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.

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.

Joshua Green is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has previously worked at T. Rowe Price, American Funds, and Invesco. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party model providers.

Christopher Lago is a CFP® professional with 12 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2014. He has been associated with Fifth Third Bank since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides various discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Courtney Lach is a financial advisor with Benjamin F. Edwards & Company, Inc. in Wheaton, IL. She holds a Series 66 designation and has 12 years of industry experience, including 10 years with Morgan Stanley. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of advisory programs and consulting services, offering both discretionary and non-discretionary managed solutions that combine proprietary strategies and third-party models.

James Blaydes is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. His career includes roles at LPL Financial, OSAIC, Securities America, and National Planning Corporation. Outside his advisory work, he serves as president of his condo association, managing administrative duties unrelated to investments. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture, IAR-driven model that integrates multiple third-party platforms and offers customized portfolio management and specialized planning services.

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.

Nicholas Swan is an advisor at Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Benjamin F. Edwards & Company, he was involved with several churches in various roles from 2007 to 2025. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage services, insurance products, and M&A advisory services.

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.

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.