Maribel Fernandez is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2023 and at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

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.

David Carlson is a financial advisor with LPL Financial based in Moline, IL, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he has worked in various roles including positions at CBI Bank & Trust, Farmers and Mechanics Bank, and Staggs Insurance Agency. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management.

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.

Bryan Sampson is a financial advisor at Robert Baird & Co. with 37 years of industry experience. He has been with Robert Baird since 2009 and holds a Series 63 designation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Joshua Mills is a financial advisor with Robert W. Baird & Co. in Quad Cities, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, offering a range of traditional and complex investment approaches.

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.

John Timmons is a financial advisor with Edward Jones in Davenport, IA, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is president of Timmons Holdings LLC, a company involved in leasing commercial rental property. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary managed solutions, and is notable for its extensive network of financial advisors and branch offices, as well as affiliated services such as a trust company and proprietary mutual funds.

Jonathan Rasler is a financial advisor with Thrivent Investment Management in Davenport, IA, holding Series 63 and Series 66 credentials with nine years of industry experience. Prior to joining Thrivent in 2017, he worked at Von Maur. Outside of his advisory role, he sings at church events such as weddings and funerals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

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.

Daniel Turnmeyer is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, all with MML Investors Services and Mass Mutual Life Insurance. Outside his advisory role, he is involved in independent life and health insurance sales and also acts as a broker for fixed annuities and life insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using advanced software tools and provides additional services including wrap accounts, money-manager programs, and educational seminars.

Vance Westerkamp is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica since 2001. Outside of his advisory role, he is involved in selling home security and automation products through an affiliated company. Primerica Advisors serves individual, corporate, and charitable clients primarily through a wrap-fee asset management program utilizing model-delivery strategies and discretionary management. The firm operates at scale with thousands of advisors and focuses on advisory services without portfolio management for institutional clients.

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 financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation. Prior to his current role, Virgili worked for Cambridge Investment Research, Inc. and was previously employed by the Quad City Storm. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services using a variety of platform and portfolio management options tailored to client objectives.

John Arons is a financial advisor with Thrivent Investment Management in Bettendorf, IA, holding Series 63, 65, and 66 licenses and 31 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2002. Outside of his advisory role, he owns a business called Dream Chasers Solutions LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Susan White is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment and Midwest Climate Solutions. Outside of her advisory role, she is the owner and creator of the Small Steps Big Wins podcast, focused on self-improvement. She is part of The DDK Group within Baird’s Private Wealth Management department, serving a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing internal research, manager-traded strategies, and tax-management tools.

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.

Jason Mc Areavy is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2024. He has eight years of prior experience at Kent Nutrition Group. Outside of his advisory role, he is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.