Theodore Baker is a financial advisor at United Capital Financial Advisors in Bettendorf, IA, holding Series 66 and Series 63 licenses with 21 years of industry experience. He has worked at United Capital since 2019 and previously held positions at Irongate International and Lion Street Financial. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth clients, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory, consulting, and operates the FinLife Partners platform, which supports customization and access to alternative investments.

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 with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Gradient Advisors in 2025, he worked at Midwest Financial Network, LLC, and has been involved with First Serve Agency LLC since 2017. He is also the founder and director of Love QC Tennis, a community tennis program based in Davenport, Iowa. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio 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 seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including The Advisory Group, Inc. and PlanMember Securities Corporation. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and advisor-directed strategies that incorporate both strategic and tactical approaches across various asset types.

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.

Heidi Collins is a financial advisor with J. W. Cole Advisors, Inc. in Davenport, IA, holding a Series 66 credential and with 20 years of industry experience. She has worked at J.W. Cole Advisors and related entities since 2017 and previously held positions at Cetera and Blackhawk Bank & Trust. Outside of her advisory role, Collins is CEO of Huiskamp Collins Insurance Solutions, LLC, where she occasionally sells Medicare products, and she serves as a trustee for a personal trust. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions on a discretionary or non-discretionary basis.

Jason Folsom is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Principal Financial Services, where he has worked since 2010, including roles at Principal Securities Inc. Prior to that, he held positions at Morgan Stanley, Citigroup Global Markets, and Country Trust Bank. Outside of his advisory work, he owns and operates businesses including a car wash and an RV rental venture through his holding company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by the TPMMs.

Willard Gombert is a ChFC® with 36 years of industry experience. He is currently with Integrity Alliance, LLC, where he has worked since 2020, and previously spent six years at Voya Financial Advisors. He is also the owner of The Financial Architects, a financial services business he has operated since 1999. Integrity Alliance is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a diverse client base including individuals, corporations, and retirement plans, offering a range of advisory and brokerage services through various investment platforms and strategies.

Brandon Van Winkle is a financial advisor with Principal Financial Services holding a Series 66 designation and three years of industry experience. His background includes roles at Principal Securities, Principal Life Insurance Company, Oregon State University, BackPorch Coffee, U.S. Bank, and Starbucks. He is also involved in the sales and service of fixed insurance products such as life, annuities, disability income, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. 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.

Robert Belman is a financial advisor with Principal Financial Services who holds a Series 63 designation and has 38 years of industry experience. He has been with Principal Securities Inc. since 2016 and previously worked at Principal Life Insurance Co. since 2005. His work includes fixed insurance, annuities, life, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charities, corporations, and active-duty U.S. military personnel overseas. 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.

Brea Baxter is a financial advisor with Principal Financial Services in Bettendorf, IA, holding Series 66 and Series 63 licenses and having one year of industry experience. Before joining Principal Financial Services, Baxter worked at Baxter Investment Group and PRINCIPAL Life Insurance Company. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Anthony Stoll is a CFP® professional with five years of industry experience, currently affiliated with United Planners Financial Services of America. His prior roles include positions at Securities America, OSAIC, and active service with the U.S. Army and Army Reserves, where he serves as a company commander. Outside of his advisory work, he is involved in tax preparation and insurance services. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional investors, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable emphasis on non-discretionary asset management.

Brett Baxter is a financial advisor with Principal Financial Services in Bettendorf, IA, holding Series 66 and Series 63 licenses. He has two years of experience in the financial industry and formed a partnership with his father through Baxter Investment Group LLC. Prior to his advisory role, his work history includes positions at Apple Inc. and involvement with Americans For Prosperity. 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, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these external managers.

John Robinson II is a financial advisor at Principal Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc and Principal Life Insurance Company since 2022. Prior to his financial services career, he was employed at Green Chevrolet and Camping World. In addition to advisory work, he is involved in the sales and service of outside fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Gary Garrett is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering Managed Advice, Advisor Managed Advice, and Today’s Advice programs focused on asset allocation, contribution rate, and retirement age guidance. The firm relies on proprietary software and model portfolios from Morningstar Investment Management and operates at scale with more than 212,000 clients and over 300 advisors.