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Matthew S

Series 63, Series 65

Bettendorf, IA

Cambridge Investment Research Advisors

Matthew Strajack is a financial advisor with Cambridge Investment Research Advisors and has 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 21 years and Morgan Stanley for five years. He also owns Bettendorf Financial Group and serves as an independent insurance agent and investment advisor representative through this business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Kerry T

Series 63, Series 65

Bettendorf, IA

Ameriprise

Kerry Toporowski is a financial advisor with Ameriprise in Bettendorf, Iowa, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved in managing administrative operations through Toporowski Management, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored, research-driven recommendations that incorporate income strategies, Social Security options, and tax-efficient withdrawals. The firm combines algorithmic tools and expert review to provide ongoing, non-discretionary guidance within a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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James S

Series 63, Series 66

Moline, IL

Raymond James Financial

James Schmertmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously spent 18 years at LPL Financial before joining Raymond James in 2026. Outside of his advisory role, he owns a vacation home in LeClaire, Iowa, which he rents out through a management company. 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, corporations, and institutional clients. The firm uses analytical tools and tailored client strategies, offering both non-discretionary planning and advisory programs, and is noted for its municipal advisor affiliation and specialized retirement plan consulting services.

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

Series 66

Moline, IL

Raymond James Financial

Jamie Stoneking is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise, Thrivent Financial, and Wilsonart International. In addition to his advisory role, Stoneking is involved with JRP Operational Support Services LLC as an associate financial advisor. 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 non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

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

Series 63, Series 66

Moline, IL

Cambridge Investment Research Advisors

Mark Robbins is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at several firms including BankORION, LPL Financial, and CUNA Brokerage Services. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various platforms and proprietary model strategies.

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

Series 63, Series 66

Moline, IL

LPL Financial

Michael Sansone is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and COUNTRY FINANCIAL. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment strategies supported by proprietary research and technology tools.

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

Series 66

Milan, IL

Cetera

John Peters is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera since 2017 and serves as the manager of the trust department at Blackhawk Bank and Trust. He is also a board member of Kiwanis International. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to various program structures and third-party managers.

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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Daniel M

Series 63, Series 65

Rock Island, IL

LPL Financial

Daniel Mclaughlin is a financial advisor with LPL Financial in Rock Island, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2010 and previously worked at PRUCO Securities, LLC from 2003 to 2009. He operates a business under the name Dillender Financial. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

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

Series 66

Bettendorf, IA

Raymond James & Associates

Nicole Ventura is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James & Associates since 2011. Outside of her advisory role, she performs part-time data entry work with CoventBridge. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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James P

Series 63, Series 65

Geneseo, IL

Primerica Advisors

James Price is a financial advisor with Primerica Advisors in Geneseo, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Primerica Advisors since 2014 and has prior experience at firms including Nationwide Travelers and Rasch Logistics. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors primarily serves individual investors and certain corporate and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brandon V

Series 66

Bettendorf, IA

OSAIC

Brandon Vandewalle is a financial advisor at Osaic with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc, City National Bank, and RBC Capital Markets. He is also president of High Point Wealth Management, where he discusses life insurance and long-term care insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting a variety of customizable investment strategies and serving high-net-worth individuals, retirement plans, charities, and corporate clients.

Annuities Private / alternative investments
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Joey L

Series 66

East Moline, IL

LPL Financial

Joey Lundry is a financial advisor with LPL Financial, holding a Series 66 designation and offering 26 years of industry experience. His career includes positions at Merrill, First Midwest Financial Network, and Old National Bank. Outside of advising, he manages two rental properties in Davenport, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a wide range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its network of over 22,800 advisors with various financial planning and investment tools alongside a broad platform of non-advisory financial services.

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

Series 66

Bettendorf, IA

Cambridge Investment Research Advisors

Jordan Miller is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at LPL Financial and CBI Bank and Trust. Miller also works as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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John W

Series 66

Moline, IL

Edward Jones

John White is a financial advisor at Edward Jones in Moline, IL, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at firms including Ameriprise Financial Services and PRUCO Securities. Outside of his advisory role, he manages Harmon Properties, LLC, overseeing the property where his Edward Jones branch is located. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory programs. The firm is notable for its extensive national network of advisors and branch offices, as well as its range of affiliated investment and lending services.

Retirement income strategy Wealth management Self-Employed
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Blake H

Series 66

Milan, IL

Cetera

Blake Hasson is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Black Hawk Bank & Trust, Walmart Inc., Hy-Vee Inc., and Iowa State University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers varied portfolio management and financial planning services through a large nationwide network of advisors and provides access to multiple program structures and third-party money managers.

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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Thomas T

Series 63, Series 66

Geneseo, IL

Edward Jones

Thomas Taylor is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MWA Financial Services Inc, Modern Woodmen of America, and the Geneseo and East Moline School Districts. Prior to his advisory career, he spent 28 years at Walgreen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

CFP®, Series 66

Moline, IL

Edward Jones

Tyler Richards is a CFP® and holds a Series 66 designation, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Widow/Widower Religious/faith focused
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Adam T

Series 66

Moline, IL

LPL Financial

Adam Turner is a financial advisor with LPL Financial in Moline, IL, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2011 and currently serves as Assistant Vice President at F&M Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms like the Bank Wealth Program.

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

Series 66

Moline, IL

LPL Financial

Kyle Pedersen is a financial advisor with LPL Financial based in Moline, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at RBC Capital Markets, Bank of America, Merrill, and experience in education with Gilbert Public Schools. Outside of his advisory work, he is a co-owner of an LLC involved in real estate rental activities in Fountain Hills, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives and utilizes various investment strategies and technology to support client accounts.

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

Series 63, Series 65

Bettendorf, IA

Cambridge Investment Research Advisors

Shannon Domski is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and five years of industry experience. She has been affiliated with Cambridge Investment Research in various capacities since 2015 and is also involved with Bettendorf Financial Group. Outside of advisory work, she acts as an independent insurance agent and serves as a notary public. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary and third-party investment strategies.

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