Datta Prasad Janamanchi is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. Outside of his advisory role, he is involved in life and health insurance sales through multiple business activities. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through a large network of advisors, offering a variety of portfolio management and financial planning services alongside third-party manager referrals.

Rajeswaran Venkatraman is a financial advisor at VOYA Financial Advisors, Inc. with 41 years of industry experience. He has held positions at Voya Financial Partners, LLC and VOYA Financial Advisors since 2000. Outside of advisory work, he serves as treasurer for his local homeowners association. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, retirement advisory services, and access to third-party money managers through a wide network of representatives, utilizing both in-house and external investment strategies with a combination of discretionary and non-discretionary account management.

Jason Moscickis is a financial advisor at PNC Wealth Management with 21 years of industry experience. He has been with PNC Investments since 2010. Moscickis holds Series 63 and Series 66 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees. The firm employs algorithmic risk assessment and executes investments via approved model strategies using mutual funds and ETFs, with portfolio management delegated to third parties.

Mira Dragisic is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at Wells Fargo Bank, NA, Thrivent Financial, JPMorgan Chase Bank, N.A., and Northwestern Mutual. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

Derek Mc Daniel is a Series 66 registered advisor with Benjamin F. Edwards & Company, Inc., bringing seven years of industry experience. He previously worked at Bank of America, Merrill, Kinetic Life Growth Partners, and Focal Point Partners. Outside of his advisory role, he serves as a Planning & Zoning Commissioner and city councilman in Naperville, Illinois. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm offers a range of financial services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory.

John Matenko is a Series 66 licensed advisor with Principal Financial Services in Saint Charles, IL. He has one year of industry experience and has held positions at Principal Securities, Principal Life Insurance Company, and various other roles including at St. Charles Country Club and Goldfish Swim School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm focuses on direct advisory programs, financial planning, and access to third-party money manager solutions.

Jared Lester is a CFP®-designated financial advisor at Stratos Wealth Partners, Ltd with 10 years of industry experience. His prior roles include time at LPL Financial LLC, OSAIC, Securities America Advisors, and NATIONAL PLANNING CORPORATION. Outside of his advisory work, he serves as an assistant soccer coach for kindergarten-aged children in Naperville, IL. Stratos Wealth Partners, Ltd is an enterprise SEC-registered advisory firm with approximately 379 advisors and $18.6 billion in assets under management that serves individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an open-architecture, IAR-driven model integrating multiple third-party platforms and managers, offering discretionary and non-discretionary portfolio management alongside financial planning and outsourced CIO solutions.

Nathan Muersch is a financial advisor at Principal Financial Services in Downers Grove, IL, holding a Series 66 designation. He has been in the industry since 2024, including experience with Muersch Financial LLC and Principal Life Insurance Company. Prior to his advisory roles, he was a student for three years and briefly worked at Walmart. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Maurice Mathy is a financial advisor with Benjamin F. Edwards & Company, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He serves as executor of an estate, managing financial assets and related administrative duties. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage, with proprietary and third-party investment strategies supported by an in-house trading desk and a unique operational structure involving multiple custodians.

Eric Rasch is a financial advisor at William Blair with a Series 66 designation and five years of industry experience. He has worked at William Blair since 2020 and previously spent four years at Indiana University. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Matthew Winscher is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at LPL Financial, LLC, Mutual Advisors, LLC, and TD Ameritrade. He is also involved with Fox Financial Group, operating as a DBA for his LPL business. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a turnkey asset management platform with strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as both a primary advisor and sub-advisor to other programs.

Scott Wei is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Integrity Alliance, he was with Lion Street Advisors and Lion Street Financial. Wei is also the owner of Dentdelioun LLC, where he has worked as an insurance agent since 2011. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering advisory and brokerage services through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm provides a variety of investment solutions including discretionary accounts, model portfolios, and third-party manager referrals across multiple platforms.

Chandra Halverson is a financial advisor at Brookstone Capital Management LLC with 22 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes positions at Strategic Wealth Investment Group, Cetera Advisor Networks, Sageview Advisory Group, and BOK Financial Securities, Inc. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Steve Parker is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 license and 23 years of industry experience. He has been with Brookstone since 2013 and additionally owns and manages Steve Parker & Associates, LLC, which provides financial and retirement income planning as well as fixed insurance products. He also engages in consulting projects for businesses and business owners. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models, a mix of investment strategies including ETFs, mutual funds, and options-enhanced strategies, and serves as both a primary advisor and sub-advisor through its turnkey asset management platform.

Keith Hubbard is a financial advisor at Brookstone Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JPMorgan Securities LLC, JPMorgan Chase Bank NA, Fidelity Investments, and Ameriprise Financial Services. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset allocation models and offers discretionary portfolio management through various investment vehicles, including proprietary funds and affiliated sub-advisors.

Lawrence Delegge is a financial advisor with Brookstone Capital Management LLC, holding a Series 66 credential and bringing 22 years of industry experience. He has worked with the Power of Zero Marketing Program since 2015 and previously operated Delegge Financial Services, LLC for ten years. Delegge serves on the board of directors for Metro Federal Credit Union in an unpaid capacity. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies and operates a turnkey asset management platform, serving clients directly and as a sub-advisor to other advisory programs.

Elise Murray is a financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company LLC since 2009. She holds Series 63 and Series 65 designations. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients using an active, research-driven approach across equities, fixed income, and alternative strategies.

Nedra Sykes is a financial advisor at Lincoln Investment with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at AGIA and VALIC Financial Advisors. Outside of her advisory role, she is a member of Arden Enterprises, LLC, which provides capital for vending operations and identifies real estate opportunities. Lincoln Investment Planning, LLC serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with in-house portfolio management and third-party managers, maintaining a fiduciary role in ERISA and retirement advice.

Tedd Muersch Jr. is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with Principal Financial Services since 2016 and has a background with Principal Life Insurance Company dating to 2009. Outside of his advisory role, he is involved in the sale and service of fixed life and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various adviser and promoter arrangements.

David Bowles is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at notable firms including TIAA-CREF, Bank of America, Merrill, TD Ameritrade, and Scottrade. Bowles is based in Downers Grove, Illinois. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.