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.

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.

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.

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.

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.

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.

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.

Michael Matheson is a financial advisor with Matheson & Rock Wealth Management, LLC in Davenport, IA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Private Client Services and Detalus Advisors, LLC. Outside of his advisory work, he is involved with PRS 2322, LLC, a real estate ownership and bookkeeping business. 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 and provides portfolio management, variable annuity oversight, and ERISA plan services, including an ERISA 3(21) limited-scope fiduciary offering for plan sponsors.

Brian Smith is a CFP® professional with 26 years of industry experience. He currently serves as a wealth advisor and planning team coordinator at Balefire, LLC, and has previously worked at firms including Fuse Partners, LPL Financial, Purshe Kaplan Sterling Investments, Lion Street Financial, and Integrity Alliance. He is also involved in the sale of fixed insurance products. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach overseen by an Investment Committee, offering discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in assets.

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.

Merriam Rink is a CFP® professional with 41 years of industry experience, currently affiliated with Ausdal Financial Partners, Inc. since 2012. Prior to this, she worked at Woodbury Financial Services, Inc. from 2008 to 2012. She serves as treasurer for the Forest Road Estates Homeowners Association and is a partner in Cameo 563 LLC, a bookkeeping entity. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and financial planning services with customized investment strategies developed at the advisor level and incorporates multiple custodians and third-party managers.

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.

Oliver Ivory Jr. is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cutter & Company, Inc. and Citigroup Global Markets. Ivory also manages Ivory Independent Investments, LLC, an independent business activity. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Kevin Klute is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has operated Kevin Klute LLC, doing business as Financial Logic, since 2017, providing financial planning and wealth management services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, managing approximately $289 million in regulatory assets and administering about $1.10 billion.

Paul Horan is a financial advisor at Redhawk Wealth Advisors, Inc. with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to his advisory roles, he is a partner at Horan & Barker, P.C., a CPA firm, and supervises a third-party administrator at Criterium Financial Advisors, Ltd., both non-investment-related businesses he has been involved with since 1982. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach, utilizing a weekly investment committee and third-party signal providers while maintaining discretionary authority over client accounts.

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.

Laura Silverberg is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Cutter & Company Brokerage, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She is also the owner of River Cities Financial LLC. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.