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, holding a Series 65 credential and nine years of industry experience. He has worked at Cambridge since 2017 and also serves at NelsonCorp Wealth Management, where he is a notary and an independent insurance agent. Prior to these roles, he was with Central Bank Illinois from 2014 to 2016. 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 professionals, utilizing both proprietary and third-party model strategies delivered via multiple custody 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.

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 in Davenport, IA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she is a part owner of Boxell Family Farms LLC, a farming business used to generate income for long-term care expenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

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 in Davenport, IA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with LPL Financial since 2012 and has previously worked at Deere Employees Credit Union and First Midwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.