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.

Jeffrey Amman is a Series 65-licensed financial advisor with Wisdom Financial Services, L.L.C., bringing three years of industry experience. Prior to joining Wisdom Financial Services in 2023, he worked for 14 years at IH Mississippi Valley Credit Union. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm uses a data-driven process to develop client portfolios and partners with Matson Money, Inc. as a sub-adviser.

Justin Heaton is a Series 65-licensed financial advisor with Wisdom Financial Services, L.L.C. in Geneseo, IL, where he has been practicing for 14 years. He has been with Wisdom Financial Services since 2011, contributing to the firm's offerings as part of a nine-advisor team. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily to individual households and retirement plans. The firm manages approximately $779 million in discretionary assets, employing a data-driven process that incorporates client goals, risk tolerance, and tax considerations, and utilizes Matson Money, Inc. as a sub-adviser.

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.

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 over 32 years of experience in the financial services industry. He is currently with Wealthspan Partners, LLC, where he has worked since 2023, and previously spent 26 years at Securities America Advisors, Inc. In addition to his advisory work, Timmer is the president of Timmer And Associates, CPA, PC, a CPA firm, and serves as chairman of the board for American Bank & Trust’s holding company. Wealthspan Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides investment management and financial planning services, constructing portfolios that include ETFs, mutual funds, equities, fixed income, options, and select private funds.

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 financial advisor at Wealthspan Partners, LLC with 27 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Wealthspan Partners in 2018. Outside of his advisory role, Ramsay serves as an instructor for the College for Kids program at Blackhawk College. Wealthspan Partners, LLC is an SEC-registered advisory firm managing approximately $451 million in client assets across more than 500 accounts. The firm provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, employing a variety of securities and maintaining a focus on ongoing personal contact and portfolio review.

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® professional at Quad-Cities Investment Group, LLC in Davenport, IA, with 13 years of industry experience, all of which she has spent at Quad-Cities Investment Group. Quad-Cities Investment Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm uses a combination of technical, cyclical, and fundamental analysis to manage discretionary accounts and employs third-party sub-advisors to assist with portfolio implementation.

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.