Dwight Schaefer is a financial advisor with Schaefer Wealth Management, Inc. in Waterloo, IL, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Schaefer Wealth Management since 2008. Outside of advising, he works as an independent insurance agent for various companies and serves as co-successor trustee for a family trust. Schaefer Wealth Management serves individual investors, high-net-worth clients, and business owners with customized investment management and financial planning services, employing a mix of mutual funds, ETFs, and individual securities guided by quantitative analysis and third-party research. The firm also offers educational seminars and client newsletters at no additional cost.

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 firms including Capital Management Services, Inc and William E Sherman and Associates. Roylance is also involved as a director of research for Sherman Portfolios, an investment advisory business. Pinkerton Wealth Partners serves individuals, high-net-worth families, retirement plans, trusts, foundations, corporations, and institutional investors with investment advisory services, financial planning, and pension/ERISA consulting. The firm employs a disciplined, formula-driven investment approach combining quantitative, technical, and fundamental analysis across active, passive, and tactical strategies.

Brian Forbush is a financial advisor with NBC Securities, Inc. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Robert Half International, Executive Staffing, and U.S. Bank. NBC Securities provides investment management, financial planning, and brokerage services to individual and institutional clients, including high-net-worth individuals, ERISA-qualified plans, trusts, endowments, municipalities, and private investment funds. The firm offers multiple fee-based advisory programs and integrates brokerage execution and custody services through RBC platforms.

Roy Combs is a financial advisor at MissionSquare Retirement with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at ICMA Retirement Corporation since 2004. Additionally, he has been affiliated with Meremac Community College since 2000. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, using investment advice and model portfolios developed by Morningstar Investment Management.

Anna Bertrand is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018. Outside of her advisory role, she works as a welder and painter on a part-time basis. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services primarily through its network of Investment Advisor Representatives.

David Ryan is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cadre Asset Management, Brokers International Financial Services, and Stifel. Outside of finance, he serves as Chief Financial Officer for Ryan Family Veterinary Medicine and is involved in community activities such as coaching youth basketball and participating in military mental health awareness initiatives. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers a range of portfolio management programs and fiduciary retirement plan services, utilizing both traditional and non-traditional delivery methods including subscription-based retirement education and co-advised private wealth solutions.

Ted Kirkpatrick is a financial advisor at Larson Financial Group, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 31 years before joining Larson Financial Group in 2021. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting through model portfolios, discretionary programs, and third-party money manager recommendations, utilizing both strategic and tactical approaches.

Zachariah Curry is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and OneAmerica Securities. In addition to his advisory work at Kestra, he owns Christian Financial Services, an insurance practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving some large institutional clients, including sovereign wealth funds.

Lorraine Mckee is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Her prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Cetera Advisor Networks LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Timothy Moran is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he serves as trustee of the Irma Moran Irrevocable Trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party model strategies with periodic strategic reviews.

Donne Wall is a financial advisor at SPC with 20 years of industry experience and holds a Series 66 designation. He has worked at Sigma Financial Corporation and SPC since 2017, and previously at First Allied Securities, Inc. from 2011 to 2017. Outside of finance, he provides private baseball instruction. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers and employs a combination of discretionary management and consulting approaches.

Sharon Young is a financial advisor at Oppenheimer with 14 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a range of investment strategies to meet client objectives.

Franklin Santos is a financial advisor with Ameriprise in Arnold, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at FBL Financial Group, Charles Schwab, U.S. Bancorp Investments, and Bank of America. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic recommendation processes.

Garrett Reifschneider is a CFP®-designated financial advisor with Edward Jones, based in Waterloo, IL, and has nine years of industry experience. He has been with Edward Jones since 2016. Prior to his current role, he worked briefly at The Orchards Golf Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Daniel Gielow is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 32 years of industry experience. His prior roles include positions at Goldman Sachs & Co. and Incapital LLC. He is also the owner of Decision Coaching, LLC, a business separate from his advisory activities. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, and institutions, offering a range of advisory and brokerage services supported by an in-house research team and a variety of investment delivery options.

Scott Seek is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 credential. Outside of his advisory role, he serves as president of the Jefferson County Tourism Commission and is involved with a local flying club, Cloud Seekers of Jefferson County LLC. He is also a county councilman in Hillsboro, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Frank Weber is a CFP® with 27 years of industry experience, all of which he has spent at Edward Jones. He holds a Series 63 license and is based in Hillsboro, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 financial advisors.