Top multi-generational wealth transfer financial advisors in Davenport, IA

Megan Obenauf is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Salon Halo and Capri College. Megan is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Gary Garrett is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering Managed Advice, Advisor Managed Advice, and Today’s Advice programs focused on asset allocation, contribution rate, and retirement age guidance. The firm relies on proprietary software and model portfolios from Morningstar Investment Management and operates at scale with more than 212,000 clients and over 300 advisors.

David Borcherding is a Series 66 licensed financial advisor with 21 years of industry experience, currently serving at Quad-Cities Investment Group, LLC since 2010. He is a board member and part of the investment committee of the Rotary Club of Iowa Quad Cities. Quad-Cities Investment Group provides investment advisory and retirement plan consulting services to individuals, trusts, employee benefit plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and is noted for its documented use of derivatives and margin borrowing within managed accounts.

Danielle Hines is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with six years of industry experience. She previously worked at Lion Strong and Vibrant Credit Union. Danielle serves on the Morningstar Advisor Workstation Client Advisory Board, providing insights on product strategy and industry trends. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and maintains a large national network of financial advisors and branch offices.

Bradley Johannes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at LPL Financial since 2012 and has prior experience with firms including Deere Employees Credit Union, First Midwest Bank, Cetera Investment Services, and others. Johannes operates Empeople Investment & Retirement Services as a related business activity. 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 with an emphasis on customized strategies and model portfolios supported by advanced research and operational tools.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual 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, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works to help clients build, manage, and optimize their wealth with clarity and confidence through disciplined and tailored strategies. George holds a Bachelor of Science degree in Economics from Hunter College and has earned the designation of Personal Investment Advisor (PIA). His approach emphasizes curiosity and continuous improvement, aiming to serve as a trusted partner for clients facing retirement planning, portfolio growth, or complex financial decisions. Outside of his professional work, George has personal interests that include adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.