Veena Gandhi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and is also involved in estate planning education through roles with Inheritguard, LLC and LSPN Pro LLC. Additionally, she participates in activities related to insurance sales and client education with affiliated entities including World System Builders and EBRM Agency. Transamerica Financial Advisors serves a diverse client base including individuals, high net worth clients, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach across multiple platforms, including Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.

Eric Schuller II is a financial advisor at Citigroup Global Markets with six years of industry experience. He has been with Citigroup since 2016, initially at Citi Private Bank before joining Citigroup Global Markets in 2022. He holds Series 63 and Series 66 designations and is based in Chicago, IL. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and pricing capabilities alongside its roles as a swap dealer and futures commission merchant.

Stephen Berenson is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has seven years of industry experience, including roles at Wells Fargo Clearing and Cooper's Hawk Winery & Restaurant. Outside of advisory work, he is a managing partner at RL Tax and Bookkeeping, LLC, which provides tax accounting services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence to support advisor and client needs.

Xiao Chen is a CFP® professional with 14 years of industry experience, currently advising at Integrity Alliance, LLC. Prior to joining Integrity Alliance, Chen held roles at Transamerica Financial Advisors, Lion Street Financial, and related entities. Outside of finance, Xiao Chen is involved in community organizations including serving as Vice President of the Hunan Association of the Midwest USA and as a board member of the Chinese American Association at Greater Chicago. Chen also owns a performing arts business focused on music and acting. Integrity Alliance is a large advisor network providing advisory and brokerage services to individuals, corporations, and retirement plans. The firm offers various investment management approaches, including advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers, supported by a range of operational features such as dual SEC registration and affiliated insurance distribution.

Bhavesh Thakkar is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role, he worked at J.P. Morgan Securities and JP Morgan Chase Bank. Thakkar is also a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm uses a range of risk profiles and a combination of strategic and tactical asset allocation, supported by affiliated global asset management and fund selection teams.

Ryan Walsh is a Series 66-credentialed financial advisor with Rockefeller Financial LLC in Chicago, IL. He joined Rockefeller Financial in 2026 and has previous experience spanning work at Loyola University Chicago, Chaminade College Preparatory School, and St. Alban Roe. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and investment banking services through an integrated platform that includes discretionary and non-discretionary solutions.

Robert Magnesen is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2014, having worked at Fifth Third Bank since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Jonathan Sears is a CFP® professional with 18 years of experience in financial advisory roles. He currently works at Schwab Wealth Advisory and has previously been employed by Charles Schwab and J.P. Morgan Securities, LLC. Sears is based in Chicago, IL, and holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select referred clients. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools to deliver personalized recommendations, with trades executed only upon client authorization.

Cristl Walker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Securities America, Fidelity Brokerage Services, and Charles Schwab. Outside of financial advising, she provides pet sitting services through the Rover platform. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Frank Becker is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 credentials and four years of industry experience. He has worked at Citigroup since 2023 and previously held roles at Northern Trust Securities, Inc., Northern Trust Bank, Lendlease, and Total Quality Logistics. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, security pricing, and operations as a swap dealer and futures commission merchant.

Todd Schossow is a financial advisor at Brookstone Capital Management LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Northern Trust Bank and Northern Trust Securities Inc for 12 years. He has been with Brookstone Capital Management since 2021. 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 registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Michael Shean is a financial advisor at TLG Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Simplicity Investments, MML Investors Services, Mass Mutual Life Insurance Company, and Lenox Advisors, Inc. Outside of his advisory role, he is also an insurance agent specializing in individual and group life and health insurance. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory across its investment approach.

Andrea Longhi is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Creative Planning in 2021, he worked at Raymond James Financial Services and Money Managers Financial Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Kellen Cross is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and two years of industry experience. Prior to joining Mariner, he held roles at the University of Kansas, Infinitas, Edison Spaces, and Royal Blue Capital. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates tax and accounting services uncommon for firms of its size.

Jackson Wildermuth is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Morgan Stanley in 2023. He also has an academic background at the University of Illinois at Urbana-Champaign and Walter Payton College Prep. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a broad range of investment and placement services.

Juan Martin is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, E*TRADE Securities LLC, and J.P. Morgan Securities. Martin earned an MBA from the University of Iowa. Citigroup Global Markets serves individual and institutional clients across wealth segments including workplace, high-net-worth, and ultra-high-net-worth, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles such as swap dealer and futures commission merchant.

Linda Conti is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Noyes Advisors LLC and David A. Noyes & Company since 2008. Outside of her advisory role, she is a board member of the Central Indiana Wilderness Club and is owner of Global Integrity Alliance, LLC, which facilitates government subcontracting in disaster relief, cybersecurity, and education services. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who manage portfolios using various strategies and act as fiduciaries under written advisory agreements.

Madison Van Erp is a Series 66 licensed financial advisor with four years of industry experience, currently employed at Citigroup Global Markets in Chicago. Prior to joining Citigroup in 2022, Madison held positions at Stephen R Miller CPA and Robert W. Baird. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a distinctive combination of large institutional scale and specialized market roles.

Andrew Hambleton is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, Telemus Capital, and BMO Private Bank. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Kayla Benz is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She previously worked at Rockefeller Capital Management from 2021 to 2024 and Whitnell & Co. from 2016 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.