Troy Sheets is a financial advisor with MassMutual Investors Services in Bettendorf, IA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with MassMutual Investors Services since 2000 and also has a longstanding affiliation with MassMutual Life Insurance Company since 1999. Sheets is involved in individual life and health insurance sales and works as a broker of fixed annuities and life insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing advanced software tools to develop collaborative, annual planning engagements.

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.

Benjamin Coon is a financial advisor with Edward Jones in Bettendorf, IA, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has been with Edward Jones since 2016 and concurrently serves in the US Army since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of more than 23,700 financial advisors.

Kathryn Gold is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. She holds a Series 63 license and previously worked within Wells Fargo Clearing and Wells Fargo Advisors, LLC. In addition to her advisory role, she serves as co-trustee for her father's trust and is a commissioned notary in Davenport, Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu using proprietary research and tools, with services that include cash-flow, retirement, education, and niche planning specialties.

Thomas Mc Cormick is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird, Fastenal, SENB Bank, and The Commencement Group. Mc Cormick is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and technology in advising clients.

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.

Heather Link is a financial advisor with Ameriprise in Eldridge, Iowa, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Outside of her advisory role, she teaches aerobics at the YMCA and coordinates Dave Ramsey's Financial Peace University at North Ridge Community Church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficiency analysis to create tailored, written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeremy Watson Freeman is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial and IH Mississippi Valley Credit Union since 2018 and previously spent two years at One Main Financial. 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 and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

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.

Todd Harris is a financial advisor with Cambridge Investment Research Advisors in Bettendorf, Iowa. He holds the Series 63 and Series 65 credentials and has 27 years of industry experience. Harris has been with Cambridge Investment Research Advisors since 2015 and also works as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Thomas Brooke is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. 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 analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Michael Giglio is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo, Morgan Stanley, Northwest Bank & Trust Company, and U.S. Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Dawn Wales is a financial advisor with Cambridge Investment Research Advisors in Bettendorf, IA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been affiliated with Cambridge Investment Research since 2008 and has served as an independent insurance agent, a notary, a coach/consultant, and a small claims court mediator. Additionally, she holds a board position as secretary of Client Builders Brokerage House. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent professionals using various custody platforms and both proprietary and third-party investment strategies.

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.

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.

Joseph Verdi is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He has worked at Robert Baird & Co. since 2009 and previously held positions at Morgan Stanley & Co. LLC, Morgan Stanley DW Inc., and Citigroup Global Markets. Verdi holds Series 63 and Series 65 designations. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing both internal research and external partnerships to support its investment strategies.

Michael Botts is a financial advisor with Mass Mutual Investors Services in Bettendorf, IA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he serves as a commissioner assigning high school sports and owns a dog breeding and showing business. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools, offering a range of investment and planning programs.

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.

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.

Todd Gullickson is a financial advisor with MassMutual Investors Services in Davenport, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience, having been employed with MassMutual Life Insurance Co and MassMutual Investors Services since 1999. Outside of his advisory role, he is involved in business ventures including ownership in GG Benefit Advisors, which specializes in life and health insurance, and an interest in a fitness-related website. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, delivering collaborative annual planning engagements typically focused on investment categories and strategies.