Erin Heeren

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.

Kyle Leydens is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has nine years of industry experience, having previously worked at Edward Jones and Busey Bank. Leydens is currently based in Gilman, Illinois. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.