David Ballheim is the founder of Ballheim Financial LLC, an independent advisory firm based in Leclaire, Iowa. He holds a Series 65 credential and has 16 years of industry experience, having established his firm in 2012. Outside of his advisory work, he is a 20% partner in a farm rental business, CRB LLC, with no active management duties. Ballheim Financial LLC provides investment supervisory services and financial planning to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes documented client investment objectives, uses tools like Morningstar and Riskalyze for portfolio analysis, and offers retirement plan administration alongside various insurance product solutions.

Mc Carroll Zevenbergen is a ChFC® credentialed advisor at Birch Bay Financial Planning with one year of industry experience. Prior to joining Birch Bay Financial Planning in 2026, Zevenbergen held roles at LPL Financial and Plan2Thrive Financial, following eight years focused on education. Birch Bay Financial Planning is an independent, fee-only firm serving individuals and high net worth clients with comprehensive financial planning and wealth management services. The firm employs a modern portfolio theory-based investment approach, favoring passive strategies and conducts quarterly reviews aligned with clients’ risk tolerances.

Benjamin Young is a financial advisor at Wisdom Financial Services, L.L.C. with 10 years of industry experience. He holds a Series 65 designation and also practices as an attorney with Greenwood Law, LLC. His prior work includes over a decade at Nash Bean Ford & Brown, LLP. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and incorporates fundamental analysis and client-specific factors to develop and manage portfolios.

Jacob Miller is a financial advisor at Wisdom Financial Services, L.L.C., holding a Series 65 credential with one year of industry experience. He has previously worked at Springfield Armory, Inc. and maintains a management, tax, and accounting role at Miller Farm & Business, Inc. outside of his advisory work. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily for individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven, fundamental analysis approach to portfolio construction and management.

Jeffrey Amman is a financial advisor at Wisdom Financial Services, L.L.C. with two years of industry experience. He holds a Series 65 designation and previously worked for IH Mississippi Valley Credit Union for 14 years. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven approach that considers client goals, risk tolerance, and tax factors to set asset allocation targets.

Justin Heaton is a Series 65-licensed financial advisor with Wisdom Financial Services, L.L.C. in Geneseo, IL, where he has been practicing for 14 years. He has been with Wisdom Financial Services since 2011, contributing to the firm's offerings as part of a nine-advisor team. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily to individual households and retirement plans. The firm manages approximately $779 million in discretionary assets, employing a data-driven process that incorporates client goals, risk tolerance, and tax considerations, and utilizes Matson Money, Inc. as a sub-adviser.

Curtis Ford is a Series 65-licensed advisor with Wisdom Financial Services, L.L.C. in Geneseo, IL, where he has worked since 2004. He has 22 years of industry experience and also serves as an attorney. Ford has been associated with Nash Bean Ford & Brown, LLP since 1993. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and uses a data-driven process to develop client portfolios, incorporating fundamental analysis and risk factors.

Gregory Heaton is a financial advisor with Wisdom Financial Services, L.L.C. in Geneseo, IL, holding a Series 66 designation and 26 years of industry experience. He has been with Wisdom Financial Services since 2003 and operates the Greg Heaton Agency, which sells insurance products. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily for individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven approach to portfolio construction and management.

Julia Wiese is a financial advisor at Wisdom Financial Services, L.L.C. in Geneseo, IL, holding a Series 65 credential with one year of industry experience. Prior to joining Wisdom Financial Services, she worked at Thomson Reuters for nine years and has operated Wiese Accounting since 2004. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven approach that incorporates client goals, risk tolerance, and tax factors to determine asset allocation.

Matthew Simosky is a financial advisor at Wisdom Financial Services, L.L.C. in Geneseo, IL, holding a Series 65 license with five years of industry experience. Prior to joining Wisdom Financial Services in 2021, he worked for John Deere for 20 years and operates his own financial planning and tax accounting businesses. He provides accounting and tax preparation services through Simosky Tax & Accounting and financial planning services through Simosky Financial Planning. Wisdom Financial Services, L.L.C. offers individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven investment approach that incorporates fundamental analysis and client-specific factors such as goals, risk tolerance, and tax considerations.

Scott Moorhead is a Series 65-credentialed advisor with Wisdom Financial Services, L.L.C., where he has worked for 10 years. He has 8 years of industry experience and serves as a partner at Moorhead Patterson & Company, P.C., a certified public accounting firm specializing in tax preparation, auditing, and general ledger services. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and integrates a data-driven approach that considers client goals, risk tolerance, and tax factors to develop tailored investment strategies.

Phillip Hugart is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Transamerica Occidental since 1985. Outside of his advisory role, he owns and operates Team Insurance in Port Byron, IL, where he sells life and health insurance and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs, retirement plan services, and brokerage and insurance products.

