Davenport, IA Utica Ridge Rd Office

Eric Sommers is a financial advisor with LPL Financial in Davenport, IA, holding Series 63 and Series 65 credentials and nine 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 is involved with Noble Birch Tax Preparation LLC and Noble Birch Insurance, businesses related to tax preparation and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research from multiple sources and employing both discretionary and non-discretionary management approaches.

Shawn Agan is a CFP® professional with 26 years of experience, currently serving at LPL Financial in Davenport, IA. He previously worked for Unified Wealth Management, LLC for 10 years. Alongside his advisory role, he owns and operates a tax preparation and accounting business under Noble Birch Tax Preparation, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Zachary Edwards is a financial advisor with LPL Financial in Davenport, IA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed Inc. for 10 years. Outside of his advisory role, Edwards is involved in community and business activities including a scholarship foundation and a local education foundation, as well as entrepreneurship ventures such as a restaurant bar and music venue, and a sports card business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large nationwide network. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, research, and technology-driven strategies.

Brooklyn Strief is a financial advisor with LPL Financial holding a Series 66 designation and less than one year of industry experience. Their prior roles include positions at Noble Birch Wealth Management, Aronson Group, and Illinois Extension, as well as academic work at the University of Iowa. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both proprietary and third-party research and models.