Jeffrey Overson is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including over 28 years with Principal Life Insurance Company and 10 years with Principal Securities Inc. He is also a partner in a financial services LLC formed as part of a business continuation process. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Michael Hillbloom is a financial advisor with Principal Financial Services in Bettendorf, IA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he is involved in selling and servicing various types of insurance, including fixed life insurance and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Rian Waterman is a financial advisor at Farther with nine years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior work includes positions at United Capital Financial Advisors, Irongate International, and Winthrop & Weinstine, PA. He also serves as a trustee for the Mary H Waterman Children's Trust, overseeing discretionary distributions. Farther offers discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income securities, supplemented by AI tools and advisor judgment.

David Laroque is a financial advisor with Valic Financial Advisors in Davenport, IA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Valic Financial Advisors since 2010 and also serves as an agent for Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Mitchell Corley is a financial advisor with Bankers Life Advisory Services, Inc. in Davenport, IA, holding Series 65 and Series 63 credentials and 10 years of industry experience. He has worked with Bankers Life and its affiliated entities since 2007, currently serving as a unit sales manager in addition to his advisory role. Bankers Life Advisory Services, Inc. provides portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies aligned with clients' goals and risk tolerances.

James Shrader is a financial advisor with Robert W. Baird & Co. holding Series 63 and Series 66 licenses and has 40 years of industry experience. He has worked at Robert W. Baird & Co. since 1999 and Northwestern Mutual Investment Services since 2001. Outside of his advisory role, he is the owner and landlord of a rental property in Chicago. The DDK Group, part of Baird’s Private Wealth Management department, serves individual and institutional clients, offering financial planning, portfolio management, and brokerage services. The firm manages approximately $394 billion in assets and provides a range of strategies including discretionary portfolio management, tax-management, and municipal advisory services.

Stephenson Gragg is a financial advisor with RBC Capital Markets in Bettendorf, IA, holding Series 63 and Series 65 licenses and 34 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill. He is a passive owner of a family outdoor advertising business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles and incorporates a mix of in-house and third-party investment managers.

Jeffery Gunderson is a financial advisor at OSAIC with 41 years of industry experience and holds the ChFC® and Series 63 designations. He has previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 10 years. Gunderson also engages in the sales and servicing of fixed annuities, life insurance, long-term care insurance, and Medicare supplements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a comprehensive range of financial services incorporating brokerage, investment advisory, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Harold Ryley is a financial advisor with Mass Mutual Investors Services in Bettendorf, IA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Metlife Securities, Inc and Mass Mutual Life Insurance Company, and he has operated Ryley Financial since 2005. In addition to his advisory work, he is an independent insurance agent specializing in life, accident, health, fixed annuities, and Medicare-related products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning, asset management, and educational seminars, using collaborative, goal-based planning supported by firm-approved analytical tools.

Katie Meloan is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds the ChFC® and Series 66 designations. Her prior experience includes roles at Bank of America, N.A. and Merrill. Outside of financial advising, she has check writing authority for an audio visual rental business, Audio Visual Resource QC Inc. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs that combine in-house and third-party portfolio management and financial planning services.

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.

Alec Fetterer is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC in 2025, he worked at UPS for one year. Outside of finance, he owns and operates Transform Tutoring LLC, providing part-time ACT test tutoring. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers alongside a range of investment options.

Elizabeth Behrends is a financial advisor with Robert W. Baird & Co. in Quad Cities, IA, holding a Series 66 designation and 20 years of industry experience. She has been with Robert W. Baird & Co. since 2005. The DDK Group, where she works, is part of Robert W. Baird & Co.’s Private Wealth Management practice, advising a diverse client base including individuals, families, institutions, and charitable organizations. The team offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Sarah Johnston is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. She has worked within the Wells Fargo organization since 2016, including nine years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

John Moran is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held roles at Citigroup Global Markets since 1998 and has been with Morgan Stanley and its affiliated entities since 2009. Moran holds the Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

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.

Connor Welvaert is a financial advisor at RBC Capital Markets with 10 years of industry experience. He previously worked for Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors across wealth levels, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

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.

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.

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.