Bryan Payton is a financial advisor at CreativeOne Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management, LLC. Outside of his advisory role, he is an administrative specialist at Rock Valley Physical Therapy. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a variety of investment strategies including proprietary ETF-based models, third-party managers, and option-based approaches, supported by quantitative and fundamental analyses.

Scott Sidor is a financial advisor at CreativeOne Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AE Wealth Management and Safe Money Concepts, Inc., where he also serves as CEO of a fixed insurance sales and marketing business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a blend of proprietary models and third-party managers, employing strategies that include modern portfolio theory, fundamental, technical, and quantitative analysis.

Sarah Kane is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and 21 years of industry experience. Her prior roles include positions at Transamerica Life Insurance Company, Kestra Advisory, Mel Foster Insurance, and Princor Financial Services Corporation. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management and operates with a large client base and significant non-discretionary assets.

Colton Drish is a financial advisor with Edward Jones in Silvis, Illinois, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Walmart for 15 years. Outside of his advisory role, Drish owns short-term rental properties but does not manage them directly. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Richard Turner is a Series 66-registered financial advisor with Edward Jones in Bettendorf, IA, bringing five years of industry experience. Prior to joining Edward Jones in 2023, he held positions at The Vanguard Group, Inc., the United States Census Bureau, Wells Fargo Clearing, TD Ameritrade, and worked at the University of Iowa and Hy-Vee, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Richard Charlet is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he was with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in commercial real estate ownership, including an Ameriprise office building. Ameriprise offers a retirement-income planning service primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations tailored to clients’ financial situations.

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.

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.

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.

Nathan Curran is a financial advisor at Edward Jones in Geneseo, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at ProPulse for two years and has held other roles including positions at Iowa State University and Durian Builders. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Gregory Timmerman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Thrivent since 2019 and previously held roles at TD Ameritrade and U.S. Bancorp Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and written recommendations across various planning topics without managing client assets directly.

Drew Wilson is a Series 66 licensed financial advisor with three years of industry experience, currently affiliated with Thrivent Investment Management. His prior experience includes roles at Cambridge Investment Research and Powell Financial Group. Outside of his advisory work, he serves as Vice Chair of a Men's Fellowship group involved in church and community activities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Timothy Lane is a Series 66 licensed financial advisor with Edward Jones, based in Le Claire, Iowa. He has 17 years of industry experience, including 18 years with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tricia Vandersnick is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she is involved in independent insurance brokering with Mass Mutual, focusing on fixed annuities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income services that emphasize written recommendations and tax-aware withdrawal strategies for clients nearing or in retirement.

Jacob Hines is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in Port Byron, IL, he holds the Series 66 designation and has worked exclusively with Edward Jones throughout his career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Adam Cernovich is a financial advisor with Edward Jones in Geneseo, Illinois. He holds a Series 66 designation and has recently transitioned from a 21-year career in the U.S. Coast Guard. He also serves as a City Councilman for the City of Kewanee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Brian Gernant is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Wells Fargo Advisors from 2015 to 2019. Outside of his advisory work, he operates Gernant Farms, a farm business based in Galesburg, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing research from multiple sources and providing both discretionary and non-discretionary management options.

Paul Rapps is a financial advisor with Edward Jones in Geneseo, Illinois, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as Vice President and board member for Geneseo Is For Tomorrow (GIFT), a local charitable gift group. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large national network of advisors and branch offices.

Douglas Curran is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Geneseo, IL, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Growth Inc Child Care Center and Budget Advisor. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors.

James Price is a financial advisor with Primerica Advisors in Geneseo, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Primerica Advisors since 2014 and has prior experience at firms including Nationwide Travelers and Rasch Logistics. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors primarily serves individual investors and certain corporate and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Thomas Taylor is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MWA Financial Services Inc, Modern Woodmen of America, and the Geneseo and East Moline School Districts. Prior to his advisory career, he spent 28 years at Walgreen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeff Romans is a financial advisor with Ameriprise in Leclaire, IA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory work, Romans is involved in organic farming through his ownership of DeWall Family Farms, LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Gillen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and Duncan Financial Planning Advisors since 2020. Outside of his advisory roles, he is president of Retirement Plan Team, Inc., a firm involved in insurance, benefits, human resources, and pension services. Cambridge Investment Research Advisors is an 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 professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party model strategies.

Dale Giddings Jr. is a financial advisor with Primerica Advisors in Chillicothe, IL, holding Series 63 and Series 65 credentials and over 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of his advisory role, he is a partner in Marie Russell, LLC, a non-investment-related business based in San Antonio, TX. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.