Quad-Cities Investment Group, LLC

Scott Stoltenberg is a financial advisor with Quad-Cities Investment Group, LLC in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Quad-Cities Investment Group since 2010. Outside of his advisory role, Stoltenberg serves on the Planning and Zoning Commission for the City of Bettendorf and is a 50% owner of a car wash business. 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 manages approximately $375.6 million in client assets and uses a combination of fundamental, technical, and cyclical analysis to construct portfolios that may include derivatives and margin borrowing under documented risk controls.

Amy Kramer is a financial advisor with Quad-Cities Investment Group, LLC in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Quad-Cities Investment Group since 2018 and previously spent seven years at the YMCA. Outside of her advisory role, she owns Kramer Construction, a general carpentry business. Quad-Cities Investment Group provides investment advisory and retirement plan consulting services to a range of clients, including individuals, trusts, employee benefit plans, charitable organizations, and business entities. The firm manages approximately $375.6 million in client assets and employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios, with a distinctive use of derivatives and margin borrowing within managed accounts.

Jeremy Hauer is a CFP® with seven years of industry experience, currently serving as an advisor at Quad-Cities Investment Group, LLC since 2018. Prior to this, he worked at Gemini Fund Services for seven years. Quad-Cities Investment Group provides investment advisory and retirement plan consulting services to individuals, trusts, employee benefit plans, charitable organizations, and businesses. The firm manages approximately $375.6 million in client assets, employing a blend of fundamental, technical, and cyclical analysis to construct portfolios that may include exchange-traded funds, mutual funds, individual securities, options strategies, and margin borrowing within separately managed accounts.

Laura Swift is a financial advisor with Quad-Cities Investment Group, LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Quad-Cities Investment Group since 2010. Outside of her advisory role, she serves as a board member and Business Committee Chair for The Arc of the Quad Cities, an organization that promotes equal treatment and support for individuals with disabilities. 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 manages approximately $375.6 million in assets and employs a blend of fundamental, technical, and cyclical analysis to construct diversified portfolios, including the use of derivatives and margin borrowing within managed accounts, which is a distinctive aspect of their approach.

Mark Grywacheski is a Series 65-licensed financial advisor with 10 years of industry experience, currently practicing at Quad-Cities Investment Group, LLC since 2016. He is active in community organizations in Geneseo, Illinois, serving on the boards of the Hammond Henry Hospital Foundation, the Geneseo Is For Tomorrow (GIFT) Foundation, and the Geneseo Chamber of Commerce, where he holds leadership roles in several committees. 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 manages approximately $375.6 million in client assets and employs a strategy that includes fundamental, technical, and cyclical analysis, with a distinctive use of derivatives and margin borrowing in managed accounts.

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.

Christine Mcelvania is a CFP® and CFA® with 12 years of industry experience. She has been with Quad-Cities Investment Group, LLC since 2013. The firm provides investment advisory services and retirement plan consulting to individuals, trusts, employee benefit plans, charitable organizations, and business entities, serving both retail and high-net-worth clients. Quad-Cities Investment Group manages approximately $375.6 million in client assets and employs a blend of fundamental, technical, and cyclical analysis to construct diversified portfolios, including the use of derivatives and margin borrowing under documented risk controls.