Thomas Bolanowski is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at firms including B. Riley Wealth Advisors, National Securities Corporation, Equity Services Inc, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in homebuilding through ownership in TBOMAC, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mike Melek is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, BMO Harris Bank, The Huntington Investment Company, and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives trading, and provides multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Tarina Rodgers is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Before joining Citigroup in 2022, she worked at Merrill, the University of Phoenix, J.P. Morgan Securities, and JP Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Brian Kirkland is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2022. Prior to that, he held positions at Bank of America, Merrill Lynch, and Bosak Auto Group. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining advisor-directed models and third-party portfolio management, and operates as a wholly owned subsidiary of Fifth Third Bank.

Robert Pacheco is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica since 2012. In addition to his advisory role, he is involved with the Heartland Institute of Financial Education, providing financial literacy courses to groups. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both fee-based advisory programs and commission-based insurance and brokerage products.

Mark Wheeler is a CFA® charterholder with 24 years of industry experience and has been with William Blair since 2009. He is based in Orland Park, IL, and holds the Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Kim Rasmussen is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. Rasmussen also serves as a board member of The Danish Home Association and is involved with estate planning services through Net Law Group Inc. and LegacyShield Solutions, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, including proprietary model portfolios and access to third-party money managers, with both discretionary and non-discretionary program options.

Ella Branham is a financial advisor with Mariner, holding a Series 65 designation and beginning her career in 2026. She has been affiliated with Mariner and Mariner Wealth Advisors since 2025. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness services.

Phillip Pardo is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Transamerica since 2012. Outside of his advisory role, he is involved with Legacy Shield Solutions, focusing on estate planning services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies.

Kendall Guyton Jr. is a Series 66-licensed financial advisor at Citigroup Global Markets with two years of industry experience. His prior roles include positions at Merrill, Bank of America, and PNC Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and incorporates both discretionary and non-discretionary models, serving a broad client base including high-net-worth and ultra-high-net-worth individuals.

Brenda Ingram is a financial advisor at GWN Securities Inc. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at GWN Securities since 2015, alongside operating Ivory Tower Financial Services since 1994. Ingram serves as vice president and board member of Eric Family Services, a nonprofit organization. GWN Securities is an SEC-registered adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and is noted for its legacy use of market-timing and momentum-based investment strategies.

Arthur Reich is a financial advisor with Transamerica Financial Advisors in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and with 28 years of industry experience. His background includes roles at several firms such as Medico Insurance Company, Travel Guard International, and World Financial Group. He has also been involved in insurance sales and ownership of Wellington Group of Illinois LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

Phillip Dragisic is a financial advisor with PNC Wealth Management who holds a Series 66 designation and has 17 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—a discretionary, invitation-only online account using algorithm-driven risk assessments and managed through mutual funds and ETFs.

Matthew Wetzel is a financial advisor with PNC Wealth Management in Clarendon Hills, IL. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining PNC, he worked at JPMorgan Securities LLC and J.P. Morgan Chase Bank N.A. from 2019 to 2026, as well as at Medline Industries and Spire Hospitality. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessment and implements investment strategies via approved models managed internally or by third parties.

Maja Baric is an advisor at Fifth Third Securities, Inc. with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Fifth Third Securities since 2015, also maintaining a concurrent role at Fifth Third Bank since 2005. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing access to multiple portfolio management strategies and services.

Maurice Rodgers is a financial advisor with Eagle Strategies (NY Life) based in Hazel Crest, IL. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at RER Solutions Group LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lucero Ramirez is an advisor at Fifth Third Securities, Inc. with one year of experience in the financial industry. She holds Series 63 and Series 65 licenses and has been affiliated with Fifth Third Bank since 2015. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, and trusts. The firm offers investment advisory and brokerage services through various programs and third-party portfolio managers on its Passageway Managed Account platform.

Jack Privateer is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. His prior roles include positions at M1 Finance, New York Life, and Edward Jones. Outside of finance, he has experience working in hospitality and events, including roles at Global Brew Tap House, Topgolf, International Tap House, and Complete Wedding + Events. Citigroup Global Markets serves individual and institutional clients through a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and provides solutions for workplace, high-net-worth, and ultra-high-net-worth segments, combining large institutional scale with distinctive market roles and proprietary research capabilities.

Cameron Eades is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. His prior roles include positions at the University of Illinois Foundation and Cline Financial Concepts. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios and integrates tax and accounting services alongside traditional portfolio management.

Rachel Seiler is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Creative Planning since 2022 and previously held roles at Mariner Wealth Advisors, Fifth Third Securities, Fifth Third Bank, Johnson Investment Counsel, and the University of Cincinnati. Outside of her advisory work, she volunteers as a girls basketball coach at Whitney Young High School in Chicago. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional investment options and a suite of retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.