Christopher Smulski is a Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with Truist Advisory Services and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities, and Banc of America Investment Services. Smulski serves on the board of Saint Mary of the Angels Catholic School in Chicago, where he consults on school-related matters. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment strategies.

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.

Sofia Mondragon Castillo is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides a variety of advisory, execution, and custody services.

Kellin Mcgowan is a financial advisor with Citigroup Global Markets in Chicago, holding a Series 66 designation and three years of industry experience. Prior to joining Citigroup, he held roles at CASA and Every Campus a Refuge and worked in various positions at the University of Chicago and other organizations. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles including in-house research and derivatives services.

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.

Darryl Stuckey is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Citi Bank, JPMorgan Chase & Co., and Xavier University. 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 and combines large institutional scale with unique market roles, including in-house research and derivatives 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.

Noah Spitz is a financial advisor at Citigroup Global Markets in Chicago, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Robert W Baird and Foote, Cone & Belding, as well as work in the beverage and energy sectors. During his career, he has also been involved with the Wisconsin School of Business and the University of Wisconsin-Madison. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

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.

Stacey Specht is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and UBS Financial Services. 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 services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Rocio Aguinaga is a CFP® with three years of industry experience, currently serving as a financial advisor at Citigroup Global Markets. She previously worked at Deloitte Services LLP for nine years before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with a focus on internal standards and oversight committees to select and monitor managers.

Ethan Redensek is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and has four years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2021 and has been with Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and Schwab’s internal research tools to deliver tailored recommendations, while trades are executed only with client authorization.

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.

Patrick Sands is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab-related entities since 1999, including Charles Schwab Bank from 2005 to 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research tools, with a focus on personalized recommendations and client authorization for trades.

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.