P. Paul Albano is the principal and sole advisor at Jefferson Asset Management with 27 years of industry experience. He has led the firm since its founding in 1999. Outside of his advisory role, Albano serves as president and CEO of Quonset Corporation, a hospitality and recreation business. Jefferson Asset Management provides discretionary investment management primarily for individual and retirement accounts, as well as a variety of institutional clients. The firm employs both fundamental and technical analysis with a focus on long-term holdings and conducts regular portfolio reviews.

Dwight Schaefer is the sole advisor at Schaefer Wealth Management, Inc. in Waterloo, IL, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked at Schaefer Wealth Management since 2008 and previously spent seven years with LPL Financial. Outside of advising, Schaefer is an independent insurance agent for various companies. Schaefer Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and business owners. The firm provides customized portfolios and two planning approaches, combining ongoing portfolio management with comprehensive wealth planning.

Brian Skrobonja is the owner and president of Skrobonja Wealth Management, LLC, with over 30 years of experience in the financial services industry. He holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. His career includes roles at Kalos Management, National Planning Corporation, and American General Securities Incorporated. Outside of his advisory work, he is an author of books, blogs, and podcasts related to finance and insurance education. Skrobonja Wealth Management serves primarily individual clients, providing discretionary asset management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, quantitative, and sector analyses along with duration management for fixed-income portfolios, and uses sub-advisory relationships and platform-specific implementations to execute client strategies.

Tennessee Ervin is a financial advisor with Skrobonja Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Skrobonja Financial, Tennessee worked in educational roles at Southwest Baptist University and the Jefferson R-7 School District. Skrobonja Wealth Management primarily serves individual clients, offering discretionary asset management, financial planning, and consulting. The firm employs a combination of fundamental, technical, quantitative, and sector analyses, as well as duration management for fixed income, to manage portfolios that include stocks, bonds, ETFs, and mutual funds.

Tyler Skrobonja is an investment advisor representative with Skrobonja Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Madison Avenue Securities and Kalos Capital and serves as a college pastor and guitar instructor at First Baptist Church of Arnold. Skrobonja Wealth Management serves primarily individual clients and offers discretionary asset management, financial planning, and consulting. The firm employs a mix of fundamental, technical, and quantitative analyses with regular portfolio monitoring and rebalancing, and it also utilizes sub-advisory relationships and platform-specific implementations.

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.

Shane Lee is an investment advisor representative at Skrobonja Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has also worked with Madison Avenue Securities. Prior to his advisory roles, Shane had work experience in various non-financial positions including landscaping and retail. Skrobonja Wealth Management, LLC provides discretionary asset management and financial planning services primarily for individual clients. The firm manages approximately $32.3 million across 282 accounts, utilizing a blend of fundamental, technical, quantitative, and cyclical analysis within their investment approach, and employs third-party money managers for implementation.

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 multiple firms including Capital Management Services, Inc. and William E Sherman and Associates. Roylance has also served with the Fenton Fire Protection District for over two decades. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm utilizes a disciplined, formula-driven investment process combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Zach Buettner is a financial advisor with AlphaStar Capital Management, holding a Series 66 designation and 10 years of industry experience. He has held roles at Edward Jones, Sagepoint Financial, CreativeOne Wealth, and currently leads Conquistare Financial Advisory, where he serves as president and is involved in insurance sales including life, disability, and Medicare supplements. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies that use strategic asset allocation and quantitative analysis, and it also provides subadvisory and platform services to other registered investment advisers.

Joshua Kistner is a financial advisor with Principal Advised Services holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Bruce Doyle State Farm. Outside of advisory work, he is an owner of GKW LLC, an LLC involved in managing residential rental properties. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party models and operates within the Principal Financial Group family, giving clients access to affiliated products supported by governance and supervision controls.

Calvin Neeman is a financial advisor with Cornerstone Wealth Management, LLC in Columbia, Illinois, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at Cornerstone Wealth Management since 2016 and previously spent nine years at Edward Jones. Outside of his advisory role, he is involved in tax preparation and accounting through Triada Tax Consultants. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, providing asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets as of year-end 2025 and employs a combination of fundamental, quantitative, and qualitative analysis with ongoing account supervision and rebalancing.

Trevor Davis is a financial advisor at Cornerstone Wealth Management, LLC in Columbia, Illinois, holding a Series 66 designation with four years of industry experience. His work history includes roles at LPL Financial and Synergy Wealth Solutions, as well as earlier positions in education and construction. Outside of advising, he is involved in coaching at Gibault Catholic High School. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through a combination of advisor-led discretionary management and LPL-sponsored programs, utilizing a multi-brand approach supported by technology to manage a high client load.

Adam Hartz is a financial advisor at Victory Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Outside of his advisory role, he serves as a campus elder at Canaan Baptist Church and acts as a trustee for his parents' trust. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and offers a combination of fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Brian Forbush is a financial advisor with Lanark Financial, Inc. in Imperial, MO, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior experience includes seven years at Wells Fargo Clearing Services and roles in staffing firms Robert Half International and Executive Staffing. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, institutions, and retirement plans. The firm manages approximately $1.78 billion in client assets through multiple advisor teams, offering both discretionary and non-discretionary arrangements along with program-based accounts and various overlay management services.

Roy Combs is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with ICMA Retirement Corporation since 2004 and has been associated 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, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm employs investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Aaron Thompson is a financial advisor with LPL Financial in Columbia, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Cornerstone Wealth Management, LLC (DBA: Triada Advisors) since 2019 and previously held roles at Mastercard Inc, Cushman & Wakefield Inc, and BKD, LLP. Thompson provides investment advisory services through Cornerstone Wealth Management, an independent registered investment advisor separate from LPL Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a range of investment delivery options, combining large-scale advisory operations with additional financial products and services.

Lisa Pogorzelski is a financial advisor with Alera Investment Advisors, LLC and holds Series 63 and Series 66 designations. She has nine years of industry experience and has worked at firms including PNC Wealth Management, LPL Financial, and Edward Jones. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm uses a primarily long-term, fundamental-analysis driven approach, offering portfolios constructed from mutual funds, ETFs, individual equities, and fixed-income securities, with ongoing monitoring and supplemental services such as financial planning and ERISA consulting.

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.