Dale Giddings Jr. is a financial advisor with Primerica Advisors in Chillicothe, IL, holding Series 63 and Series 65 credentials and over 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of his advisory role, he is a partner in Marie Russell, LLC, a non-investment-related business based in San Antonio, TX. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

Albert Belanger is a financial advisor with Wells Fargo Clearing in Davenport, IA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving clients with tailored investment solutions and acting as an ERISA fiduciary when providing investment advice.

Philip Seline is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2014. He also currently serves as a board member of the Highland Green at Crow Valley Homeowners Association in Bettendorf, IA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Douglas Wier is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Wier serves as an independent insurance agent through D.W. Insurance Company, Inc., and is a board member of the North Colorado Springs Rotary Club and Foundation. 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 Financial Professionals, utilizing a range of investment approaches across multiple platform arrangements.

Brenda King is a financial advisor with Wells Fargo Clearing in Davenport, IA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she is a part owner of Boxell Family Farms LLC, a farming business used to generate income for long-term care expenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

Andrea Dodd is a financial advisor with Thrivent Investment Management in Moline, Illinois. She holds the Series 66 designation and has 18 years of industry experience, having worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of her advisory role, Andrea teaches yoga and Pilates at a local studio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm emphasizes comprehensive planning across various financial topics and allows clients to integrate planning with managed-account services through its WealthPlan option.

John Parkhurst is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a broad range of financial planning services including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and retirement income. John also focuses on employee financial health, portfolio management services, and both individual and corporate investment strategies. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). John earned his bachelor's degree from the University of Iowa.

Joseph Evanovich IV is a financial advisor with Ameriprise in Davenport, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, delivering written recommendation reports and ongoing annual advice targeting dependable income sources and tax-aware withdrawal strategies.

Dale Goodmundson is a financial advisor with Ameriprise in Bettendorf, IA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working with client advisors.

Bradley Johannes is a financial advisor with LPL Financial in Davenport, IA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with LPL Financial since 2012 and has previously worked at Deere Employees Credit Union and First Midwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Patrick Larkin is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Bettendorf, IA, with five years of industry experience. He served 20 years in the US Navy before joining Cambridge in 2020. Outside of his advisory role, Larkin is involved as a captain with Celebration Belle and serves on the Bettendorf school board and the Downtown Bettendorf Organization board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple platforms.

Sheila Volrath is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of her advisory role, she is involved with several community organizations, including serving as chairperson of the Rotary Club of North Scott Education Foundation and as a board member of the Free Enterprise Foundation and the Figge Art Museum Finance Committee. She is also a partner in a restaurant/bar business in DeWitt, Iowa. 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 advisory programs, managing approximately $2.74 trillion in client assets.

Adam Finstein is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at DoorDash and various educational institutions. He also has ongoing involvement with St. Ambrose University. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Kern is a Series 66 licensed financial advisor at Merrill with two years of industry experience. She previously worked at Ameriprise and Branderhorst, PLC, and spent five years at Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Brady is a CFP® professional with 20 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2005. Brady was also the owner of Brady Innovations LLC for 11 years. Outside of his advisory role, he is an owner and partner in a real estate business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.