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 with Morgan Stanley in Davenport, IA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior roles at Citigroup Global Markets and Edward Jones. Volrath serves as chairperson of the Rotary Club of North Scott Education Foundation and is involved with the Free Enterprise Foundation and the Figge Art Museum Finance Committee. She is also a partner in a restaurant and nightclub business. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools, offering comprehensive financial solutions without individual security recommendations as part of the standalone planning program.

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.