Charles Cady

Nickolas Simoneau is a Series 66-licensed financial advisor with 13 years of industry experience, serving as the sole advisor at Irontree Advisors LLC since 2013. In addition to his advisory role, he holds Illinois property/casualty and life/health insurance licenses and operates a tax preparation business, overseeing operations and assisting clients with annual tax filings. Irontree Advisors serves individual clients, high-net-worth individuals, and trusts with discretionary portfolio management and comprehensive wealth planning. The firm employs a diverse investment approach incorporating fundamental, technical, quantitative, and modern portfolio theory methods, offering access to a broad range of financial instruments tailored to client objectives and risk tolerance.

Taryn Olszewski is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. She has been with Cetera and its affiliated entities since 2014, also working with Regions Bank during this period. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement solutions, combining advisor-managed accounts, model portfolios, and third-party managed options with fiduciary and retirement plan services.

Stuart Swalls is a financial advisor with Edward Jones in Watseka, IL, holding the ChFC® and Series 66 designations and bringing 11 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. 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 advisory strategies, including wrap fee programs and separately managed accounts, supported by a nationwide network of more than 23,700 advisors.

Bernard Bouse is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services through affiliated entities.

Kendra Applegate is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Adkev Inc., General Motors, Purdue University, and Benton Central High School. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach centers on model portfolios developed by its Research Department and third-party strategists, with access to various asset management programs and a broad range of securities and insurance products.