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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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Amina H

Series 66

Bettendorf, IA

Edward Jones

Amina Huseinbegovic Jasarevic is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for twelve years at Furniture Row. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a broad range of advisory services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

Davenport, IA

OSAIC

Darrel Peck is a financial advisor with OSAIC in Davenport, Iowa, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include work at Signator Investors, Inc., and he currently serves on the personnel board of St Paul Lutheran Church. Peck is also a board member of the Fortunaire Foundation, a nonprofit focused on supporting those in need, and participates on the board of the Moline Girls Youth Basketball Association. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides a range of services such as financial planning, retirement consulting, and access to third-party money managers, employing various portfolio construction tools and supporting both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joshua Y

Series 63, Series 65

Davenport, IA

LPL Financial

Joshua Youngblood is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual in various capacities from 2014 to 2019. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and substantial scale.

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

Series 66

Bettendorf, IA

Thrivent Investment Management

Tj Arons is a financial advisor at Thrivent Investment Management in Bettendorf, IA, holding a Series 66 designation. He has been with Thrivent and its affiliates since 2023, including experience at Clark Arons - Thrivent and the University of Iowa. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, providing goal-based, holistic planning across various topics without discretionary trading authority.

Business ownership considerations
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Tina S

Series 66

Davenport, IA

Edward Jones

Tina Stubbs is a Series 66-licensed financial advisor with Edward Jones in Davenport, IA, with six years of industry experience. She has worked at Edward Jones since 2019 and previously spent four years with Royal Neighbors of America. Stubbs serves as a board member for Tapestry Farms and is on the Board of Trustees and Investment Committee for the University of Northern Iowa Foundation. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Planning for children with special needs Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Preston J

Series 63, Series 65

Davenport, IA

OSAIC

Preston Jones is a financial advisor with Osaic Wealth, Inc. based in Davenport, Iowa, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He joined Osaic Wealth in 2018 after two years at Signator Investors, Inc., and has worked as an independent insurance representative since 2009. Jones is an active member and future president of the Geneseo Rotary Club, participating in community service and organizing local events. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage, investment advisory, financial planning, and managed account services, employing tools such as asset-allocation models and automated rebalancing to construct portfolios across a broad range of investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) 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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Donald K

Series 63, Series 65

Bettendorf, IA

Primerica Advisors

Donald Kincaid is a financial advisor with Primerica Advisors in Bettendorf, Iowa, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes long-term roles at PFS Investments, Inc. and Primerica Financial Services, as well as involvement with Schnekloth Farms Inc. and Don Bob Enterprises. He has also worked with the Republican Party of Iowa from 2016 to 2017. Outside of advisory work, Kincaid receives non-investment related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trade execution to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher D

Series 65, Series 63

Bettendorf, IA

Primerica Advisors

Christopher Darin is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His career includes long-term roles at Primerica Financial Services since 1989 and Alcoa from 1995 to 2026, as well as ongoing self-employment in farming since 2003. In addition to advisory services, he is involved in sales of investment-related products and referrals for home security and automation services through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies created by third-party managers and supports accounts with custodial and execution services from Pershing and BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Terrill J

Series 63

Bettendorf, IA

Mass Mutual Investors Services

Terrill Johnson Jr. is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds a Series 63 designation and has been with Mass Mutual Life Insurance Company and MML Investors Services since 1996. In addition to his advisory role, he is involved in traditional insurance sales focusing on fixed annuities and life insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a collaborative approach that emphasizes goal analysis and written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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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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Megan O

Series 66

Quad Cities, IA

Robert Baird & Co.

Megan Obenauf is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Salon Halo and Capri College. Megan is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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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.

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

CFP®, Series 63, Series 65

Davenport, IA

LPL Financial

Robert Blazejewski Jr. is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. His prior experience includes roles at Broker Dealer Financial Services Corp, IH Mississippi Valley Credit Union, Investment Centers of America, Inc., and U.S. Bancorp Investments, Inc. He is also an agent with Equitrust providing non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network through various advisory platforms, including financial planning, model portfolios, third-party asset management, and institutional programs.

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

Series 66

Bettendorf, IA

Cambridge Investment Research Advisors

Arron Silvers is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Bettendorf, IA, and has one year of industry experience. He has held various roles within Cambridge Investment Research entities and Bettendorf Financial Group, alongside prior experience at Wartburg College and Pekin Community Schools. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management and platform options, with both proprietary and third-party strategies tailored to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Kim Anh H

Series 66

Quad Cities, IA

Robert Baird & Co.

Kim Anh Hua is a financial advisor with Robert Baird & Co. in Quad Cities, IA. She holds the Series 66 designation and has recently begun her career in the industry, joining Baird in 2025. Prior to this, she worked at UP Management for nine years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex approaches, including discretionary and non-discretionary management.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Malik K

Series 63, Series 65

Bettendorf, IA

Wells Fargo Advisors

Malik Khaliq is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Wells Fargo entities since 2011, including Wells Fargo Clearing and Brenton Investments. Outside of his advisory role, he owns and operates The Khaliq Group LLC, a financial practice based in Milan, Illinois. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Patrick D

Series 66

Davenport, IA

Edward Jones

Patrick Doherty is a financial advisor with Edward Jones in Davenport, IA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held positions across several organizations, including Stack Sports and the YMCA of Iowa Mississippi Valley. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated service capabilities.

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