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 with Thrivent Investment Management in Davenport, IA, holding Series 63 and Series 66 credentials with nine years of industry experience. Prior to joining Thrivent in 2017, he worked at Von Maur. Outside of his advisory role, he sings at church events such as weddings and funerals. 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.

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 financial advisor with Cambridge Investment Research Advisors in Davenport, IA, holding a Series 65 designation and 14 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has served as a board member of the Mercy Healthcare Foundation since 2017. Outside of his advisory role, he is also affiliated with Clinton Community College, Airliner, and the Clinton Country Club. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and third-party advisers.

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 in Bettendorf, Iowa. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. Since 2000, he has worked with MML Investors Services and Mass Mutual Life Insurance. Outside of his advisory role, he is involved in individual and group life and health insurance sales and provides fixed annuities and life insurance through non-affiliated insurance sales. Mass Mutual Investors Services 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, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytics.

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 at Raymond James Financial with 14 years of industry experience. He has previously worked at LPL Financial, Deere Employees Credit Union, INVEST Financial Corporation, and Morgan Stanley. Outside of his advisory role, he performs as a musician in a cover band called Threat Level Midnight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique capabilities such as municipal advisory services and specialized SIMPLE IRA consulting programs.

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 27 years of industry experience. His prior work includes eight years at Citigroup Global Markets before joining Morgan Stanley in 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and investment advisory within a large institutional framework.

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 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and concurrently affiliated with Veritas since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines proprietary research with third-party analytics to offer diversified brokerage and advisory solutions.

Filip Virgili is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2026. He has one year of industry experience and is based in Bettendorf, Iowa. Prior to joining Cambridge, his background includes roles outside the financial sector. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

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 based in Davenport, IA, holding Series 63 and Series 65 licenses and having 10 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 operates Noble Birch Tax Preparation LLC, providing tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment programs and utilizes advisor support tools, managing over $819 billion in discretionary assets through a large network of advisors.

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.