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.

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.

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.

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 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.