Brian Nikulski is a CFP® with 31 years of experience in the financial services industry. He has been with Nikulski Financial, Inc. since 2007. Outside of his advisory role, he serves on the board of Scott County Catholic Schools where he participates in the finance committee and leads the investment sub-committee. Nikulski Financial serves individuals, high-net-worth clients, and employer-sponsored retirement plans by offering discretionary asset management, financial planning, and retirement plan consulting. The firm emphasizes individualized portfolios within defined risk bands, using a mix of direct investments and quantitative trading techniques.

Mario Jorge is a financial advisor at Nikulski Financial, Inc. in Bettendorf, IA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at several credit unions and banks, such as DuTrac Community Credit Union and Quad Cities Bank & Trust. Nikulski Financial serves individuals, corporations, trusts, and retirement plans by providing discretionary asset management, financial planning, and retirement plan consulting. The firm focuses on active portfolio management using individual securities and specialized funds, incorporating quantitative trading systems and periodic rebalancing to align with client risk profiles.

Graye Freeman is a Series 65-licensed financial advisor at Nikulski Financial, Inc. with one year of industry experience. Prior to joining Nikulski Financial, he held positions in various industries including workplace furnishings, credit unions, and automotive sales. Nikulski Financial serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary asset management, financial planning, and retirement plan consulting. The firm employs a risk-based investment approach that includes individual stocks, bonds, ETFs, and incorporates quantitative trading techniques along with semi-liquid alternative and private investments.

Nile Mc Laughlin is a Series 66-registered advisor at Wealthspan Partners, LLC with two years of industry experience. Prior to joining Wealthspan Partners in 2026, he worked at Principal Financial Services and Principal Life Insurance Company from 2024 to 2026. He also has experience in education, having worked at Wartburg College and North Scott High School. Wealthspan Partners, LLC is an SEC-registered firm that provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers portfolio construction using ETFs, mutual funds, individual securities, options, and private fund investments, emphasizing ongoing client contact and periodic portfolio reviews.

Scott Stoltenberg is a financial advisor with Quad-Cities Investment Group, LLC in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Quad-Cities Investment Group since 2010. Outside of his advisory role, Stoltenberg serves on the Planning and Zoning Commission for the City of Bettendorf and is a 50% owner of a car wash business. Quad-Cities Investment Group provides investment advisory and retirement plan consulting services to individuals, trusts, employee benefit plans, charitable organizations, and business entities. The firm manages approximately $375.6 million in client assets and uses a combination of fundamental, technical, and cyclical analysis to construct portfolios that may include derivatives and margin borrowing under documented risk controls.

Michelle Maton is a CFP® professional with 27 years of experience in financial planning. She has been with The Planning Center, Inc. since 2015. Outside of her advisory role, she is a partial owner of Financial Planning Systems, LLC, a software development firm unrelated to investment services. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses. The firm focuses on personalized financial planning and offers portfolio management using mutual funds, ETFs, model portfolios, and separately managed accounts.

Andrew Sivertsen is a CFP® and Series 65-registered financial advisor with The Planning Center, Inc. in Moline, IL, where he has worked since 2010. He has 15 years of industry experience. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses through personalized financial planning and investment management. The firm employs a multi-office structure and uses a range of investment vehicles guided by modern portfolio theory, offering discretionary and non-discretionary account management.

Talen Butler is a financial advisor with Nikulski Financial, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Nikulski Financial, he held positions at DeepVue LLC, the University of Iowa, and Anderson, Lower, Whitlow, P.C., among others. Nikulski Financial serves individuals, high-net-worth clients, and employer-sponsored retirement plans by offering discretionary asset management, financial planning, and retirement plan consulting. The firm emphasizes individualized portfolios within defined risk bands, employing direct investments and quantitative trading techniques.

Matthew Knoll is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with The Planning Center, Inc. since 2013. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses through comprehensive financial planning and investment management. The firm uses a personalized planning process and employs diversified portfolios based on modern portfolio theory, managing accounts on both discretionary and non-discretionary bases across multiple offices.

Joel Lawlor is a financial advisor at Nikulski Financial, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial and involvement with Timmermans Supper Club and LeClaire Manufacturing Co. He has also worked in hospitality and education sectors, including at Davenport Country Club and Loras College. Nikulski Financial serves individuals, high-net-worth clients, and employer-sponsored retirement plans by offering discretionary asset management, financial planning, and retirement plan consulting. The firm uses a risk-based portfolio structuring method that incorporates direct investments in stocks, bonds, and ETFs, along with quantitative trading and alternative investment strategies.

