Thomas Melchert Jr. is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has also been associated with Citigroup Global Markets since 2008. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured planning process.

Jake Adrian is a financial advisor with Edward Jones in Bettendorf, IA, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he served in the Department of the Army for 18 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, 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 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other advisory services.

Amy Phillips is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Beyer & Rock Investment, Private Client Services, and Hancock Securities Group. She is currently based in Davenport, IA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by proprietary tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements.

Andrew Lensch is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in the construction industry at Russell Construction and JE Dunn Construction. Outside of his advisory role, Lensch is involved in general labor on a family farm and at an event facility, The Barn at Bunker Hill, in Iowa. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary retirement advice through a centralized consulting team.

Bryan Sampson is a financial advisor at Robert Baird & Co. with 37 years of industry experience. He has been with Robert Baird since 2009 and holds a Series 63 designation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Joshua Mills is a financial advisor with Robert W. Baird & Co. in Quad Cities, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, offering a range of traditional and complex investment approaches.

Michael Blessing is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership through a limited liability company in Tipton, Iowa. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Brennan Hawley is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley and its Private Bank since 2012 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Amanda Smolenski is a Series 66-licensed advisor at Edward Jones with a total of 11 years of industry experience, including a prior 10-year tenure at Edward Jones and seven years at UnityPoint Health - Trinity College of Nursing & Health Sciences. She is currently located in Davenport, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Cambry Gundrum is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. Prior to his current role, Cambry’s work history includes positions at Texas Roadhouse, Buffalo Wild Wings, State Farm Michele Kapinski, Cracker Barrel, and Community Healthcare. He also works as a consultant and independent contractor for DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a variety of client types, including individuals, high-net-worth clients, and institutional accounts.

John Timmons is a financial advisor with Edward Jones in Davenport, IA, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is president of Timmons Holdings LLC, a company involved in leasing commercial rental property. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary managed solutions, and is notable for its extensive network of financial advisors and branch offices, as well as affiliated services such as a trust company and proprietary mutual funds.

Aric Kreeger is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His prior roles include positions at City National Bank and United Fruit and Produce, as well as fourteen years with ADB Companies LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Jonathan Rasler is a financial advisor at Thrivent Investment Management in Davenport, IA, holding Series 63 and Series 66 credentials with eight years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Outside of his advisory role, Rasler sings at church events, including weddings and funerals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers these planning services either as a one-time or ongoing engagement, separate from its managed-account programs.

Matthew Sharer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is located in Moline, IL. Outside of his advisory role, he serves as a board member for Cub Scout Pack 109, participating in monthly planning meetings for scout activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

James Nelson is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked for 14 years. He has a total of 14 years of industry experience. Outside of his advisory role, Nelson serves as a board member for the Mercy Healthcare Foundation and has been involved with the Clinton Country Club and Clinton Community College for many years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Patricia Schrader is a financial advisor with Raymond James & Associates in Davenport, IA, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her career includes roles at Wells Fargo Clearing Services, LPL Financial, and Morgan Stanley. 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 with a range of financial planning and consulting services, utilizing various portfolio management styles and affiliated research.

Daniel Turnmeyer is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, all with MML Investors Services and Mass Mutual Life Insurance. Outside his advisory role, he is involved in independent life and health insurance sales and also acts as a broker for fixed annuities and life insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using advanced software tools and provides additional services including wrap accounts, money-manager programs, and educational seminars.

Cara Eckhardt is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2021 and previously worked at UBS for ten years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone financial planning services.

Vance Westerkamp is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica since 2001. Outside of his advisory role, he is involved in selling home security and automation products through an affiliated company. Primerica Advisors serves individual, corporate, and charitable clients primarily through a wrap-fee asset management program utilizing model-delivery strategies and discretionary management. The firm operates at scale with thousands of advisors and focuses on advisory services without portfolio management for institutional clients.

Joshua Carter is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and totaling 14 years of industry experience. His prior roles include positions at LPL Financial, Deere Employees Credit Union, and Morgan Stanley. Outside of finance, he performs as a musician in a cover band named Threat Level Midnight. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs, including specialized offerings for municipal and public finance and SIMPLE IRA employer advisory services.