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.

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.

Jeff Romans is a financial advisor with Ameriprise in Leclaire, IA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory work, Romans is involved in organic farming through his ownership of DeWall Family Farms, LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

James Gillen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. He has worked at several firms, including Duncan Financial Planning Advisors and MSI Financial Services, and currently holds leadership roles in Retirement Plan Team, Inc. as owner and president. James is based in Colona, Illinois. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers a variety of investment platforms and proprietary model strategies.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and emphasizes research-driven investment strategies supported by Wells Fargo Investment Institute and third-party 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 who holds the ChFC® designation and a Series 63 license, with 41 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2015, following sixteen years with LPL Financial and two years at Plan2Thrive Financial Services. Wier serves as a board member of the North Colorado Springs Rotary Club and Foundation, which votes on charitable contributions. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals. The firm provides discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Brenda King is a financial advisor with Wells Fargo Clearing in Davenport, IA, holding Series 63 and Series 65 licenses and over 26 years of industry experience. She previously worked at Investment Consulting Group INC from 2000 to 2009 and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she has a minority ownership interest in a family farming business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research and third-party analytics to offer diversified investment solutions and operates both brokerage and advisory platforms.