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Andrew R

Series 66

Geneseo, IL

Edward Jones

Andrew Rapps is a financial advisor at Edward Jones in Geneseo, IL, holding a Series 66 designation. He joined Edward Jones in 2025 after three years at Price Waterhouse Coopers and eight years in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Donald L

Series 63, Series 65

Geneseo, IL

Primerica Advisors

Donald Larson is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2014. Outside of his advisory role, Larson owns a construction business, Precision Construction, LLC, in Geneseo, Illinois. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brett W

ChFC®, Series 66

Moline, IL

Raymond James Financial

Brett Weber is a ChFC® and holds a Series 66 license, currently serving as a financial advisor at Raymond James Financial with nine years of industry experience. He previously worked at LPL Financial, LLC for 18 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also providing specialized services such as municipal and public finance advisory and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jason M

Series 66

Bettendorf, IA

Cambridge Investment Research Advisors

Jason Mc Areavy is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, Inc. He has two years of industry experience and previously worked for eight years at Kent Nutrition Group. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers a range of investment platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Marshall D

Series 66

Rock Island, IL

Edward Jones

Marshall Dismer is a financial advisor at Edward Jones in Rock Island, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held various roles in the brewing and veterinary care industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and investment options and operates under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Nathan C

Series 66

Geneseo, IL

Edward Jones

Nathan Curran is a financial advisor at Edward Jones in Geneseo, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at ProPulse for two years and has held other roles including positions at Iowa State University and Durian Builders. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Theodore P

Series 63, Series 66

Moline, IL

LPL Financial

Theodore Paprocki is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Cuso Financial Services, Lp for 13 years and CUNA Brokerage Services, Inc. for four years. Outside of his advisory role, he operates Ted Paprocki, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas R

Series 66

Moline, IL

Thrivent Investment Management

Thomas Ribbeck is a financial advisor with Thrivent Investment Management in Moline, Illinois, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping services separate.

Business ownership considerations
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Todd H

Series 63, Series 65

Bettendorf, IA

Cambridge Investment Research Advisors

Todd Harris is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and previously worked at LPL Financial from 2008 to 2015. Harris also operates as an independent insurance agent through Bettendorf Financial Group. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating multiple platforms and managing a multi-billion dollar asset base.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Michael G

Series 66

Moline, IL

J.P. Morgan Securities

Michael Giglio is a financial advisor with J.P. Morgan Securities in Moline, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Bank, Morgan Stanley Private Bank, and U.S. Bank. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations, incorporating an ESG eligibility framework and broad derivatives capabilities.

Founder/Business Owner
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Gregory T

Series 63, Series 65

Geneseo, IL

Thrivent Investment Management

Gregory Timmerman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Thrivent since 2019 and previously held roles at TD Ameritrade and U.S. Bancorp Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and written recommendations across various planning topics without managing client assets directly.

Business ownership considerations
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Dawn W

Series 63, Series 66

Bettendorf, IA

Cambridge Investment Research Advisors

Dawn Wales is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Cambridge Investment Research since 2008 and with its affiliated investment advisory firm since 2021. Beyond her advisory work, Wales serves as a small claims court mediator and acts as a coach and consultant. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base across multiple platforms and custodians, employing both discretionary and non-discretionary strategies and proprietary model portfolios under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Jonathon C

CFP®, Series 66

Moline, IL

Edward Jones

Jonathon Crockett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Moline, IL. Outside of his advisory work, Crockett is active as a soccer referee for local competitive clubs and high schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Thomas D

Series 63, Series 65

Moline, IL

LPL Financial

Thomas Dunker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2002 and also has experience at The Farmers & Mechanics Bank and CBI Bank & Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mary G

Series 63, Series 66

Rock Island, IL

LPL Financial

Mary Goon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 38 years of industry experience. She previously worked at Ic Advisory Services Inc and The Investment Center Inc for 16 years each, as well as RBC Capital Markets for 10 years. In addition to her advisory work, she is an agent with NexAnnuity, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Peter B

Series 63, Series 65

Bettendorf, IA

Cetera

Peter Barboutis is a financial advisor at Cetera with 30 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory role, Barboutis serves as president of the Spencer Hollow Homeowners Association, managing community affairs for around 30 homeowners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that supports both discretionary and non-discretionary strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Casey F

CFP®, Series 66

East Moline, IL

Edward Jones

Casey Fry is a financial advisor at Edward Jones with 8 years of industry experience. He holds the CFP® certification and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Cintas Corporation from 2009 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Jamie C

Series 66

Bettendorf, IA

Edward Jones

Jamie Caspers is a financial advisor at Edward Jones with 16 years of industry experience. He has worked at Edward Jones since 2011 and holds a Series 66 credential. Outside of his advisory role, he is involved with DoTerra as a wellness manager, using essential oils personally rather than selling the products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers various advisory strategies and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher C

Series 63, Series 66

Rock Island, IL

Edward Jones

Christopher Caspers is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a part owner of an auto store in Bettendorf, Iowa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ronald D

Series 63, Series 66

Moline, IL

Thrivent Investment Management

Ronald Dodd is a financial advisor with Thrivent Investment Management in Moline, Illinois, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services distinct.

Business ownership considerations
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