such as retirement, tax, estate, and special needs planning. The firm integrates planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate service delivery.

Nicole Hohl is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including Iowa Select VBC, David Kreiter, James Houghton, and Northwestern Mutual Investment Services. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and a structured planning process.

Chad Kraklio is a financial advisor with Morgan Stanley in Davenport, IA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Deltek for two years and The HON Company and/or HNI Corporation for seven years. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

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 in Moline, IL, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2011 and currently serves as Assistant Vice President at F&M Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms like the Bank Wealth Program.

Kyle Pedersen is a financial advisor with LPL Financial based in Moline, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at RBC Capital Markets, Bank of America, Merrill, and experience in education with Gilbert Public Schools. Outside of his advisory work, he is a co-owner of an LLC involved in real estate rental activities in Fountain Hills, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives and utilizes various investment strategies and technology to support client accounts.

Margaux Keck is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. Her previous roles include positions at Northwestern Mutual Investment Services LLC and RIA Federal Credit Union. Outside of finance, she has been involved with the Piranhas Swim Club since 2019. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

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. Brooklyn has one year of industry experience and has worked at several firms including Noble Birch Wealth Management and the Aronson Group. Prior to entering the financial industry, Brooklyn was affiliated with the University of Iowa and held various other roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a range of discretionary and non-discretionary investment strategies.

Cassie Gieselman is a financial advisor at Morgan Stanley in Davenport, IA, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley for ten years and briefly worked at Chick-Fil-A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a wide range of financial services through its extensive network of advisors.

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 been affiliated with Cambridge Investment Research in various capacities since 2015 and is also involved with Bettendorf Financial Group. Outside of advisory work, she acts as an independent insurance agent and serves as a notary public. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary and third-party investment strategies.

William Muehlbauer is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Edward Jones since 2019 and previously spent seven years at American Bank and Trust. He is based in Bettendorf, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Jamie Hugunin is a financial advisor with Cambridge Investment Research Advisors in Davenport, IA, holding a Series 65 designation and nine years of industry experience. He has concurrently worked with NelsonCorp Wealth Management since 2016. Outside his advisory roles, Jamie is a notary and an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

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.