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.

Brian Ramsay is a Series 66 licensed advisor with 27 years of industry experience. He has been with Wealthspan Partners, LLC since 2018 and previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he has served as a College for Kids instructor at Blackhawk College. Wealthspan Partners provides investment management and financial planning to individuals, trusts, estates, charitable organizations, and businesses, serving primarily high-net-worth clients. The firm constructs portfolios using ETFs, mutual funds, equities, and fixed income, with financial planning as a core service offered on both discretionary and non-discretionary bases.

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.

Christine Mcelvania is a CFP® and CFA® with 12 years of industry experience. She has been with Quad-Cities Investment Group, LLC since 2013. The firm provides investment advisory services and retirement plan consulting to individuals, trusts, employee benefit plans, charitable organizations, and business entities, serving both retail and high-net-worth clients. Quad-Cities Investment Group manages approximately $375.6 million in client assets and employs a blend of fundamental, technical, and cyclical analysis to construct diversified portfolios, including the use of derivatives and margin borrowing under documented risk controls.

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.

Mark Tholl is a CFP® with 33 years of industry experience. He has worked at Wealthspan Partners, LLC since 2018 and previously spent 26 years with Ameriprise Financial Services, Inc. in Bradenton, FL. Wealthspan Partners, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, providing investment management and financial planning. The firm focuses on asset allocation and diversification, utilizing ETFs, mutual funds, individual equities, fixed income, and may include private fund investments and options for certain clients.

Andrew Swanson is a CFP® and holds a Series 65 license, with 10 years of industry experience. He has been with Nikulski Financial, Inc. since 2014. Nikulski Financial serves individuals, including high-net-worth clients, as well as corporations, trusts, and retirement plans. The firm offers discretionary asset management, financial planning, and retirement plan consulting, employing an active, supervised portfolio management approach that emphasizes individual securities and specialized funds over mutual funds.

Brian Smith is a CFP® professional with 25 years of industry experience. He is currently with Balefire, LLC and has previously worked at Purshe Kaplan Sterling Investments, Fuse Partners, LLC dba VISIONPOINT ADVISORY GROUP, LLC, and LPL Financial, LLC. Smith is also the owner of Balefire Wealth, an RIA and advisory business serving clients in Bettendorf, IA. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process with an Investment Committee that develops model portfolios employing a core-plus-tactical approach, leveraging licensed third-party research and various investment vehicles.

Michael Giudici is a financial advisor at Choreo, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RSM US Wealth Management LLC for nine years before joining Choreo in 2022. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Deanna Quinlin is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has held positions at multiple Cetera entities since 2024 and previously worked at ProEquities, Inc. from 2011 to 2020. Quinlin also serves as a service leader at Honkamp Krueger Financial Services, assisting with retirement plan enrollment and client service. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, high-net-worth clients, businesses, and charitable organizations. The firm operates primarily through a network of CPA firms and registered advisors and utilizes tax-intelligent strategies, discretionary account management, and firm-designed style allocation models.

Tami Hurd is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 65 credential and 14 years of industry experience. She has been with Ausdal Financial Partners since 2009. Outside of her advisory role, she is a co-owner of Red Bird Distributing, LLC, a wholesale food vendor in Bettendorf, Iowa, where she assists with bookkeeping and merchandising. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial services.

Merriam Rink is a CFP® professional with 40 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2012. She holds Series 63 and Series 65 licenses and is based in Bettendorf, Iowa. Outside of her advisory role, she serves as treasurer for a local homeowners association and is a partner in a bookkeeping LLC. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs and brokerage services to individuals, trusts, corporations, pension plans, and charitable organizations.

Warren Wilson III is a financial advisor with Ausdal Financial Partners, Inc. in Davenport, IA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Robert B. Ausdal & Co. Inc. since 1991. In addition to his advisory role, he is licensed to sell insurance products, dedicating limited time to this activity. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a team of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm combines broker-dealer and insurance activities with advisory services, providing diverse investment strategies across multiple account types and custodial platforms.

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.

Zach Coiner is a financial advisor at Nations Financial Group, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Berst Wealth Management/Coiner Financial Services since 2022. Prior to his financial advisory career, he spent eleven years at Pleasure Pools & Spas. Nations Financial Group, Inc. provides investment advisory services to individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a variety of portfolio management and consulting services, utilizing proprietary model portfolios and external managers tailored to client objectives and risk tolerance.

Jakob Boley is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Plan2Thrive Financial, Thrivent Investment Management, and Thrivent Financial. Outside of his advisory role, he is a licensed insurance agent. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and an Investment Committee, offering a range of services from portfolio management to specialized consulting.

Tyler Coiner is a financial advisor with Nations Financial Group, Inc. He holds a Series 66 designation and has six years of industry experience. He has worked at Berst & Company since 2013 and serves as Vice President of Operations at Berst Wealth Management/Coiner Financial Services. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside manager options tailored to client objectives and risk tolerance.

Oliver Ivory Jr. is a financial advisor with Prospera Financial Services, Inc. He holds the Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Prospera in 2025, he worked for Cutter & Company, Inc. for 16 years. Ivory is also involved with Ivory Independent Investments, LLC. Prospera Financial Services, Inc. is a multi-team firm managing approximately $12.4 billion through about 207 advisors across 140 offices. The firm serves individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services via multiple platforms and a combination of firm models, third-party sub-advisers, and customizable allocations.