Kyle Pedersen is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory work, he is a co-owner of TEAM PEDERSEN, LLC and PEDERSEN HOLDINGS, LLC, both involved in real estate rental activities in Fountain Hills, Arizona. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Margaux Keck is a financial advisor with Merrill holding Series 66 and Series 63 credentials and three years of industry experience. Her prior experience includes roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and RIA Federal Credit Union. Outside of finance, she is involved with the Piranhas Swim Club. 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. The firm offers a range of model-based and discretionary investment strategies serving individuals, high-net-worth clients, and institutional investors.

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 and less than one year of industry experience. Their prior roles include positions at Noble Birch Wealth Management, Aronson Group, and Illinois Extension, as well as academic work at the University of Iowa. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both proprietary and third-party research and models.

Cassie Gieselman is a financial advisor at Morgan Stanley in Davenport, IA, holding a Series 66 designation with seven years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at Chick-Fil-A and Robert Half OfficeTemps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

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 worked with Cambridge Investment Research Advisors since 2022 and is also associated with Bettendorf Financial Group. In addition to her advisory role, she serves as a notary public and an independent insurance agent. Cambridge Investment Research Advisors is an 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, with a range of portfolio management and model-based solutions tailored to client objectives.

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.

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 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and Duncan Financial Planning Advisors since 2020. Outside of his advisory roles, he is president of Retirement Plan Team, Inc., a firm involved in insurance, benefits, human resources, and pension services. Cambridge Investment Research Advisors is an 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 services through a network of independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party model strategies.