Dylan James Roth

P. Paul Albano is the principal and sole advisor at Jefferson Asset Management with 27 years of industry experience. He has led the firm since its founding in 1999. Outside of his advisory role, Albano serves as president and CEO of Quonset Corporation, a hospitality and recreation business. Jefferson Asset Management provides discretionary investment management primarily for individual and retirement accounts, as well as a variety of institutional clients. The firm employs both fundamental and technical analysis with a focus on long-term holdings and conducts regular portfolio reviews.

Dwight Schaefer is the sole advisor at Schaefer Wealth Management, Inc. in Waterloo, IL, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked at Schaefer Wealth Management since 2008 and previously spent seven years with LPL Financial. Outside of advising, Schaefer is an independent insurance agent for various companies. Schaefer Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and business owners. The firm provides customized portfolios and two planning approaches, combining ongoing portfolio management with comprehensive wealth planning.

Hi, I’m Ethan, a CERTIFIED FINANCIAL PLANNER™ professional and co-founder of Bridgewater Advisory Group LLC. My passion is helping people align their financial decisions with their personal goals and dreams. At Bridgewater, we focus on empowering you to find the joy possible in every moment by creating financial plans that provide the clarity and confidence to live the life you’ve earned. Our approach is rooted in collaboration. We take the time to understand what matters most to you—your hopes, dreams, and goals—and work alongside you to develop a financial strategy that reflects the life you envision. By helping you step back from the busyness of life, we guide you to think intentionally about your priorities and move forward with a plan that brings meaning, joy, and peace of mind. We specialize in retirement distribution planning, tax planning, and healthy aging support. Our goal is to help you maximize the potential of your assets so you can fully embrace a life that sparks joy. At the same time, we work to help you avoid costly tax mistakes and develop a healthy aging plan that ensures you get the most out of your retirement—both financially and personally.

Terrence Bridgewater is a financial advisor at Bridgewater Advisory Group LLC with 25 years of industry experience. He holds a Series 66 designation and has a background that includes two decades at Cetera and ownership of a CPA firm providing business consulting, accounting, and tax services. He serves on the board of directors for Peoples Community Bancorporation. Bridgewater Advisory Group LLC offers wealth management and investment advisory services to individuals, trusts, estates, and retirement plans. The firm employs a long-term, fundamental analysis approach, using diversified mutual funds, ETFs, equities, and bonds, with discretionary portfolio management and ongoing monitoring within client-directed guidelines.

Matthew Idoux is a CFP® professional with 10 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2013 to 2024 and joined MDRN Capital in 2024. In addition to his advisory role, he is an insurance agent with MDRN Insurance, LLC. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, utilizing independent managers, mutual funds, ETFs, and individual securities.

Anthony Roylance is a financial advisor at Pinkerton Wealth Partners with 13 years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Capital Management Services, Inc. and William E Sherman and Associates. Roylance has also served with the Fenton Fire Protection District for over two decades. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm utilizes a disciplined, formula-driven investment process combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.