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.

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 Series 66-registered financial advisor with Edward Jones in Bettendorf, IA, bringing five years of industry experience. Prior to joining Edward Jones in 2023, he held positions at The Vanguard Group, Inc., the United States Census Bureau, Wells Fargo Clearing, TD Ameritrade, and worked at the University of Iowa and Hy-Vee, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

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.

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.