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.

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® with 10 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He previously worked 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 a youth team in Naperville, IL. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving more than 24,000 clients with roughly $18.6 billion in assets under management. The firm offers a range of advisor-managed and model-based investment strategies through an open-architecture platform that integrates various third-party managers and tools.

Jarret Van Acker is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. His prior roles include positions at Savant Wealth Management and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining in-house research with third-party managers across a range of asset classes and 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.

Maurice Mathy is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Benjamin F. Edwards since 2016. Outside of his advisory role, he serves as executor for an estate, managing financial assets and related obligations. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse clientele including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement and investment management consulting, utilizing a range of strategies managed internally and by third parties.

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.

Scott Wei is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience with Lion Street Advisors and Lion Street Financial. Outside of his advisory role, he owns Dentdelioun LLC, an insurance agency. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs, utilizing a variety of investment approaches and custodial platforms.

Jack Privateer is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. His prior roles include positions at M1 Finance, New York Life, and Edward Jones. Outside of finance, he has experience working in hospitality and events, including roles at Global Brew Tap House, Topgolf, International Tap House, and Complete Wedding + Events. Citigroup Global Markets serves individual and institutional clients through a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and provides solutions for workplace, high-net-worth, and ultra-high-net-worth segments, combining large institutional scale with distinctive market roles and proprietary research capabilities.

Christopher De Simone is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and VALIC Financial Advisors Inc. Outside of his advisory work, he has been involved in real estate property management and sales since 2002. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients. The firm offers a variety of advisor-managed and model-based investment strategies through an open-architecture platform, integrating third-party managers and providing comprehensive financial planning and retirement consulting services.

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.

Cameron Eades is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. His prior roles include positions at the University of Illinois Foundation and Cline Financial Concepts. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios and integrates tax and accounting services alongside traditional portfolio management.

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 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services and JPMorgan Securities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Rachel Seiler is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Creative Planning since 2022 and previously held roles at Mariner Wealth Advisors, Fifth Third Securities, Fifth Third Bank, Johnson Investment Counsel, and the University of Cincinnati. Outside of her advisory work, she volunteers as a girls basketball coach at Whitney Young High School in Chicago. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional investment options and a suite of retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Lawrence Delegge is a financial advisor with Brookstone Capital Management LLC, holding a Series 66 designation and 22 years of industry experience. He has been involved with the Power of Zero Marketing Program since 2015 and has operated Delegge Financial Services, LLC since 2007. Delegge also serves as an independent insurance agent and is a member of the board of directors for Metro Federal Credit Union, a volunteer position. Brookstone Capital Management is an SEC-registered adviser providing 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, offering discretionary investment management via various model portfolios and separately managed accounts.

Jayne Witte is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at BMO Wealth Management and RMB Capital Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services uncommon among large advisory enterprises.

Nathaniel Salvador is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has been associated with Transamerica Financial Advisors and Victor Salvador since 2017 and has been involved with World System Builders since 2023. He also oversees assistants and conducts product research in his role with Victor Salvador. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and a registered investment adviser, providing a variety of investment programs and support services for retirement and plan clients.

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.