Eric Van Winkle is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and SBS Private Wealth Management, Inc. Prior to his financial career, he spent nineteen years at KWQC-TV. His other business activities include involvement with SBS Financial, a non-investment-related support company in Moline, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting a wide range of clients through its extensive advisor network and specialized programs.

Jennifer Keel is a financial advisor with Wells Fargo Advisors in Bettendorf, IA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at Morgan Stanley for three years, Merrill for five years, and D.A. Davidson & Co. for one year. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools, with optional implementation through brokerage or advisory programs.

Evan Kirkpatrick is a Series 66-credentialed financial advisor at LPL Financial with 19 years of industry experience. He has worked at LPL since 2015, with prior roles at First Allied Advisory Services, First Allied Securities, Kestra Investment Services, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various technological and non-advisory financial activities.

Sydney Verdi Samuelson is a financial advisor at Robert Baird & Co. with seven years of industry experience and holds a Series 66 designation. She has been with Baird in various capacities since 2016 and serves as a board member on the finance committee of the Trinity Health Foundation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, offers financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations, employing a range of discretionary and non-discretionary investment strategies and internal research tools.

Craig Vanderleest is a financial advisor with Robert W. Baird & Co. in Quad Cities, IA, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird & Co. since 2001. He serves as a board member for the University of Iowa Marberry Fund. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services with a range of investment strategies and management options.

Rachel Humphreys is a Series 66 licensed financial advisor with Edward Jones, based in Bettendorf, IA, and has six years of industry experience. She has been with Edward Jones since 2018, with some earlier professional experience at Halo Branded Solutions. Outside of her financial advisory role, she is the owner and founder of an active jewelry wholesale business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Matthew Strajack is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 designations. He has 31 years of industry experience, including 21 years at LPL Financial and five years at Morgan Stanley. Outside of his advisory role, he owns and operates Bettendorf Financial Group, an independent financial services business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management approaches and custody platforms.

Kerry Toporowski is a financial advisor with Ameriprise in Bettendorf, Iowa, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved in managing administrative operations through Toporowski Management, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored, research-driven recommendations that incorporate income strategies, Social Security options, and tax-efficient withdrawals. The firm combines algorithmic tools and expert review to provide ongoing, non-discretionary guidance within a broad range of advisory, brokerage, and insurance solutions.

Daniel Meredith is a financial advisor with Mass Mutual Investors Services and holds Series 66 and Series 63 licenses. He has 24 years of industry experience, including roles at Mass Mutual Life Insurance Company since 2000 and MML Investors Services since 2018. Meredith also works as a licensed agent in life and health insurance sales. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering structured, collaborative planning engagements supported by firm-approved analytical tools.

James Schmertmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously spent 18 years at LPL Financial before joining Raymond James in 2026. Outside of his advisory role, he owns a vacation home in LeClaire, Iowa, which he rents out through a management company. 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 clients. The firm uses analytical tools and tailored client strategies, offering both non-discretionary planning and advisory programs, and is noted for its municipal advisor affiliation and specialized retirement plan consulting services.

Justin Anderson is a financial advisor with LPL Financial in Davenport, IA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at IH Mississippi Valley Credit Union since 2016 and CUSO Financial Services from 2016 to 2019. 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 range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Jamie Stoneking is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise, Thrivent Financial, and Wilsonart International. In addition to his advisory role, Stoneking is involved with JRP Operational Support Services LLC as an associate financial advisor. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Douglas Wenzel is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Robert W. Baird & Co. for 30 years. Outside of his advisory role, he participates in quarterly committee meetings at Kirkwood Community College, providing oversight and advice on the school’s investment consultant presentations. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of investment strategies and manager options.

Gregory Ketron is a financial advisor with Primerica Advisors in Bettendorf, IA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of advising, he is involved with GBK Enterprises LLC, a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure while managing potential conflicts through disclosure and oversight.

Mark Robbins is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at BankORION, LPL Financial, LLC, CUNA Brokerage Services, Inc., and CUNA Mutual Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, using a variety of portfolio management and investment implementation options.

Michael Sansone is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and COUNTRY FINANCIAL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment strategies supported by proprietary research and technology tools.

John Peters is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera since 2017 and serves as the manager of the trust department at Blackhawk Bank and Trust. He is also a board member of Kiwanis International. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to various program structures and third-party managers.

Daniel Mclaughlin is a financial advisor with LPL Financial in Rock Island, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2010 and previously worked at PRUCO Securities, LLC from 2003 to 2009. He operates a business under the name Dillender Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Nicole Ventura is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James & Associates since 2011. Outside of her advisory role, she performs part-time data entry work with CoventBridge. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Foland is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 34 years of industry experience. His prior roles include positions at Western International Securities, U.S. Bancorp Investments, Wells Fargo, and Robert Baird & Co. He is also licensed as an insurance agent, selling annuities and life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, supported by research and technology, serving a large network of advisors and managing substantial discretionary assets.