Katherine Olson is a financial advisor at Cetera with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Ausdal Financial Partners, Ruhl Mortgage, and Waddell & Reed. Outside of her advisory role, she is also a home inspector for Kamari Home Inspection. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of investment management and financial planning services, operating a multi-manager platform with both discretionary and non-discretionary strategies.

Eric Van Winkle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2026, he worked at LPL Financial and SBS Private Wealth Management. Before entering financial services, he spent nineteen years at KWQC-TV. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Jennifer Keel is a financial advisor with Wells Fargo Advisors in Bettendorf, IA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at Morgan Stanley for three years, Merrill for five years, and D.A. Davidson & Co. for one year. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools, with optional implementation through brokerage or advisory programs.

Evan Kirkpatrick is a Series 66-credentialed financial advisor at LPL Financial with 19 years of industry experience. He has worked at LPL since 2015, with prior roles at First Allied Advisory Services, First Allied Securities, Kestra Investment Services, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various technological and non-advisory financial activities.

Christopher Connolly is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously held positions at A. G. Edwards & Sons, Inc. and Wells Fargo Investments. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sydney Verdi Samuelson is a financial advisor at Robert Baird & Co. with eight years of industry experience and holds a Series 66 designation. She has worked at Baird since 2016 and serves as a board member on the Finance Committee of the Trinity Health Foundation. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage. Baird employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Christina Sandry is a financial advisor at RBC Capital Markets holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Merrill and customer service work at Chick-Fil-A. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Craig Vanderleest is a financial advisor with Robert W. Baird & Co. in Quad Cities, IA, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird & Co. since 2001. He serves as a board member for the University of Iowa Marberry Fund. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services with a range of investment strategies and management options.

Douglas Menozi is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked for Sherwin Williams for four years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. Their approach includes periodic reviews and the option to combine planning with managed accounts under a consolidated billing system.

Rachel Humphreys is a Series 66 licensed financial advisor with Edward Jones, based in Bettendorf, IA, and has six years of industry experience. She has been with Edward Jones since 2018, with some earlier professional experience at Halo Branded Solutions. Outside of her financial advisory role, she is the owner and founder of an active jewelry wholesale business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Matthew Strajack is a financial advisor with Cambridge Investment Research Advisors and has 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 21 years and Morgan Stanley for five years. He also owns Bettendorf Financial Group and serves as an independent insurance agent and investment advisor representative through this business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Kerry Toporowski is a financial advisor with Ameriprise in Bettendorf, Iowa, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved in managing administrative operations through Toporowski Management, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored, research-driven recommendations that incorporate income strategies, Social Security options, and tax-efficient withdrawals. The firm combines algorithmic tools and expert review to provide ongoing, non-discretionary guidance within a broad range of advisory, brokerage, and insurance solutions.

Daniel Timmons is a financial advisor with Edward Jones in Davenport, Iowa, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience since joining the firm in 1997. He serves as a board member for Assumption High School and acts as trustee for multiple family trusts. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a large network of advisors and offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Meredith is a financial advisor with Mass Mutual Investors Services who holds Series 66 and Series 63 licenses and has 24 years of industry experience. He has worked at MML Investors Services since 2018 and has been affiliated with Mass Mutual Life Insurance Company since 2000. Meredith is also active as a life and health insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using advanced analytical tools and also provides specialized planning programs, including recently introduced divorce planning services.

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.

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.

Justin Anderson is a financial advisor with LPL Financial in Davenport, IA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at IH Mississippi Valley Credit Union since 2016 and CUSO Financial Services from 2016 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Victoria Ramirez is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Robert W. Baird & Co., Wells Fargo Clearing, and Eagle One Investments. Outside of her advisory role, Ramirez serves as the treasurer for The Apostolic Sanctuary, a church where she has been involved since 2013. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Douglas Wenzel is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Robert W. Baird & Co. for 30 years. Outside of his advisory role, he participates in quarterly committee meetings at Kirkwood Community College, providing oversight and advice on the school’s investment consultant presentations. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of investment strategies and manager options.