Daniel Olsen is a financial advisor with LPL Financial based in Milan, Illinois. He holds a Series 66 designation and has 25 years of industry experience, including prior roles at Waddell & Reed and Principal Financial Services. He is also involved in fixed insurance through various carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Thomas Fitzpatrick is a financial advisor at Edward Jones in Bettendorf, IA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Fitzpatrick is involved in commercial real estate development and rental property management through partnerships and ownership in local ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Lucus Scott is a financial advisor at LPL Financial with 16 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at Invest Financial Corporation and Merrill. He is also engaged with Deere Employees Credit Union. 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, and access to third-party asset management.

Susan Sturm Bailey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her previous roles include positions at MWA Financial Services Inc, Modern Woodmen of America, Cambridge Investment Research, and BMO Harris Financial Advisors. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Shawn Shubat is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 23 years of industry experience. His prior roles include positions at Deere Employees Credit Union, INVEST Financial Corp., and Waddell & Reed Inc. He operates under the LPL Financial business names DECU Investment & Retirement Services and Empeople Investment & Retirement Services. 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 portfolios, third-party asset management, and institutional platforms.

James White is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 40 years of industry experience. His career includes long tenures at Metlife Securities Inc. from 1979 to 2017, and Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC operates as 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 seminars, structuring planning engagements as annual collaborative relationships that utilize firm-approved analytical tools to guide investment strategy recommendations.

Paul Schnell is a CFP® professional with over 32 years of experience at Edward Jones, where he has worked since 1993. He holds Series 63 and Series 66 licenses and is based in Davenport, IA. Outside of his advisory role, Schnell serves on the Board of Directors and as Vice President of the Self-Supporting Municipal Income District in the Village of East Davenport and is involved with a local preservation society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 financial advisors.

Jaye Behrends is a financial advisor at Robert Baird & Co. with 37 years of industry experience. He has been with Robert Baird & Co. since 1990. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers comprehensive financial planning, portfolio management strategies, and custody services, utilizing a combination of internally researched investment approaches and external manager-traded accounts.

Brent Mccormick is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 1999. Outside of his advisory role, he serves on the Finance and Investment Committee of the Moline Public Schools Foundation. Robert W. Baird & Co.’s DDK Group advises individuals, families, pensions, corporations, and institutional clients through customized financial planning and portfolio management services. The team employs a variety of investment strategies, including traditional and non-traditional approaches, and offers both discretionary and non-discretionary management options.

Stephen Dillender is a financial advisor with LPL Financial in Rock Island, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2010 and previously at PRUCO Securities, LLC from 2004 to 2010. Outside of his advisory role, he serves as a coach and regional director for baseball teams through his involvement with Rawlings Tigers-Quad Cities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Isaac Shaw is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. His prior work includes roles at Jackson & Peck Financial Group, Bally's, Walmart Distribution Center, Greiner Buildings Inc., and Annawan High School. He is also involved in insurance sales and securities services through Jackson & Peck Financial Group. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Garrett Beirne is a financial advisor at Edward Jones in Bettendorf, IA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Rainbow International of the Quad Cities and held roles related to land care and contracting. He is also involved in land caretaking through KFLP Acres. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Mayeski is a financial advisor at Edward Jones in Rock Island, IL, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Cassidy Moulton is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Nations Financial Group, LPL Financial, and Quad City Bank and Trust. Outside of his advisory role, he is involved as a soccer official. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Daniel Laubenthal is a financial advisor with Edward Jones in Davenport, Iowa, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Laubenthal teaches courses in personal finance and investing at Eastern Iowa Community College and serves on the Board of Directors for KTJT Catholic Radio in Davenport. 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, including discretionary and non-discretionary managed solutions, and provides affiliated mutual funds, overlay and tax-efficient services, operating under a fiduciary standard.

June Lincoln is a financial advisor with Primerica Advisors in Bettendorf, Iowa, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Her prior work includes roles at Amerifile and PFS Investments Inc. In addition to her advisory work, she is involved in tax and accounting services through QCIQ Tax & Accounting and has business interests related to real estate. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options, operating under a wrap-fee structure and utilizing third-party asset managers and BNY Mellon Advisors for portfolio implementation.

Katie Rothenberger is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at HNI, the University of Iowa, and Bayer. Her outside business activities include co-owning a real estate management company. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies.

Brandon Dorris is a financial advisor with Wells Fargo Advisors in Bettendorf, IA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2024, as well as the Lee Agency from 2016 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to choose how to implement recommendations through various brokerage or advisory programs.

Lillie Huhndorf is a financial advisor with Thrivent Investment Management in Davenport, IA, holding a Series 66 license and three years of industry experience. Her prior career includes roles at Lee Enterprises and the Quad-City Times. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial plans that cover a range of topics such as retirement, tax, and estate planning. The firm integrates planning with managed-account programs through a consolidated service called WealthPlan, while keeping planning and portfolio management distinct.

Katherine Olson is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining Cetera in 2023, she worked at Ausdal Financial Partners and Ruhl Mortgage. Outside of financial advising, she is involved in a home inspection business, Kamari Home Inspection. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and retirement services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.