Cody Williams is a financial advisor at Wealthspan Partners, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets and Morgan Stanley & Co LLC. Wealthspan Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers investment management and financial planning, utilizing a range of securities and private fund investments for select clients, and maintains an institutional platform relationship that supports its advisory services.

Amy Kramer is a financial advisor at Quad-Cities Investment Group, LLC with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Poterack Capital Advisory, Inc. and Waterstone Financial Group, Inc. Outside of finance, she owns and manages a general carpentry business, Kramer Construction. Quad-Cities Investment Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm combines technical, cyclical, and fundamental analysis with discretionary account management and utilizes third-party sub-advisors to support its diversified investment strategies.

Jeremy Hauer is a CFP® and Series 65 professional with eight years of industry experience, currently serving as an advisor at Quad-Cities Investment Group, LLC since 2018. Prior to this, he worked at Gemini Fund Services for seven years. Quad-Cities Investment Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm employs a combination of technical, cyclical, and fundamental analysis and manages discretionary accounts with regular reviews and rebalancing, utilizing third-party sub-advisors and various investment strategies including derivatives and margin transactions within established controls.

Ethan Good is a CFP® and CFA® with one year of industry experience, currently serving as a financial advisor at Nikulski Financial, Inc. Prior to joining Nikulski Financial, he held positions at Principal Financial Group and the University of Iowa. Outside of finance, Mr. Good works as a freelance musician, performing with various bands, solo, and in church services. Nikulski Financial serves individuals, corporations, trusts, and retirement plans by providing discretionary asset management, financial planning, and consulting. The firm emphasizes active portfolio management across multiple risk levels, using individual securities and specialized funds rather than mutual funds.

Luke Jennings is a financial advisor at Matheson & Rock Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the University of Iowa Hospitals before joining his current firm. Matheson & Rock Wealth Management serves individuals, high-net-worth clients, and qualified retirement plans, managing approximately $435 million across about 400 client relationships. The firm offers tailored investment programs based on fundamental analysis and provides specialized ERISA 3(21) limited-scope fiduciary services to plan sponsors.

Joseph Degeorge is a financial advisor at Advisory Advocates LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Investment Consulting Group INC and Money Concepts Capital Corp. Outside of his advisory role, he is a special education teacher with the Durant Community School District. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management for individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and more active approaches such as tactical asset allocation and option-protected overlay hedged models, with some portfolios sub-advised and rebalanced quarterly.

Mark Grywacheski is a Series 65-licensed financial advisor with 10 years of industry experience, currently practicing at Quad-Cities Investment Group, LLC since 2016. He is active in community organizations in Geneseo, Illinois, serving on the boards of the Hammond Henry Hospital Foundation, the Geneseo Is For Tomorrow (GIFT) Foundation, and the Geneseo Chamber of Commerce, where he holds leadership roles in several committees. Quad-Cities Investment Group provides investment advisory and retirement plan consulting services to individuals, trusts, employee benefit plans, charitable organizations, and business entities. The firm manages approximately $375.6 million in client assets and employs a strategy that includes fundamental, technical, and cyclical analysis, with a distinctive use of derivatives and margin borrowing in managed accounts.

Amber Netherton is a Series 65 credentialed financial advisor with nine years of experience at Nikulski Financial, Inc. She has been with the firm since 2015, working as part of a seven-advisor team based in Bettendorf, Iowa. Nikulski Financial, Inc. serves individuals, high-net-worth clients, and employer-sponsored retirement plans with discretionary asset management, financial planning, and retirement plan consulting. The firm uses individualized portfolios structured within risk bands and integrates quantitative trading systems alongside direct investments in stocks, bonds, ETFs, and selected alternative investments.

John Timmer is a CFP® with over 32 years of experience in the financial services industry. He is currently with Wealthspan Partners, LLC, where he has worked since 2023, and previously spent 26 years at Securities America Advisors, Inc. In addition to his advisory work, Timmer is the president of Timmer And Associates, CPA, PC, a CPA firm, and serves as chairman of the board for American Bank & Trust’s holding company. Wealthspan Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides investment management and financial planning services, constructing portfolios that include ETFs, mutual funds, equities, fixed income, options, and select private funds.

David Borcherding is a Series 66 licensed financial advisor with 21 years of industry experience, currently serving at Quad-Cities Investment Group, LLC since 2010. He is a board member and part of the investment committee of the Rotary Club of Iowa Quad Cities. Quad-Cities Investment Group provides investment advisory and retirement plan consulting services to individuals, trusts, employee benefit plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and is noted for its documented use of derivatives and margin borrowing within managed accounts.