Glen Roter is a financial advisor with Edward Jones in Skokie, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Edward Jones since 1999. Roter serves as a board member for the North Shore Center for Performing Arts Foundation, contributing to the direction of the center's activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Patrick Twardak is a CFP® professional with 11 years of experience in the financial industry. He is currently with Edward Jones, having joined the firm in 2022, and previously worked six years at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. Outside of his advisory role, he conducts financial reviews and audits for the Morton Grove Moose Lodge #376. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages over $1 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Max Tongate is a CFP® professional at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held a role at Fields Auto Group from 2015 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.