Justin Heaton is a Series 65-licensed financial advisor with Wisdom Financial Services, L.L.C. in Geneseo, IL, where he has been practicing for 14 years. He has been with Wisdom Financial Services since 2011, contributing to the firm's offerings as part of a nine-advisor team. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily to individual households and retirement plans. The firm manages approximately $779 million in discretionary assets, employing a data-driven process that incorporates client goals, risk tolerance, and tax considerations, and utilizes Matson Money, Inc. as a sub-adviser.

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.

Amber Brummit is a financial advisor with Quad City Investment Center, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Quad City Investment Center since 2011 and has worked at Quad City Bank and Trust and LPL Financial since 2005. In addition to her advisory role, she is involved in tax preparation and accounting through Michael Einfeldt & Associates. Quad City Investment Center is an SEC-registered advisory firm managing approximately $408 million for around 700 clients, including individuals, pension plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, pension consulting, and access to model portfolios, using tailored strategies and automated rebalancing tools, and operates as a wholly owned subsidiary of Quad City Bank & Trust Company.

Curtis Ford is a Series 65-licensed advisor with Wisdom Financial Services, L.L.C. in Geneseo, IL, where he has worked since 2004. He has 22 years of industry experience and also serves as an attorney. Ford has been associated with Nash Bean Ford & Brown, LLP since 1993. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and uses a data-driven process to develop client portfolios, incorporating fundamental analysis and risk factors.

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.

Sarah Stoddard is a CFP® professional with two years of experience at The Planning Center, Inc. in Moline, IL. Her prior work history includes roles at Spring Health, the Department of Defense’s NAVSEA, and Brigham Young University. The Planning Center, Inc. is a fee-only wealth management and financial planning firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm manages over $1.3 billion in client assets across seven offices with a nine-advisor team, offering discretionary account management, retirement plan consulting, and selective tax services.

Gregory Heaton is a financial advisor with Wisdom Financial Services, L.L.C. in Geneseo, IL, holding a Series 66 designation and 26 years of industry experience. He has been with Wisdom Financial Services since 2003 and operates the Greg Heaton Agency, which sells insurance products. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily for individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven approach to portfolio construction and management.

Cassandra Vining is a financial advisor at Quad City Investment Center with a Series 66 designation and four years of industry experience. She has worked at Quad City Investment Center and related affiliates since 2018 and has prior experience at Grace Engineered Products and Letter2Word. 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, pension consulting, and access to LPL-sponsored advisory programs, tailoring investment strategies to clients’ objectives and risk tolerance.

Julia Wiese is a financial advisor at Wisdom Financial Services, L.L.C. in Geneseo, IL, holding a Series 65 credential with one year of industry experience. Prior to joining Wisdom Financial Services, she worked at Thomson Reuters for nine years and has operated Wiese Accounting since 2004. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven approach that incorporates client goals, risk tolerance, and tax factors to determine asset allocation.

Eric Kies is a CFP® with 26 years of industry experience and has been with The Planning Center, Inc. in Moline, IL since 2004. He holds the Series 66 designation and is part of a team of 10 advisors at the firm. The Planning Center, Inc. provides fee-only investment advisory and financial planning services to individuals, retirement plans, trusts, and small businesses. The firm emphasizes personalized planning with ongoing client meetings and implements portfolios using mutual funds, ETFs, model portfolios, and separately managed accounts based on modern portfolio theory.

Matthew Simosky is a financial advisor at Wisdom Financial Services, L.L.C. in Geneseo, IL, holding a Series 65 license with five years of industry experience. Prior to joining Wisdom Financial Services in 2021, he worked for John Deere for 20 years and operates his own financial planning and tax accounting businesses. He provides accounting and tax preparation services through Simosky Tax & Accounting and financial planning services through Simosky Financial Planning. Wisdom Financial Services, L.L.C. offers individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven investment approach that incorporates fundamental analysis and client-specific factors such as goals, risk tolerance, and tax considerations.

Blake Schaeffer is a financial advisor with Quad City Investment Center in Moline, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with Quad City Investment Advisors since 2011 and has been affiliated with LPL Financial since 2006. 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 tailored portfolio management through a combination of model portfolios, third-party models, and discretionary accounts, and it operates as a wrap fee program sponsor with close operational ties to LPL Financial.

Scott Moorhead is a financial advisor at Wisdom Financial Services, L.L.C. with 9 years of industry experience. He holds a Series 65 designation and has worked at Wisdom Financial since 2016. In addition to his advisory role, Moorhead is a CPA partner at Moorhead Patterson & Company, P.C., a certified public accounting firm where he provides tax preparation, auditing, and general ledger services. Wisdom Financial Services offers individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and utilizes a data-driven approach that factors in client goals, risk tolerance, and tax considerations to guide asset allocation.

Deanna Quinlin is a financial advisor with Avantax Planning Partners, Inc. in Rock Island, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked extensively within the Cetera and Avantax networks and serves as a service leader for Honkamp Krueger Financial Services, assisting with retirement plan enrollment and clients’ 401(k) services. Outside the financial advisory role, she is involved in direct sales and consulting for consumer products. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through CPA firms and registered advisors. The firm manages over $7.5 billion in assets and employs an investment approach centered on style allocation models overseen by an advisory committee, offering tax-intelligent strategies and a range of affiliated services including trust, insurance, and pension consulting.

David Carlson is a financial advisor at United Capital Financial Advisors with a Series 66 credential and one year of industry experience. Prior to joining United Capital, he held roles at CBI Bank & Trust, LPL Financial, and Farmers and Mechanics Bank. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and offers a broad affiliate network along with technology and consulting services for independent advisors.

Anthony Carpita is a CFP® with 32 years of industry experience, currently affiliated with United Capital Financial Advisors. His work history includes roles at Integrity Alliance, LLC, Lion Street Financial, United Capital Financial Advisers, LLC, and Irongate International, LLC. United Capital Financial Advisors provides national financial planning and investment management services to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models and offers customized solutions such as ESG and faith-based investing, supported by proprietary technology and a range of ancillary services.

Harrison Wallace is a Series 65-licensed financial advisor with five years of industry experience, currently with Belpointe Asset Management LLC. His prior roles include positions at Beyer & Rock Advisory Group, A&W Investment LLC, Crunchboard IO LLC, Redbrook Management LLC, and Peakridge Partners LLC. Outside of his advisory work, he owns Peakridge Accounting, LLC, which provides accounting, tax preparation, and CFO services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of strategies from passive to tactical tailored to client objectives, and supports its advisory practice with affiliated business entities and product sponsorships.

Signe Nelson Combs is a financial advisor with Principal Advised Services in Rock Island, IL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Principal Securities Inc. and Principal Life Insurance Company for over a decade. Additionally, she manages bookkeeping for a family-owned trucking business. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates as part of the Principal Financial Group, leveraging affiliated entities and governance structures in its service delivery.

Theodore Baker is a financial advisor at United Capital Financial Advisors in Bettendorf, IA, holding Series 66 and Series 63 licenses with 21 years of industry experience. He has worked at United Capital since 2019 and previously held positions at Irongate International and Lion Street Financial. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth clients, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory, consulting, and operates the FinLife Partners platform, which supports customization and access to alternative investments.

David Howard is a financial advisor at Lifemark Securities Corp. with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Foresters Equity Services. Outside of his advisory role, Howard serves as treasurer for the Moline Music Boosters. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering customized, suitability-driven strategies managed on both discretionary and non-discretionary bases.