Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Myra V
ChFC®, Series 63, Series 66
Bettendorf, IA
LPL Financial
Myra Very is a financial advisor with LPL Financial based in Bettendorf, IA, holding a ChFC® designation and Series 63 and 66 licenses. She has 20 years of industry experience, including prior roles at CUNA Mutual Group and Cuna Brokerage Services, Inc. Myra also has involvement with TruStage Wealth Management Consulting Services. 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 portfolio programs, third-party asset management, and institutional platforms.
Tricia V
Series 63, Series 65
Geneseo, IL
Ameriprise
Tricia Vandersnick is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she is involved in independent insurance brokering with Mass Mutual, focusing on fixed annuities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income services that emphasize written recommendations and tax-aware withdrawal strategies for clients nearing or in retirement.
Arron S
Series 66
Bettendorf, IA
Cambridge Investment Research Advisors
Arron Silvers is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors and Bettendorf Financial Group. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, 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 platform and model strategy options.
Adam C
Series 66
Geneseo, IL
Edward Jones
Adam Cernovich is a financial advisor with Edward Jones in Geneseo, Illinois. He holds a Series 66 designation and has recently transitioned from a 21-year career in the U.S. Coast Guard. He also serves as a City Councilman for the City of Kewanee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.
Patrick D
Series 66
Milan, IL
Edward Jones
Patrick Doherty is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held positions at Stack Sports and various educational institutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.
Daniel O
Series 66
Milan, IL
LPL Financial
Daniel Olsen is a financial advisor with LPL Financial based in Milan, Illinois. He holds a Series 66 designation and has 25 years of industry experience, including prior roles at Waddell & Reed and Principal Financial Services. He is also involved in fixed insurance through various carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.
Lucus S
Series 63, Series 65
Moline, IL
LPL Financial
Lucus Scott is a financial advisor at LPL Financial with 16 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at Invest Financial Corporation and Merrill. He is also engaged with Deere Employees Credit Union. 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 portfolio programs, and access to third-party asset management.
Susan S
Series 63, Series 65
Bettendorf, IA
LPL Financial
Susan Sturm Bailey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her previous roles include positions at MWA Financial Services Inc, Modern Woodmen of America, Cambridge Investment Research, and BMO Harris Financial Advisors. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Brian G
Series 63
Geneseo, IL
LPL Financial
Brian Gernant is a financial advisor at LPL Financial with 43 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he operates Gernant Farms, a farming business in Galesburg, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad array of non-advisory financial activities.
Paul R
Series 63, Series 66
Geneseo, IL
Edward Jones
Paul Rapps is a financial advisor with Edward Jones in Geneseo, Illinois, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as Vice President and board member for Geneseo Is For Tomorrow (GIFT), a local charitable gift group. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large national network of advisors and branch offices.
Shawn S
ChFC®, Series 63
Moline, IL
LPL Financial
Shawn Shubat is a financial advisor at LPL Financial with 23 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL in 2018, he worked at Deere Employees Credit Union and INVEST Financial Corp., as well as various insurance carriers and Waddell & Reed Inc. 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 portfolios, third-party asset management, and institutional platforms.
Paul S
CFP®, Series 63, Series 66
Davenport, IA
Edward Jones
Paul Schnell is a CFP® professional with over 32 years of experience at Edward Jones, where he has worked since 1993. He holds Series 63 and Series 66 licenses and is based in Davenport, IA. Outside of his advisory role, Schnell serves on the Board of Directors and as Vice President of the Self-Supporting Municipal Income District in the Village of East Davenport and is involved with a local preservation society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 financial advisors.
Douglas C
CFP®, Series 63, Series 66
Geneseo, IL
Edward Jones
Douglas Curran is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Geneseo, IL, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Growth Inc Child Care Center and Budget Advisor. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors.
Stephen D
Series 63, Series 65
Rock Island, IL
LPL Financial
Stephen Dillender is a financial advisor with LPL Financial in Rock Island, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2010 and previously at PRUCO Securities, LLC from 2004 to 2010. Outside of his advisory role, he serves as a coach and regional director for baseball teams through his involvement with Rawlings Tigers-Quad Cities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.
Garrett B
Series 66
Bettendorf, IA
Edward Jones
Garrett Beirne is a financial advisor at Edward Jones in Bettendorf, IA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Rainbow International of the Quad Cities and held roles related to land care and contracting. He is also involved in land caretaking through KFLP Acres. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Mark M
Series 66
Rock Island, IL
Edward Jones
Mark Mayeski is a Series 66 licensed financial advisor with Edward Jones in Rock Island, IL, where he has worked since 2010, accumulating 16 years of industry experience. He serves clients within a full-service wealth management firm that supports both individual and institutional investors. Edward Jones manages over $1 trillion in assets and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm serves more than four million clients and operates a nationwide network of approximately 23,700 financial advisors.
Katie R
Series 66
Davenport, IA
Ameriprise
Katie Rothenberger is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at HNI, the University of Iowa, and Bayer. Her outside business activities include co-owning a real estate management company. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies.
Katherine O
Series 66, Series 63
Moline, IL
Cetera
Katherine Olson is a financial advisor at Cetera with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Ausdal Financial Partners, Ruhl Mortgage, and Waddell & Reed. Outside of her advisory role, she is also a home inspector for Kamari Home Inspection. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of investment management and financial planning services, operating a multi-manager platform with both discretionary and non-discretionary strategies.
Eric V
Series 66
Moline, IL
Raymond James Financial
Eric Van Winkle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2026, he worked at LPL Financial and SBS Private Wealth Management. Before entering financial services, he spent nineteen years at KWQC-TV. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.
Rachel H
Series 66
Bettendorf, IA
Edward Jones
Rachel Humphreys is a Series 66 licensed financial advisor with Edward Jones, based in Bettendorf, IA, and has six years of industry experience. She has been with Edward Jones since 2018, with some earlier professional experience at Halo Branded Solutions. Outside of her financial advisory role, she is the owner and founder of an active jewelry wholesale business. 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 and investment strategies through a nationwide network of more than 23,700 financial advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide