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 offering 26 years of industry experience. His career includes positions at Merrill, First Midwest Financial Network, and Old National Bank. Outside of advising, he manages two rental properties in Davenport, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a wide range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its network of over 22,800 advisors with various financial planning and investment tools alongside a broad platform of non-advisory financial services.

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.

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, working with individuals, families, and small businesses to navigate financial decisions impacting their lifestyle, goals, and generational legacy. He provides personalized wealth management services including cash flow and debt management, risk management, investment selection, tax-efficient investment management, retirement and lifestyle planning, and estate planning guidance. His client focus areas include education planning, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Ryan obtained his undergraduate degree from the University of Illinois in 2007 and earned his Juris Doctorate from Chicago-Kent College of Law in 2019. He also holds a Master of Business Administration degree from the University of Iowa Tippie College of Business, earned in 2026. He has experience serving as a Marine Infantry Officer and practiced law as an attorney in Illinois. Ryan holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, Ryan enjoys boating, hiking, reading, swimming, traveling, and spending time with his family.

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.