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 at Prospera Financial Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cutter & Company, Inc. and Citigroup Global Markets. Ivory also manages Ivory Independent Investments, LLC, an independent business activity. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Amanda Schotz is a financial advisor at AlphaStar Capital Management with a Series 65 designation and approximately one year of industry experience. Prior to joining AlphaStar, she worked at The Advisory Group, Inc. and has experience in educational and child development organizations. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and a combination of strategic and tactical investment approaches, managing about $2.5 billion in assets across more than 8,400 client relationships.

Kevin Klute is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has operated Kevin Klute LLC, doing business as Financial Logic, since 2017, providing financial planning and wealth management services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, managing approximately $289 million in regulatory assets and administering about $1.10 billion.

David Coiner is a ChFC® credentialed financial advisor with 35 years of industry experience. He has been with Nations Financial Group, Inc. since 2005. Coiner also serves as president of Coiner Financial Services, Inc., an investment advisory firm. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and businesses. The firm employs a network of investment adviser representatives who utilize proprietary model portfolios alongside outside managers to tailor strategies based on client objectives and risk tolerance.

Bryan Payton is a financial advisor at CreativeOne Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management, LLC. Outside of his advisory role, he is an administrative specialist at Rock Valley Physical Therapy. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a variety of investment strategies including proprietary ETF-based models, third-party managers, and option-based approaches, supported by quantitative and fundamental analyses.

Michelle Swinney is a financial advisor at Ausdal Financial Partners, Inc. with 18 years of industry experience. She holds a Series 66 designation and has been affiliated with Robert B. Ausdal & Co. Inc. since 2003. Outside of her advisory work, she is a part-time musician and music teacher based in Bettendorf, IA. 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 and brokerage services with both discretionary and non-discretionary investment strategies.

Paul Horan is a financial advisor at Redhawk Wealth Advisors, Inc. with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to his advisory roles, he is a partner at Horan & Barker, P.C., a CPA firm, and supervises a third-party administrator at Criterium Financial Advisors, Ltd., both non-investment-related businesses he has been involved with since 1982. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach, utilizing a weekly investment committee and third-party signal providers while maintaining discretionary authority over client accounts.

Scott Sidor is a financial advisor at CreativeOne Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AE Wealth Management and Safe Money Concepts, Inc., where he also serves as CEO of a fixed insurance sales and marketing business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a blend of proprietary models and third-party managers, employing strategies that include modern portfolio theory, fundamental, technical, and quantitative analysis.

Brian Nauman is a financial advisor with AlphaStar Capital Management in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at PlanMember Securities Corporation, Parkland Securities, LLC, and The Advisory Group, Inc. He is also involved with TAG Team, LLC, a business he has been associated with since 2010. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing a combination of strategic asset allocation and quantitative tactical approaches.

Harrison Wallace is a Series 65-licensed financial advisor with five years of industry experience, currently with Belpointe Asset Management LLC. His prior roles include positions at Beyer & Rock Advisory Group, A&W Investment LLC, Crunchboard IO LLC, Redbrook Management LLC, and Peakridge Partners LLC. Outside of his advisory work, he owns Peakridge Accounting, LLC, which provides accounting, tax preparation, and CFO services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of strategies from passive to tactical tailored to client objectives, and supports its advisory practice with affiliated business entities and product sponsorships.

Laura Silverberg is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Cutter & Company Brokerage, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She is also the owner of River Cities Financial LLC. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Signe Nelson Combs is a financial advisor with Principal Advised Services in Rock Island, IL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Principal Securities Inc. and Principal Life Insurance Company for over a decade. Additionally, she manages bookkeeping for a family-owned trucking business. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates as part of the Principal Financial Group, leveraging affiliated entities and governance structures in its service delivery.

Donte' Blanchard is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Choreo, LLC. His prior roles include positions at Edward Jones, 1-800-Hansons, and One Main Financial. He also served in the South Dakota National Guard from 2014 to 2022. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Theodore Baker is a financial advisor with United Capital Financial Advisors, holding Series 66 and Series 63 credentials and 21 years of industry experience. He has worked at firms including Irongate International LLC and Lion Street Financial. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm’s platform supports customized portfolio options and offers sub-advisory, consulting, and technology services to other investment advisors.

Lucas Dengler is a financial advisor with AlphaStar Capital Management in Davenport, IA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at PlanMember Securities Corporation, The Advisory Group, Inc., and Modern Woodmen of America. He also has experience as a registered representative and insurance agent with affiliated firms. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other investment advisers. The firm employs both predefined model portfolios and customized strategies using strategic asset allocation combined with quantitative and momentum-based analysis.