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.

Gregory Bauer is a financial advisor at Quad City Investment Center with three years of industry experience. He holds a Series 66 designation and previously worked for HNI Corporation for nine years. Bauer is also affiliated with Quad City Bank and Trust Company and LPL Financial LLC. Quad City Investment Center serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary portfolio management, pension consulting, and wrap fee program sponsorship. The firm employs a mix of proprietary and third-party model portfolios and integrates LPL-sponsored advisory programs in its tailored investment approach.

Nile Mc Laughlin is a financial advisor with Wealthspan Partners, LLC and holds the Series 66 designation. He has one year of industry experience and previously worked at Principal Securities, Inc. and Principal Life Insurance Company. Mc Laughlin also has a background in education, having worked at Wartburg College and North Scott High School. Wealthspan Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing investment management and financial planning services. The firm emphasizes asset allocation and diversification, using a range of investment vehicles and offering both discretionary and non-discretionary portfolio management.

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.

Robert Ausdal is a CFA® charterholder with 44 years of industry experience. He is currently with CPR Investments Inc. and CPR Financial Group LLC, having previously worked at Probabilities Fund Management LTD, Frankford Capital, LLC, and Ausdal Financial Partners, Inc. He is also licensed as an insurance agent through CPR Financial Group LLC. CPR Investments Inc. primarily serves individual investors and offers discretionary portfolio management using a multi-manager approach that includes third-party registered investment advisors and in-house tactical strategies. The firm provides comprehensive financial planning, ERISA plan services, and sub-advisory arrangements, managing client accounts on a discretionary basis with documented goals and risk tolerance.

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.

David Howell is a financial advisor with Quad City Investment Center in Moline, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with CMG Investment Advisers, LPL Financial LLC, and Quad City Investment Advisors, LLC. Howell also serves as Vice President of Wealth Management at Quad City Bank and Trust. Quad City Investment Center provides investment advice and related services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management and pension consulting, delivering tailored investment strategies through firm-developed and third-party model portfolios, as well as LPL-sponsored advisory programs.

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 nine years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets, LLC and Morgan Stanley & Co LLC. Wealthspan Partners serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses by providing investment management and financial planning services. The firm emphasizes asset allocation and diversification, incorporates written investment policy statements, and offers both discretionary and non-discretionary portfolio management using a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Amy Kramer is a financial advisor with Quad-Cities Investment Group, LLC in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Quad-Cities Investment Group since 2018 and previously spent seven years at the YMCA. Outside of her advisory role, she owns Kramer Construction, a general carpentry business. Quad-Cities Investment Group provides investment advisory and retirement plan consulting services to a range of clients, including individuals, trusts, employee benefit plans, charitable organizations, and business entities. The firm manages approximately $375.6 million in client assets and employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios, with a distinctive use of derivatives and margin borrowing within managed accounts.

Jeremy Hauer is a CFP® with seven 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 investment advisory and retirement plan consulting services to individuals, trusts, employee benefit plans, charitable organizations, and businesses. The firm manages approximately $375.6 million in client assets, employing a blend of fundamental, technical, and cyclical analysis to construct portfolios that may include exchange-traded funds, mutual funds, individual securities, options strategies, and margin borrowing within separately managed accounts.

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.

Tyler Edwards is a financial advisor with Quad City Investment Center, holding Series 63 and Series 66 registrations and 19 years of industry experience. He has worked at Quad City Investment Center since 2017 and previously at Scottrade, Inc. from 2005 to 2017. Outside of his advisory role, he serves as an assistant softball coach at Assumption High School. Quad City Investment Center is an SEC-registered advisory firm managing approximately $408 million across 700 client relationships. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and access to model portfolios and third-party money managers.

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.