Jaime Ragins is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Gradient Advisors in 2025, he worked at Midwest Financial Network, LLC, and has been involved with First Serve Agency LLC since 2017. He is also the founder and director of Love QC Tennis, a community tennis program based in Davenport, Iowa. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

John Dewitt is a financial advisor with Ausdal Financial Partners, Inc. based in Moline, IL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Robert B Ausdal & Co Inc since 2006 and has operated his own insurance business since 1987. Outside of advising, he serves as a trustee for the Svithiod Club of Moline. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of investment strategies across various asset classes and delivers services through both advisory and brokerage platforms, including insurance products.

Gary Garrett is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering Managed Advice, Advisor Managed Advice, and Today’s Advice programs focused on asset allocation, contribution rate, and retirement age guidance. The firm relies on proprietary software and model portfolios from Morningstar Investment Management and operates at scale with more than 212,000 clients and over 300 advisors.

Eric Howard is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Principal Financial Group and its affiliated entities since 2000. Outside of his advisory role, Howard serves on the boards of local youth sports organizations, including the Bettendorf Wrestling Club and a community softball and baseball group. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs under several advisory and promoter arrangements.

Mary Vandyke is a financial advisor with Principal Financial Services in Bettendorf, IA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with various Principal entities since 2004, including Principal Securities Inc. and Principal Life Insurance Co. Outside of her advisory role, she manages a rental property in Ankeny, IA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Rian Waterman is a financial advisor at Farther with nine years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Farther, he worked at United Capital Financial Advisors, Irongate International, and Wells Fargo Investments among other firms. He serves as a trustee for the Mary H Waterman Children’s Trust. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing, employing a range of securities and AI tools under internal controls.

David Laroque is a financial advisor with Valic Financial Advisors in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2010 and previously at U.S. Bancorp Investments, Inc. from 2009 to 2010. In addition to his advisory role, Laroque serves as an agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Jeffery Gunderson is a financial advisor at OSAIC with 41 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Securities America Advisors, Inc. and Sunset Financial Services, Inc. Gunderson is involved in the sales and servicing of fixed annuities, fixed life insurance, long-term care insurance, and Medicare supplements. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm is notable for its scale, complex affiliate network, and diverse investment programs.

William Venneberg is a financial advisor with Cetera in Milan, Illinois. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Blackhawk Bank & Trust and Vibrant Credit Union, as well as a period focused on full-time education. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to both affiliated and third-party managers.

Maribel Fernandez is a Series 66-licensed financial advisor with J.P. Morgan Securities in Moline, IL, holding three years of industry experience. She has been with J.P. Morgan Securities since 2023 and has concurrently worked at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their program emphasizes a non-discretionary approach supported by centralized due diligence and may incorporate ESG eligibility in its recommendations.

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.

Colton Drish is a financial advisor with Edward Jones in Silvis, Illinois, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Walmart for 15 years. Outside of his advisory role, Drish owns short-term rental properties but does not manage them directly. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kimberly Grage is a financial advisor with Edward Jones in Milan, Illinois, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, she worked in the education sector for over nine years and co-owns an LLC involved in recordkeeping and website building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, known for its extensive advisor network and a broad range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Carrie Crossen is a financial advisor with Cetera in Milan, Illinois, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Cetera and its related entities since 2005. Outside of her advisory role, she volunteers on the finance committee and board of directors for the Quad City Animal Welfare Center and is active with the Rock Island Rotary, where she has served as a board member and treasurer. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across various program structures and custodians, managing over $256 billion in assets.

Richard Charlet is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he was with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in commercial real estate ownership, including an Ameriprise office building. Ameriprise offers a retirement-income planning service primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations tailored to clients’ financial situations.

Michael Blessing is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership through a limited liability company in Tipton, Iowa. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Matthew Sharer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is located in Moline, IL. Outside of his advisory role, he serves as a board member for Cub Scout Pack 109, participating in monthly planning meetings for scout activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Ethan Esser is a financial advisor with Ameriprise in Geneseo, Illinois, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

Nicholas Schnell is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work history with Computershare and Wells Fargo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Filip Virgili is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2026. He has one year of industry experience and is based in Bettendorf, Iowa. Prior to joining Cambridge, his background includes roles outside the financial sector. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.