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.

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.

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.