Ying Ku is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. Before joining Raymond James in 2026, Ku worked at Ameriprise and Wells Fargo in various advisory roles. Outside of advising, Ku has involvement in rental real estate investment. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations, using detailed risk profiling and modeling tools to support client goals.

Joshua Carter is a financial advisor at Raymond James Financial with 14 years of industry experience. He has previously worked at LPL Financial, Deere Employees Credit Union, INVEST Financial Corporation, and Morgan Stanley. Outside of his advisory role, he performs as a musician in a cover band called Threat Level Midnight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique capabilities such as municipal advisory services and specialized SIMPLE IRA consulting programs.

John Pavelka is a CFP® and ChFC® with 28 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Ameriprise and Wells Fargo Clearing. Outside of his advisory role, he serves on several nonprofit subcommittees including the St. Paul Lutheran Church and Davenport Rotary, and is involved with community organizations such as the Crow Valley Country Club and the QC Estate Planning Council. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting using risk profiling and analytical tools, supports institutional portfolio management, and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Samantha Hart is a CFP® and Series 66-licensed financial advisor at Raymond James Financial with five years of industry experience. She previously worked at Ameriprise, Wells Fargo Clearing, and State Farm Insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and incorporates technology and AI in its operations.

Nicole David is a financial advisor at Raymond James Financial with six years of industry experience. She holds the Series 66 designation and has prior experience at Cetera and Blackhawk Bank and Trust. Outside of her advisory role, she is a member of Kiwanis and serves as president of the YMCA Bettendorf Advisory Board, where she leads meetings and participates in fundraising and recruitment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique municipal advisor affiliation.

David Poole is a CFP® with 20 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc., having joined in 2026. Prior to that, he worked at Ameriprise for five years and Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined ten years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Dawn Morris is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Wells Fargo Clearing. Outside of advising, she is involved in agriculture and farming as a sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.