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.

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.

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 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.