Erin Kathleen Heeren

Nickolas Simoneau is a financial advisor at Irontree Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and has led Irontree Advisors since 2013. In addition to his advisory role, he operates a tax preparation business and holds Illinois property/casualty and life/health insurance licenses, which he uses to offer complementary insurance services. Irontree Advisors serves individual clients, high-net-worth individuals, and trusts by providing discretionary portfolio management and comprehensive wealth planning. The firm employs a diversified investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, using various tools such as mutual funds, ETFs, and alternative investments, tailored to client goals and risk tolerance.

Taryn Olszewski is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. She has been with Cetera and related entities since 2014, including work with Regions Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform and reported assets under management exceeding $256 billion.

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.

Kyle Leydens is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial and HighPoint Advisor Group, LLC. 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 financial planning, asset management, and retirement advice services through a large network of investment adviser representatives utilizing various portfolio strategies and advisory platforms.

Charles Cady is a financial advisor with Edward Jones in Watseka, Illinois, holding a Series 66 credential and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Chicago Water and Fire Restoration and Servpro of Champaign Urbana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.