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.

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.

Richard Turner is a financial advisor with Edward Jones in Le Claire, IA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Vanguard Group, Inc., Wells Fargo Clearing, TD Ameritrade, and the United States Census Bureau. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

David Carlson is a financial advisor with LPL Financial in Moline, IL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at CBI Bank & Trust, Farmers and Mechanics Bank, and American Senior Benefits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, third-party subadvisors, and advanced technologies.

William Sandry is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his advisory work, he serves as president and consultant for Vita Nova Ministries, a religious institution. RBC Wealth Management serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored strategies based on clients’ risk profiles.

Thomas Melchert Jr. is a financial advisor with Morgan Stanley in Davenport, IA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has also been associated with Citigroup Global Markets since 2008. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured planning process.

Jake Adrian is a financial advisor with Edward Jones in Bettendorf, IA, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he served in the Department of the Army for 18 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other advisory services.

Amy Phillips is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Beyer & Rock Investment, Private Client Services, and Hancock Securities Group. She is currently based in Davenport, IA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by proprietary tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements.

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.

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.

Brennan Hawley is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley and its Private Bank since 2012 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Amanda Smolenski is a Series 66-licensed advisor at Edward Jones with a total of 11 years of industry experience, including a prior 10-year tenure at Edward Jones and seven years at UnityPoint Health - Trinity College of Nursing & Health Sciences. She is currently located in Davenport, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Cambry Gundrum is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. Prior to his current role, Cambry’s work history includes positions at Texas Roadhouse, Buffalo Wild Wings, State Farm Michele Kapinski, Cracker Barrel, and Community Healthcare. He also works as a consultant and independent contractor for DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a variety of client types, including individuals, high-net-worth clients, and institutional accounts.

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.

Aric Kreeger is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His prior roles include positions at City National Bank and United Fruit and Produce, as well as fourteen years with ADB Companies LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Jonathan Rasler is a financial advisor at Thrivent Investment Management in Davenport, IA, holding Series 63 and Series 66 credentials with eight years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Outside of his advisory role, Rasler sings at church events, including weddings and funerals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers these planning services either as a one-time or ongoing engagement, separate from its managed-account programs.