Mark Grywacheski is a Series 65-licensed financial advisor with 10 years of industry experience, currently practicing at Quad-Cities Investment Group, LLC since 2016. He is active in community organizations in Geneseo, Illinois, serving on the boards of the Hammond Henry Hospital Foundation, the Geneseo Is For Tomorrow (GIFT) Foundation, and the Geneseo Chamber of Commerce, where he holds leadership roles in several committees. 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 manages approximately $375.6 million in client assets and employs a strategy that includes fundamental, technical, and cyclical analysis, with a distinctive use of derivatives and margin borrowing in managed accounts.

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.

Amber Netherton is a Series 65 credentialed financial advisor with nine years of experience at Nikulski Financial, Inc. She has been with the firm since 2015, working as part of a seven-advisor team based in Bettendorf, Iowa. Nikulski Financial, Inc. serves individuals, high-net-worth clients, and employer-sponsored retirement plans with discretionary asset management, financial planning, and retirement plan consulting. The firm uses individualized portfolios structured within risk bands and integrates quantitative trading systems alongside direct investments in stocks, bonds, ETFs, and selected alternative investments.

John Timmer is a CFP® with 32 years of experience in financial advising. He has worked at Wealthspan Partners, LLC since 2023 and previously was with Securities America Advisors, Inc. for 26 years. Outside of advising, Timmer is president of Timmer and Associates, CPA, PC, and serves as chairman of the board for American Bank & Trust. Wealthspan Partners provides investment management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes written investment policy statements and uses a variety of investment vehicles including ETFs, mutual funds, equities, fixed income, options, and private funds, managing approximately $451 million in client assets as of the end of 2025.

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.

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.

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.

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.

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.

Phillip Hugart is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Transamerica Occidental since 1985. Outside of his advisory role, he owns and operates Team Insurance in Port Byron, IL, where he sells life and health insurance and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs, retirement plan services, and brokerage and insurance products.