Dwight Schaefer

Brian Skrobonja is the founder and president of Skrobonja Wealth Management, LLC, with 31 years of experience in the financial industry. He holds the ChFC® designation and has worked at firms including Kalos Management, National Planning Corporation, and Madison Avenue Securities. Outside of advisory roles, he is an author who produces books, blogs, and podcasts on financial topics. Skrobonja Wealth Management provides discretionary asset management and financial planning primarily for individual clients, managing about $32.3 million across roughly 282 accounts. The firm employs a multi-faceted investment process that includes fundamental, technical, quantitative, and cyclical analysis, with a focus on asset allocation, fixed-income strategies, and periodic portfolio rebalancing.

Tyler Skrobonja is an investment advisor representative at Skrobonja Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Madison Avenue Securities and Kalos Capital. Outside of his advisory work, he serves as a college pastor and guitar instructor at the First Baptist Church of Arnold. Skrobonja Wealth Management, LLC provides discretionary asset management and financial planning primarily for individual clients. The firm employs a multi-faceted investment approach, combining fundamental, technical, quantitative, and cyclical analysis, and utilizes third-party managers alongside in-house strategies.

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.