Miguel Roman is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his advisory role, he worked in sales consulting at Best Buy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Adam Talbert is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Byron Bank, Stillman Bank Trust Department, Regal Investment Advisors, LLC, and Lucas Group Financial Advisors, Inc. He is also a business owner of 219 Ventures, LLC (dba Pub 219), a non-investment-related enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of advisors. The firm offers diverse advisory programs and financial services supported by proprietary research and third-party subadvisors.

Joseph Steiner is a financial advisor at Robert Baird & Co. in Rockford, IL, holding a Series 66 designation. He joined Robert Baird & Co. in 2025 after seven years at Bone & Joint Clinic and three years at OrthoIllinois. Steiner has no prior industry experience before joining Robert Baird & Co. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.