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 63 and Series 65 credentials and 15 years of industry experience. In addition to his advisory role, he serves on the board 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 both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Justin Muro is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 66 designations and 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Outside of his advisory role, he serves as CEO of Muro Wealth Management, a marketing and financial services entity connected with his Lincoln business. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

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.

Garrett Hall is a financial advisor at Integrated Wealth Concepts LLC in Naperville, IL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at LPL Financial, CCO Staffing, CCO Capital, Cole Capital Corporation, and Equity Fund Advisors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios primarily comprised of mutual funds, ETFs, equities, and fixed income with a long-term approach complemented by shorter-term trading for rebalancing and cash needs.

James Blaydes is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Securities America, Inc., and National Planning Corporation. Outside of his advisory work, he serves as President of his local condominium association. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through a broad range of advisory services, employing an open-architecture investment approach that integrates multiple third-party platforms and managers.

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.

Amy Montgomery is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at LPL Financial from 2013 to 2022 and has been with Pursuit Wealth Group and Commonwealth Financial Network since 2022. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and services, including custom portfolio solutions and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

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 at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and J.P. Morgan Chase Bank N.A. He has also held roles outside finance at Medline Industries and Spire Hospitality. 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 uses algorithmic tools to recommend investment risk bands, implementing portfolios via approved strategies with mutual funds and ETFs, and delegates portfolio management and proxy voting to third parties.

Maja Baric is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2015. Prior to that, she has worked at Fifth Third Bank since 2005. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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 with VOYA Financial Advisors, Inc. in Lisle, Illinois, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Venkatraman serves as treasurer for the Highland Field Home Owners Association, where he oversees financial statements and budget approvals. VOYA Financial Advisors serves a broad mix of individual and institutional clients, including retirement plan sponsors and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary, recommendation-based advisory services.

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 financial advisor at Benjamin F. Edwards & Company, Inc. with seven years of industry experience. He holds a Series 66 credential and previously worked at Bank of America, Merrill, Kinetic Life Growth Partners, Focal Point Partners, and Wacoal Sport Science Corp. Outside of his advisory role, he serves as a Planning & Zoning Commissioner and a city councilman for the City of Naperville. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs, financial planning, and investment consulting services, utilizing multi-manager strategies across mutual funds, ETFs, separately managed accounts, and custom portfolios.

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.

Jared Lester is a CFP® professional with ten years of experience in the financial services industry, currently serving at Stratos Wealth Partners, Ltd. Prior to joining Stratos, he worked at LPL Financial LLC and Securities America Advisors. Outside of his advisory role, he assists as an assistant soccer coach for a youth team in Naperville, IL. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base—including individuals, retirement plans, corporations, nonprofits, and institutional clients—offering customized portfolio management and financial planning through an open-architecture platform that integrates multiple third-party managers and proprietary strategies.

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.