Top retirement withdrawal strategies financial advisors in Moline, IL

Jeffery Gunderson is a financial advisor at OSAIC with 41 years of industry experience and holds the ChFC® and Series 63 designations. He has previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 10 years. Gunderson also engages in the sales and servicing of fixed annuities, life insurance, long-term care insurance, and Medicare supplements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a comprehensive range of financial services incorporating brokerage, investment advisory, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Ronald Dodd is a financial advisor with Thrivent Investment Management in Moline, Illinois, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services distinct.

Mark Robbins is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at BankORION, LPL Financial, LLC, CUNA Brokerage Services, Inc., and CUNA Mutual Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, using a variety of portfolio management and investment implementation options.

Tyler Richards is a CFP® and holds a Series 66 designation, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kyle Pedersen is a financial advisor with LPL Financial based in Moline, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at RBC Capital Markets, Bank of America, Merrill, and experience in education with Gilbert Public Schools. Outside of his advisory work, he is a co-owner of an LLC involved in real estate rental activities in Fountain Hills, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives and utilizes various investment strategies and technology to support client accounts.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Ronald Dragotta is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in retirement benefit consulting and personalized wealth management strategies. With over 27 years of industry experience, he adopts a goals-based approach to help clients pursue their long-term financial objectives by utilizing professional asset managers and investment platforms. Ronald focuses on Merrill's 401(k) Retirement Plan platform and provides services to local communities and organizations. He works closely with a team within his office and leverages the resources of Bank of America and Merrill Lynch Wealth Management to deliver active and dedicated service. His areas of expertise include corporate benefits, divorce transition planning, employee benefits planning, employee financial health, personal retirement planning, and individual and corporate investment strategy. He holds a Bachelor's Degree from Hofstra University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Ronald spends time with his wife Linda, an elementary school teacher, and their two daughters, Catherine and Caroline. They enjoy outdoor activities such as running, hiking, and kayaking on the Long Island Sound. Ronald is also involved in volunteering with community organizations.

Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Nicholas Stecklein is a CFP® with six years of industry experience, currently serving as a financial advisor at Telos Partners LLC in Lehi, Utah. His prior experience includes roles at DFPG Investments, Diversify Wealth Management, Advantage Tax and Planning, and North Capital Investment Technology. Outside of investment advisory, he is involved in tax preparation through Advantage Tax and Planning. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, and related services. The firm employs a long-term, growth-oriented investment approach combining passive and active strategies, often incorporating client values and ESG preferences into portfolio construction.

Robert Szeles is a CFA® charterholder with three years of industry experience. He is currently an advisor at Beese Fulmer Private Wealth Management, where he has worked since 2022. Prior to joining Beese Fulmer, he gained experience at Federated Hermes and PNC Capital Advisors. Beese Fulmer Private Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm combines fundamental company analysis with macroeconomic cycle review and a proprietary model-portfolio framework tailored to client risk tolerance and goals, with a focus on dividend-paying equities and shorter-duration fixed income for income-dependent clients.