Donald Larson is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2014. Outside of his advisory role, Larson owns a construction business, Precision Construction, LLC, in Geneseo, Illinois. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Teresa Hanser is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies aimed at helping clients pursue their long-term goals. Teresa's approach is centered on understanding each client's full financial picture and crafting flexible wealth management strategies that adapt to changing market conditions. She utilizes investment insights from Merrill as well as banking and lending solutions from Bank of America. Her client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, and retirement income. Teresa holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a B.S. in Business Finance and Economics from Montana State University. In addition to her professional work, Teresa participates in community service following the Merrill tradition. She volunteers with organizations in her community. Outside of work, she enjoys gardening, hiking, pickleball, skiing, spending time with her family, and traveling.

Nathan Kreinbrink is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, Kreinbrink coaches youth and middle school baseball and teaches Junior Achievement to second graders. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through independent Financial Professionals. The firm provides multiple portfolio management options, including proprietary and third-party models, with discretionary and non-discretionary strategies tailored to client objectives.

Brett Johnson is a ChFC® and Series 66 registered financial advisor with eight years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having previously worked 18 years at LPL Financial, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA Employer Advisory services.

Linda Holmberg is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney and Citigroup Global Markets Inc since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer-sponsored agreements.

Jason Mc Areavy is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2024. He has eight years of prior experience at Kent Nutrition Group. Outside of his advisory role, he is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

John Pavelka is a CFP® and ChFC® with 28 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Ameriprise and Wells Fargo Clearing. Outside of his advisory role, he serves on several nonprofit subcommittees including the St. Paul Lutheran Church and Davenport Rotary, and is involved with community organizations such as the Crow Valley Country Club and the QC Estate Planning Council. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting using risk profiling and analytical tools, supports institutional portfolio management, and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Troy Sheets is a financial advisor with MassMutual Investors Services in Bettendorf, IA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with MassMutual Investors Services since 2000 and also has a longstanding affiliation with MassMutual Life Insurance Company since 1999. Sheets is involved in individual life and health insurance sales and works as a broker of fixed annuities and life insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing advanced software tools to develop collaborative, annual planning engagements.

Kathleen Kehoe is a financial advisor with Edward Jones in Davenport, IA, holding Series 63 and Series 66 licenses. She has 10 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marshall Dismer is a financial advisor at Edward Jones in Rock Island, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held various roles in the brewing and veterinary care industries. 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 strategies and investment options and operates under a fiduciary standard.

Benjamin Coon is a financial advisor with Edward Jones in Bettendorf, IA, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has been with Edward Jones since 2016 and concurrently serves in the US Army since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of more than 23,700 financial advisors.

Kathryn Gold is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. She holds a Series 63 license and previously worked within Wells Fargo Clearing and Wells Fargo Advisors, LLC. In addition to her advisory role, she serves as co-trustee for her father's trust and is a commissioned notary in Davenport, Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu using proprietary research and tools, with services that include cash-flow, retirement, education, and niche planning specialties.

Thomas Mc Cormick is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird, Fastenal, SENB Bank, and The Commencement Group. Mc Cormick is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and technology in advising clients.

Theodore Paprocki is a financial advisor with LPL Financial in Moline, Illinois, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He previously worked at CUSO Financial Services, LP for 13 years before joining LPL Financial in 2025. Outside of his advisory role, he operates Ted Paprocki, Inc., a business entity for tax and investment purposes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research and technology-driven strategies.

Heather Link is a financial advisor with Ameriprise in Eldridge, Iowa, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Outside of her advisory role, she teaches aerobics at the YMCA and coordinates Dave Ramsey's Financial Peace University at North Ridge Community Church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficiency analysis to create tailored, written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeremy Watson Freeman is a financial advisor with LPL Financial in Bettendorf, IA, holding a Series 66 designation and eight years of industry experience. He previously worked at One Main Financial from 2016 to 2018 and continues to serve at IH Mississippi Valley Credit Union alongside his role at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services supported by proprietary and third-party research.

Thomas Ribbeck is a financial advisor with Thrivent Investment Management in Moline, Illinois, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. 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 across various topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping services separate.

Michelle Mcwilliams is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and quantitative planning tools.

Michelle Baedke is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning using firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers a range of financial products and services through its extensive network of advisors.

Austin Eck is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He has been with Cambridge since 2017 and previously worked at Citizens Bank of Kansas from 2014 to 2017. Eck holds a Series 65 designation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.