Jordan Miller is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and 11 years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2024, he worked at LPL Financial for nine years and CBI Bank and Trust for twelve years. Miller also operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a variety of portfolio management and advisory platforms.

John White is a financial advisor at Edward Jones in Moline, IL, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at firms including Ameriprise Financial Services and PRUCO Securities. Outside of his advisory role, he manages Harmon Properties, LLC, overseeing the property where his Edward Jones branch is located. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory programs. The firm is notable for its extensive national network of advisors and branch offices, as well as its range of affiliated investment and lending services.

Andrew Trasowech is a Series 66-credentialed financial advisor with Robert W. Baird & Co. in Davenport, Iowa, where he has worked since 2000. He has 25 years of industry experience. He serves on the investment finance committees of Sacred Heart Cathedral and Friendly House as a board member. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, with options for discretionary management and overlay services.

Eric Johannes is a CFP® and ChFC® credentialed financial advisor with 29 years of industry experience. He has been with Charles Schwab since 2012 and is based in Davenport, Iowa. Outside of his advisory role, he is involved in several real estate ventures and serves as treasurer on a homeowners association board. Charles Schwab primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts across multi-asset model portfolios. The firm is notable for its large scale and integrated operational structure, combining brokerage, custody, and advisory services.

Blake Hasson is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Black Hawk Bank & Trust, Walmart Inc., Hy-Vee Inc., and Iowa State University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers varied portfolio management and financial planning services through a large nationwide network of advisors and provides access to multiple program structures and third-party money managers.

Amanda Kettering is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Gallagher, Millager & Gallagher, PLC for five years and Tummelson, Bryan & Knox for two years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Matthew Mack is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2018, following six years in retail at Best Buy. Outside of his advisory role, he owns a retail business called Mack Holdings in Davenport, Iowa. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Thomas Taylor is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MWA Financial Services Inc, Modern Woodmen of America, and the Geneseo and East Moline School Districts. Prior to his advisory career, he spent 28 years at Walgreen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ryan Bintz is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and small businesses to assist them in managing financial decisions related to their lifestyle, goals, and generational legacy. His services include cash flow and debt management, risk management, investment selection, tax-efficient investment management, retirement and lifestyle planning, and estate planning guidance. Ryan earned his bachelor's degree from the University of Illinois in 2007. He graduated magna cum laude with a Juris Doctorate degree from Chicago-Kent College of Law in 2019. He also earned his Master of Business Administration degree with distinction from the University of Iowa Tippie College of Business in 2026. Ryan previously served as a Marine Infantry Officer and practiced law as an attorney in Illinois. He holds the Professional Investment Advisor (PIA) designation.

Thomas Spay is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and bringing 57 years of industry experience. He has been with Cambridge since 2013 and also works as an independent insurance agent for various companies. 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 plan advisory services through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

Aleeza Singh is a Senior Financial Advisor at Merrill Lynch Wealth Management and leads the Singh Group, where she serves as the lead client manager overseeing client relationships, planning, and communication. She works closely with clients to develop customized financial plans aligned with their priorities and unique circumstances, and she remains available daily to assist with the tactical aspects of achieving their financial goals. Aleeza focuses on family wealth management strategies including legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. She holds professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree from the University of Iowa after graduating from Pleasant Valley High School. Aleeza is active in her community, serving as a board member of Family Resources and the Figge Art Museum, and mentoring through Lead(Her). She resides in Moline, Illinois, and enjoys outdoor activities such as rock climbing, camping, hiking, as well as interests like antiquing, cooking, drawing, gardening, and music.

Gregory Vermeer is a financial advisor with Primerica Advisors in Bettendorf, IA, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies and owns Greg Ver Meer Enterprises, Inc., which supports his Primerica business activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while maintaining oversight of its investment models.

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, holding Series 66 and Series 63 designations and possessing 23 years of industry experience. He has been with Thrivent since 2016. Wegener serves as president of LivWell Cares, a nonprofit that provides placement services for low-income individuals seeking long-term care, and is a director for The Lutheran Home for the Aged Association-East, which operates nursing home and assisted living facilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses across multiple planning areas without managing portfolios for institutional clients.

Nicole Hohl is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior work includes roles at Northwestern Mutual Investment Services LLC and several other advisory practices. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Chad Kraklio is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he worked at Deltek and The HON Company and/or HNI Corporation. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 discovery conversations and approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

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, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2011 and most recently at CBI Bank & Trust. Outside of his advisory role, he serves as Assistant Vice President at F&M Bank in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and third-party subadvisors.