Kevin Linn is a financial advisor with Ameriprise in Davenport, IA, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Principal Securities Incorporated, Principal Life Insurance Company, MWA Financial Services Inc, and Modern Woodmen of America. Outside of advising, he is involved in managing investment properties through an ownership interest in Redbird Holdings LLC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing detailed recommendation reports that address income strategies, Social Security options, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice and supports a broad range of advisory, brokerage, and insurance solutions.

James Gillen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. He has worked at several firms, including Duncan Financial Planning Advisors and MSI Financial Services, and currently holds leadership roles in Retirement Plan Team, Inc. as owner and president. James is based in Colona, Illinois. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers a variety of investment platforms and proprietary model strategies.

Douglas Wier is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and a Series 63 license, with 41 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2015, following sixteen years with LPL Financial and two years at Plan2Thrive Financial Services. Wier serves as a board member of the North Colorado Springs Rotary Club and Foundation, which votes on charitable contributions. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals. The firm provides discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Andrea Dodd is a financial advisor with Thrivent Investment Management in Moline, Illinois. She holds the Series 66 designation and has 18 years of industry experience, having worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of her advisory role, Andrea teaches yoga and Pilates at a local studio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm emphasizes comprehensive planning across various financial topics and allows clients to integrate planning with managed-account services through its WealthPlan option.

Bradley Johannes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at LPL Financial since 2012 and has prior experience with firms including Deere Employees Credit Union, First Midwest Bank, Cetera Investment Services, and others. Johannes operates Empeople Investment & Retirement Services as a related business activity. 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 with an emphasis on customized strategies and model portfolios supported by advanced research and operational tools.

Patrick Larkin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. He served 20 years in the US Navy before joining Cambridge Investment Research, where he has worked since 2020. Outside of his advisory role, Larkin is a board member of the Bettendorf School Board and the Downtown Bettendorf Organization, and he works as a maritime pilot for Celebration Belle. 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 supports both discretionary and non-discretionary management through various platforms and provides access to third-party advisers and proprietary model strategies.

Michael Brady is a CFP® professional with 21 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2005. Brady was also the owner of Brady Innovations LLC for 11 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and leveraging the broader capabilities of affiliated investment-management entities.