Shane Swift is a CFP® with 27 years of industry experience and is currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 18 years at LPL Financial. In addition to his advisory work, he is involved with SBS Financial, a non-investment-related support company based in Moline, IL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports a wide network of advisors with specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brett Weber is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Raymond James in 2026, he worked at LPL Financial, LLC for 18 years. Outside of his advisory role, he is associated with SBS Financial, a non-investment related business. 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 and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Eric Van Winkle is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and SBS Private Wealth Management, Inc. Prior to his financial career, he spent nineteen years at KWQC-TV. His other business activities include involvement with SBS Financial, a non-investment-related support company in Moline, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting a wide range of clients through its extensive advisor network and specialized programs.

James Schmertmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously spent 18 years at LPL Financial before joining Raymond James in 2026. Outside of his advisory role, he owns a vacation home in LeClaire, Iowa, which he rents out through a management company. 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 uses analytical tools and tailored client strategies, offering both non-discretionary planning and advisory programs, and is noted for its municipal advisor affiliation and specialized retirement plan consulting services.

Jamie Stoneking is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise, Thrivent Financial, and Wilsonart International. In addition to his advisory role, Stoneking is involved with JRP Operational Support Services LLC as an associate financial advisor. 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 offers non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.