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.

Ethan Esser is a financial advisor with Ameriprise in Geneseo, Illinois, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

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.

Nicholas Schnell is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work history with Computershare and Wells Fargo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Paul Scranton is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 2001. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Courtney Rodriguez is a financial advisor with RBC Capital Markets in Bettendorf, Iowa, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at RBC Capital Markets since 2014 and has also been affiliated with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, including high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile and investment preferences.

Amber O'Brien is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in individual and corporate investment strategy, tax minimization, and retirement income planning. Her role focuses on helping clients define their goals, assess their risk tolerance, and establish wealth management strategies tailored to their priorities, adapting these strategies as life circumstances change. Amber holds a Bachelor's Degree from Illinois State University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is affiliated with the Illinois State University Alumni and Iowa Women Lead Change. In addition to her professional work, Amber is involved in community organizations such as English Springer Rescue America (ESRA), Riverbend Food Bank, and Rotary. Her personal interests include biking, boating, camping, cooking, gardening, golfing, hiking, music, swimming, and tennis.

Andrew Rhyne is a financial advisor with Wells Fargo Clearing in Davenport, IA, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Additionally, he has been associated with Veritas since 2002. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Filip Virgili is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation. Prior to his current role, Virgili worked for Cambridge Investment Research, Inc. and was previously employed by the Quad City Storm. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services using a variety of platform and portfolio management options tailored to client objectives.

Andrew Rapps is a financial advisor at Edward Jones in Geneseo, IL, holding a Series 66 designation. He joined Edward Jones in 2025 after three years at Price Waterhouse Coopers and eight years in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,700 financial advisors.

Eric Sommers is a financial advisor with LPL Financial in Davenport, IA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, MWA Financial Services Inc., and Modern Woodmen of America. Outside of his advisory work, he is involved with Noble Birch Tax Preparation LLC and Noble Birch Insurance, businesses related to tax preparation and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research from multiple sources and employing both discretionary and non-discretionary management approaches.

Aaron Keeney is a financial advisor with Ameriprise in Bettendorf, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at John Deere from 2015 to 2021. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Cindy Arter is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Davenport, Iowa. She joined Merrill Lynch in 1998 and has been providing personalized wealth management strategies to clients. Cindy focuses on areas such as corporate executive services, education planning, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and tax minimization. She holds a Bachelor's Degree in Finance from the University of Missouri and is a CERTIFIED FINANCIAL PLANNER® certificant. Additionally, Cindy holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her services include retirement, college, and estate planning, executive stock option analysis, 10b5-1 plans, 401k plans, and ongoing portfolio management. Residing in Bettendorf, Iowa, Cindy has two grown children and six grandchildren. Outside of work, she enjoys cooking, gardening, traveling, and spending time with her family.

John Arons is a financial advisor with Thrivent Investment Management in Bettendorf, IA, holding Series 63, 65, and 66 licenses and 31 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2002. Outside of his advisory role, he owns a business called Dream Chasers Solutions LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Susan White is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment and Midwest Climate Solutions. Outside of her advisory role, she is the owner and creator of the Small Steps Big Wins podcast, focused on self-improvement. She is part of The DDK Group within Baird’s Private Wealth Management department, serving a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing internal research, manager-traded strategies, and tax-management tools.