Kevin Klute is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and eight years of industry experience. He is also the owner of Financial Logic Wealth Management, where he provides investment advice and financial planning, along with fixed insurance and index annuity sales. His prior experience includes roles at Safe Money Concepts and his own firms. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering ongoing portfolio services on a non-discretionary basis.

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.

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 as well as Series 63 and Series 65 licenses. In addition to his advisory roles at RedHawk and Criterium Financial Advisors, Ltd., he is a partner at Horan & Barker, P.C., a CPA firm where he provides business consulting and tax return reviews, and he supervises third-party administration services at Criterium Financial Advisors. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and risk tools to guide investment decisions.

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 with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions 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, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a variety of investment advisory and financial planning services across multiple platforms and delivery vehicles.

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.

Roy Lines is a financial advisor at UMB Financial Services, Inc. with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions at LPL Financial LLC, CBI Bank and Trust, PlanMember Securities Corporation, and Honkamp Krueger Financial Services, among others. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and integrates its investment management practices with UMB Bank’s fixed-income group while operating as a broker-dealer, investment adviser, and municipal advisor.

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.

David Howard is a financial advisor at Lifemark Securities Corp. with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Foresters Equity Services. Outside of his advisory role, Howard serves as treasurer for the Moline Music Boosters. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering customized, suitability-driven strategies managed on both discretionary and non-discretionary bases.

Jaime Ragins is a financial advisor at Gradient Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Midwest Financial Network, LLC and Aflac. Outside of his advisory role, Ragins is the founder and director of Love QC Tennis, a community tennis program in Davenport, Iowa. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and manages approximately $218.6 million in regulatory assets under management.

Brett Anderson is a financial advisor at Alphastar Capital Management with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial and The Advisory Group. Anderson is also associated with Oakwood Capital Securities and Alphastar Capital Management Quad Cities in roles involving insurance sales and brokerage services. Alphastar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs both strategic and tactical investment approaches through model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

John Dewitt is a financial advisor with Ausdal Financial Partners, Inc. based in Moline, IL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Robert B Ausdal & Co Inc since 2006 and has operated his own insurance business since 1987. Outside of advising, he serves as a trustee for the Svithiod Club of Moline. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of investment strategies across various asset classes and delivers services through both advisory and brokerage platforms, including insurance products.

Jeffrey Peters is a financial advisor with Ausdal Financial Partners, Inc. in Bettendorf, IA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Robert B. Ausdal & Co., Inc. since 2007. Outside of advisory work, he serves as a partner in Cameo 563 LLC, an LLC established for bookkeeping and managing office expenses. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both advisory and brokerage services with a range of investment options.

Bradley Nauman is a financial advisor at Alphastar Capital Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Advisory Group, Inc. and PlanMember Securities Corporation. His background also includes a seven-year tenure at the University of Nebraska - Lincoln. Alphastar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches with a broad range of investment vehicles and uses third-party portfolio construction technology.

Scott Baxter is a financial advisor with Principal Financial Services in Bettendorf, IA, holding a Series 63 license and over 32 years of industry experience. He has worked with Principal Life Insurance Company since 1998 and Principal Securities since 2016. He is also a partner in Baxter Investment Group, a firm he formed with his son in 2023. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

James Scott is a financial advisor with Principal Financial Services in Bettendorf, IA, holding a Series 66 designation and 21 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2014 and began his role at Baxter Investment Group in 2026. Scott is also a partner in Baxter Investment Group, LLC, a business partnership with two other individuals. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.